Shadowridge Asset Management

Because financial journeys are best traveled with friends
Shadowridge Asset Management

Philanthropy Feels Good… Strategic Philanthropy Feels Better!

When was the last time you felt happy after giving something?  It feels great, right?  That feeling that you have made a positive difference in the world – no matter what you gave, exactly – can really brighten your day.  Your generosity may be even more powerful than you realize.  …

Caveat Investor: Regulators Slam Automated Advice Firms

In a November 10, 2021 article for Financial Advisor magazine, Tracey Longo reported that the Securities Exchange Commission (SEC) slammed almost all “Robo-Advisors” with deficiency letters.    Robo-Advisors are low-cost digital investment advisors offering automated advice with little or no human interaction.    Deficiencies noted in the SEC risk alert …