Financial Planning

Digital Investing: Bridging the Financial Gap

Every demographic spends a significant amount of hours online each week, whether it’s for work, socializing or streaming entertainment. And yet, there is a gap between individuals’ frequent use of technology in their personal lives and their infrequent use of technology when it comes to managing their personal finances and investment portfolios. There can be clear benefits to bridging this gap, though, as the portability of digital investing can help keep one’s financial life in order.

And while digital investing can help simplify your day-to-day money management, it’s important to still meet with your advisor periodically to discuss your progress toward your financial goals.

Here’s what you need to know about digital investing. 


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