Alex Benke, CFP®
VP of Advice and Investing, Betterment
Alex is a Certified Financial Planner™ and Betterment's VP of Financial Advice and Planning. He has over 14 years of experience working in the financial industry and his passion is helping increase investor success through technology.
Roth IRA Rules: Smart Ways to Minimize Taxes on a Conversion
Roth IRA rules can appear limiting on first glance—but you may be able to fund a Roth by rolling over funds from another account.
Effective Altruism: Give Back the Way You Invest—Empirically.
Effective Altruism is the simple idea that you can increase the value you give to the world by more thoughtfully applying your resources.
On Guns and Investing: Our Response
The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios, but isn’t perfect. There’s a good reason for that.
3 Tax Planning Opportunities to Consider Before 2017 Ends
With a new tax reform bill signed into law, Betterment has several scenarios investors should consider as they anticipate changes to their financial plan.
Introducing Charitable Giving by Betterment
Starting Giving Tuesday, Betterment customers will be able to donate shares from taxable accounts to charitable organizations.
Advancing 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.
Understanding Our Socially Responsible Investing (SRI) Portfolio
Betterment is moving the category forward for socially responsible investors by offering an SRI portfolio that is fully diversified and keeps costs low.
Your Money, Your Way: The Betterment Service Plans
Betterment now offers access to licensed experts through three new plan options, so you can receive our advice how you want it.
2017 Retirement Plan Contribution Limits and Rules
This year will see a limited number of changes to retirement plan contribution and income limits—check here to see how they may affect your plan options.