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Articles by Major Jacob Sheehan

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Trust Your Equipment: Investment Advice for Military Service Members

By Major Jacob Sheehan / 02.15.17

Military service members are well suited to use a low-cost automated investing services to help them achieve their personal investment goals.

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Your Path to Homeownership

If you’ve never owned a home, you’ve probably spent some time thinking about what you’d love to have someday. And if you already own a house, a growing family might mean it’s time to consider something bigger.
Giving You An Edge

Wealthfront is built on the philosophy that passive investing is the key to long-term success. But we always try to go above and beyond to help your portfolio perform better.
The New Standard

We believe that to be a true automated advisor you must deliver on all the services you get from a traditional high-end financial advisor: investment management, planning, and personal finance solutions. So when choosing the ideal automated advisor, you need to understand the breadth — and quality — of each provider’s solution.

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  • What So Many People Get Wrong About Tax-Loss HarvestingWhat clients do understand and love about tax-loss harvesting is its simple value proposition: it can lower the taxes you pay. But too many people ...

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