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. 

 

For more on financial planning:

Call our Client Advisory Center at 844.206.8900 or learn more online.

This content does not constitute legal, tax, accounting, financial or investment advice. You are encouraged to consult with competent legal, tax, accounting, financial or investment professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Related