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.

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Your 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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