Articles under “Planning & taxes”

Are you living a healthy financial life? These posts arm you with knowledge to better manage your finances and minimize your taxes.

The Tax Cuts and Jobs Act: What You Need to Know

President Trump signed the Tax Cuts and Jobs Act (TCJA) into law on December 22, 2017 with most provisions becoming effective January 1, 2018. Ultimately, how the TCJA impacts each individual depends on which state you live in, your household income, how you earn your income, your family size, whether you own a home and

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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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The Raw Intellect of Path

Great things happen when you combine academic research with the power of software. It’s how we were able to deliver PassivePlus®, our signature suite of advanced investment features, which includes Tax-Loss Harvesting, Stock-level Tax-Loss Harvesting, and Smart Beta.

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