Motif Investing and the Tale of Two Emails


In this podcast Paul reads and comments on a letter from a regular listener.  The letter discusses  what the investor is doing for her 3 children and the concerns she has when the children are old enough to cash out the proceeds.  The letter also offers some of the confusion she had when she first contacted Motif to open an account.  Finally she asks for Paul’s advice on which portfolio is best if she wants to be aggressive. These are the 3 websites the investor claims have motivated her to adjust her lifestyle and save for the future.  I can see why they are appealing to young investors.