Articles by Dan Carroll

Face to Face

At Wealthfront, we’re building the future of financial advice. Our clients live their lives through technology, so we believe that great financial advice should be automated and accessible with just a few taps on a smartphone.

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The Easier Way to Plan

The first step to planning for your financial future is having a solid snapshot of your finances today. That’s why financial advisors always start by asking you to fill out forms, gather all your financial statements and estimate your current savings and spendings.

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The Path to College

Today we’re thrilled to announce college planning with Path. Sound familiar?

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Introducing Shake to Share – A Fun Way to Share Wealthfront

Imagine this: you’re at lunch eating an overpriced salad with a friend who is worried about not saving enough money to buy a house (not to mention the price of kale). You want to help calm her nerves, so you start to tell her about Path, the new planning service from Wealthfront that helped get your

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