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.
Why the Turbulence in the Stock Market?
Nobody has all the answers to why the market takes a nosedive, but it’s often useful to take a look at the economic precursors that may play a role in early-2018 market turbulence.
How’d the Market Do? That’s Harder To Answer Than You Think
In taxable investing, your after-tax return—the amount you “take home”—is what’s important. Yet far too many investors focus on market performance. Let’s look at the difference.
How to Roll Over Your 401(k) to Betterment
Betterment makes rolling over your 401(k) simple and efficient. Get started online, or with a rollover concierge.
How would you like to get started?
Your first step toward a smarter investing future starts here.
Create a Betterment account
Go ahead and join the smart, modern way to invest.
See what we can do for you
Tell us a bit about yourself, and we'll show you the benefits of investing with us.
Get a free investing checkup
Help us get a sense of your investing approach and see how you could improve.
Transfer a 401(k) or an IRA
Move an existing retirement account into a Betterment IRA.
Download the mobile app
Enjoy the Betterment experience anywhere on the go.