Elizabeth MacBride is a journalist and an internationally known finance writer who crafted the language that launched the robo investment movement. She has written or edited for Newsweek, MIT Tech Review, Forbes magazine, Atlantic.com, Stanford GSB, CNBC and many others. She is the co-author, previously, of The New Builders: Face to Face With The True Future of Business. Qian Liu is the Chief Data Officer at Guideline, an online investment platform that manages small business 401(k) plans. Prior to this position, Qian was the Head of Data at GoFundMe. Qian was also previously the Director of Research at Wealthfront where she led the research and development of automated investment products.

• Foreword xiAcknowledgments xixIntroduction xxiSection One The Science, Business, and Art of Robo Investing 1Chapter One Make Investing Work for You 3Chapter Two A Brief History of Indexing and Robo Investing 25Chapter Three The Philosophy of Robo Investment Advice: Avoid the Gimmicks, Embrace the Science 45Section Two What the Platforms Do 63Chapter Four Diversify and De-risk Investments 65Chapter Five Increase Your Return over Time with Lower Fees 81Chapter Six Lower Tax Bills 97Chapter Seven Technology Brings It Home 117Section Three How to Use a Robo Platform 129Chapter Eight Be Self- Aware about Money 131Chapter Nine Investing Is Dating for the Long Term 143Chapter Ten Budgeting and Wealth Building 155Chapter Eleven Understand Risk and Pick the Right Risk Tolerance 169Chapter Twelve Live for the Present, Invest for the Future 185Section Four Where You Begin 199Chapter Thirteen Is a Robo Investment Platform Right for You? 201Chapter Fourteen Find the Right Platform 215Chapter Fifteen Now I’ve Finished the Book and So What? 235References 249About the Authors 257

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