Articles under “tax-loss harvesting”

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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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.

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How to Think About Long-Term Investing

At Wealthfront we try to make it very clear that our investment approach is only appropriate for the long term. This often raises the question: How long is “long term”?

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Choosing The One

When it comes to automated financial advisors, people often invest in more than one. While reasons vary, they typically diversify across automated advisors with the intention of mitigating risk.

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