How To Help Retirement Planners, Who Try, But Can't Help Themselves

The average investor doesn’t take time out to examine their retirement portfolio every year – if those investments even exist at all. And why should they, considering how intimidating it all seems. For those who do utilize personal finance and robo-adviser tools, their specific yet evolving, time-sensitive needs can get lost within the full breadth of today’s complex investment environment. Unless investors seek help in investigating all investment scenarios and reacting to real-time life changes as they relate to future return, they only see half of what they need to make informed decisions.