1. What is a robo advisor ?

Is a Robo Advisor Right For You?

The answer to this question depends on your net worth, your investments’ complexity, and whether you feel comfortable investing by yourself. I believe that robo advisors add value and that you can’t easily replicate their results by using Fidelity or Vanguard funds.

Most of my family assets are DIY, but I’ve also used robo advisors for a six-figure chunk. I feel very comfortable using and recommending robo advisors.

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