Articles under “tax-loss harvesting”
The Actual Value of Tax-Loss Harvesting
This past year was not kind to the financial markets, but the good news for Wealthfront clients is that tax-loss harvesting could yield tax savings to help offset some of this market downturn. As a matter of fact, we did more harvesting in the last year than at any time in our six years of offering the capability.
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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.
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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.
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