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Maybe you’re thinking about investing with a robo-advisor or are even using one already.   While the idea in principle sounds good, there are some important risks to think about if you’re considering using an online robo-advisor platform.  In this post I’m going to talk about where robo-advice falls short.1 - No Real Financial PlanningDuring the signup process, nearly all robo-advisors...

If you’re fortunate enough to have a retirement plan through your employer managed by TIAA, your plan will have access to the TIAA Traditional Annuity option.  This is a unique guaranteed investment option only available from TIAA.Client interest in this guaranteed option is on the rise as the yields on short term bond funds have gone down to practically nothing,...