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Resource Center

Read on for information to help you lead a smarter financial life.

How to Help Minimize Taxes on Your Savings Account Earnings

How to Help Minimize Taxes on Your Savings Account Earnings

Learn how you can help minimize taxes on earnings by focusing on state and local tax advantages with savings account alternatives.

Introducing Smart Saver: A Low-Risk Account for Unused Cash

Introducing Smart Saver: A Low-Risk Account for Unused Cash

Providing a clearer answer for what to do with extra cash sitting in your checking and savings accounts: Smart Saver.

Betterment Encourages SEC to Adopt Investor-Friendly Disclosure

Betterment Encourages SEC to Adopt Investor-Friendly Disclosure

As the SEC considers new rules to better protect and inform investors, Betterment formally suggests ways to improve a new disclosure, Form CRS, based on actual investor research.

Redesigning How You Manage Your Finances at Betterment

Redesigning How You Manage Your Finances at Betterment

Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.

Recent Articles

How to Help Minimize Taxes on Your Savings Account Earnings

Learn how you can help minimize taxes on earnings by focusing on state and local tax advantages with savings account alternatives.

Target-Date Funds Are Out of Date

Betterment improves on the basic idea of "set it and forget it" target-date funds with smarter, unbiased advice and tax-smart tools.

Displaying Performance to Shape Better Investor Behavior

Understanding your accounts’ performance can feel complicated. We’re advancing how we display performance to help answer your questions and make stronger investment decisions.

Introducing Smart Saver: A Low-Risk Account for Unused Cash

Providing a clearer answer for what to do with extra cash sitting in your checking and savings accounts: Smart Saver.

Betterment Encourages SEC to Adopt Investor-Friendly Disclosure

As the SEC considers new rules to better protect and inform investors, Betterment formally suggests ways to improve a new disclosure, Form CRS, based on actual investor research.

Redesigning How You Manage Your Finances at Betterment

Our new design represents a synthesis of a large body of customer feedback. We hope it meets your expectations.

How Portfolio Rebalancing Works to Manage Risk

Portfolio rebalancing, when done effectively, can help manage risk and keep you on track to pursue the expected returns you want to reach your goals.

Survey: Future Retirees May Rely More on the Gig Economy

Almost 40 percent of respondents feel unprepared to save enough to maintain their lifestyle during retirement.

Diversification: Winning the War by Losing Battles

Diversification involves knowingly accepting some individual losses in order to gain long-term returns.

Investing For the World You Want

How can you incorporate your values into your investments? While many of us have principles and views about what is “right” and “wrong”, putting those principles into action within a portfolio can be difficult.

Roth or Traditional: Which IRA is Right for You?

Individual Retirement Accounts (IRAs) are popular because of their flexibility. We’ll help you choose which one is better for now and the long term.

Take on More Control with Flexible Portfolios

You may be an experienced investor who enjoys Betterment but would like to change aspects of our recommended portfolios. Enter Flexible Portfolios.

How Congress Governs the Federal Reserve

Author Mark Spindel, expert on the Federal Reserve offers an account of Congress’s role in steering the evolution of the Federal Reserve and challenges the myth of its independence.

On Guns and Investing: Our Response

The Betterment SRI portfolio represents a reduction in exposure to weapons manufacturers compared to conventional portfolios, but isn’t perfect. There’s a good reason for that.

Retirement Planning Advice That Matches How You Save

Betterment is constantly working to align our investment advice with what it’s really like to pursue your financial goals. Learn about how our retirement planning advice continues to improve.

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