Press Archive

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How to Maximize Your Tax Refund

Originally published on January 18th, 2014 on . Read Original >
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Jon Stein, CEO and Founder of Betterment, was a guest on Fox & Friends to discuss how to maximize your tax refund. You can view the segment at FoxNews.com. … Read More >

Start Your (Financial) Year Off Right with These Money Apps

Originally published on January 13th, 2014 on . Read Original >
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By Phyllis Furman This is your year to start investing, and you can do it with ease and at a low cost with online money management company Betterment.com. You can view the complete article at NYDailyNews.com.… Read More >

Whip Your Finances Into Shape With These 3 Helpful Sites

Originally published on January 12th, 2014 on . Read Original >
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By Yohana Desta Investing in stocks and bonds isn’t just for slick, shiny Wall Street types. You can use Betterment to invest your money safely and easily. They charge .15-.35% on their annual fee and, using their price slider, you can calculate how much your minimal monthly cost will be depending on the amount you choose … Read More >

Investing: Computers In, Financial Planners Out?

Originally published on January 2nd, 2014 on . Read Original >
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Eli Broverman, COO and Co-founder of Betterment, was a guest on CNBC's Closing Bell. You can view the segment at CNBC.com.… Read More >

Would You Let Technology Run Your Portfolio?

Originally published on January 2nd, 2014 on . Read Original >
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By Matt Krantz Computerized trading has already taken over Wall Street. But are investors ready to hand their portfolios over to machines, too? You can view the full article at USAToday.com. … Read More >

The Best Money-Saving Websites

Originally published on December 16th, 2013 on . Read Original >
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  By Carmen Wong Ulrich You'll receive a recommended portfolio of low-cost exchange-traded funds (known as ETFs, these are investment funds that are traded like stocks), which you can opt into, tweak, or bypass. Betterment also rebalances your money automatically if your portfolio's allocations move too far away from your selected allocations. You can view … Read More >

New Advice Challenges Old Rules on Retirement Saving

Originally published on December 13th, 2013 on . Read Original >
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By Janet Kidd Stewart For the portfolios Jonathan Stein is managing at his startup advisory firm, Betterment, he is forgoing the idea of rebalancing on a calendar after his own research using computer simulations showed similar results to the Vanguard study. Instead, he sells assets only when they surge beyond about 5 percent of his … Read More >

5 Tools to Super-Charge Retirement Planning

Originally published on December 10th, 2013 on . Read Original >
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By Robert Berger In addition to its ease of use, Betterment also offers a visual tool to help users select their asset allocation. Using a point-and-click slider, users can see the projected effect of asset allocations ranging from 100 percent bonds to 100 percent stocks. With the click of a mouse, the asset allocation can … Read More >

Ask an Expert: All About the Investment Process

Originally published on December 9th, 2013 on . Read Original >
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A live Q&A with Jon Stein, CEO and Founder of Betterment Say hello to Jon Stein, founder of online financial advisor Betterment. Jon is a Chartered Financial Analyst (CFA), a Series 7, 24, and 63 Registered Securities Representative, and a graduate of Harvard University and Columbia Business School. He was here a few months ago talking all … Read More >

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By Megan Rose Dickey and Jillian D'Onfro Jon Stein and Eli Broverman essentially built Betterment from scratch, including the regulatory process, to become the premiere financial tech company in New York. You can read the full write-up at BusinessInsider.com.… Read More >

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Many find 401K plans confusing and stressful, but there are some tips everyone should know for finding out the best investment options and building up retirement savings. For one thing, plans can offer dozens of different funds. Making matters worse, Betterment CEO Jon Stein says there's often very little information about what those funds actually are. Read More >

Can Freshmen Learn to be Financially Responsible?

Originally published on August 12th, 2013 on . Read Original >
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Jon Stein, CEO, was a guest on Fox & Friends to discuss finances for college students. You can watch the segment on the Fox and Friends website.… Read More >

Post-Wedding Finance Tips

Originally published on June 24th, 2013 on . Read Original >
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For new couples and old, money matters can be an issue, sometimes leading to some serious problems and, in extreme cases, divorce. Jon Stein, the founder of Betterment, stopped by Monday with a few tips for a lifetime of financial happiness. He talked about bank accounts, retirement plans, budgets, and more.  You can view the segment on CBS.com.… Read More >

How to Simplify Your Financial Planning

Originally published on June 6th, 2013 on Bloomberg TV. Read Original >
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Betterment CEO Jonathan Stein discusses online financial planning with Erik Schatzker on Bloomberg Television's "Market Makers." View the segment on Bloomberg.com.… Read More >

The Apple of Finance

Originally published on June 4th, 2013 on Quartz. Read Original >
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This Startup Captured $200 Million of People’s Savings by Turning Financial Advice into an Algorithm Article by Christopher Mims Imagine if poring over your finances were as easy as using your favorite app, or smartphone—or any of today’s crisply designed technologies that make life easier, smarter and more efficient. Such is the task of Betterment CEO … Read More >

Betterment Review

Originally published on June 4th, 2013 on . Read Original >
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The company prides itself on ease of use. The online user interface is supposed to be simple, even more so than a savings account. And it might be. For the individual who wants to automatically deposit some money each month and have it properly invested without having to worry about anything else, Betterment is for you. There’s no researching which investments you need to purchase. Betterment does it for you automatically. Read More >

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The platform was smooth enough that it inspired me to roll over two IRAs — both of which had been sitting in cash in a Schwab account for years — and finally become active with my retirement investing. It required no phone calls or paperwork (beyond depositing a check). Read More >

A Tech Entrepreneur’s Ode To The Telephone

Originally published on April 19th, 2013 on Forbes. Read Original >
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Now every single team member takes customer calls. That includes programmers and marketing people, graphic designers, financial experts, and the CEO (that would be me). Our business might be virtual, but the employees and consumers using the service are not. Read More >

Be an Engineering-First Company

Originally published on April 19th, 2013 on The Wall Street Journal. Read Original >
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Startup founders will make mistakes. They should want to make mistakes. Failing, adapting, and becoming better each and every time is at the heart of being an agile startup — creating an edge that no incumbent can match. But being agile means learning quickly, and avoiding costly mistakes where you can. As the CEO of growth stage investing service, Betterment, I can share a few mistakes I’ve learned from over the years — or have witnessed in other startups — in the hopes that you won’t have to make them. Read More >

Stealth Lawyer: Eli Broverman of Betterment

Originally published on April 17th, 2013 on Bloomberg TV. Read Original >
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Eli Broverman, co-founder and chief operating officer of Betterment LLC, talks with Bloomberg Law's Spencer Mazyck about his transition from practicing law at Proskauer Rose LLP to creating a Web-based money manager that helps investors set up no-maintenance, diversified and regularly rebalanced portfolios. Read More >

Why I Choose Software Over A Human For Investment Advice

Originally published on April 7th, 2013 on Forbes. Read Original >
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We have conversations with software all the time. We ask our navigation systems for driving routes, we ask Hipmunk for recommendations on the next vacation, we ask Amazon to find us the best bargain, and we ask Siri anything we like. Software that gives us advice is nothing surprising. So why shouldn’t we expect to use advice software for our investments? Read More >

Review: Betterment

Originally published on April 2nd, 2013 on Saverocity. Read Original >
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Overall, Betterment is offering a fantastic feature packed alternative to having your portfolio managed by an Investment Management Company; it offers tremendous value for the consumer who is looking for a Passive, Index tracking portfolio, but who doesn’t want to worry about tracking Portfolio Creep for Rebalancing. Read More >

The No-Hour Work Week

Originally published on March 29th, 2013 on The Wall Street Journal. Read Original >
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I strongly believe that it’s not just possible, but crucial, that company founders achieve a work-life balance. Read More >

Too Proud to Sell: The Disposition Effect in Behavioral Finance

Originally published on March 29th, 2013 on American Public Media. Read Original >
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Back in 2009 I was working at a bank in London, and had begun earning enough money to really start investing. I'd studied behavioral economics all through college and grad school, so I knew I'd be better at investing than the average Joe. Read More >

How We Got Funded: Betterment

Originally published on March 6th, 2013 on Inc. Magazine. Read Original >
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Jon Stein and Eli Broverman are co-founders of Betterment, a personal finance website geared toward the Facebook generation. Landing venture capital was always part of the pair's plan. Read More >

Silicon Valley Meets Wall Street

Originally published on February 28th, 2013 on CNNMoney/ Fortune Magazine. Read Original >
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Another breed of online tool aims to make the services of a financial adviser accessible to those who can't afford one, and obsolete for those who can. Betterment is the simplest and cheapest of these outfits: You put your money in and answer a few questions about financial goals, and Betterment's software handles the rest (including periodic rebalancing). Read More >

Financial Advisor Start-Ups Offering Low-Cost Guidance Online

Originally published on February 12th, 2013 on CNBC. Read Original >
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Betterment, based in New York City, is one of several relatively new online services offering investors automated financial advice and money management, often at a discount to traditional financial planners. These services often target the young and tech-savvy, catching them just as they are getting serious about investing. Read More >

Investing for Everyone: Betterment Review

Originally published on January 29th, 2013 on Everything Finance. Read Original >
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One new company in particular is gaining popularity for making investing easy, and dare I say, fun. The company is called Betterment, and financial bloggers and experts all over the web are singing their praises. Here are a few reasons why: Read More >

Finding Advice for More Modest Retirement Investments

Originally published on January 22nd, 2013 on The New York Times. Read Original >
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Investors at Betterment, which slashed its prices last year, now pay about 0.3 percent on average, and the company has taken in nearly $100 million since it cut its fees. People with more than $100,000 invested there pay only 0.15 percent annually and can get advice from the founder himself, Jon Stein. Read More >

6 Startup Lessons To Help You Achieve Your Financial Resolutions

Originally published on January 22nd, 2013 on Forbes. Read Original >
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The “imperfect perfect” attitude is one you’ll find at any successful startup. We don’t expect to be finished with our product, ever. We’re always looking for ways to improve. And we want to do it in the fastest, smartest, most efficient manner possible. For those of you working on financial resolutions this year, startups hold some valuable lessons. Read More >

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