Industry insights 4 min read
COVID-19 Has Put Bank Digitization On Fast-Forward
Legacy banks aren’t known for their innovative digital products. We’ve said it before: despite their billion-dollar annual IT budgets, banks’ biggest recent innovation has been building smartphone apps that put limited ATM capabilities on your phone. You can check your balances and transfer money, but you can’t see a…
Planning 4 min read
Tips for Managing Your Finances After Job Loss or Wage Loss
Over the last seven weeks, more than 33 million Americans have filed for unemployment. Many more have had their hours or their pay cut at work. Dealing with the loss of wages or your job can be incredibly stressful – I was laid off in 2008 during the financial crisis,…
Investing 6 min read
What You Need To Know About Tax-Loss Harvesting
We don’t need to tell you that global markets have been extremely volatile lately. This can be stressful, especially if you’re checking your portfolio more than usual. There is a silver lining, however. Market volatility presents an opportunity to generate tax losses to offset your taxable gains through a time-proven…
Product news 2 min read
The Wealthfront Cash Account APY Is Increasing to 0.35%
The last two months have been difficult for many of us. The spread of COVID-19 has profoundly disrupted daily life and has put additional financial strain on many people. We’ve worked hard to ensure you, our clients, are getting everything you need from us as you navigate this environment. In…
Investing 3 min read
Why You Should Expect More Market Volatility
The past two months have been tumultuous for investors. As COVID-19 has spread, global markets have been extremely volatile. In mid-February, the S&P 500 was at an all-time high. In the weeks since February 19, we’ve experienced both the index’s fastest decline (33.9% in a little over a month) and…
Taxes 6 min read
10 Ways The CARES Act Puts Money In Your Pocket
The CARES Act, which was signed into law on March 27, is a $2 trillion stimulus package to help Americans cope with the economic fallout caused by the spread of COVID-19. We know these are difficult times, and it’s not always easy to figure out these policies on your own.
Guide to Financial Health
Skip vague resolutions like "get my finances in order." Real change means specific goals and actionable steps.
Guide to Equity & IPOs
There's huge potential upside to equity — but we also know it can be overwhelming.
Guide to Home Planning
Whether you're just browsing or ready to make a move, buying a home comes with a lot of questions.