Sentences with phrase «accumulating lots of assets»

Personal Capital is better for investors who have accumulated, or are on their way to have accumulating lots of assets.

This makes the laddering strategy more suited to retirees who have accumulated a lot of assets.

Not exact matches

This segment is known as HENRY, an acronym for «high earners, not rich yet,»; it refers to people who generally make a lot of money but don't have millions in extra cash or other assets accumulated — yet.

While at this point robo - advisors in Canada have yet to accumulate a lot in assets, at least 11 firms have launched in the past two years, including Wealthsimple, Nest Wealth and the Bank of Montreal's SmartFolio.