Who Delivers the Best Returns on Your Stock Portfolio?
June 28, 2018
10:00 AM - 11:00 AM PST
Once upon a time most people relied on their broker to manage their stock portfolio. Or you had a financial advisor. Then technology came along and you could do it yourself. Today, robo-advisors can mine mountains of data and provide sophisticated investment strategies to help you maximize the returns on your portfolio. But who is going to deliver the best returns for you? Join our industry expert, Merlin Rothfeld, as he compares the pros and cons of each so you can decide which is best for you.
Merlin Rothfeld has been actively involved in the financial markets since 1996. After receiving his degree in Business Finance, Merlin worked for a large financial planning firm in California where he applied traditional, long term investment strategies.