Licensed Financial Professional, Betterment
Bobby Glotfelty is a Licensed Financial Professional at Betterment, specializing in account transfers and rollovers. He graduated from the University of Wisconsin - Milwaukee with a master’s degree in financial analysis and investment management and bachelor's degree in economics and mathematics. He holds his Series 7, 24, and 65. Prior to joining Betterment, Bobby was a senior investment products specialist at Northwestern Mutual.
What is Dollar-Cost Averaging?
Although it’s not always the most optimal investment strategy, choosing to dollar-cost average into the market has behavioral and psychological benefits that may help you over the long run.
How to Roll Over A 401(k)—Betterment Makes It Easy
Have 401(k)s from old jobs lying around? Betterment makes rolling them over into a low-cost IRA account simple and easy.
What Are The Most Effective Auto-Deposit Settings?
Choosing the right deposit strategy is an important step towards helping you reach your goals. We recommend setting up your auto-deposits so that they occur right after each paycheck.