Articles under “wash sale”

What So Many People Get Wrong About Tax-Loss Harvesting

What clients do understand and love about tax-loss harvesting is its simple value proposition: it can lower the taxes you pay. But too many people are getting something important wrong about this popular feature.

Read more

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.

Read more

10 Things To Know About Tax-Loss Harvesting

For decades tax-loss harvesting was an obscure tool used to minimize taxes that was only available to the ultra wealthy. That all changed when Wealthfront launched its tax-loss harvesting service in October 2012.  Many pundits and industry professionals who were unfamiliar with its benefits thought it couldn’t add much value.

Read more

Introducing a New Level of Tax-Loss Harvesting

Today we are proud to announce a significant enhancement to our breakthrough tax-loss harvesting service — the ability to harvest losses on stocks that comprise an index.  We call this new service the Wealthfront Tax Optimized US Index Portfolio. A little over one year ago, Wealthfront became the first service to offer daily tax-loss harvesting across asset

Read more