stock level tax loss harvesting 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 stock level tax loss harvesting Archives | Wealthfront Blog 32 32 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 […]

The post Following the Rules appeared first on Wealthfront Blog.

]]> How to Think About Long-Term Investing https://www.wealthfront.com/blog/think-long-term-investing/ Wed, 25 Oct 2017 19:06:05 +0000 http://www.wealthfront.com/blog/?p=8084 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”? To us long-term investing implies at least five years. With this post we will explain why we chose that number, as well as what you […]

The post How to Think About Long-Term Investing appeared first on Wealthfront Blog.

]]> Building Your Socially Responsible Portfolio https://www.wealthfront.com/blog/building-socially-responsible-portfolio/ Mon, 17 Jul 2017 18:39:01 +0000 http://www.wealthfront.com/blog/?p=7683 We know our clients want a portfolio that also aligns with their beliefs. And thanks to Stock-level Tax-Loss Harvesting we’ll be able offer Socially Responsible Investing, allowing you to build a portfolio that best represents your values.

The post Building Your Socially Responsible Portfolio appeared first on Wealthfront Blog.

]]> Giving You An Edge https://www.wealthfront.com/blog/introducing-advanced-indexing/ Thu, 15 Jun 2017 17:45:55 +0000 http://www.wealthfront.com/blog/?p=7627 Wealthfront is built on the philosophy that passive investing is the key to long-term success. But we always try to go above and beyond to help your portfolio perform better. In other words, we try to give you an edge. To do that we first launched Tax-Loss Harvesting, which takes advantage of movements in the […]

The post Giving You An Edge appeared first on Wealthfront Blog.

]]> Don’t Procrastinate on Filing Your Taxes https://www.wealthfront.com/blog/filing-your-taxes-2016/ Wed, 22 Mar 2017 16:11:11 +0000 http://www.wealthfront.com/blog/?p=7463 In the words of George Washington, “No taxes can be devised which are not more or less inconvenient and unpleasant.” In other words, taxes are a pain. We know it, you know it, but whether you like it or not, tax day (Tuesday April 18th) is less than a month away, so it’s time to […]

The post Don’t Procrastinate on Filing Your Taxes appeared first on Wealthfront Blog.

]]> The Tyranny of Compounding Costs https://www.wealthfront.com/blog/tyranny-compounding-costs/ Wed, 25 Jan 2017 18:10:12 +0000 http://www.wealthfront.com/blog/?p=7200 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 […]

The post The Tyranny of Compounding Costs appeared first on Wealthfront Blog.

]]> 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.

The post If You Like Vanguard, You’ll Love Wealthfront appeared first on Wealthfront Blog.

]]> It’s About Automation, Not Fees https://www.wealthfront.com/blog/what-is-automated-investing/ Wed, 13 Jul 2016 15:23:48 +0000 http://www.wealthfront.com/blog/?p=6892 Automated investment services are successful because they are automated, not because they are low priced. They are low priced because they are automated, but that’s not why most people choose them. Broadly, preference for automation is a generational thing, much like music. Baby Boomers who grew up on rock ‘n roll didn’t transition their musical […]

The post It’s About Automation, Not Fees appeared first on Wealthfront Blog.

]]> Why Wealthfront is a wise choice for finance professionals https://www.wealthfront.com/blog/wealthfront-for-finance-professionals/ Wed, 11 May 2016 17:26:39 +0000 http://www.wealthfront.com/blog/?p=5524 Note: Wealthfront’s Stock-level Tax-Loss Harvesting is now called US Direct Indexing. At first blush, the suggestion that finance professionals should choose an automated investment service like Wealthfront to manage their investments seems to make little sense. Wouldn’t folks who monitor 30-day moving averages and asset class correlations for a living prefer to actively manage their […]

The post Why Wealthfront is a wise choice for finance professionals appeared first on Wealthfront Blog.

]]> We’ve Made Filing Your Taxes Even Easier https://www.wealthfront.com/blog/turbotax-integration-2015-taxes/ Wed, 10 Feb 2016 10:00:53 +0000 http://www.wealthfront.com/blog/?p=5433 For too many investors, tax season is a time filled with unwelcomed surprises.  Not only can investment taxes be confusing and difficult to file, but at most traditional brokerages, you only realize a hefty tax bill is due when you receive your 1099 forms.  At Wealthfront, we pride ourselves on our efforts to both minimize […]

The post We’ve Made Filing Your Taxes Even Easier appeared first on Wealthfront Blog.

]]>