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 To Do’s Before the I Do’s

As December gets underway our minds are on the holidays, but there’s another season that is upon us: coupling. Christmas Day continues to be the most popular day for marriage proposals, and a large swath of engagements will take place starting the week before Christmas through New Year’s Day.

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The Unseemly Side of Wall Street

Since founding Wealthfront I have learned a lot about how investment firms are compensated – and I must say it’s very disappointing. This isn’t my usual rant about nickel and dime fees; this time I’m talking about kickbacks.

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Your 2017 Year-End Personal Finance Checklist

As the year comes to end, most of us are thinking about the holidays — the shopping, the parties, the travel. It’s human nature to get distracted and place thinking about your personal finances on hold.

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The Real Value of Tax-Loss Harvesting

We just published the actual results of our daily tax-loss harvesting (TLH) service over the past five years, and even we were surprised at the magnitude of the benefit. According to our analysis, the value of the tax-loss harvesting benefit at Wealthfront far exceeds the advisory fee in terms of the after-tax benefit.

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