Cover Article

A New, Better Process for Getting Started With MoneyGuide

Dec 20, 2019

Envestnet's MoneyGuide — the planning software available to SMI Premium-level members — is now even better. The software's new MyBlocks™ system offers a simpler "onboarding" process for first-time users plus helpful new features for existing users.

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Written by

Joseph Slife

Joseph Slife

Joseph Slife has been a news writer for the Associated Press, a college instructor, and a radio host. He and his wife Joye have three grown sons.

Mark Biller

Mark Biller

Mark Biller is Sound Mind Investing's Executive Editor. His writings on a broad range of financial topics have been featured in a variety of national print and electronic media, and he has appeared as a financial commentator for various national and local radio programs. Mark also serves as Senior Portfolio Manager to SMI Advisory Service’s Private Client managed-account program and the SMI Funds.

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