Mind the Gap … the Performance Gap!
My Money Blog and Morningstar.com recently posted about the returns individual investors see compared to the performance of the fund. High level summary:…
My Money Blog and Morningstar.com recently posted about the returns individual investors see compared to the performance of the fund.
High level summary:
In 2010, the average domestic fund investor saw a return of 1.1% less than the annual return for the fund.
Because investors try to time the market — selling quickly after value decreases and buying when the price is high again.
The Performance Gap is very real. Be aware of it … and have the discipline with your investments to “Set it and Forget it.”
You can read the full post on My Money Blog.
Your Investments: Why Neatness Counts
It’s not a perfect science, but when it comes to investing, neatness counts. Or perhaps more accurately, neatness adds up to real dollars that compound over time.
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 Betterment Works During Volatile Markets
It can be difficult to ride out a market downturn when you can see it affecting your investment portfolio. We have automated features in place to address volatile markets when they occur.
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.
Explore your first step toward a better financial future
Invest without the hassle. We manage your portfolio, offer expert allocation advice, and take care of the manual trading work.
Whether retirement is a long way off or just around the corner, we'll help you plan for the retirement you deserve.
Get answers to your questions about Betterment. We can help you become more confident with your money.