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Goals and Advice
How to Compare Socially Responsible Investing Solutions
Socially responsible investing is a way to invest in line with your values while still aiming to achieve your investment goals.
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 2017 tax season calendar to make sure you’re aware of important tax deadlines.
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.
What Charity Navigator’s President and CEO Thinks about Betterment Charitable Giving
We wanted to learn how Betterment’s charitable giving service could affect the world of nonprofit development at large. So, we went to an expert: Michael Thatcher of Charity Navigator, the nation’s leading platform for helping donors make smart choices for their charitable donations.
The Senate Is Planning a Tax Hike on Retail Investors. It Should Be Removed.
The Senate’s current tax bill includes a mandate that would be punitive for everyday investors. Without a doubt, the FIFO mandate should be removed from consideration.
How Many Tax-Deductible Shares Can You Donate to Charity in a Year?
Betterment helps you easily donate shares to charity by suggesting the tax-optimized value of your appreciated shares.
How to Determine the Tax-Deductible Value of Donated Shares
As part of optimizing your portfolio for taxes, you should assess how much of your invested money you can donate to reduce capital gains tax, instead of donating cash.
Introducing Charitable Giving by Betterment
Starting Giving Tuesday, Betterment customers will be able to donate shares from taxable accounts to charitable organizations.
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.
Director of Quantitative Investing
Director of Behavioral Finance
Team of Experts
Tax Loss Harvesting+
TLH+ White Paper
How to Roll Over an IRA
How to Roll Over a 401(k)
Why an ETF Portfolio Serves You Better
Which IRA Calculator
Betterment for Business
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How Betterment calculates "
Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.
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Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Betterment's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.
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