Understanding Performance
Investing performance—is it all about returns? Growth? What about taxes? How do fees impact performance? Here, we break down investing performance for for beginner investors, experienced investors, and everyone in between.
Investing’s Pain Gap: What You Put Up with To Earn Returns
Markets are frustrating—especially when you look at a year’s worth of returns. Year to year, you can easily experience what we call the pain gap. The key is to not let the pain gap create a behavior gap between your account and market performance.
The Benefits of an Early IRA Contribution
Want to know a simple strategy that can help you end up with thousands more to spend in retirement?
How Much to Save? Our Advice is Like a Missile, Not a Bullet
A good financial plan has to adapt over time to be successful. Here’s how Betterment helps you do that.
How Does Betterment Calculate Investment Returns?
Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.
Displaying Performance to Shape Better Investor Behavior
Understanding your accounts’ performance can feel complicated. We’re advancing how we display performance to help answer your questions and make stronger investment decisions.
How Much Are You Losing to Idle Cash?
Holding onto excess cash may reduce your investment returns over time. When you sync your outside accounts with Betterment, we’ll help you see the cash you hold in your investment portfolio, help you understand how it may affect you, and allow you to take action based on that information.
The True Cost of a 1% Expense Ratio
Even if you’re already on top of investing costs, you might be surprised to see how much of your hard-earned money you can keep by lowering these charges.