Nick Holeman, CFP®
Financial Planning Expert, Betterment
Nick enjoys teaching others how to make sense of their complicated financial lives. Nick earned his graduate degree in Financial and Tax Planning and has since helped countless individuals and families achieve their goals.
How You Can Reach Your Investment Goal—Even When You Veer Off-Track
We highlight all of the intelligent strategies we use to help protect you from market downturns as you approach the target dates for your goals—and discuss the actions you can take if your goals become off-track.
7 Rewards Credit Cards that Could Help You Invest
If you’re one who uses your credit card rewards to save cash and invest, consider these seven rewards cards.
How to Set Up Your Investments Correctly at Betterment
A quick overview of getting your portfolio started at Betterment based on your financial goals.
How to Prioritize Your Financial Goals
If you identify all your financial goals for investing, you’ll likely find you can’t fund them all at once. Get our expert view on how to start prioritizing them.
Investing in Your 20s: 4 Major Financial Questions Answered
When you're in your 20s, you may be starting to invest or you might have some existing assets you need to take better care of. Pay attention to these major issues.
Your Portfolio vs. “The Market” – Comparing Apples to Fruit Salad
When you order fruit salad, you don’t expect it to taste like a single apple. If you’re invested in a diversified portfolio, it’s unrealistic to expect it to behave like Apple or even only U.S. stocks.
Target-Date Funds Are Out of Date
Betterment improves on the basic idea of "set it and forget it" target-date funds with smarter, unbiased advice and tax-smart tools.
Take on More Control with Flexible Portfolios
You may be an experienced investor who enjoys Betterment but would like to change aspects of our recommended portfolios. Enter Flexible Portfolios.
New Tax Bill: How to Plan During Tax Reform Ups and Downs
The financial world is known for generating news headlines, and the Tax Cuts and Jobs Act is no exception. Before the bill passed, speculation…