Free for 90 days: Sign up now and get 90 days managed free after your first deposit. See offer details

Financial Goals

A Live Q&A with Betterment’s Director of Investing

On Friday, Jan. 22, Betterment held a live educational question and answer session with our very own Director of Behavioral Finance and Investing, Dan Egan. Here’s the recap.

Articles by Dan Egan

By Dan Egan
Managing Director of Behavioral Finance & Investing, Betterment  |  Published: January 21, 2016

On Jan 22, participants submitted their own questions regarding Betterment’s investing strategies, market events, and more.

Betterment posted questions and answers live, right here on our Resource Center. For those who couldn’t make it, don’t worry—they’ll remain here so you can always come back for reference and further reading.

As Betterment’s Director of Behavioral Finance and Investing, I get a lot of questions—especially during market ups and downs. So I was excited to take an opportunity to answer them head-on.

People asked me questions about the market, our investment philosophy, retirement accounts, contribution limits, tax efficiency, and more.

You can read a full transcript of the Q&A below.

Live Blog Q&A with Dan Egan, Director of Investing

This Q&A was for educational purposes only.

Recommended Content

View All Resources
Why Stock Market News Might Be Misleading You

Why Stock Market News Might Be Misleading You

Learn to separate the meaningful information from the noise. Knowing the right way to interpret market news can help us to make smarter decisions about how to manage our investments.

How to Prioritize 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.

Acceptable Reasons for Holding Unused Cash in Smart Saver

Acceptable Reasons for Holding Unused Cash in Smart Saver

When you aren't yet sure when or how to spend or invest your unused cash, we offer Smart Saver, a managed account designed to handle your extra cash.

Explore your first goal

Safety Net

This is a great place to start—an emergency fund for life's unplanned hiccups. A safety net is a conservative portfolio.


Whether it's a long way off or just around the corner, we'll help you save for the retirement you deserve.

General Investing

If you want to invest and build wealth over time, then this is the goal for you. This is an excellent goal type for unknown future needs or money you plan to pass to future generations.

Smart Saver

You could earn 20X more than a typical savings account with our low-risk investing account for your extra cash.


Search our site

For more information and disclosures about the Betterment Resource Center, click here. | See our contributors.