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Tag: betterment

  • Ask Matt & Joel

Ask Matt & Joel: I’m thinking about dabbling in single stocks, what is the best way to go about it?

  • March 6, 2025
  • Tagged as: betterment, CIT Bank review, gambling, index funds, M1, personal finance, retirement investing, robinhood app, stock market, Vanguard

Today’s question comes from Anna from Oregon… “I’m 22 years old. I have a Roth IRA, a taxable brokerage account, and an emergency fund with almost a year’s worth of expenses. I know that in…

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  • Newsletter

The IKEA Effect, Insta-Advice, & Hot Gossip 🤐

  • November 12, 2024
  • Tagged as: betterment, emergency fund, missing money, money bias, saving for retirement

Good morning, HTM Family! Oooh I just heard a juicy secret about one of my close friends. It will blow your mind… But I’m not going to tell you that story right now. Oh and…

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  • Ask Matt & Joel

Ask Matt & Joel: How important is tax loss harvesting and sector investing?

  • September 21, 2024
  • Tagged as: alternative investments, betterment, financial advisor, retirement investing, robo advisors, tax loss harvesting

Today’s question comes via Adi from Michigan… “I recently hired a financial advisory firm to help me manage my funds and finances. After working with them for 4 months, I believe I have the time…

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  • Newsletter

Digital Nomads, Financial Cruise Control And Gettin’ Lucky! (With Money 😉)

  • April 25, 2023
  • Tagged as: automation, betterment, career, Life Hacking, luck, money news, robo advisors, saving money, travel hacks

Happy Tuesday, beautiful people! Do you know the secret to being happy? —> Focus on what you love about your life. And the secret to being miserable? —> Focus on what you hate about your…

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