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Bobby Glotfelty

Senior Licensed Financial Professional, Betterment

Bobby Glotfelty

About Bobby

Bobby Glotfelty is a Senior 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

Compound Interest Can Help Make You Rich

Don’t miss out on one of the most powerful tools you have at your fingertips.

4 FIRE Movement Tips You Can Get Behind

These four FIRE movement inspired tips can help you reach your financial goals: track your spending, calculate your savings rate, automate your savings, and consciously spend.

Why You Should Consider Converting Your IRA

If the market is down, you might be doing your future self a favor by converting all or some of your Traditional IRA into a Roth IRA.

How Do Banks Make Money?

Banks typically make money in three ways: net interest margin, interchange, and fees. Here’s how that can affect you.

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)—We Help Make 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 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?

See details and disclosure for Betterment's articles and FAQs.