Tools and Calculators
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Related Posts
How Does Betterment Calculate Investment Returns?
Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.
Quiz: How Easy Is It to Beat a Buy-and-Hold Portfolio?
One of the illusions that many investors have is that it’s worth trying to beat the market. It’s time to put your knowledge to the test and take our quiz.
How to Make a Tax-Smart Investment Switch
Calculate the value of realizing gains to move to a potentially better investment.
Related Posts
How Does Betterment Calculate Investment Returns?
Understanding and using time-weighted and money-weighted returns within your Betterment dashboard.
Traditional or Roth 401(k)?
How to answer your employees’ most frequently asked questions about account types.
How Much Social Security Income Can You Expect?
Not sure how much Social Security income to expect in retirement? Let Betterment’s calculator show you.
4 Myths About Diversification
What is diversification? Many investors know that they should be diversified, but don’t understand what that really means. Here, we break it down for you—along with four big misconceptions about being diversified.
Quiz: How Easy Is It to Beat a Buy-and-Hold Portfolio?
One of the illusions that many investors have is that it’s worth trying to beat the market. It’s time to put your knowledge to the test and take our quiz.
It’s About Time in the Market, Not Market Timing
Explore how the length of an investing period impacted annual returns from 1928 to 2014.
Portfolios Now Include Municipal Bonds
We added a municipal bonds asset class to make your non-IRA portfolio even more tax efficient.
How to Make a Tax-Smart Investment Switch
Calculate the value of realizing gains to move to a potentially better investment.
Where in the World Are You Invested?
Betterment's portfolio diversification includes holdings across 102 countries. Explore where your money is invested with our widget.