Senior Counsel, Betterment
Josh Rubin is Senior Counsel at Betterment. Previously, he practiced law at Jenner & Block. Josh holds a J.D. from Harvard Law School, and a B.S. from Cornell University.
Managed Account or Self-Directed Brokerage Account?
Let’s explore the key differences between two types of common investment accounts: managed accounts and self-directed brokerage accounts.
Use App-Specific Passwords to Sync Accounts More Securely
It’s easy to set up app-specific passwords so that you can help safely share your Betterment data with your other financial providers.
What Is a Tax Advisor? Attributes to Look For
Since Betterment isn't a tax advisor, we often suggest that customers see a tax advisor regarding certain issues or decisions. Who exactly is a tax advisor and how should you think about picking one?