Betterment

Automatically earn 5.00 APY* (variable) on your money this summer with Cash Reserve: Our no-fee, no-fuss account that helps you automate your cash savings–yes, even while you’re on vacation. *Annual percentage yield (variable) is as of 04/02/2024. Cash Reserve is only available to clients of Betterment LLC, which is not a bank, and cash transfers to program banks are conducted through the clients’ brokerage accounts at Betterment Securities. For Cash Reserve (“CR”), Betterment LLC only receives compensation from our program banks; Betterment LLC and Betterment Securities do not charge fees on your CR balance.

Summer is upon us, and newly minted college grads are navigating the complex world of personal finance as adults. Here's some words of wisdom from our Director of Financial Planning, Nick Holeman, to pass along to those college grads in your life. https://lnkd.in/g-xzuDNF

Our recent survey of retail investors in the US showed that investors with financial advisors are more optimistic about their finances overall. Benefits include: 💪 Stronger confidence in their financial situations AND 
☂️ Greater likelihood of having and emergency fund Sounds like its looking up for folks who invest in sound financial advice. Check out our full retail investor survey at the link. https://ow.ly/yiup50SuXTQ

Buy and build equity? Or rent and invest the rest? There’s more than one path to building wealth. The answer to the rent vs. buy equation is truly personal (and also depends on how much time you want to spend at Home Depot). In this study, renting comes out slightly ahead although you can rest easy knowing that both examples are doing just fine. Read the full breakdown at our blog: https://ow.ly/2Nn350SrelJ

We’re unveiling the results of Betterment’s 2024 Retail Investor survey, in which we talked to 1,200 investors in the US to find out how they are managing persistent inflation and continued uncertainty surrounding the upcoming election. The results? A cautious yet optimistic approach to managing personal finances and high interest in reliable financial advice. Read or download the full report for more. https://lnkd.in/gTynBvcC

We're excited to partner with Zip to streamline our procurement and payments processes.

Ready for a summer of savings? We’ve got you covered with a low-risk, high-yield cash account. Get going at the link. https://lnkd.in/gAUmgsgs *Cash Reserve is only available to clients of Betterment LLC, which is not a bank, and cash transfers to program banks are conducted through the clients’ brokerage accounts at Betterment Securities.

Get ready to tap into every smart feature, tool, and investing option we have to offer! Due to the success of our previous webinar, we’re running it again on June 20th at 2pm ET. Limited seats available, so save yours at the link: https://lnkd.in/g4qGDcWf

As the sun shines and you pack for that summer getaway, savings might not be top of mind. But we have a few tips for heating up your savings (without breaking a sweat).

Whether you’re tentative or optimistic about how AI will change the future, it’s key to engage and learn more. We were thrilled to co-host an insightful panel on AI and Finance last night . A huge thank you to the Museum of American Finance, moderator Joshua Brown of Ritholtz Wealth management, and our knowledgeable panelists Hema Balasubramanian, Jeremy Olshan, and our very own John Mileham.