{"id":13807,"date":"2025-04-18T14:25:02","date_gmt":"2025-04-18T06:25:02","guid":{"rendered":"https:\/\/blog.roboadvisor.com.tw\/?p=13807"},"modified":"2025-04-18T14:34:06","modified_gmt":"2025-04-18T06:34:06","slug":"betterment-%e6%94%b6%e8%b3%bc-ellevest%ef%bc%9a%e5%bc%b7%e5%8c%96%e8%b2%a1%e5%af%8c%e7%ae%a1%e7%90%86%e5%b8%82%e5%a0%b4%e5%9c%b0%e4%bd%8d","status":"publish","type":"post","link":"https:\/\/blog.roboadvisor.com.tw\/?p=13807","title":{"rendered":"\u6a5f\u5668\u4eba\u7406\u8ca1\u516c\u53f8Betterment \u6536\u8cfc Ellevest\uff1a\u5f37\u5316\u8ca1\u5bcc\u7ba1\u7406\u5e02\u5834\u5730\u4f4d"},"content":{"rendered":"\n<p><a href=\"https:\/\/blog.roboadvisor.com.tw\/?p=5080\" data-type=\"post\" data-id=\"5080\">\u6a5f\u5668\u4eba\u7406\u8ca1<\/a>Betterment \u8fd1\u65e5\u5ba3\u5e03\u6536\u8cfc\u4e00\u9593\u5c08\u70ba\u5973\u6027\u5ba2\u6236\u670d\u52d9\u7684\u81ea\u52d5\u5316\u6295\u8cc7\u516c\u53f8 Ellevest \uff0c\u6b64\u8209\u6210\u70ba\u8a72\u516c\u53f8\u8fd1\u5e74\u4f86\u7684\u7b2c\u56db\u6b21\u6536\u8cfc\uff0c\u9019\u4e00\u4ea4\u6613\u5c07 Ellevest \u6578\u4ee5\u842c\u8a08\u7684\u5ba2\u6236\u7d0d\u5165 Betterment \u7684\u5e73\u53f0\uff0cEllevest \u6210\u7acb\u65bc 2014 \u5e74\uff0c\u5df2\u7c4c\u96c6\u8d85\u904e 1.5 \u5104\u7f8e\u5143\u7684\u8cc7\u91d1\uff0c\u5b89\u806f\u4eba\u58fd\u662f\u5176\u652f\u6301\u8005\u4e4b\u4e00\u3002<\/p>\n\n\n\n<p>\u904e\u53bb\u5341\u5e74\u4f9d\u8cf4 Ellevest \u9032\u884c\u8ca1\u5bcc\u7ba1\u7406\u7684\u5973\u6027\u6295\u8cc7\u8005\uff0c\u6b64\u6b21\u6536\u8cfc\u9032\u4e00\u6b65\u978f\u56fa\u4e86 Betterment \u5728\u8ca1\u5bcc\u7ba1\u7406\u884c\u696d\u7684\u5730\u4f4d\uff0c\u4e26\u53cd\u6620\u4e86\u5176\u5728\u5e02\u5834\u6574\u5408\u8da8\u52e2\u4e2d\u7684\u7a4d\u6975\u5e03\u5c40\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Betterment \u7684\u5e02\u5834\u5b9a\u4f4d\u8207\u6280\u8853\u512a\u52e2<\/h2>\n\n\n\n<p>\u6210\u7acb\u8d85\u904e 15 \u5e74\u7684 Betterment \u662f\u6578\u4f4d\u8ca1\u5bcc\u7ba1\u7406\u9818\u57df\u7684\u5148\u9a45\uff0c\u5c08\u6ce8\u65bc\u70ba\u96f6\u552e\u6295\u8cc7\u8005\u3001\u4e2d\u5c0f\u578b\u4f01\u696d\u53ca\u8ca1\u52d9\u9867\u554f\u63d0\u4f9b\u81ea\u52d5\u5316\u6295\u8cc7\u89e3\u6c7a\u65b9\u6848\uff0c\u76ee\u524d\u70ba\u5168\u7f8e\u8d85\u904e 90 \u842c\u540d\u5ba2\u6236\u63d0\u4f9b\u670d\u52d9\uff0c\u7ba1\u7406\u8d85\u904e 550 \u5104\u7f8e\u5143\u7684\u8cc7\u7522\u3002\u8a72\u516c\u53f8\u4ee5\u53d7\u8a17\u4eba\u8eab\u4efd\u904b\u71df\uff0c\u78ba\u4fdd\u5ba2\u6236\u5229\u76ca\u512a\u5148\uff0c\u4e26\u901a\u904e\u6280\u8853\u9a45\u52d5\u7684\u5de5\u5177\u63d0\u4f9b\u9ad8\u6548\u7684\u8ca1\u5bcc\u7ba1\u7406\u670d\u52d9\uff0c\u4ee5\u4e0b\u662f\u6b64\u6b21\u6536\u8cfc\u80cc\u5f8c Betterment \u7684\u6838\u5fc3\u512a\u52e2\uff1a<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd39 \u6280\u8853\u9a45\u52d5\u7684\u6295\u8cc7\u7ba1\u7406<\/h3>\n\n\n\n<p>Betterment \u7684\u5e73\u53f0\u6574\u5408\u4e86\u81ea\u52d5\u5316\u518d\u5e73\u8861\u548c\u7a05\u52d9\u512a\u5316\u529f\u80fd\uff0c\u5e6b\u52a9\u6295\u8cc7\u8005\u964d\u4f4e\u6210\u672c\u4e26\u63d0\u5347\u56de\u5831\uff0c\u81ea 2011 \u5e74 9 \u6708 7 \u65e5\u6838\u5fc3\u6295\u8cc7\u7d44\u5408\u63a8\u51fa\u4ee5\u4f86\uff0c\u622a\u81f3 2024 \u5e74 12 \u6708 31 \u65e5\uff0c\u5176\u5e74\u5316\u6642\u9593\u52a0\u6b0a\u56de\u5831\u7387\u9054 9.0%\uff08\u6263\u9664\u8cbb\u7528\u5f8c\uff09\u3002\u00b9 \u9019\u4e9b\u5de5\u5177\u4e0d\u50c5\u7c21\u5316\u6295\u8cc7\u6d41\u7a0b\uff0c\u9084\u70ba\u5ba2\u6236\u5275\u9020\u9577\u671f\u50f9\u503c\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd39 \u5168\u9762\u7684\u8ca1\u5bcc\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848<\/h3>\n\n\n\n<p>Betterment 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Portfolio\uff09\uff0c\u5e73\u53f0\u81ea\u52d5\u5316\u8abf\u6574\u6295\u8cc7\u7d44\u5408\uff0c\u5e6b\u52a9\u5ba2\u6236\u5728\u7a05\u52d9\u65b9\u9762\u4fdd\u7559\u66f4\u591a\u6536\u76ca\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udd39 \u6293\u4f4f\u5e02\u5834\u6a5f\u9047<\/h3>\n\n\n\n<p>\u7f8e\u570b\u8ca1\u5bcc\u7ba1\u7406\u5e02\u5834\u898f\u6a21\u9ad8\u9054 46 \u5146\u7f8e\u5143\uff0c\u4e14\u6b63\u8655\u65bc\u6b77\u53f2\u6027\u7684\u4e16\u4ee3\u8ca1\u5bcc\u8f49\u79fb\u968e\u6bb5\u3002Betterment \u6191\u85c9\u5176\u6280\u8853\u5e73\u53f0\u548c\u5e02\u5834\u7d93\u9a57\uff0c\u5177\u5099\u5728\u9019\u4e00\u6a5f\u9047\u4e2d\u812b\u7a4e\u800c\u51fa\u7684\u80fd\u529b\uff0c\u6b64\u6b21\u6536\u8cfc\u9032\u4e00\u6b65\u64f4\u5927\u4e86\u5176\u5ba2\u6236\u57fa\u790e\uff0c\u70ba\u672a\u4f86\u589e\u9577\u5960\u5b9a\u57fa\u790e\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6536\u8cfc\u7684\u610f\u7fa9\u8207\u5c55\u671b<\/h2>\n\n\n\n<p>\u6b64\u6b21\u6536\u8cfc Ellevest 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[&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":13808,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18],"tags":[],"class_list":["post-13807","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-wealthtech-frontier"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/13807","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=13807"}],"version-history":[{"count":4,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/13807\/revisions"}],"predecessor-version":[{"id":13813,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/posts\/13807\/revisions\/13813"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=\/wp\/v2\/media\/13808"}],"wp:attachment":[{"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=13807"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=13807"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.roboadvisor.com.tw\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=13807"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}