Betterment

We are excited to see the initial installment of The Investor Diaries, a research initiative from our research partner and national nonprofit?Commonwealth?and The?BlackRock?Foundation, featuring stories of new investors on our platform. Through data and voice interviews, get to know new investors who dream of building wealth, retiring early, and gaining financial security for their children. Check it out at https://lnkd.in/ezQaWGds

We were honored to attend the Fintech Meetup in Las Vegas last week, where our CEO Sarah Kirshbaum Levy shared her energizing and inspiring views on the future of human and digital advice for the day 2 Keynote. The opportunity in this space is endless, and there's no reason to hold back. Thank you to all of the attendees who made this meetup so special. Until next year!

At Betterment, we support a broad variety of goals and dreams for all of our clients. Meet our latest client, Mylo. He's competed at prestigious shows like Westminster Kennel Club, but is thinking ahead to retirement since he won't show out forever. The retiring age for most dogs with desk jobs is age 9, and he's looking to retire by 5 max ?? Do you have a pet that's helping you work towards retirement?

Market ups and downs got you stressed? Don’t worry, we’ve got your back! From smart investing to using our tax tools, here’s how to keep your money working for you no matter what. Learn more about market volatility: ?? https://ow.ly/AcaO50VkjAX

At Betterment, our Women+ ERG hosts a monthly coffee chat with leaders, fostering connection, open communication, and career insights. To kick off Women's History Month, we welcomed our CEO Sarah Kirshbaum Levy as our panelist. Key takeaways from our discussion: ?? Feedback fuels growth – The best insights often come from those we work closely with, not just mentors ?? Play to win – Success is about collaboration and continuous learning ?? Small actions build culture – Sitting with someone new at lunch or joining an ERG fosters a stronger workplace When we engage, collaborate, and uplift each other, success naturally follows. #WomensHistoryMonth #PlayToWin #WomenAtWork #CareerGrowth

If you're concerned about the stock market, you're not alone. Market volatility can feel overwhelming, which is why it's so important to maintain focus on your long-term strategy and financial goals. As our own Corbin Blackwell, CFP? shared with The Washington Post this week: “Moving all your investment money to safer assets like cash or bonds during market volatility can feel reassuring, but it may carry long-term risks. Historically, markets tend to recover, and pulling out during downturns can lock in losses and cause you to miss the rebound.” Read more: ?? https://ow.ly/vso550VgNtB

We're growing our team at Betterment! If you're passionate about making a difference in FinTech, check out these open roles: ?? Group Product Manager, Investing - https://lnkd.in/gxqfDTrP ?? Sr. Security Engineer - https://lnkd.in/ghZ3Uurj ??? Sr. Staff Engineer, Frontend - Platform Engineering - https://lnkd.in/gt8ShzSd ?? Sr. Staff Engineer, Frontend - Product Engineering - https://lnkd.in/g8AVFKZ7 Apply directly at the links above or share with your network.

It’s bonus season! If you’re receiving an annual bonus this year, save this post for inspiration on your options. Read more about how to put your bonus to work: ?? https://ow.ly/HRWh50VcW0I

In honor of Women’s History Month, we’re proud to highlight inspiring leaders like Chelsey, Sr. Director of B2B Client Experience at Betterment at Work. Her approach to leadership has been shaped by key principles that drive success: “Understanding what truly matters to clients is critical. No matter the industry, success starts with listening—analyzing data, identifying trends, and digging into client feedback to determine where to invest, experiment, or double down on what’s working. Tight feedback loops, supported by clear metrics, help to surface key indicators and inform necessary adjustments. Equally important, when facing headwinds, is to build a strong, engaged team. I’ve found that team engagement is strongest when there’s transparency, trust, and aligned goals. Individuals can see how their work directly impacts the bigger picture. The best outcomes happen when people feel heard and empowered to bring their top ideas forward. Lastly, I’ve learned the value of building relationships and leaning on subject matter experts. Being a continuous learner and having a strong network has been a game-changer. Tapping into diverse experiences provides clarity and inspiration. Leveraging the expertise of others isn’t just helpful—it’s essential for growth. Ultimately, success in client experience isn’t about having all the answers—it’s about knowing where to find them, building the right team, and staying focused on delivering value.” #WomensHistoryMonth #Leadership #ClientExperience

Last month we had the privilege of hosting a hackathon for high school girls in partnership with YWCA of the City of New York. The GEEK GIRLS program has a core belief we share: that empowered girls evolve into empowered women. This was our second year hosting this dynamic day of coding, app-making, and innovation. Betterment employees from across the company partnered with talented students to share ideas and build. We're honored to continue partnering with YWCA and strengthening our commitment to elevating young women. A massive thank you to all of the talented students and employee volunteers that made this day possible.