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.
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.
How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.
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.
Here’s How Betterment Women Are Shaping the Future of Finance
Twelve women across eleven different departments came together to talk about why they’ve chosen careers in fintech.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.