Director of Investing, Betterment
Adam Grealish is Director of Investing at Betterment. Prior to joining Betterment, Adam was a vice president at Goldman Sachs, where he traded macro credit products. Adam holds an honors degree in economics from University of Chicago.
Articles written by Adam
The Recommended Allocation To Keep Up With Inflation Has Changed
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.
3 Simple Ways You Could Pay Fewer Taxes If You Have An Investment Account
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 SRI Portfolio Strategy
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.
How We Built 3 New Socially Responsible Investing Portfolios
Betterment is moving the category forward for socially responsible investors by offering three SRI portfolios that are fully diversified and keeps costs low.
How Portfolio Rebalancing Works to Manage Risk for Your Clients
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 Office Hours: April 8, 2020
Watch the video from our first Advice and Investing Office Hours and get answers to questions that customers just like you asked our team.
Should Investors Be Worried About Coronavirus?
While many factors affect stock market volatility, coronavirus is the leading cause of recent ups and downs.
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.
Assessing a Portfolio’s Diversification
Guidance on diversification to help you make portfolio changes, knowing the potential impact to the future performance of your investments.