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Resource Center

Read on for information to help you lead a smarter financial life.

6 Questions to Ask a Financial Advisor Before Signing Up

6 Questions to Ask a Financial Advisor Before Signing Up

At the end of the day, an advisor should feel like an advisor—they're there to help answer your questions about your finances. Get these questions answered.

Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion

Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion

Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.

Effective Altruism: Give Back the Way You Invest—Empirically.

Effective Altruism: Give Back the Way You Invest—Empirically.

Effective Altruism is the simple idea that you can increase the value you give to the world by more thoughtfully applying your resources.

How to Help Minimize Taxes on Your Savings Account Earnings

How to Help Minimize Taxes on Your Savings Account Earnings

Learn how you can help minimize taxes on earnings by focusing on state and local tax advantages with savings account alternatives.

Recent Articles

6 Questions to Ask a Financial Advisor Before Signing Up

At the end of the day, an advisor should feel like an advisor—they're there to help answer your questions about your finances. Get these questions answered.

How Does Betterment Calculate Investment Returns?

Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.

Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion

Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.

Effective Altruism: Give Back the Way You Invest—Empirically.

Effective Altruism is the simple idea that you can increase the value you give to the world by more thoughtfully applying your resources.

Understanding Betterment’s Cash Analysis

Betterment's cash analysis provides you with feedback on how much extra cash you may be holding in your checking account, so you can earn more.

How to Help Minimize Taxes on Your Savings Account Earnings

Learn how you can help minimize taxes on earnings by focusing on state and local tax advantages with savings account alternatives.

Target-Date Funds Are Out of Date

Betterment improves on the basic idea of "set it and forget it" target-date funds with smarter, unbiased advice and tax-smart tools.

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.

Introducing Smart Saver: A Low-Risk Account for Unused Cash

Providing a clearer answer for what to do with extra cash sitting in your checking and savings accounts: Smart Saver.

Betterment Encourages SEC to Adopt Investor-Friendly Disclosure

As the SEC considers new rules to better protect and inform investors, Betterment formally suggests ways to improve a new disclosure, Form CRS, based on actual investor research.

Redesigning How You Manage Your Finances at Betterment

Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.

How Portfolio Rebalancing Works to Manage Risk

Portfolio rebalancing, when done effectively, can help manage risk and keep you on track to pursue the expected returns you want to reach your goals.

Survey: Future Retirees May Rely More on the Gig Economy

Almost 40 percent of respondents feel unprepared to save enough to maintain their lifestyle during retirement.

Diversification: Winning the War by Losing Battles

Diversification involves knowingly accepting some individual losses in order to gain long-term returns.

Investing For the World You Want

How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putting those principles into action within a portfolio can be difficult.

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