Portfolio Manager

Barbara A. Friedberg, MBA, MS, former portfolio manager, is committed to investment + money education across multiple platforms. She owns Barbara Friedberg Personal Finance.com which is dedicated to improving investment knowledge and wealth as well as Robo-Advisor Pros.com, a non-biased, ... more

ALL CONTRIBUTIONS

How Do Robo-Advisors Fit In With Traditional Wealth Managers?
Robo-advisors are upending the wealth management industry. Digital wealth managers are launching new platforms, merging, and creating hybrid models.
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Why Is Asset Allocation Important? The Most Crucial Investment Concept
With an all-stock portfolio, in 2016, you would have enjoyed an 11.74% return and a -36.55% decline in 2008. But, diversify a bit and the gain in 2016 wouldn’t have been as great, but neither would your losses have been as devastating in 2008.
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E Personal Capital Review + Marketing Genius
The recipe is ingenious. Start with iconic founders, create a unique product, add on extra features and finish off with an amazing free giveaway.
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Multifactor ETFs Are All The Rage-Is It Time To Buy In?
Are you seeking Alpha with less risk? Multifactor ETFs may be the answer to your investing quest. These recent ETF strategies combine historical market anomalies, likely to beat the market, with a low fee index fund approach.
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Win-Win Negotiation: How I Made $500 In Ten Minutes
Win-win negotiation means that both parties leave the negotiation happy. Of course, you want to get what you want, but the best negotiations leave with both parties feeling satisfied.
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Find Out How Robo-Advisors Diversify Your Investments
Can a digital investment platform carry out the careful index fund asset allocation that I work tirelessly to perfect? In order to find out, I took a spin on the Jemstep platform.
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Comments

Latest Comments
Win-Win Negotiation: How I Made $500 In Ten Minutes
6 months ago

Hi Alex and Bill,

Alex, I also am cautious and that's why I keep detailed records of when I had work done, what it was and the cost.

Bill, Agreed. We were kind of in the middle as it had been awhile since the belt had been replaced. If it was a shorter time period or fewer miles, I would have fought harder for the mechanic to pay for the entire bill.

Find Out How Robo-Advisors Diversify Your Investments
7 months ago

Thanks Danielle, I'll check it out. I've thought about that topic myself.

1 to 2 of 2 comments

STOCKS I FOLLOW

AMZN Amazon.com Inc.
CORN Teucrium Corn ETF
CORP PIMCO ETF Shs PIMCO Investment Grade Corporate Bond Index Fund
CRUD Teucrium Crude Oil Fund
DDD 3D Systems Corporation
DUST Direxion Daily Gold Miners Bear 3X Shares
FB Facebook Inc
FONE FT NQ CEA Smrtphone
GOOG Alphabet Inc. (Google)
HDGE AdvisorShares Active Bear ETF
JDST Direxion Daily Junior Gold Miners Index Bear 3X Shares ETF
NAIL Direxion Daily Hmbldrs&Supls Bull 3X ETF
NUGT Direxion Daily Gold Miners Bull 3X Shares
SEA Guggenheim Shipping ETF
TWOU 2U, Inc.
TWTR Twitter Inc
VNET 21Vianet Group Inc.
XIV VELOCITYSHARES DAILY INVERSE
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TWEETS

LATEST ACTIVITY

Barbara A. Friedberg
Insurance 101: Why Should I Buy Disability Insurance? https://t.co/pJbnKaHf9p #In...

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Barbara A. Friedberg
Which political party is best for your investments? + links https://t.co/Q6ZtR5gPef https://t.co/G5MebyjGQj...

Barbara A. Friedberg
What’s The Outlook For The US Yield Curve? https://t.co/Tw1ioffjT7 #Uncategorized...

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PERSONAL BLOG

Latest Posts
What Is A Robo-Advisor Fund Management Expense Ratio?
When investing in mutual and exchange-traded funds, high expenses add up and eat into your profits. That is one reason why low-fee index ETFs have become so popular.
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Work Experience

CEO-Wealth Media, LLC
BarbaraFriedbergPersonalFinance, RoboAdvisorPros + YoungandOldishMoney
2010 - Present (7 years 7 months)

Company dedicated to bringing investing, financial education, and saving strategies to consumers. The company was incorporated in 2013 and currently owns (or co-owns) 3 websites. 

Investing + Finance Writer
Freelance Financial Writer
May 2010 - Present (7 years 3 months)

n addition to managing several websites I provide content to a variety of online media companies. I am an expert investment and financial journalist and specialize in investing, finance, robo-advisors, personal finance and money-related topics. 

CFO & Chief Financial Asset Manager
Cadco, Inc., principal
1996 - March 2014 (18 years 6 months)

• Final decision maker on all financial matters, including but not limited to capital allocation, financial assets portfolio management, tax planning, dividend policy, investment property purchases and divestitures.
• Manage several financial asset (stocks and fixed holdings) portfolios incorporating principles’ of modern portfolio theory.
• Integrate indexed approach investing in line with pre determined asset allocation.

Lecturer
Santa Clara University
November 2011 - July 2013 (1 year 9 months)

Teach MBA and undergraduate business majors Investments and Portfolio Management.

Education

Miami University
MS
Personnel Services & Counseling
University of Cincinnati
BS
Economics
Penn State University
MBA
2004 / 2008
Finance

Publications