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.
Why Stock Market News Might Be Misleading You
Learn to separate the meaningful information from the noise. Knowing the right way to interpret market news can help us to make smarter decisions about how to manage our investments.
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 Guides You Towards Your Goals
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.
Long-Term Returns Have a Cost, and It’s Well Worth the Price
We’re investors in the stock market because it has a long, time-tested history of generating big returns for those patient enough to let compound interest work its magic.
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.
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.
How Betterment Helps Keep You on Track Through Tough Markets
Historical data suggests that customers who follow our advice will stay on track to reach their goals, even in a market downturn as bad as the 2008 crisis.
Why Comparing Returns Is a Bad Way to Choose an Investment Manager
Short-term or recent returns give little information about future returns, and they increase the odds you’ll make a bad decision.
Stop Worrying and Learn to Love Rising Interest Rates
A diversified bond basket can actually benefit from rising interest rates.