MOSTLY MONEY with Preet Banerjee

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

February 11, 2019 Preet Banerjee
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

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/

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/