Best Robo Advisor
Download Best Robo Advisor full books in PDF, epub, and Kindle. Read online free Best Robo Advisor ebook anywhere anytime directly on your device. Fast Download speed and no annoying ads. We cannot guarantee that every ebooks is available!
Author | : Peter Scholz |
Publisher | : Springer Nature |
Total Pages | : 302 |
Release | : 2020-12-28 |
Genre | : Business & Economics |
ISBN | : 3030408183 |
Robo-Advisory is a field that has gained momentum over recent years, propelled by the increasing digitalization and automation of global financial markets. More and more money has been flowing into automated advisory, raising essential questions regarding the foundations, mechanics, and performance of such solutions. However, a comprehensive summary taking stock of this new solution at the intersection of finance and technology with consideration for both aspects of theory and implementation has so far been wanting. This book offers such a summary, providing unique insights into the state of Robo-Advisory. Drawing on a pool of expert authors from within the field, this edited collection aims at being the vital go-to resource for academics, students, policy-makers, and practitioners alike wishing to engage with the topic. Split into four parts, the book begins with a survey of academic literature and its key insights paired with an analysis of market developments in Robo-Advisory thus far. The second part tackles specific questions of implementation, which are complemented by practical case studies in Part III. Finally, the fourth part looks ahead to the future, addressing questions of key importance such as artificial intelligence, big data, and social networks. Thereby, this timely book conveys both a comprehensive grasp of the status-quo as well as a guiding outlook onto future trends and developments within the field.
Author | : John Robertson |
Publisher | : Blessed by the Potato Publishing |
Total Pages | : 221 |
Release | : 2018-02-02 |
Genre | : Business & Economics |
ISBN | : 0987818945 |
Author | : James M. Dahle |
Publisher | : White Coat Investor LLC the |
Total Pages | : 160 |
Release | : 2014-01 |
Genre | : Business & Economics |
ISBN | : 9780991433100 |
Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!
Author | : Ben Carlson |
Publisher | : John Wiley & Sons |
Total Pages | : 231 |
Release | : 2015-06-22 |
Genre | : Business & Economics |
ISBN | : 1119024927 |
A simple guide to a smarter strategy for the individual investor A Wealth of Common Sense sheds a refreshing light on investing, and shows you how a simplicity-based framework can lead to better investment decisions. The financial market is a complex system, but that doesn't mean it requires a complex strategy; in fact, this false premise is the driving force behind many investors' market "mistakes." Information is important, but understanding and perspective are the keys to better decision-making. This book describes the proper way to view the markets and your portfolio, and show you the simple strategies that make investing more profitable, less confusing, and less time-consuming. Without the burden of short-term performance benchmarks, individual investors have the advantage of focusing on the long view, and the freedom to construct the kind of portfolio that will serve their investment goals best. This book proves how complex strategies essentially waste these advantages, and provides an alternative game plan for those ready to simplify. Complexity is often used as a mechanism for talking investors into unnecessary purchases, when all most need is a deeper understanding of conventional options. This book explains which issues you actually should pay attention to, and which ones are simply used for an illusion of intelligence and control. Keep up with—or beat—professional money managers Exploit stock market volatility to your utmost advantage Learn where advisors and consultants fit into smart strategy Build a portfolio that makes sense for your particular situation You don't have to outsmart the market if you can simply outperform it. Cut through the confusion and noise and focus on what actually matters. A Wealth of Common Sense clears the air, and gives you the insight you need to become a smarter, more successful investor.
Author | : Rob Berger |
Publisher | : Glenbrook Press |
Total Pages | : 268 |
Release | : 2019-08-29 |
Genre | : Business & Economics |
ISBN | : 9781733914505 |
In Retire Before Mom and Dad, you'll learn how to unlock the superpower inside of you that is capable of transforming almost any income into lasting financial freedom. And, you'll discover that it's not about scrimping and sacrificing to get there.
Author | : Aki Ranin |
Publisher | : Packt Publishing Ltd |
Total Pages | : 250 |
Release | : 2023-02-28 |
Genre | : Computers |
ISBN | : 1801819009 |
Build your own robo-advisor in Python to manage your investments and get up and running in no time Purchase of the print or Kindle book includes a free PDF eBook Key FeaturesExplore the use cases, workflow, and features that make up robo-advisorsLearn how to build core robo-advisor capabilities for goals, risk questions, portfolios, and projectionsDiscover how to operate the automated processes of a built and deployed robo-advisorBook Description Robo-advisors are becoming table stakes for the wealth management industry across all segments, from retail to high-net-worth investors. Robo-advisors enable you to manage your own portfolios and financial institutions to create automated platforms for effective digital wealth management. This book is your hands-on guide to understanding how Robo-advisors work, and how to build one efficiently. The chapters are designed in a way to help you get a comprehensive grasp of what Robo-advisors do and how they are structured with an end-to-end workflow. You'll begin by learning about the key decisions that influence the building of a Robo-advisor, along with considerations on building and licensing a platform. As you advance, you'll find out how to build all the core capabilities of a Robo-advisor using Python, including goals, risk questionnaires, portfolios, and projections. The book also shows you how to create orders, as well as open accounts and perform KYC verification for transacting. Finally, you'll be able to implement capabilities such as performance reporting and rebalancing for operating a Robo-advisor with ease. By the end of this book, you'll have gained a solid understanding of how Robo-advisors work and be well on your way to building one for yourself or your business. What you will learnExplore what Robo-advisors do and why they existCreate a workflow to design and build a Robo-advisor from the bottom upBuild and license Robo-advisors using different approachesOpen and fund accounts, complete KYC verification, and manage ordersBuild Robo-advisor features for goals, projections, portfolios, and moreOperate a Robo-advisor with P&L, rebalancing, and fee managementWho this book is for If you are a finance professional or a data professional working in wealth management and are curious about how robo-advisors work, this book is for you. It will be helpful to have a basic understanding of Python and investing concepts. This is a great handbook for developers interested in building their own robo-advisor to manage personal investments or build a platform for their business to operate, as well as for product managers and business leaders in financial services looking to lease, buy, or build a robo-advisor.
Author | : Dan Keppel MBA |
Publisher | : Createspace Independent Publishing Platform |
Total Pages | : 66 |
Release | : 2016-08-18 |
Genre | : |
ISBN | : 9781537111957 |
Use the Best to reach your goals Ultimate Automatic Wealth Management Fidelity found that their client accounts that were most successful were those put on automatic-left alone-forgotten. "The stock market is a device for transferring money from the impatient to the patient." Warren Buffett Buffett claims that his holding period is forever. He advocates compounding (allow earnings on earnings to grow exponentially): "My wealth has come from a combination of living in America, some lucky genes, and compound interest." Robo-advisors work because money does NOT trade, rebalance, market time, buy high-sell low or sector rotate. It compounds. Yes, it is counter intuitive and it violates every 'rule' of Wall Street. Leaving your money alone to grow by compounding the earnings is easy - but HARD. Human beings do not control their emotions -- fear and greed win out every time. In fact, the average investor earns only 3.79% annually (vs market returns of 11.06%) according to DALBAR's QAIB for 10, 20, 30 years. Ultimate Automatic Wealth Management
Author | : Dr. Jason Van Duyn |
Publisher | : Outskirts Press, Inc. |
Total Pages | : 165 |
Release | : 2023-06-30 |
Genre | : Business & Economics |
ISBN | : 1977251803 |
Many investors find that with nothing more than discipline and an Internet connection, they are able to improve their financial life without the aid of a third party. But not everyone is thrilled with the idea of DIY financial planning. Robots, Dorks or Old Men focuses on those trying to figure out which source of financial advice is best suited to their personality, needs, goals, means, and values. This clear, accessible guide explains the different types of financial and robo-advisors out there. It identifies the five most common sources of financial advice and thoroughly investigates each one, including checklists to help you determine if that source is right for you. With Robots, Dorks or Old Men, you’ll soon find a great partner to help you pursue your financial dreams!
Author | : Anthony Robbins |
Publisher | : Simon and Schuster |
Total Pages | : 688 |
Release | : 2016-03-29 |
Genre | : Business & Economics |
ISBN | : 1476757860 |
"Bibliography found online at tonyrobbins.com/masterthegame"--Page [643].
Author | : Daniel R. Solin |
Publisher | : Penguin Group |
Total Pages | : 225 |
Release | : 2012-09-04 |
Genre | : Business & Economics |
ISBN | : 0399537791 |
Acclaimed and bestselling author Dan Solin shows you how to create a SuperSmart Portfolio that follows the same strategies used by the most sophisticated investment advisers in the world—but previously unavailable to most do-it-yourself investors. Providing the specific information and guidance lacking in most investment guides, Solin leaves nothing to chance in this accessible and thoughtful guide that will put you in control of your investment future.