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 online financial advisor with more than $9 billion in assets under management. The service is designed to help increase customers’ long-term returns and lower taxes for retirement planning, building wealth, and other financial goals. Betterment takes advanced investment strategies and uses technology to deliver them to more than 250,000 customers across its three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business. Learn more.