The Bethe portfolio was moved from a Robo Advisor management firm over to Schwab in 2017. It is now managed using the Kipling LRPC management model. Search for Bethe and follow the monthly reviews.
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Portfolios coming up for review are: McClintock, Carson Trio, Bohr, Gauss, and Kepler. Non-scheduled portfolios may be reviewed. If you are a new user, check the posts you missed. Links to Random Posts are found in the lower right-hand footer or just to the right of what you are now reading. Most popular posts are found in the lower left-hand footer.
Contact me at itawealth@comcast.net if interested in a Lifetime Membership. Current Platinum members will be grandfathered into a Lifetime Membership in the summer of 2021.