Resources ‹ automation s s Articles tagged automation ETFs Eliminating the Black Box: How We Automated ETF Selection The 30 funds we use in our portfolio were selected on merits so clear that we codified it. Here’s how we narrowed our ETFs down to 30 from more than 1,600 choices. Read More Inside Betterment Leading a Constantly Improving Organization If you want to innovate, you've got to be willing to take risks and let people fail. Read More Product News Betterment Launches Platform for Advisors Financial advisors can now use Betterment to automate investment management for their clients. Read More Goals and Advice My 4 Core Investing Principles Often new customers write to me and ask, what can I do to build wealth faster? The answer doesn’t have to be complicated. Read More Our Story Vertical Integration: Better Business, Better Returns We are the first and only online investment advisor to take this ultra-efficient approach. Read More Advanced Investing Get All the Returns You Deserve We set out to make investing more efficient—and we have. With our platform, your investor returns can get a boost of 4.30%. Read More Taxes Jon Stein: Automated Rebalancing and Your Tax Bill (video) CEO Jon Stein explains how our automated rebalancing feature helps keep your tax bill as low as possible. Read More Inside Betterment The 12 Benefits of Betterment From an all-inclusive low-cost portfolio to automatic rebalancing and dividend re-investing, Betterment offers a more efficient way to invest. Read More Retirement Target-Date Funds Are Out of Date Betterment improves on the basic idea of "set it and forget it" target-date funds with smarter, unbiased advice and tax-smart tools. Read More Family As Seen on TV: Jon’s Financial Tips for Marriage Bliss To kick off wedding season, CEO Jon Stein shared his advice for newlyweds and their finances on national television. Read More Advanced Investing The Benefits of Automating Investing How much time do you spend on your personal finances? Chances are it’s too much time. Automation is the answer Read More What Betterment Offers Retirement Solutions at Betterment We provide solutions for every stage of retirement planning. Betterment IRAs Rolling over to a Betterment IRA involves almost no paperwork and allows customers to be invested in as little as two days.