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 is the largest independent robo-advisor, helping people to better manage, protect, and grow their wealth through smarter technology. With more than 175,000
customers and over $5 billion
in assets under management, the service offers a globally diversified portfolio of ETFs, designed to help provide you with the best possible expected returns for retirement planning, building wealth, and other savings goals. Betterment also helps customers get on track for a comfortable retirement with RetireGuide™, a retirement planning tool that lets people know how much they should save and if they are investing correctly.
Betterment is a CNBC Disruptor 50 and Webby award winner, and it has been featured in the New York Times, Forbes, and the Wall Street Journal. Betterment helps people to achieve a smarter financial future with minimal effort and for a fraction of the cost of traditional financial services. Learn more here.