Tag: Goals-Based Financial Planning

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

lasso financial planning app

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 →

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 →

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 →

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 →

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