Managing Director of Behavioral Finance & Investing, Betterment
Dan Egan is the Managing Director of Behavioral Finance and Investing at Betterment. He has spent his career using behavioral finance to help people make better financial and investment decisions. Dan is a published author of multiple publications related to behavioral economics. He lectures at New York University, London Business School, and the London School of Economics on the topic.
Articles written by Dan
Here’s Why Free Trades Might Not Be A Good Deal After All
D-I-Y? How about D-I-No. Here’s why those free trades might not be such a good deal after all.
How Betterment’s investment approach helps 401(k) investors
Dan Egan, Betterment’s VP of Behavioral Finance and Investing, answers the most common investment questions asked from 401(k) plan sponsors.
Video: What You Can Do to Prepare for Job Instability
If you’re worried about the future of your job due to COVID-19, here’s what you can do to prepare.
Video: What Is Betterment Doing For Me?
We shed light on the steps we’re taking in these times of market volatility—and the steps we always take—to help do what’s best for your money.
Video: How Can Tax Loss Harvesting Help?
We explain exactly how tax loss harvesting works, and why it can be a powerful tool during times of market volatility.
Video: How Does Betterment Move My Money?
We explain how long it usually takes for all the money movements happening in your Betterment account to fully complete.
Video: What Might Recovery Look Like?
It’s important to think about what future stock market recovery might look like and how you could take advantage of it.
Video: Why Did The Fed Drop Interest Rates?
We explain how interest rates work and why the Federal Reserve keeps lowering them during the COVID-19 pandemic.
Video: The Market Is Volatile—What Should I Be Doing?
COVID-19 has affected the stock market, and we’re here to give our customers advice on what they can do for their finances during this difficult time.
Retirement Planning Advice Methodology
The complete methodology for Betterment's retirement planning process. Review this set of assumptions to understand how we help customers achieve their retirement goals.