Posted on

Investors Relying on Roboadvisers Are Seeking a Human Touch

Investors like Ms. Jones, who is a mentee of Mr. Matthews, represent both the potential and the pitfalls of apps that make buying stocks as easy as ordering a pizza. […]




Posted on

When a Woman’s Retirement Account Becomes the Family Emergency Fund

That includes one of Ms. Wall’s former clients, who was heading for financial ruin because she had emptied a retirement account to help her daughter fight a custody battle. “I […]




Posted on

Using Tech to Optimize Your Social Security Benefits

Benefits are adjusted annually for inflation, and they are not affected by the ups and downs of financial markets. Perhaps most important, benefits are guaranteed for life, which makes Social […]