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robo-advisor

Financial Planning Information

Sherman Wealth Management provides you with relevant financial planning information to give you the resources you need to make informed choices. Read through our posts below and contact us to set up a free call for more information on creating a custom financial plan.

August 1, 2017

Why Utilize a Financial Advisor?

Personal finance.  Don’t underestimate the adjective. In today’s world, the rise of “robo advisors” have led some to (incorrectly) conclude that managing investment portfolios is simple.  As far as they are concerned, as long as you have a software program, you’re set.  Within minutes, a computer system can analyze your risk tolerance, determine the best […]
October 30, 2015

Robo Advisors vs Traditional Advisors: Beyond the Red Pill and the Blue Pill

When you hear the words Robo Advisors, what do you think of…? The Matrix? And does Financial Advisor conjure up a swaggering DiCaprio in The Wolf of Wall Street? Or maybe someone in a Brooks Brothers suit, describing products you barely understand? If you said yes to either, you’re not alone. One common fear about […]