Big Banks Go Robo for Wealth Management in 2018

JPMorgan Chase will begin offering robo-advisor wealth management in 2018. The tentative launch date is March for their new financial technology advisement services. Chase is not the only financial industry giant to begin offering robo-advisor services either. In 2017 Merrill Lynch, Morgan Stanley and Wells Fargo successfully launched versions of their own robo-advisor services. Robo-advisors are […]

cryptocurrency tax

Taxes and Crypto: Maximum Gain, Minimum Pain

If you spend or invest in cryptocurrencies, it’s imperative for you to understand how these virtual currency transactions affect your taxes. The Trump tax reform bill changes some essential aspects of how you report your cryptocurrency transactions. It’s important to note these changes so you file your taxes properly next year. Here’s a list of […]