Is this you?:
- You don't want to pick stocks.
- You think there might be a way to do better than an index's buy-and-hold methodology.
- You don't know how to do it yourself.
If you resemble those remarks, there's Betterment.
At Advancing to Greater we want to elevate you to better and better levels of success in many areas.
I happen to be very, very good at investing. Most people are not. How then, to advance to greater?Knowing all that I know, if I were directing a friend or family member to a simple investment broker that will take care of them and do it for them, I would direct them to Betterment.
Betterment's idea is simple: low cost investing designed around a custom-built plan that uses low-cost ETFs or funds. Further, they take advantage of tax-loss harvesting to maximize your gains and minimize your tax and fee burden.
If you want the the low-cost of Vanguard-style investing combined with a few tricks of the trade in the world of investing and you want it all to be simple, elegant, intuitive, fun, and cheap - you can't do better than Betterment.
*I'm not affiliated with Betterment and I do not receive any compensation from them in any way.
