Betterment's Egan Says You Needed to Turn Lemons Into Lemonade in 2018

The video discusses investment decisions during market downturns, focusing on tax loss harvesting and its benefits. It explores how political biases influence investment strategies and highlights Betterment's client-focused approach to investment solutions.

What challenges does Betterment face in positioning itself against competitors like Vanguard?

How important is personalized financial planning in investment management according to the text?