The professional account for Behavioral Finance and Investing @Betterment. https://teapaw.org/t.co/NdZCmuApmX
Manhattan, NY
Joined December 2016
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Hopping on @BloombergTV in a few minutes to discuss memestocks, the end of the pandemic, and investing stimulus checks!
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A quick interview on the thought that goes into plan design at @Betterment4Biz
betterment.com/resources/401…
A slightly different take on what's driving the memestonk rally, and how and why it could end.
betterment.com/resources/mem…
1| Tis the season for one of my favorite @Betterment features: Charitable Giving. It feels particularly important and urgent this year for obvious reasons.
It's also the first year I'll include my daughter in the process.
And I'll discuss why it's a potentially tax-saving move.
2| Background: I budget to donate about 10% of my income. I set up a "Giving" goal that I auto-deposit to in order to make it easy.
Once the last deposit of the year clears, I make my donation.
betterment.com/resources/beh…
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If you like helping people with investing, but you *love* where you live, no problemo. @Betterment would love to hear from you.
Now hiring for remote investing support roles!
boards.greenhouse.io/betterm…
A fun conversation with @ariquier about how Betterment clients have reacted over the past few months:
marketwatch.com/story/most-p…
How accurate have our projections been, considering this drop? Check this out:
betterment.com/resources/our…
And another one! @MattMurphy207 put together some analysis about if our portfolios are working as designed.
betterment.com/resources/our……
First up, intra-year drawdowns of the @Betterment portfolio compared to the calendar year returns.
Design by people. Implemented in computers.
By @sebrollen
betterment.com/resources/tec…
I went into the office yesterday (just grabbing some equipment). All of Betterment is working remotely.
Take care of yourselves and others everyone.
Happy Friday y'all! 🎉
Today I'm going to share a bit more proactively about what's going on with us, what we're thinking after so much interesting news in markets.
Buckle up!
If you missed it, check out these thoughts from my colleague Adam Grealish on what COVID19 means for markets moving forward.
betterment.com/resources/cur…
What does a plastic bag ban tell us about the psychology of financial transaction taxes?
I spoke with @gregiacurci at CNBC:
cnbc.com/2020/03/03/new-york…
My colleague Adam Grealish wrote up some thoughts on Coronavirus and current markets. Let us know if you have any further questions:
betterment.com/resources/cur…
From 4pm - 5pm EST today, I'll be answering questions here, and sharing some of the less-well-known Betterment features.
Hit me with your best shot.
Fire away.
Today, I do a walk-through of setting up a goal using our *Flexible Portfolio* feature. Let me know any questions!
loom.com/share/f66d299bda164…
