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Dan Egan

VP of Behavioral Finance & Investing, Betterment

Dan Egan

About Dan

Dan Egan is the VP of Behavioral Finance & 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

Betterment’s 401(k) Investment Approach

Helping employees make better decisions and providing choice to those who want it.

Memestonks: What’s Different About This Market?

You might be wondering what’s going on in the world of “stonks” right now. Yes, we have a take and, no, you won’t be surprised to hear we’re thinking bigger picture.

Betterment for Advisors Case Study Q&A: How Ritholtz reaches a new client segment 

Dan Egan recently interviewed Matt Lohrius, Advisor and CFP® at Ritholtz Wealth Management, who oversees the Liftoff platform.

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: 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: 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.

Using Investment Goals At Betterment

Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the everyday investor, it’s often difficult to put into practice.

You Can Now Skip Individual Auto-Deposits

Managing your Betterment auto-deposits just got easier. Now you can skip any individual auto-deposit in just a few easy steps.