Sigfig wealth management market data from SigFig Wealth

Market data from SigFig Wealth Management shows S&P 500 volatility narrowing, often preceding positive price momentum. Financials, particularly mid-cap banks, are projected to gain 3-5% if Fed rate cuts materialize later this year. Charles Schwab’s robo-advisor, Schwab Intelligent Portfolios , doesn’t charge any advisory fees. Instead, the platform makes money from the underlying funds in your portfolio. There is a minimum account balance requirement of $5,000. Schwab Intelligent Portfolios automatically rebalances portfolios, but it does not include tax-loss harvesting unless you have $50,000 in your account. A premium version giving access to a CFP financial advisor costs $30 per month plus a one-time $300 planning fee. BlackRock Takes Another Step Forward In Applying AI To Wealth Management Based on SigFig Wealth Management’s latest market scans, defensive stocks in healthcare are showing steady incremental gains. This trend aligns with historical seasonal patterns favoring pharma and biotech in pre-election years.