Investments
Portfolio Rebalancing
Retirement Planning
- Can I delete a client’s RetireGuide Plan?
- Can a client have more than one RetireGuide Plan?
- How do you take inflation into account in RetireGuide calculations?
- What returns do you assume in your RetireGuide calculations?
- What returns do you assume in your RetireGuide calculations?
- Market interest rates are at historic lows, how do you account for this?
Investment Philosophy and Portfolios
- Am I able to adjust the asset allocation on behalf of my clients on the platform?
- How does Betterment make portfolio suggestions for clients?
- Are the portfolio strategies available at the client, account, or goal level?
- Can advisors customize the allocation models or the portfolio?
- Can I use state-specific ETFs instead of MUB?
- Can clients hold cash?
Socially Responsible Investing
- Why don't I see the option to update my TCP goals to the SRI portfolio strategy?
- If I have TLH enabled, how long will I be in the tertiary position?
- Is there a balance minimum for the SRI portfolio option?
- Can I go back to the Betterment portfolio once I opt into SRI?
- Will the performance of my SRI portfolio deviate from my Betterment portfolio?
- What will this new portfolio cost me in fund level fees?