Articles under “rebalancing”

Angel investing? Rental property? What to do with your play money

An oft-heard request here at Wealthfront, at least among a significant portion of our client-base, has been a desire to set aside some play money. Just to be clear, we are referring to the Silicon Valley iteration of this concept whereby clients would like to invest some of their money outside of the rebalanced diversified

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What To Do In A Falling Market

The global equity markets have been increasingly turbulent over the past few weeks. After peaking on May 21st, the S&P 500® fell in June by more than 5%, and emerging market equities have declined by over twice that amount.

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Automated Tax-Loss Harvesting by Wealthfront

Today, Wealthfront adds automated tax-loss harvesting to its suite of investment services, putting a benefit long used by the rich to reduce tax bills and maximize investment returns into the hands of typical Americans. Free tax-loss harvesting is another way Wealthfront is democratizing access to high-quality financial advice.

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How Target Date Funds May Mislead Investors

Q: I have a target date fund in my 401(k) plan. Can I rely on it to keep me rebalanced?

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