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Resource Center

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

Smart Saver Gets Smarter with Cash Analysis

Smart Saver Gets Smarter with Cash Analysis

Cash analysis is Betterment’s tool for helping you decide how much extra cash you have to move into Smart Saver.

2018 Tax Season Calendar: The Dates You Need to Know

2018 Tax Season Calendar: The Dates You Need to Know

Before you get started with filing your taxes this year, take a look at our 2018 tax season calendar to make sure you’re aware of important tax deadlines.

4 Stats to Change Your Perspective on Investing

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.

Jon Stein on “How I Built This:” Reflecting on Our Story

Jon Stein on “How I Built This:” Reflecting on Our Story

Jon Stein joins NPR’s Guy Raz for an episode of “How I Built This” to look back at how Betterment started, what mistakes were made, and how they turned into learnings for the robo-advisor we are today.

Recent Articles

Smart Saver Gets Smarter with Cash Analysis

Cash analysis is Betterment’s tool for helping you decide how much extra cash you have to move into Smart Saver.

Understanding Two-Way Sweep: Automating Cash Management

Our newest automation aims to help make cash management easier, by seamlessly moving your extra cash from your linked checking account to Smart Saver—and back when you need it.

2018 Tax Season Calendar: The Dates You Need to Know

Before you get started with filing your taxes this year, take a look at our 2018 tax season calendar to make sure you’re aware of important tax deadlines.

Your Portfolio vs. “The Market” – Comparing Apples to Fruit Salad

When you order fruit salad, you don’t expect it to taste like a single apple. If you’re invested in a diversified portfolio, it’s unrealistic to expect it to behave like Apple or even only U.S. stocks.

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.

Use App-Specific Passwords to Sync Accounts More Securely

It’s easy to set up app-specific passwords so that you can help safely share your Betterment data with your other financial providers.

Jon Stein on “How I Built This:” Reflecting on Our Story

Jon Stein joins NPR’s Guy Raz for an episode of “How I Built This” to look back at how Betterment started, what mistakes were made, and how they turned into learnings for the robo-advisor we are today.

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.

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