VP of Operations, Betterment
Boris brings a unique mix of engineering skills and legal and regulatory experience to the team. Prior to joining Betterment, Boris practiced tax and capital markets law at Cleary Gottlieb Steen & Hamilton LLP, and has a J.D. from Northwestern Law. Before that, Boris was a software engineer at Antenna Software, and has a B.A. in Computer Science from Harvard University.
Tax-Coordinated Portfolio: Tax-Smart Investing Using Asset Location
Betterment’s Tax-Coordinated Portfolio could increase after-tax returns by 15% over 30 years.
Navigating Market Stress: Betterment’s Approach to Brexit
The morning after the “Brexit” vote, Betterment instituted a short delay in trading to avoid the worst of a potentially erratic market. Here’s why and how we made this decision.
How Betterment Protects Your Investments
Your investments with Betterment are protected by SIPC. History suggests that even if you had millions of dollars invested with a brokerage firm that became insolvent, it is extremely likely that you would be made whole.
Fractional Shares Improve Portfolio Efficiency
Betterment’s fractional share technology ensures that Tax Loss Harvesting+ is effective, regardless of your investment size.
Avoid Surprises with Tax Impact Preview
Betterment continues to make investing more transparent and tax-efficient, and empowers you to make smarter financial decisions.
Lower Taxes with Our Improved Cost Basis Accounting Method
Selecting tax lots in the most efficient way possible can determine your cost basis when reporting to the IRS.
Jeffrey Goldberg Fires His Broker
A review of a recent book by The Atlantic's Editor-in-Chief, Jeffrey Goldberg.
The Verdict is in—Again: Mutual Funds vs. The Entire Market
Actively managed mutual funds typically deliver a lower return than simply buying the entire market.
Ready, aim, buy!
If the end of days is upon us, and dozens of super-fast, aggressive zombies are clawing at your door, your Betterment account will not be of much help.
A Historic Moment…
There was a certain feeling that lingered with me over the last 5 years, if not more. I know I wasn't the only one, from talking to my friends - young people, working, paying rent, going out, saving some money when they could. Everything seemed to be... overpriced.