For the Hispanic American community, home ownership is commonly seen as one of the few ways to build wealth. One reason may be the tangible nature of home ownership; a
Author: Hazel Freeman
Latinx At Betterment Members Share Generational Financial Advice
Latinx people aren’t a monolith—we come from a variety of countries, speak many different languages, and are part of every racial group. But even so, when it comes to being
4 Ways Betterment Can Help Limit the Tax Impact Of Your Investments
In the US, approximately 33% of households have a taxable investment account—often referred to as a brokerage account—and approximately 50% of households also have at least one retirement account, like
Why (And How) Betterment Is Using Julia
At Betterment, we’re using Julia to power the projections and recommendations we provide to help our customers achieve their financial goals. We’ve found it to be a great solution to
How Betterment Anticipates And Reacts To Market Volatility—So You Don’t Have To
If you’ve ever been told to “sit tight and stay the course” when the market is dropping and your investment account is worth less than it was just moments ago,
Important 401(k) Compliance Dates and Deadlines
Key 401(k) Compliance Dates While many of these responsibilities are handled by Betterment, as a 401(k) plan sponsor it’s important that you are aware of important dates and deadlines associated
What are New Comparability Profit Sharing Plans?
To retain their tax-qualified status, 401(k) plans are prohibited from discriminating in favor of key owners, officers, and highly compensated employees. Some small businesses that want to help their employees
Helping Latinx Employees With Their Unique Retirement Needs
National Hispanic American Heritage Month spans from September 15 through October 15 and, as a part of this month of recognition, we asked ourselves at Betterment for Business: What are
Betterment Raises $160 Million in Growth Capital
Today, we’re announcing that Betterment has secured $160 million in growth capital comprised of a $60 million Series F equity round and a $100 million credit facility. This moment comes