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Dave Edwards, president of Heron Wealth, a New York City-based registered investment advisory firm, is considered an expert in the field of robo-advisory services (he's speaking at the Investment Advisor Association in late July on the following topic: "Practical Application of Robo Technology").
Read MoreWhen major stock market indexes are sliding downward at bobsled-like speeds, the idea of profiting from the turmoil can seem far-fetched to a typical retirement saver who sees only prospects for loss
Read MoreDave Edwards knows that financial worries can make employees less productive at work. He's seen it happen.
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