Recent Posts
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Our Approach to Building an SRI Portfolio
Betterment’s portfolio represents a diversified, low-cost SRI solution that will be improved as data, costs, and SRI funds improve. Read More
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How We Derive our Assumption on Inflation
Expected annual inflation is a key assumption used by our retirement savings and withdrawal advice, which help you plan for the future. To make these calculations, we must assume a … Read More
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Our Financial Planning Model: An Overview
When it comes to investing, it’s easy to get lost in a myriad of decisions about strategies, diversification, investment costs, or funds to buy, to name a few. These decisions … Read More
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White Paper: Tax-Coordinated Portfolio™
"To allocate assets is human; to auto-locate them, divine" —Ancient Tax Proverb Summary Asset location is widely regarded as the closest thing there is to a "free lunch" in the … Read More
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Our Goals and Advice Explained
Introduction Life means having a lot of different financial goals like saving for retirement or saving for a down payment. So why should you have a brokerage account that can … Read More
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Our Investment Selection Methodology
Introduction One of Betterment’s central objectives is to help investors achieve the best possible take-home returns. At the most fundamental level, we do this through the allocation advice we provide … Read More
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Our Stock Allocation Advice
Introduction If you have ever worked with a traditional investment manager or have a 401(k) plan at work, you have likely answered a “standard” risk questionnaire. It often starts with your estimated retirement date and how much … Read More
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White Paper: Tax Loss Harvesting+™
Tax loss harvesting is a sophisticated technique to get more value from your investments—but doing it well requires expertise. Read More