Adam Grealish

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.

Many investors prefer to invest according to their values. Socially and environmentally conscious customers are able to take advantage of our Socially Responsible Investing (SRI) options.

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.

Watch the video from our first Advice and Investing Office Hours and get answers to questions that customers just like you asked our team.

While many factors affect stock market volatility, coronavirus is the leading cause of recent ups and downs.

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.