How to Choose Between Taxable and Tax-Advantaged Investment Accounts

Essential readings

1 min read

Wealthfront’s Guide to Equity & IPOs

3 min read

There’s No Need To Fear A Bear Market

4 min read

Sound Investing When Markets Are in Turmoil

The Right and Wrong Ways to Protect Yourself from Inflation

If you’ve been reading the news, you’ve likely seen a bunch of recent headlines about inflation. It’s true that inflation has risen over the last few months and hit its highest level in more than a decade in May. But if you’re making changes to your…

5 min read

How To Take Advantage of the Tax Benefits of QSBS

If you work at a company that’s recently gone public, you might be tempted to take up angel investing. And if you’re going to do that, it’s important to be familiar with the tax treatment of certain investments known as qualified small business stock, or QSBS. If you…

4 min read

What’s Your Investment Return? 4 Answers to a Simple Question

“What’s your investment return?” It’s a simple question, but there are multiple ways to answer it. That’s because there are four primary methods of calculating investment return. They are: Simple returnTime-weighted returnMoney-weighted returnInternal rate of return Each method was created to measure a particular aspect of an investment’s performance. You…

3 min read

Build Your Socially Responsible Wealthfront Portfolio

Investing isn’t just a way of growing your money – it’s a way of shaping the future. When you invest in a certain ETF or stock or asset class, you’re expressing a belief in the future of that investment. Because of this, picking the right portfolio can be highly personal.

7 min read

Tax-Loss Harvesting 101

We believe investors should focus on the things they can control – cost, risk, and taxes. At Wealthfront, we help you with all three: we charge one low advisory fee, offer diversified portfolios with automatic rebalancing, and work to lower your tax bill with a suite of tax minimization features.

3 min read

Unsure About Investing Because of GameStop? Don’t Be

You’ve probably seen some recent headlines about a handful of stocks — in particular, GameStop. The prices of these stocks have risen and fallen in dramatic fashion over the last two weeks. As a result, investing is top of mind for many, and for some, it may seem overwhelming. If…