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Advanced Investing

Betterment portfolios, ETFs, asset management, investment taxes, growth strategies.

Bond Funds: How to Use Diversification to Minimize Risks

Bond Funds: How to Use Diversification to Minimize Risks

It’s hard for individual investors to trade bonds profitably, as there is little standardization, there are no public exchanges, and the market can be opaque.

Why You Should Invest Beyond U.S. Stocks

Why You Should Invest Beyond U.S. Stocks

Your Betterment portfolio is internationally diversified. Here are three reasons why that’s essential for managing risk over time.

Explore Betterment’s Historical Performance

Explore Betterment’s Historical Performance

Betterment would have outperformed the average investor with an investment advisor in 83% of all periods over the last decade.

Recent Articles

On Guns and Investing: Our Response

The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios, but isn’t perfect. There’s a good reason for that.

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: How We Reduce Risk in a Portfolio 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.

Betterment Research: The Risk and Return of Value Investing

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.

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.

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