TLH Archives | Wealthfront Blog

The Actual Value of Tax-Loss Harvesting

Celine Sun, PhD and Andy Rachleff — Wed, 09 Jan 2019 14:00:47 +0000

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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Happy Holidays from Wealthfront

Adam Nash — Tue, 23 Dec 2014 17:51:53 +0000

At Wealthfront, we believe our clients are our one true north. And while we work to make our service better every day, it feels only right this time of year to take a moment to just say thank you. 2014 has been a momentous year for Wealthfront, and we know our success stems directly from […]

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Happy Birthday, Tax-Loss Harvesting

Adam Nash — Thu, 16 Oct 2014 20:00:25 +0000

Note: Wealthfront’s Stock-level Tax-Loss Harvesting is now called US Direct Indexing. Back in October 2012, Wealthfront became the first automated investment service to introduce tax-loss harvesting. While tax-loss harvesting has been around for a long time, it traditionally has only been offered to the ultra-wealthy and it was almost always done just once a year […]

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