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 →

September 28, 2021

Don’t Leave Money on the Table! Take Advantage of Workplace Benefits

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 →

August 4, 2021

What Should My Goals Be?

What should my goals be? Everyone has life goals and aspirations. So this question shouldn’t be hard to answer, right? And yet, when asked in the context of financial planning, it can be a tricky question to figure out. For some, it might be a hard question because you only have a small amount of... Continue Reading →

July 7, 2021

6 Easy Ways to Boost Your Savings

We all want to be making progress toward our financial goals. But, one of the hardest parts is knowing where to start. It’s generally easy to find things to spend money on - housing, groceries, bills, or going out and having fun. But, we also all have future goals for our life that we want... Continue Reading →

June 16, 2021

The Game Everyone Needs to Start Building Plans for Their Goals

At GBI, we believe that rather than asking people to increase their financial literacy, there’s a way that we in the financial sector can make it easier for people to engage with financial problems without the expert knowledge. The key to accomplishing this? Creating a tacit understanding of financial planning. We’ve written in previous posts... Continue Reading →

May 19, 2021