Here at Lasso, we love featuring financial advisors who really get it, and this week’s article is no different. This piece was contributed by Shane Sideris of Synchronous Wealth Advisors. Your 20s are an exciting decade of searching, self-discovery and figuring out how you’ll do this thing called “adulting.” This is typically seen as the... Continue Reading →
Reaching your financial goals can be both simple and complicated. It’s simple because the basic premise can be boiled down to saving money, which you’ve been doing since you got your first piggy bank. It’s complicated because the strategies you can employ to save, invest and plan often can feel so convoluted that the mental... Continue Reading →
Saving for retirement is a strange thing. It feels like a distant concern that you don’t need to worry about, but you also tend to have a constant nagging sense that you’re way behind with saving. Those two perspectives tend to cancel each other out in most people’s minds, so they opt to not do... Continue Reading →
It’s never too early to start putting together a retirement plan, but you won’t get very far if you’re not asking the right questions. The most basic questions are: How much money do I need to retire? How do I figure out how much money I’ll need? Those questions may almost seem a little too... Continue Reading →
FinTech company’s new app helps democratize access to goal-based financial planning and advice for individual investors, backed by the same research used to advise large institutions. Santa Monica, Calif., September 28, 2021 - Wilshire, a leading global financial services firm, today announced their partnership with GoalBased Investors (GBI), a new fintech company that connects investors... Continue Reading →
Roughly one-third of the population made resolutions for 2020. The most popular resolution? Fifty percent of people said theirs was to lose weight, but not far behind was “save more money” at 49%. As I’m sure you’re aware, as a whole, we’re not great at sticking to resolutions. Of those who set goals for themselves,... Continue Reading →
If you’re like most college graduates, student loan debt was a monkey you carried on your back for years, possibly decades—you may even still be carrying it around. According to EducationData.org, our collective student loan debt is approaching 2 trillion dollars, with more than 43 million people carrying an average of $39,351 in debt each.... Continue Reading →
Marketing for financial advisors can often feel like a “throw it at the wall and see what sticks” process. On top of that, what works one day might not work the next. There's no way around it: Marketing is hard for advisors. As a result, advisors often spend more money and time than needed on finding... Continue Reading →
We wanted to take a moment to introduce you to Lasso: our brand new social financial planning app that connects consumers with financial advisors who can help them reach their life goals. At GoalBased Investors—the company behind Lasso—we use technology to help approach financial problems in new and better ways. We believe that new digital... Continue Reading →
Building a plan to reach your life goals may feel daunting. But something that may make it a bit easier is having extra money to save toward those goals. Where do you find extra money though? Well, a good place to start is actually at work. With your job, you are probably focused on how... Continue Reading →
