How Betterment Manages Volatility & Investor Fear in the Market

The transcript discusses market reactions during a period of panic, highlighting client behaviors such as buying the dip and tax loss harvesting. It explores the impact of political events on investment decisions and examines the sensitivity to taxes across different political affiliations. The discussion also covers ESG investing, focusing on fund selection and the importance of aligning investments with personal values.

What was the general reaction of investors when they saw a drawdown of 10-15%?

How did clients respond to the market downturn in terms of tax loss harvesting?

What psychological factors influence investors' decisions during market volatility?

In what ways did political events impact investors' portfolio decisions?

What challenges do investors face when implementing ESG values in their portfolios?