Articles by Andy Rachleff

Building Your Socially Responsible Portfolio

We know our clients want a portfolio that also aligns with their beliefs. And thanks to Direct Indexing we’ll be able offer Socially Responsible Investing, allowing you to build a portfolio that best represents your values.

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How Do Stock Options and RSUs Differ?

One of the biggest changes in the structure of Silicon Valley private company compensation over the past five years has been the increasing use of Restricted Stock Units (RSUs). I’ve been in the technology business more than 30 years and throughout that time stock options have almost exclusively been the means by which startup employees

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11 Questions to Ask When You Choose a Tax Accountant

If you are considering early exercising of a significant number of options or are thinking about selling options in the public market for the first time we highly recommend retaining a reputable tax accountant. We realize this means you will incur a fee, but it is highly justified given the risk you take on incurring

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Announcing Adam Nash as CEO

Today I am thrilled to announce that Adam Nash has succeeded me as CEO of Wealthfront.  When Dan Carroll and I co-founded Wealthfront, we had one mission in mind, to democratize access to sophisticated investment management.  We knew that to achieve our audacious goal would mean building great software and fostering a culture that would

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