Ben Bakkum, CFA, CFP®

Sr. Investment Strategist, Betterment

Ben is a member of Betterment's Investing team in the role of Sr. Investment Strategist. Previously, he worked on the data team at GiveDirectly, a nonprofit NGO that operates cash transfer and basic income programs. Prior to GD, he worked on the Private Bank Chief Investment Officer’s team at J.P. Morgan, contributing to the team's research, analysis, and content creation. Ben studied finance and history at the University of Virginia and is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.

Articles by Ben

7 articles

AIHow AI is disrupting software stocks in 20264 min read

Market insightsMiddle East conflict is moving markets: What investors should know3 min read

AIAI-driven markets and what advisors should watch in 20265 min read

AIAI, high valuations, and market risks: What investors should know4 min read

Market insightsTrade, conflict, and the case for staying invested in 20253 min read

Market insightsApril 2025 market update: Tariff and investment insights4 min read

Market insights2025 stock market outlook: 3 insights from a financial expert6 min read

Showing 7 of 7 articles