Investing & Practice Insights

From the latest market commentary to frameworks for portfolio construction and client planning, explore resources from Betterment and our model marketplace partners.

Featured
Unlocking tax efficiency with asset location
How pairing tax-aware asset allocation with strategic asset location, placing assets across taxable and tax-advantaged accounts, may improve clients’ after-tax returns.
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Featured
When financial roles change
A six-step framework for guiding clients through divorce, widowhood and other major life transitions, from stabilizing cash flow to sequencing the decisions that follow.
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Featured
Model portfolios: more time for clients, less time on trades
How adding model portfolios can simplify onboarding and servicing, and a step-by-step plan for moving your book over.

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Partner Insights
High yield: Why shorter may be smarter
Short-duration high-yield bonds have historically kept pace with the broader market with less volatility, and today’s higher yields may offer a compelling entry point.
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Betterment Investing
Monthly market insights
Our Investment Team's monthly take on the markets.
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Partner Insights
Guide to the markets
Market and economic charts covering history, trends, and statistics—built for client conversations.
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Investing & Practice Insights

Unlocking tax efficiency with asset location

When financial roles change

Model portfolios: more time for clients, less time on trades

High yield: Why shorter may be smarter

Monthly market insights

Guide to the markets

State of the market with Professor Jeremy Siegel

FAQs