April 2020

Written by Jeff Mount FAIRFIELD, CONN. (PRWEB) APRIL 27, 2020 As COVID-19 takes an enormous economic toll on society, financial advisors and investors tackle the role bond funds hold in an investment portfolio. Real Intelligence, LLC’s Jeff Mount explains why new approaches and tools are vital during this time for creating customized approaches for each investment …

Navigating Bond Investment and Financial Risk Management During COVID-19 Read More »

Written by Jeff Mount The average sized account has received an average experience for many years from financial advisors—the survival of middle-class millionaires and human financial advisors will rely on the personal touch. For the last few years broker/dealers have convinced financial advisors to send their smallest accounts, those unsophisticated accounts, or those fee conscious …

Coronavirus Is Newest Test for Robo-advisors Read More »