Adam Grealish

What’s the right amount to keep in a portfolio? If investors want to dip their toes into crypto, we recommend aiming for this allocation.

For funds that seek to match or beat inflation, like a Safety Net goal or Emergency goal, we seek to take on minimal risk while allowing your portfolio the potential growth needed to keep up with inflation. Learn about our updated portfolio allocation recommendations for your emergency funds.

Tax loss harvesting, asset location, and utilizing ETFs instead of mutual funds can eliminate or reduce your tax bill, depending on your situation. Here’s why.

Betterment is moving the category forward for socially responsible investors by offering three SRI portfolios that are fully diversified and keeps costs low.

Portfolio rebalancing, when done effectively, can help manage risk and keep your clients on track to pursue the expected returns desired to meet their goals.

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.

Guidance on diversification to help you make portfolio changes, knowing the potential impact to the future performance of your investments.

In this methodology, we provide insight into how we optimize the performance of the lower risk bonds in Betterment's portfolios.

Interest rates change over time, but at Betterment, we are always working hard to help give you one of the best rates possible so you can make the most of your money.

Learn to separate the meaningful information from the noise. Knowing the right way to interpret market news can help us to make smarter decisions about how to manage our investments.