Essential Money Skills for 20-somethings

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 →

How Much Money Do I Need to Retire?

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 →

Wilshire Partners with GoalBased Investors to Fuel Retail Mobile App with Institutional-Quality Manager Research

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 →

Introducing Lasso

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 →

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