One of my resolutions for 2017 is to spend more time speaking directly with you, our customers. In 2016 alone, Betterment added about 92,000 customers, and those customers added 176,500 goals. While you’ll have received emails from me and other members of our investing and advice team, we’re not quite satisfied. We love hearing from you and speaking with you. So…
On Wednesday, Jan. 11 we hosted a live Q&A session right here on the Betterment Resource Center. We had people submit questions about anything and everything: our investment philosophy, our portfolio, tax efficiency, tax planning tips, the market, and more. Take a look at our answers below, and be sure to follow us on Twitter for updates on when we’ll be hosting our next Q&A.
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Betterment is the largest independent online financial advisor with more than $10 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 270,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business. Learn more.