A robo advisor is an investing advisory and rebalancing service where recommendations and trade execution are delivered programmatically. This post compares the costs and benefits of using a robo advisor compared to a human investment advisor. It also lists the top robo advisors in the US and Canada. Investment Process with a Human Advisor Many of us are familiar with human investment...
Sometime later this year, Ethereum is set to make the biggest change in its near-decade history, an event that’s certain to ripple through the entire ecosystem of cryptocurrencies and digital assets. The Ethereum blockchain will transition from a proof of work system to a proof of stake system. Ethereum has become the most popular blockchain for a growing array of applications,...
In today’s low rate environment, yield hungry investors are adding more covered call ETFs to their portfolios. ETF issuers now offer a variety of interesting products, and recently, Purpose Investments began offering two covered call ETFs based on cryptocurrencies. Because of the high volatility of cryptocurrencies, these ETFs offer huge yields compared to other covered call ETFs based on stocks. This...
Brookfield Asset Management is a global alternative assets investor with over $600 billion of assets under management. This post will describe the company’s history, ownership structure, and business prospects. History The history of Brookfield Asset Management is long and complicated. Since Brookfield is the successor to a wide range of different companies, their history begins at various points. Some of those points...
This post will describe how to buy and hold cryptocurrencies like Bitcoin and how to incorporate them into your wealth management process.
