Articles under “automated investment service”

What So Many People Get Wrong About Tax-Loss Harvesting

What 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 are getting something important wrong about this popular feature.

Read more

Welcoming Jason Kilar to Our Board of Directors

You need a special team to pursue a mission as lofty and ambitious as ours — to democratize access to sophisticated financial advice. That’s why we are always on the hunt for great talent – especially ones who are laser focused on improving clients’ lives and challenging the status quo.

Read more

It’s About Automation, Not Fees

Automated investment services are successful because they are automated, not because they are low priced. They are low priced because they are automated, but that’s not why most people choose them.

Read more

Why Wealthfront is a wise choice for finance professionals

At first blush, the suggestion that finance professionals should choose an automated investment service like Wealthfront to manage their investments seems to make little sense. Wouldn’t folks who monitor 30-day moving averages and asset class correlations for a living prefer to actively manage their investments?

Read more