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.
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.
Your Tax Return: Plan Ahead with Betterment
Thinking about how to file your tax return? As with your investments, Betterment helps keep tax prep efficient and simple.
Investing in Your 40s: 4 Goals to Help You Prepare for What’s Next
In your 40s, your priorities and investing goals become clearer than ever.
How Much Are You Losing to Fees?
Unexpected or hidden fees can damage your long-term investment returns. Sync your outside accounts with Betterment now and see how much you’re being charged by other investment providers.