November 2016
Over the last few years, several robo-advisors (automated investment services), such as Betterment and Wealthfront, have been promoting the tax loss harvesting feature of their product as a value-add to their investors. Tax loss harvesting at face value seems like a great idea, but implemented for the wrong reasons only detracts from returns. As an...
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We start with what your customers are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever the goals, our mission is to provide the advice and investment vehicles needed to achieve them all. Our advice is goal-based. iQuantifi continues to update the advice given as life changes, applying what is suitable according to your customers’ unique needs and resources. The end result is a real-time, comprehensive, personal financial planner that integrates with your system.