SAVED US FROM OURSELVES.
Will technology hold us accountable?
Will it keep us on our financial plans?
Will it prevent destructive investment behaviors of panic in down markets and greed in up ones?
Will we bury our heads in technology with the false belief it will solve our problems and perfect our lives?
Will it help us take right action, even when that action is emotionally tough and unlikely to happen with willpower?
There are still places doing it the old fashioned way. Printing out plans and dropping a heavy booklet on us, over-using manual spreadsheet inputs. They are allocating and diversifying portfolios on whim and hunch. They are using stale methods, stale websites, and a stale service. They aren’t leveraging technology.
We can do better.
