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 →
The Advisor Lab Podcast: How Advisors Can Help Clients Balance Their Investment Goals
This week, the GBI team spoke with Alex Cavalieri, the co-founder of Seven Group, for an exclusive interview on The Advisor Lab podcast. In the 28-minute episode, we spoke about how advisors can connect with investors in a more user-friendly and streamlined way with goals-based planning. Throughout the episode, we cover: What makes goals-based planning... Continue Reading →
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 →
How Much Should Be in Your Rainy Day Fund?
Why should you have a rainy day fund? Everyone should have a rainy day fund. Why? Because it gives you a safety net if something unexpected happens and you need money fast. The point of a rainy day fund is to cover surprise expenses you weren’t planning for. For example, your car breaks down or... Continue Reading →
Where Should You Put Your Next Dollar of Savings?
Do you have extra money to save but no idea where to put that money to make the biggest impact? We know. This sounds like a champagne problem. But it can actually be challenging to figure out how to allocate your savings so that you are using your money most efficiently and your dollars are... Continue Reading →
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 →
How to Influence Where Your Money is Invested with 3 Easy Questions
We know that investing can often feel like a black box and a daunting undertaking. But believe it or not, you don’t need to gain all the expertise or skills of a financial advisor in order to have a meaningful conversation and actually drive decisions about how your money is invested. When people think about... Continue Reading →
The Power of Community in Finance
We know that money is highly personal. It isn’t a popular topic for a cocktail party. And for many, it is considered taboo to even discuss amongst friends and family. Perhaps this is why, when it comes to managing money, we see that most people are trying to go it alone. According to a CNBC... Continue Reading →
5 Questions to Ask When Searching for a Financial Advisor
The topic of money and finances is still a big mystery for many people. And for good reason. It can be complicated stuff! We’ve written previously about the fact that managing finances is particularly complicated because it often involves financial investment literacy. This type of literacy relies on complicated math that often requires specific training... Continue Reading →