Month: January 2020

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Investment

Understand Your Finances by Syncing Your Accounts

Securely syncing your outside investment accounts—such as 401(k)s, IRAs, and taxable accounts held at other institutions—helps us give you better investment advice. In addition to investment accounts, you can also securely sync debt accounts, such as mortgages and loans. This helps you see your overall financial picture, putting you more in control of your wealth. […]

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Ride hailing in emerging markets is more than transport
Investment

Ride hailing in emerging markets is more than transport

When Apple introduced the iPhone in 2007, only the most prescient of market observers would have prophesied that the smartphone would lead to a coming upheaval of urban transport. Just over a decade later, ride-hailing platforms rank as the most significant of the many revolutions the smartphone has wrought. In 2017, some 16 billion rides […]

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Investment

Using Investment Goals at Betterment

TABLE OF CONTENTS What is goal-based investing? Goals and Investment Accounts at Betterment A. Retirement Savings B. Retirement Income C. Safety Net D. Major Purchase E. General Investing How to Set Effective Goals Using Betterment Mapping Out Your Financial Picture Goal-based investing. The idea is prized among financial advisors—and our team at Betterment—but to the […]

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