Here are the top three things we thought you’d find interesting:
1) 59% of High Net Worth Americans say that one of the ways they have accumulated their wealth is through investment returns. Sounds like these folks understand the value of investing for the long term!
2) Family and relationships were more important to these individuals than money. 70% said that the quality of relationships with family and friends was very important; only 33% said the value of assets/wealth was very important.
3) 65% said they use a private wealth management or financial planning firm to manage all or part of their assets… but, 36% still admitted that they were not sure how much risk they could tolerate in their investment strategies. Sounds like there is a need for better communication and more transparency.
If you love data as much as the Betterment team, see the entire report here.
How We Use Your Dividends and Deposits to Keep Your Tax Bill Low
Every penny that comes into your account is used to rebalance dynamically—and in a tax-savvy way.
Thinking in Bets with Annie Duke
For most people, it’s difficult to say “I’m not sure” in a world that values and, even, rewards the appearance of certainty.
Optimizing Performance in Lower Risk Betterment Portfolios
In this methodology, we provide insight into how we optimize the performance of the lower risk bonds in Betterment's portfolios, including Smart Saver.
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