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Bobby Glotfelty

Licensed Financial Professional, Betterment

Bobby Glotfelty

About Bobby

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.

Articles written by Bobby

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.

The Truth About HSAs and Retirement

Health Savings Accounts may be a smart way to supplement your retirement. But is it right for you?

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