Tag: Betterment

Posted on March 13, 2020

News of the novel coronavirus has dominated the 2020 news cycle. Both equity and bond markets have been extremely volatile, and the S&P 500 Index has dipped into bear market territory after dropping as much as 25% from its previous high. However, many other developments have taken place during the year. Morgan Stanley is set to acquire E*Trade in an all-stock deal valued at $13 billion. Citigroup unveiled its new robo advisor, and Goldman Sachs is expected to do the same soon. 

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Posted on March 5, 2020

  • The recent shock from the coronavirus has pushed the down S&P 500 down as much as 15%
  • The drop provided robo advisors with an opportunity to place tax-loss harvesting trades
  • Most robos exhibited similar upside and downside capture ratios, with a few exceptions
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Posted on February 25, 2020

Investing with a focus on environmental, social, and governance (ESG), also known as socially responsible investing (SRI), has increased rapidly in popularity as of late. Morningstar reported that ESG/SRI funds had a net inflow of $20.6 billion dollars in 2019. This is a 300% increase from net flows in 2018. But how is ESG/SRI performance?

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Posted on February 14, 2020

Best Robo Advisor For First-Time Investors

Winner: Betterment
Runner-Up: SoFi

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Posted on December 6, 2019

Robo advisors are a high-tech solution to investment management, enabling individuals to invest in a professionally managed and diversified portfolio in less than 30 minutes. As robo offerings have proliferated, a select group has stood out for its wide breadth of technology. The startups who brought the technology to the public nearly a decade ago—Wealthfront, Betterment, and Personal Capital—offer easy-to-use platforms packed with integrated technologies. 

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