Two options for managing investments are robo-advisors and human financial advisors. Robo-advisors are computers that major firms use to allocate assets for passive portfolios in seconds. What started in the early 2000s has grown to widespread use, but there may still...
A well-diversified portfolio is better protected against adverse changes in the market than one that is not. The financial planners at First State help client portfolios mitigate diversifiable risk and augment returns with a mixture of Treasury securities, Gold Chip...
Organized by the CFA Institute, the chartered financial analyst (CFA) title is one of the most prestigious designations in finance. Charterholders have undergone self-study comparable to an MBA program and passed three rigorous exams that most have failed. Ordinary...
If you’re a Tulsa resident, having a financial advisor by your side can help you achieve your financial goals. However, not all financial advisors are created equal. Some have more experience than others, while others specialize in a particular in a particular type of...
Planning your financial future has always been a top priority, but recent events associated with the COVID-19 Pandemic has truly underscored the importance of our financial security. While there are many things you can do on your own (investing in a 401K, creating an...
