Are you saving to buy a home, take a long vacation, have a memorable wedding, or for some other major expense? If so, you know the challenges of planning to have the right amount of money safely accumulated to be available when you need it. A new article, Investing to Buy, shows how to invest over a period of a few years, in a manner that combines good safety with decent returns.
Betterment gets the top rating, because of its sophisticated online apps and simple process.
A good, low-cost strategy is also explained for Vanguard, though it requires a bit more effort.
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Who Needs an Adviser? What are the areas where automated advice may be cheaper and better than paying a financial professional, and better than doing it yourself? What are the best firms that offer automated advice?
Advising Yourself. Do you trust yourself to be disciplined in managing your investments? Do you know the limits of your knowledge? What good, free apps and tools can you use as your own adviser?
Paying for Advice. If you need to pay a financial expert for help, what are reasonable fees? How can you find a qualified, low-cost adviser?