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Recent Posts

How Your Practice Can Capitalize on the Rise of Day Trading

During the pandemic, many investors turned to day trading in order to occupy their time, to network with others, and to offset the loss of traditional forms of entertainment such as sporting events. Also, online brokers have eliminated commissions, giving the impression that day trading is free. It’s critical to explore how this impacts your relationship with existing and prospective clients. Day trading has the potential to negatively impact an investor’s ability to achieve their financial goals, and it is important that advisors explain how this can happen. … Read More

Robert Cavallaro October 22, 2020

Is Your Practice Ready for the Largest Wealth Transfer in History?

It is no secret that the greatest wealth transfer of all time is likely to happen within the next few decades. Around 10,000 Baby Boomers turn 65 each day (1), which means this aging population is set to pass down up to $68 trillion to their millennial heirs. This event is not something to ignore because of the impact it may have on your practice’s future. Here are three practical steps you can take now to help build a prosperous, intergenerational practice. … Read More

Kiyle Osgood October 13, 2020

Can your investments save the world? They’re a good start.

In the last few decades, investing has been transformed. There is a growing movement to recognize individuals and indexes, personal values and profits. Impact investing has attracted attention and assets; becoming a powerful force for social good. With billions of

Rachel Anderson September 10, 2020

The Future of Finance

‘Tis the season for charitable giving. How to invest with your heart this Giving Tuesday.

The Tuesday after Thanksgiving has widely become known as “Giving Tuesday.” It serves as an international day of charitable giving to kick off the holiday season. This year, it falls on December 3rd, less than a couple weeks away. As

Robert Cavallaro November 19, 2019

Why Automatic Rebalancing Matters

Portfolio rebalancing is an essential part of investment management. Over time, because of the randomness inherent in security returns, portfolios drift away from their desired asset allocation. When this happens, there are a few results: none of them good. For

Robert Cavallaro April 25, 2019

Economic Growth in the President Trump Era

Regardless of which candidate you supported, it’s important to think about the political environment and its impact on economic growth in order to manage your clients’ portfolios. Much has been made of the post-election stock market rally. The story often

Sarah Roman March 6, 2017

Events

RobustWealth and the Lambertville Office Expansion

RobustWealth Celebrates Office Expansion

The RobustWealth team proudly revealed their newly expanded office space on Tuesday, April 9th, during a Grand Opening and Ribbon Cutting event. Joined by Mayor Julia Fahl, local University Professors, and the community, RobustWealth toasted to the new digs.

Sarah Roman April 10, 2019

RobustWealth has an office grand opening in Lambertville due to company growth

RobustWealth Hosts Grand Opening to Celebrate Explosive Company Growth

Expands Lambertville-based headquarters as staff nearly quadruples Lambertville, N.J.–April 10, 2019 – RobustWealth®, an innovative fintech company and provider of digital wealth management solutions, this week celebrated the grand opening of its expanded headquarters in Lambertville, NJ. The 9,000-square-foot addition will accommodate the

Sarah Roman April 10, 2019

FinTech Women in Wealth 2019 - RobustWealth

Women and Wealth at our 3rd Annual Digital Advice Summit

The 3rd Annual Digital Advice Summit promises to explore the what’s, how’s, and why’s of delivering stellar digital advice to clients. With new speakers and topics gracing the stage, we want to showcase one of the staples of our conference each

Sarah Roman February 14, 2019

Team News and Updates

Meet The Team: Our 2020 Summer Interns

By: Mike Kerins, Founder and CEO of RobustWealth The unprecedented global pandemic has turned business as usual on its head. In turn, many companies struggled with how to move forward with their summer internship programs. We continued to look toward

Shannon Rosic August 4, 2020

Millennial Wealth Planning from RobustWealth

Resource Roundup: RobustWealth Tackles Wealth Planning Hurdles for Millennials and Recent Grads

Fall is officially in full swing, meaning many recent graduates are settling into new careers and taking on the responsibility of managing their own financial lives. This can be an overwhelming process, but you don’t have to go it alone!

Sarah Roman October 28, 2019

One Year Later: RobustWealth and Principal #ClimbOn

Last summer, Principal Financial Group® completed the acquisition of our company, RobustWealth®. Since then, we’ve accomplished a lot together and we’re excited for the long runway ahead of us. To celebrate the first year of our relationship in the books,

Sarah Roman September 24, 2019

Press

RobustWealth Introduces New Iteration of Advisor Platform

RobustWealth is thrilled to announce the release of our Advisor 2.0 platform, accompanying our recently released Client 2.0 portal. The intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing,

Shannon Rosic July 29, 2020