Articles under “Investing insights”

These posts break down the components that impact investing for the long term, such as diversification, fees, taxes, and more.

The Actual Value of Tax-Loss Harvesting

This past year was not kind to the financial markets, but the good news for Wealthfront clients is that tax-loss harvesting could yield tax savings to help offset some of this market downturn. As a matter of fact, we did more harvesting in the last year than at any time in our six years of offering the capability.

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Your 2018 Year-End Personal Finance Checklist

To help you wrap up 2018, we’ve put together checklist of important tasks you should consider before the new year.

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Sound Investing When Markets Are in Turmoil

We have recently experienced a great deal of turmoil in our financial markets. Such uncertainty is an inevitable characteristic of our markets and is not at all unprecedented historically.

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What Should You Do When Markets Dip? (Hint: Nothing)

Selling off stocks when the market dips and returning only when things calm down is emotional, not rational.

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