infomemo’s

Should You Consider Using a Robo-Advisor?

  What is a robo-advisor? Robo-advisors give advisors and their clients the tools to manage investment portfolios online. The investments included in their portfolios can vary, but their general purpose is to provide efficient, low-cost portfolio management. Does that mean my current advisor is obsolete? Not at all. Your current advisor already knows your situation […]

Kurylo Insurance Blog – May 30th, 2017

This page will have regular articles and information bits “infomemo’s” that will help raise¬†your ¬†awareness on financial planning and insurance topics. Thank you, Rod Kurylo, CFP CLU