Investing Principles
Investing principles are the time-tested learnings that shape any investment methodology. Betterment's investing principles guide how we advise Betterment customers.
Featured Articles
Are You New To Investing? Start Here
Investing can be easier and less expensive than you think. We’ll show you the ropes so that you can start making the most of your money today.
Using Investment Goals at Betterment
Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.
Why Only “Buying Local” When Investing Is Risky
Currently, U.S. investors may be asking themselves why they should be investing outside of their home country when their own stock market is doing so well. Just a few decades ago, U.S. investors were asking themselves the opposite question.
Recent Articles
What is Dollar-Cost Averaging?
Although it’s not always the most optimal investment strategy, choosing to dollar-cost average into the market has behavioral and psychological benefits that may help you over the long run.
Drivers of Investing: Time Value and Compound Interest
When it comes to investing, the longer you let your money grow and compound, the more money you can likely earn in returns.
4 Stats to Change Your Perspective on Investing
The factors that can be important to becoming a successful investor aren’t what you might think.
Socially Responsible Investing (SRI) Portfolio FAQ
Learn more about how you can invest in a way that reduces exposure to companies that are deemed to have a negative social impact.
What Our Investment Philosophy Means for You
Betterment’s investment philosophy plays a major role in how we help you make the most of your money. From this philosophy, we can derive five principles that we believe all investors should follow.
Personal Investing Strategies Tailored For You
We’ve long tailored customer portfolios based on factors like goal type, and risk tolerance. Now, we’re further personalizing our advice at the level of the portfolio strategy itself.
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.
5 Secrets to Help You Build Wealth by Investing
Whether you’re thinking of investing some extra cash or pushing your 401k or IRA to grow bigger, here are five ways to get more from your money immediately.
My 4 Core Investing Principles
Often new customers write to me and ask, what can I do to build wealth faster? The answer doesn’t have to be complicated.
Why Index Fund Portfolios Win
For the first time, a new study takes on the passive vs. active debate at the portfolio level. Guess which one wins?
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