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Betterment Review 2025


Published on 2025-03-21 07:01:21 - Forbes
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  • He's researched, written about and practiced investing for nearly two decades. As a writer, Michael has covered everything from stocks to cryptocurrency and ETFs... Paul Katzeff is an award ...

Betterment is highlighted as a leading robo-advisor in the Forbes Advisor review, offering automated investment management with features tailored for both novice and experienced investors. It provides a range of services including goal-based investing, tax strategies like tax-loss harvesting, and socially responsible investing options. Betterment's platform is user-friendly, with low fees starting at 0.25% for its Digital plan, and it offers a Premium plan at 0.40% for those seeking more personalized advice. The review praises Betterment for its robust tools for retirement planning, automatic rebalancing, and the ability to customize investment portfolios. However, it notes that the fees might be higher compared to some competitors, and there's a lack of direct human advisor interaction in the basic plan. Betterment also offers a cash management account with a competitive APY, making it a comprehensive solution for those looking to manage both investments and cash in one place.

Read the Full Forbes Article at:
[ https://www.forbes.com/advisor/investing/robo-advisor-betterment-review/ ]