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A Perfect Time To Be a DIY Investor

A Perfect Time To Be a DIY Investor

DIY.FUND is changing the face of personal investing.  We provide the same tools advisors and professionals use so individuals can manage their investments themselves.  We have had some amazing feedback from our users as we enable more and more individuals to properly...
The Individual Investor’s Trap

The Individual Investor’s Trap

My inbox often gets filled with new tools just for financial advisors.  They all tout some new way to allow advisors to manage their clients accounts.  There is Wealthscape by Fidelity, that allows for client rebalancing and portfolio management. How about Veo by TD...
The Old Wall Street in Sheep’s Clothing

The Old Wall Street in Sheep’s Clothing

I admit it.  I was enamored with ROBO brokers too.  First off anything with robo in the name had to be smarter than I am.  (plus it is cool to say, try it).  They all boast of quantitative models, and PHd’s working hard to select the perfect portfolio.   For example...
Key Concepts In Portfolio Management

Key Concepts In Portfolio Management

Portfolio Allocation Creating a balanced portfolio is one of the best was to manage your portfolio’s risk. Every year different sectors perform differently, deciding how you want to be positioned is the first step to investing properly. Important Links...
The Business Model Canvas

The Business Model Canvas

Making sure we are wanted The biggest challenge for any early startup is to making sure what they build is actually needed and wanted. The business model canvas, released in 2008 by Alexander Osterwalder, provides a template for defining and iterating over your value...