Robots, Dorks or Old Men: Finding the right financial advisor for YOU!

Robots, Dorks or Old Men: Finding the right financial advisor for YOU!
ISBN-10
1977251803
ISBN-13
9781977251800
Category
Business & Economics
Pages
165
Language
English
Published
2023-06-30
Publisher
Outskirts Press, Inc.
Author
Dr. Jason Van Duyn

Description

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!

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