How we keep your Betterment account and investments safe
uttu All investing comes with some risk. But that risk should be based on the market, not your broker.…
Investment
Book Review: A Dollar for Fifty Cents
A Dollar for Fifty Cents: Proven Strategies to Outperform the Market with Closed-End Funds. 2025. Michael Joseph. IW$…
Shifting Tides in Global Markets: The Reemergence of International Investing
After more than a decade of US market dominance, 2025 may have marked a turning point for global…
Synthetic Risk Transfers Are the Talk of the Town. But Are They as Scary as They Look?
Synthetic risk transfers (SRTs) have recently started raising eyebrows. First introduced in Europe in the early 2000s as…
How US State Capital Is Reshaping Strategic Supply Chains
When governments take equity stakes, investors should pay attention. The US sovereign wealth fund (SWF) announced in early…
What Earnings Explain, and What They Don’t: Insights from 150 Years of Market Data
Stock prices and corporate earnings move closely together over long horizons, a relationship confirmed by more than a…
Betterment’s portfolio construction methodology
Table of contents Introduction Global diversification and asset allocation Portfolio optimization Tax management using municipal bonds The Value…
Incentives Are Dangerously Aligned in Private Markets
“Nothing is easier than self-deceit. For what every man wishes — that he also believes to be true.”…
Refreshed portfolios are right around the corner
Key takeaways As part of our automated investing offering, we regularly update our portfolios to ensure they reflect…
AI in Finance: Changing Workflows, Growing Demand for Human Judgment
GenAI is reshaping investment workflows faster than most firms can adapt. The release of Claude for Financial Services…