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.
Investing’s Pain Gap: What You Put Up with To Earn Returns
Markets are frustrating—especially when you look at a year’s worth of returns. Year to year, you can easily experience what we call the pain gap. The key is to not let the pain gap create a behavior gap between your account and market performance.
Investing in Your 30s: 3 Goals You Should Set Today
It’s never too early or too late to start investing for a better future. Here’s what you need to know about investing in your 30s.
Cash Analysis Methodology
Betterment's cash analysis aims to provide smart feedback when we think you have extra cash that could be earning you more value if it were in a higher yield account.
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