top of page


How Robo-advisors work
Last week we met Bob – Bob is a lot like you. Bob wants to do well with his finances – but needs some help to get on the right track. Last week, we showed how Bob uses the Investment Barbell Strategy. We showed how time, diversification, and volatility work together to help Bob – and you – get on and stay on the best financial track. Today, we will dig into some of the essential aspects of Robo-advisors to help you get started. But first - My name is Jeff Hulett, I am a de
Jeff Hulett
Jul 31 min read


What the students are saying! Praise for Personal Finance education and Making Choices, Making Money
"It taught me how to think about personal finance, instead of just telling me what it was and how to do it." —Jada L "Hulett's teaching...
Jeff Hulett
Jun 11, 20241 min read


What they are saying! Praise for Making Choices, Making Money
Jeff’s decision process-first focus is a personal finance game changer. Providing a consistent, repeatable process is essential to making...
Jeff Hulett
Jun 11, 20243 min read
bottom of page