According to recently released data from the Federal Reserve Bank of St. Louis, Americans now hold 45% of their financial assets in stocks—a record high. That includes shares owned directly and equity ...

While robo-advisors manage over $1 trillion, they fall short for people with complex finances, short-term savers, DIY ...

Imagine having a smart assistant that invests for you, keeps an eye on your money 24/7, and never loses patience. That's ...