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Founder & CEO,
Heritage Investors and Financially Simple
Goodbread CFP, CEPA, owns Heritage Investors, a wealth management company in Knoxville, Tenn. After several years of working in a large wealth management firm, he and his business partner ventured out on their own in 2009. He believes in keeping a low client/adviser ratio for maximum client benefit. He both blogs and does podcasts, with a goal of "simplify(ing) the financial world for business owners and the next generation of wealth." As a serial small-business owner, Goodbread has sold three businesses for a profit. He enjoys driving his tractor and playing on his "hobby farm" in Tennessee.
Robos have come a long way, and they do serve a purpose for many investors. But when the markets are going crazy, there's a distinct downside to consider.
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