Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details


A Live Q&A with Betterment’s Managing Director of Investing

Here’s a recap of our online educational question and answer session with our very own Dan Egan, Betterment’s Managing Director of Behavioral Finance and Investing.

Articles by Dan Egan

By Dan Egan
Managing Director of Behavioral Finance & Investing, Betterment  |  Published: January 6, 2017

We hosted a live Q&A on Wednesday, Jan. 11 with our very own Dan Egan, Betterment’s Managing Director of Behavioral Finance and Investing.

Participants submitted their questions regarding tax planning, Betterment’s investing strategies, market events, and more. Read our answers here to make the most of your money in 2017.

Follow us on Twitter @Betterment to get updates on when we’ll be hosting our next Q&A.

One of my resolutions for 2017 is to spend more time speaking directly with you, our customers. In 2016 alone, Betterment added about 92,000 customers, and those customers added 176,500 goals. While you’ll have received emails from me and other members of our investing and advice team, we’re not quite satisfied. We love hearing from you and speaking with you. So…

On Wednesday, Jan. 11 we hosted a live Q&A session right here on the Betterment Resource Center. We had people submit questions about anything and everything: our investment philosophy, our portfolio, tax efficiency, tax planning tips, the market, and more. Take a look at our answers below, and be sure to follow us on Twitter for updates on when we’ll be hosting our next Q&A.

Live Blog Tax Season Q&A with Dan Egan

window.cilAsyncInit = function() {cilEmbedManager.init()};(function() {if (window.cilVwRand === undefined) { window.cilVwRand = Math.floor(Math.random()*10000000); }var e = document.createElement(‘script’);e.async = true;var domain = (document.location.protocol == ‘http:’ || document.location.protocol == ‘file:’) ? ‘’ : ‘’;e.src = domain + ‘/vw.js?v=’ + window.cilVwRand; = ‘cilScript-b02b7cff69’;document.getElementById(‘cil-root-stream-b02b7cff69’).appendChild(e);}());

Recommended Content

View All Resources

Can You Have a 401(K) and an IRA?

This is a great question. The answer is yes, you can have both. Should you have both? It depends.

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.

Reducing Your Biggest Retirement Expense: Where You Live

You’ll probably want to retire somewhere different than where you live right now. Let’s make that part of your retirement plan.

Explore your first goal

Cash Reserve

Our high-yield account built to help you earn more on every dollar you save.

Safety Net

This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.


Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.

General Investing

If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.

See details and disclosure for Betterment's articles and FAQs.