Driving on Cruise Control
Robo Advisors, Passive Investing, Target Date Funds. The industry has created enough products that many advisors no longer perform investment research. They use generic rules of thumb to simply allocate your money into these products. Most of the time, this can helpful. But what happens when it is not most of the time?
Forecasted Growth Rate of Assets at Robo Advisors (Source: Statista)
Looking Under The Hood
Financial Statement Analysis