Investment Opportunities

How to Detect Cash Drag in Robo Advisor Statements (3 quick tests)

**Excerpt:** 3 quick tests to identify cash drag in robo advisor statements. **Meta Description:** Learn how to detect cash drag in your robo advisor portfolio with 3 simple, effective tests to optimize returns and enhance investment performance.

How to Pick Risk Level in a Goal-Based Investing App: Time Horizon + Need + Ability

Excerpt: Choosing risk in goal-based investing: time horizon, need, and ability. Meta description: Learn how to select the right risk level in goal-based investing by evaluating your time horizon, financial needs, and risk-taking ability for optimal results.

How to Stress-Test Your Robo Advisor Plan: Inflation, Job Loss, and Rate Shocks

Excerpt: Stress-test your robo advisor plan against inflation, job loss, and rate shocks for resilient investing. Meta Description: Learn how to effectively stress-test your robo advisor plan amid inflation, job loss, and interest rate shocks to safeguard your financial future.

How to Use Tax Lots to Minimize Capital Gains When Selling

**Excerpt:** Strategically selecting tax lots reduces capital gains tax. **Meta Description:** Learn how to minimize capital gains by selecting optimal tax lots when selling investments. Enhance tax efficiency and improve after-tax returns in 2025-2030.

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