Articles under “expertise”

Comparing the Wealthfront Portfolio Line of Credit to a Traditional Home Equity Line of Credit

When we launched our Portfolio Line of Credit in April of 2017 our goal was to deliver an easy way for our clients to access cash at a low interest rate for large expenses they need to cover in the near term. We got a number of calls from our home owning clients wanting to

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Understanding Your Path to Retirement

Have you ever thought that you’re too young or too busy to think about retirement? If that sounds familiar, you’re not alone.

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The Value of Mortgage Refinancing

If you are a homeowner, it’s more than likely your house is your single most valuable asset. So it’s crucial to understand the factors that affect housing costs, specifically interest rates, which impact your mortgage expenses.

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When Dumb Things Happen to Smart Investors

This article is an adaption from Meir Statman’s book, “Finance for Normal People: How Investors and Markets Behave” (Oxford University Press) and initially published in MarketWatch on April 20, 2017 You are contemplating a gift to your beloved and wonder whether it should be a red rose or $10, the price of the rose. You are

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