Masters of Scale From 'Trump bump' to 'Trump slump,' with Betterment CEO Sarah Levy
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Mar 18, 2025 
Sarah Levy, CEO of Betterment and expert in digital investment, shares her insights on handling market volatility. She discusses the impacts of recent economic swings on everyday investors and stresses the importance of a diversified investment portfolio. Levy dives into the rise of crypto and socially responsible investing, highlighting generational shifts in financial attitudes. With a clear vision, she encourages listeners to develop their unique approach to money management amidst market noise.
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Staying the Course
- Stay the course with long-term investment allocations during market volatility.
- Consider tax-loss harvesting as an opportunity.
Diversification
- Diversified portfolios with international, small-cap, and fixed-income components mitigate the risk of market anomalies.
- These anomalies, whether short-term or long-term corrections, should self-correct with a long-term diversified strategy.
Bond Investments and Cash
- Consider adding bond investments and high-yield cash accounts to your portfolio.
- A high-yield cash account offers principle-protected returns amidst volatility.