rebalancing Archives | Wealthfront Blog Personal Finance & Investing Insights Wed, 13 Dec 2023 22:04:39 +0000 en-US hourly 1 https://www.wealthfront.com/blog/wp-content/uploads/2019/09/cropped-wave-logo-transparent-hi-res-500x500.png rebalancing Archives | Wealthfront Blog 32 32 Wealthfront’s Portfolio Rebalancing Just Got Even Better https://www.wealthfront.com/blog/wealthfronts-portfolio-rebalancing-just-got-even-better/ Mon, 09 Dec 2019 22:05:37 +0000 https://www.wealthfront.com/blog/?p=12202 Wealthfront is committed to helping you do more with your money, and we’re always working to make our existing products even better. That’s why we’re so excited to announce that our portfolio rebalancing is now more sensitive to both short- and long-term capital gains taxes to further minimize your tax bill. You don’t have to […]

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]]> Following the Rules https://www.wealthfront.com/blog/following-rules/ Thu, 18 Jan 2018 19:14:24 +0000 http://www.wealthfront.com/blog/?p=8311 Note: Wealthfront’s Stock-level Tax-Loss Harvesting is now called US Direct Indexing. 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. And by routine I mean rules-based. Time and time again academic research has shown that rules-based approaches outperform judgment-based approaches […]

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]]> If You Like Vanguard, You’ll Love Wealthfront https://www.wealthfront.com/blog/vanguard-versus-wealthfront/ Thu, 08 Dec 2016 17:38:43 +0000 http://www.wealthfront.com/blog/?p=7120 Vanguard versus Wealthfront - how do the two compare? In this post, we compare the two services and explain the relative advantages of Wealthfront.

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]]> How do I know my financial advisor is doing the right thing? https://www.wealthfront.com/blog/know-financial-advisor-right-thing/ Wed, 27 Jan 2016 19:00:16 +0000 http://www.wealthfront.com/blog/?p=5427 How do I know my financial advisor is doing the right thing? The recent significant drop in world financial markets has created a lot of anxiety – especially among people new to investing. In times like these, investors who outsource the management of their investments can’t help but wonder if they chose the right person […]

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]]> Choosing Asset Classes Is Another Form of Market Timing https://www.wealthfront.com/blog/choosing-asset-classes-another-form-market-timing/ Tue, 06 Jan 2015 14:23:36 +0000 http://www.wealthfront.com/blog/?p=4916 Any reader of our blog will know that we are not fans of market timing. As our CIO Burt Malkiel is fond of pointing out, research consistently proves it’s almost impossible to outperform the market by attempting to time it. Burt has won great acclaim since he first wrote about this phenomenon 40 years ago […]

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]]> 2014 Year End Financial Checklist https://www.wealthfront.com/blog/year-end-financial-checklist-2014/ Fri, 21 Nov 2014 19:30:06 +0000 http://www.wealthfront.com/blog/?p=4860 The last few weeks of the year are always a mad rush to wrap up loose ends, often in a frantic fashion. In the spirit of the season, we thought it a good time to share a checklist of important items to consider before the calendar year ends, all related to your investments and finances. […]

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]]> Angel investing? Rental property? What to do with your play money https://www.wealthfront.com/blog/angel-investing-rental-property-what-to-do-with-your-play-money/ Wed, 28 Aug 2013 17:15:29 +0000 http://www.wealthfront.com/blog/?p=4047 An oft-heard request here at Wealthfront, at least among a significant portion of our client-base, has been a desire to set aside some play money. Just to be clear, we are referring to the Silicon Valley iteration of this concept whereby clients would like to invest some of their money outside of the rebalanced diversified […]

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]]> How Target Date Funds May Mislead Investors https://www.wealthfront.com/blog/rebalance-401k-target-date-funds/ Thu, 08 Mar 2012 22:34:29 +0000 https://www.wealthfront.com/blog/?p=1915 Q: I have a target date fund in my 401(k) plan. Can I rely on it to keep me rebalanced? (This question came from a young investor attending a seminar given by Wealthfront CEO Andy Rachleff at New York University). Because target date funds are specifically sold as a way to keep people rebalanced as […]

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]]> How To Build An Investment Portfolio With ETFs https://www.wealthfront.com/blog/diversified-investment-portfolio-etfs/ Thu, 05 Jan 2012 19:36:32 +0000 /blog/?p=1696 Many investors are shifting their allegiance from mutual funds to ETFs. ETFs offer more transparency and, almost always, lower fees than mutual funds. The question for the thinking investor is how to combine ETFs to build a portfolio that makes sense – meaning, one that has the best chance of achieving the returns you want, […]

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]]> Either We Are In For A Lehman Crash, Or A Big Rebound https://www.wealthfront.com/blog/friday-reads-lehman-crash-big-rebound/ Fri, 30 Sep 2011 14:11:31 +0000 /blog/?p=1417 So the media is busy issuing contradictory advice this week. According to one thread online, the markets are in a repeat of 2008. (i.e., the sky is falling). According to another school of thought, we are on the verge of a big rally because investors are sitting on piles of cash – a situation that […]

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