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.
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.
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.
Experiencing Short-Term Losses Is a Part of Long-Term Gains
Far from unusual, downturns are an integral part of even the highest returning investments.
Why Investing in Exclusive Alternatives Can Be an Expensive Waste of Time
Unless you get lucky, investing in exclusive alternative asset classes is rarely worth it.