Jon Stein: Automated Rebalancing and Your Tax Bill (video)
Betterment’s automated rebalancing is designed to not only save you time and stress—we do it in a way that helps you avoid excessive capital gains.
Betterment makes sophisticated software that individuals can use to invest in a diversified portfolio with a personalized allocation.
Algorithmic rebalancing and dividend reinvesting keep short-term capital gains to a minimum.
At Betterment, we rebalance investments for our customers automatically—it’s built into our investing service so that you never have to worry about taking on this task yourself. As CEO Jon Stein explains, we don’t just automate this—we do it in a way to minimize your exposure to capital gains. Read more about how we use your dividends to keep your tax bill low.
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Betterment is the largest independent robo-advisor, helping people to better manage, protect, and grow their wealth through smarter technology. With more than 175,000
customers and over $5 billion
in assets under management, the service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Betterment also helps customers get on track for a comfortable retirement with RetireGuide™, a retirement planning tool that lets people know how much they should save and if they are investing correctly.
Betterment is a CNBC Disruptor 50 and Webby award winner, and it has been featured in the New York Times, Forbes, and the Wall Street Journal. Betterment helps people to achieve a smarter financial future with minimal effort and for a fraction of the cost of traditional financial services. Learn more here.
Catherine New is the Content Manager at Betterment. She has worked as a reporter at Huffington Post and the Associated Press. She graduated from the Columbia University Graduate School of Journalism and Stanford University.