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 →

Do We Really Need to Increase Financial Literacy?

As we come out of April, which is Financial Literacy Month, we at GBI found ourselves questioning the main problem that so many have been focused on these last 30 days: How to increase financial literacy for individuals so they can more easily engage with financial problems.  While we agree that increased financial literacy is... Continue Reading →

What Everyone Should Know About Risk

Every plan has to deal with uncertainty and goals-based investing is no different.  No one can predict the future and even the best laid plans won’t pan out exactly as anticipated. Therefore, it is always important to know the amount of risk associated with your plan.  The good news is we can use a friendly... Continue Reading →

The Real Value of a Financial Advisor

Anyone should be able to build a plan to achieve a financial goal. It shouldn’t be a complicated process or a process that requires a lot of financial know-how.   While this is true, we also know that most people benefit from getting professional advice on their planning.  That’s why we believe in having a community... Continue Reading →

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