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Should You Use a Robo-Advisor?

Technology continues to evolve and change all aspects of our lives—from advances in healthcare that help people live longer, to the imminent arrival of the self-driving car that we often hear about. When it comes to personal finance and investing, robo-advisors, which use algorithms and software to provide automated portfolio management services, and the role that they are filling in the market place is just getting started.

Your Guide to Monetary Gifting this Holiday Season

With the holiday season officially upon us, many of you are probably looking for a gift that could make a difference for a loved one or wondering what you can do to help your community. A monetary gift is a great way to help a family member or friend, or aid a charitable organization in achieving a goal. But before you open your checkbook, it’s important to keep in mind how gifting can fit into your larger financial plan.

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