MOSTLY MONEY with Preet Banerjee

71: $5/month to keep your couch potato portfolio on target?

February 11, 2019
MOSTLY MONEY with Preet Banerjee
71: $5/month to keep your couch potato portfolio on target?
Chapters
MOSTLY MONEY with Preet Banerjee
71: $5/month to keep your couch potato portfolio on target?
Feb 11, 2019
Preet Banerjee
A new fintech named Passiv aims to undercut robo-advisors for $5/month.
Show Notes

The team from Passiv joined me to explain their DIY helper service for investors. They have two levels of service: 1. A free service that tells you what trades you need to execute on your own, or 2. A premium service for $5/month that will allocate new cash and rebalance your portfolio according to parameters you set. This model could eat a lot of robo-advisors' lunch. You can learn more at http://www.getpassiv.com/

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