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.
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.
This Q&A was for educational purposes only.
Betterment’s Model for Financial Advice: An Overview
Achieving your financial goals is only possible if you plan effectively. Saving enough, choosing the right accounts, deciding when you can buy a house or when to retire—all of these are essential decisions even before you build an optimal portfolio.
How to Do a Direct IRA Transfer
If this is your first direct IRA transfer, don’t worry. We help process direct IRA transfers every day, and we’re here to make it as easy for you as possible.
The Recommended Allocation For Our Safety Net Goal Has Changed
Your Safety Net goal should ideally beat inflation while also taking on minimal risk. Learn about our updated portfolio allocation recommendations for your emergency funds.
Explore your first goal
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.
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.