expertise Archives | Wealthfront Blog

When to Sell Your Employee Stock?

Jakub W. Jurek, PhD and Celine Sun, PhD, CFA — Thu, 14 Jun 2018 19:00:31 +0000

Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs As the end of June approaches and the second quarter of business wraps up, many employees of publicly traded companies begin to struggle with deciding when […]

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Stock Market Corrections: Not As Scary As You Think

Celine Sun, PhD and Andy Rachleff — Fri, 11 May 2018 19:39:57 +0000

For individual investors, 2017 was a dream. However, 2018 has been a different story. After a record setting start to the year, the tides turned quickly on the unprecedented market run. During a short 13 day window from late January and early February the Dow and S&P 500 tumbled into official correction territory, marking the […]

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Comparing the Wealthfront Portfolio Line of Credit to a Traditional Home Equity Line of Credit

The Wealthfront Team — Thu, 12 Apr 2018 19:40:18 +0000

Note: As of the minimum for Wealthfront’s Portfolio Line of Credit is . As of , the interest rate for a Portfolio Line of Credit is . Read more here. When we launched our Portfolio Line of Credit in April of 2017 our goal was to deliver an easy way for our clients to access […]

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The Raw Intellect of Path

Pedro Olea de Souza e Silva, PhD — Sun, 05 Nov 2017 18:15:55 +0000

Note: Wealthfront’s Stock-level Tax-Loss Harvesting is now called US Direct Indexing. Great things happen when you combine academic research with the power of software. It’s how we were able to deliver PassivePlus®, our signature suite of advanced investment features, which includes Tax-Loss Harvesting, Stock-level Tax-Loss Harvesting, and Smart Beta. Our research team, with PhD specialists […]

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Understanding Your Path to Retirement

Pedro Olea de Souza e Silva, PhD — Wed, 17 May 2017 19:13:48 +0000

Have you ever thought that you’re too young or too busy to think about retirement? If that sounds familiar, you’re not alone. When it comes to planning for retirement the biggest obstacles to starting are often self-created. Life gets in the way, so it’s easy to put off retirement in place of other things that […]

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The Value of Mortgage Refinancing

Jakub Jurek and Pedro Olea de Souza e Silva — Wed, 03 May 2017 17:41:23 +0000

If you are a homeowner, it’s more than likely your house is your single most valuable asset. So it’s crucial to understand the factors that affect housing costs, specifically interest rates, which impact your mortgage expenses. It’s also important to know how to benefit from changing mortgage rates by refinancing your mortgage – the why […]

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When Dumb Things Happen to Smart Investors

Meir Statman, PhD — Wed, 26 Apr 2017 15:55:21 +0000

This article is an adaption from Meir Statman’s book, “Finance for Normal People: How Investors and Markets Behave” (Oxford University Press) and initially published in MarketWatch on April 20, 2017 You are contemplating a gift to your beloved and wonder whether it should be a red rose or $10, the price of the rose. You are […]

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The Surprising Value of Social Security

Pedro Olea de Souza e Silva, PhD — Wed, 08 Mar 2017 18:04:04 +0000

While young people tend to regard Social Security as a source of only miserly payouts – and one with an uncertain future to boot – it can in fact represent a significant portion of your income after you’ve retired. That means that even if you are still in your 30s or 40s, you should take […]

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Don’t Do As I Do: Financial Advisers Edition

Pedro Olea de Souza e Silva, PhD and Andy Rachleff — Wed, 08 Feb 2017 16:57:09 +0000

Financial decisions are among life’s most complex decisions, which is why many people turn to professional financial advisers for help. While the profession has its supporters, it also has a large group of critics. Most of these critics argue that advisers don’t truly act in your best interest as true “fiduciaries,” but instead, will simply […]

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The Tyranny of Compounding Costs

Jakub W. Jurek, PhD — Wed, 25 Jan 2017 18:10:12 +0000

Fees compound over time, just like investment returns. But rather than push the value of portfolios higher over the long run, fees do the exact opposite. They eat away at the value of your portfolio. John Bogle, the founder and former CEO of Vanguard, referred to this as “the tyranny of compounding costs.” In some […]

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