Tag: WiseBanyan
Posted on September 3, 2020
- We had the privilege of speaking with Axos Financial CEO, Greg Garrabrants
- Topics included the acquisition and integration of robo advisor WiseBanyan, clients’ reaction to the pandemic, and the future
Posted on September 10, 2019
Top Performers*:
1-Year Trailing Top Performers
- Fidelity Go IRA – 6.55%
- TD Ameritrade IRA – 5.87%
- WiseBanyan IRA – 5.61%
2-Year Trailing Top Performers
- Fidelity Go IRA – 8.25%
- WiseBanyan IRA – 8.07%
- TD Ameritrade IRA – 7.45%
*Based on Total Portfolio Return above/below Normalized Benchmark
Read More…
Posted on September 4, 2019
After faltering at the end of last year, U.S. and global markets have returned to a period of strong growth in 2019, with the S&P 500 returning 4.30% in the second quarter. While this was considerably less than the first quarter’s return of 13.65%, due largely in part to markets rebounding sharply following a December selloff, the combined return marks the best first half-year performance for domestic markets since 1997. Many trends from the first quarter continued through the second quarter, as mid-cap continued its outperformance and growth once again outperformed value. Growth has experienced a multi-year dominance, outperforming value YTD, as well as over the trailing one-, two-, and three-year periods.
Read More…