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 →
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 →
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 →
“Half the money I spend on advertising is wasted; the trouble is I don't know which half.” That famous quote from 1922 is still just as true today, and it came before the dawn of modern marketing. Even with targeted tools like third-party cookies and tracking and user profiles and more, finding the right prospects... Continue Reading →
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 →
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 →
We all have goals we want to achieve. You probably have a long list of things that you want to save for and you’d probably put money toward all of them if you could. However, everyone has a limited amount of money. We know some of that money will inevitably need to go toward everyday... Continue Reading →
We know that it takes a lot of specialized knowledge to build an effective portfolio and this is why investors seek out the experts - financial advisors - for help with investing. However, it doesn’t seem like a good outcome if an investor blindly agrees to purchase a portfolio without truly understanding whether or not... Continue Reading →
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 →
We’ve written previously about the concept of goal-based investing and the fact that every plan to achieve a financial goal shares four common ingredients: a time horizon, current savings, future savings and investment returns. We believe that reaching financial goals shouldn’t require anyone to become a financial expert. There should be a straightforward strategy for... Continue Reading →
