Monthly Archives March 2019

Robots & Retirement: The Future of Financial Advice Could Be Digital

The online personal advising and personal wealth management company, Personal Capital, has added a new feature to its robotic platform: Retirement Paycheck. Retirement Paycheck is built into Personal Capital’s retirement planning tool and is designed to help clients create a tax-efficient retirement income strategy. Mark Henry, CEO of Alloy Wealth Management, weighed in on the discussion. He stated that the technology itself looks great, but would like it to address in simple terms how steady a retiree’s income really is against market volatility. “Think of it this way. If you need 5% out of your investment accounts to live on
Read More

Categories: Financial Planning and Wealth Management.

Mark Henry Talks With the Media About Parenting

Mark Henry, CEO of Alloy Wealth and host of “Living Large Radio”, was recently quoted in a news story, “9 Money Mistakes Parents Make,” which was featured on three major news websites: U.S. News & World Report, Yahoo Finance and WTOP-FM in Washington D.C. As Mark tells all his clients, he believes that parents teach their children best by example—and they might not realize that their own mistakes and current actions could dictate their children’s future financial success. He says, “Children end up doing exactly what their parents did. Kids who see mom and dad living paycheck to paycheck and
Read More

Categories: Financial Literacy and Lifestyle.