Articles under “tax-loss harvesting”
The Women of Wealthfront: Celine Sun
On March 8th we kicked off Women’s History Month by profiling some of our most unique women clients. As part of our month-long celebration we now want to highlight a few of our talented women executives at Wealthfront — all outstanding leaders who, like our clients, have taken an unconventional path to get to where they are.
Read more
Following the Rules
There’s not much debate that computers are better at routine tasks than people. But most people don’t realize that good investing is incredibly routine.
Read moreYour 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.
Read more
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.
Read more