Joshua M Brown

Selecting a Robo-Advisor

Question #2: How many colors can you show in your pie charts that depict my asset allocation? Robo-advisors are not only known for their low fees for basic services but they also give their clients stunningly beautiful pie charts to understand and visualize investable assets. The pie chart is the robo-advisor’s signature tool in emotionally connecting…

Observations from the Mission

(a shot I took from the new CNBC bureau high atop Market Street, overlooking the Ferry Building) Four days in San Francisco seeing our wealth management clients and meeting with prospective clients. It was quite a whirlwind. Ten random observations about the city, in no particular order… 1. The local economy is obviously on fire. Career…