Not sure how investing works? That's great. Most investors tend to think of themselves as beginners. Get your investing fundamentals down here. Stocks, bonds, taxes, and performance—sharpen your understanding of it all.
The Differences Between Managed Accounts and Self-Directed Brokerage Accounts
Let’s explore the key differences between two types of common investment accounts: managed accounts and self-directed brokerage accounts.
Take on More Control with Flexible Portfolios
You may be an experienced investor who enjoys Betterment but would like to change aspects of our recommended portfolios. Enter Flexible Portfolios.
How’d the Market Do? That’s Harder To Answer Than You Think
In taxable investing, your after-tax return—the amount you “take home”—is what’s important. Yet far too many investors focus on market performance. Let’s look at the difference.
Why the Turbulence in the Stock Market?
Nobody has all the answers to why the market takes a nosedive, but it’s often useful to take a look at the economic precursors that may play a role in early-2018 market turbulence.
Managing Your Allocation As Your Goal Approaches
Automatically adjusting your allocation is one area of advice where automation can play a particularly important role for investors.
Advancing the Betterment Portfolio Strategy
Betterment’s core portfolio strategy is based on Nobel Prize-winning research. We continually improve the portfolio strategy over time in line with our research-focused investment philosophy.
9 Investing Truths That Don’t Get Enough Credit
Amazon has 149,449 book results for "investing." Morgan Housel recommends just nine points.
Answers to Financial Questions with Alex Benke, CFP®
After receiving so many questions from "Better Off" listeners, we decided to devote an episode to answering a few. Alex Benke, CFP®, joined me to tackle a variety of issues, from planning for retirement to paying off student loans.
Value Investing: Research on the Risk and the Return
Our research on value investing helps us to stay on top of and consider the nuances that come with it.
Should You Try to Beat the Market…or Just Save More?
If you’re relying on the returns from your investment to meet an investment goal, you may be surprised at how your additional savings can help you achieve the same results as those of an active manager.
Asset Location Calculator: See the Potential Benefits of Tax-Coordinated Portfolio™
Try our calculator to estimate additional after-tax returns with Tax-Coordinated Portfolio™.
Understanding Returns in Your Betterment Account
To gauge the success of your Betterment portfolios, consider two metrics: earnings percentage and time-weighted returns.
4 Myths About Diversification
What is diversification? Many investors know that they should be diversified, but don’t understand what that really means. Here, we break it down for you—along with four big misconceptions about being diversified.