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Future Advisor

Tax, Retirement and Investing Expert

FutureAdvisor is an award-winning investment advisory firm that manages your existing IRA, Roth, taxable, and other investment accounts. The experts there focus on taxes, retirement and investing.

Posts by Future Advisor:

by Future Advisor Dec 23, 2014

This is a guest post from Bo Lu, CEO of FutureAdvisor, a fee-only registered investment advisor. Read more

by Future Advisor Apr 14, 2017

This is a guest post from Bo Lu, CEO of FutureAdvisor, a fee-only registered investment advisor. Research shows that diligent attention to taxes can save an investor $6,057 per year over 25 years on a $200k investment. Read more

by Future Advisor Jan 02, 2015

This is a guest post from Bo Lu, CEO of FutureAdvisor, a fee-only registered investment advisor. There aren’t many products or industries where the lowest cost item often turns out to be the best choice.  But when it comes to mutual funds, that’s often the case. The most expensive funds tend to be actively managed mutual funds while the lowest cost funds are passively managed index funds. Read more

by Future Advisor Dec 23, 2014

This is a guest post from Bo Lu, CEO of FutureAdvisor, a fee-only registered investment advisor. Even the most amateur investor has probably heard that they should diversify their portfolio.  We all… Read more

by Future Advisor Aug 15, 2019

This is a guest post from Bo Lu, CEO of FutureAdvisor, a fee-only registered investment advisor Believe it or not, the government actually wants you to save money for retirement.  Sometimes the rules… Read more

by Future Advisor Dec 22, 2014

Today’s investment professionals use historical references all the time.  Although they know that past performance is no guarantee of future returns, there is a lot of knowledge that can be gained by… Read more