B4C Consumer Blog

Betterment's tax-loss harvesting methodology

Betterment Investing Team — Tue, 04 Aug 2026 13:00:00 GMT

Tax-loss harvesting is a sophisticated technique to get more value from your investments—but doing it well requires expertise.

Solo 401(k)s vs. SEP IRAs: Sizing up your saving options while self-employed

Kyle McBrien, CFP® | Senior Financial Planner — Fri, 31 Jul 2026 04:00:00 GMT

Both retirement accounts offer high contribution limits, but which one is right for you?

With U.S. markets struggling, is now the time to go global?

Fri, 31 Jul 2026 04:00:00 GMT

Here’s the case for keeping a little international exposure in your investing.

How to talk money with your aging parents

Sara Kalsman, CFP® | Senior Financial Planner — Mon, 27 Jul 2026 04:00:00 GMT

Practical ways to wade into a conversation most families avoid.

The keys to building wealth, whether you rent or buy

Sara Kalsman, CFP® | Senior Financial Planner — Mon, 27 Jul 2026 04:00:00 GMT

There's more than one path to prosperity.

Betterment's asset allocation methodology

Betterment Investing Team — Mon, 29 Jun 2026 04:00:00 GMT

Betterment helps you meet your goals by providing allocation advice. Our allocation methodology and the assumptions behind it are worth exploring.

How Betterment manages risks in your portfolio

Betterment Editors — Tue, 23 Jun 2026 04:00:00 GMT

Betterment’s tools can keep you on track with the best chance of reaching your goals.

Betterment's asset location methodology

Betterment Investing Team — Tue, 23 Jun 2026 04:00:00 GMT

Intelligently applying asset location to a globally diversified portfolio is a complex, mathematically rigorous, and continuous undertaking.

Betterment's Socially Responsible Investing portfolios methodology

Betterment Investing Team — Thu, 18 Jun 2026 04:00:00 GMT

Learn how we construct our Socially Responsible Investing (SRI) portfolios.

The Goldman Sachs Smart Beta portfolio methodology

Betterment Investing Team — Thu, 18 Jun 2026 04:00:00 GMT

The Goldman Sachs Smart Beta portfolio is meant for investors who seek to outperform a market-cap portfolio strategy in the long term, despite periods of underperformance.