tax-loss harvesting Archives | Wealthfront Blog Personal Finance & Investing Insights Thu, 06 Jul 2023 17:20:39 +0000 en-US hourly 1 https://www.wealthfront.com/blog/wp-content/uploads/2019/09/cropped-wave-logo-transparent-hi-res-500x500.png tax-loss harvesting Archives | Wealthfront Blog 32 32 How Our Tax-Loss Harvesting Performed in 2021 https://www.wealthfront.com/blog/tax-loss-harvesting-results-2021/ Tue, 08 Feb 2022 23:54:20 +0000 https://www.wealthfront.com/blog/?p=15598 At Wealthfront, we’ve long said that tax-loss harvesting is the most compelling reason to use a robo-advisor. Tax-loss harvesting can lower your tax bill and boost your after-tax returns with no extra effort on your part, and it’s a task perfectly suited to software. We think it’s important to consistently publish the results of Wealthfront’s […]

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]]> How To Get Ready for Next Year’s Taxes Today https://www.wealthfront.com/blog/get-ready-for-2021-taxes-today/ Wed, 05 May 2021 18:51:12 +0000 https://www.wealthfront.com/blog/?p=14027 Whether you’ve already completed your 2020 tax return or you’re nearly there, you’re probably feeling a sense of relief and accomplishment now that tax season is drawing to a close. But don’t stop yet! You’ve got momentum, and now is a great time to get organized for next year’s taxes. Here are four ways you […]

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]]> Tax-Loss Harvesting 101 https://www.wealthfront.com/blog/tax-loss-harvesting-101/ Thu, 22 Apr 2021 16:06:34 +0000 https://www.wealthfront.com/blog/?p=13981 We believe investors should focus on the things they can control – cost, risk, and taxes. At Wealthfront, we help you with all three: we charge one low advisory fee, offer diversified portfolios with automatic rebalancing, and work to lower your tax bill with a suite of tax minimization features. Tax-Loss Harvesting is by far […]

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]]> How Wealthfront’s Tax-Loss Harvesting Could Cover Your Advisory Fee https://www.wealthfront.com/blog/how-wealthfronts-tlh-pays-for-itself/ Mon, 16 Nov 2020 20:46:14 +0000 https://www.wealthfront.com/blog/?p=13673 We’ve written before that our Tax-Loss Harvesting service saves Wealthfront clients money when the market is up and when it’s down. But what you might not know is that it renders our high quality investing service basically fee-free by generating tax savings that far outweigh the 0.25% annual advisory fee we charge. According to our […]

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]]> What Are Robo-Advisors, and How Do They Differ? https://www.wealthfront.com/blog/what-are-robo-advisors-and-how-do-they-differ/ Fri, 06 Nov 2020 22:49:26 +0000 https://www.wealthfront.com/blog/?p=13659 Note: Wealthfront’s Stock-level Tax-Loss Harvesting is now called US Direct Indexing. If you’re interested in investing, odds are you’ve heard the word “robo-advisor” used before. While it’s fun to imagine a robot managing your investment portfolio and beeping cheerfully as it works, robo-advisors are actually automated investing services managed by software instead of human advisors.  […]

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]]> How to Get Ready for Next Year’s Taxes Today https://www.wealthfront.com/blog/how-to-get-ready-for-next-years-taxes-today/ Tue, 07 Jul 2020 15:48:39 +0000 https://www.wealthfront.com/blog/?p=13347 Whether you’ve already completed your 2019 tax return or you’re nearly there, you’re probably feeling a sense of relief and accomplishment now that tax season is drawing to a close. But don’t stop yet! You’ve got momentum, and now is a great time to get organized for next year’s taxes. Because this year’s tax deadline […]

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]]> What You Need To Know About Tax-Loss Harvesting https://www.wealthfront.com/blog/what-you-need-to-know-about-tax-loss-harvesting/ Tue, 28 Apr 2020 19:42:19 +0000 https://www.wealthfront.com/blog/?p=13054 We don’t need to tell you that global markets have been extremely volatile lately. This can be stressful, especially if you’re checking your portfolio more than usual. There is a silver lining, however. Market volatility presents an opportunity to generate tax losses to offset your taxable gains through a time-proven strategy called tax-loss harvesting. Our […]

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]]> How Tax-Loss Harvesting Benefits You Even When The Market Is Up https://www.wealthfront.com/blog/how-tax-loss-harvesting-benefits-you-even-when-the-market-is-up/ Tue, 18 Feb 2020 17:51:00 +0000 https://www.wealthfront.com/blog/?p=12560 As you likely know from the headlines, 2019 was a strong year for financial markets. The S&P 500, which tracks the performance of 500 largest publicly traded companies in the U.S., was up by 28.9%, marking its largest one-year gain since 2013. The MSCI emerging markets index was up 18.4%. By almost any measure, 2019 […]

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]]> What So Many People Get Wrong About Tax-Loss Harvesting https://www.wealthfront.com/blog/what-so-many-people-get-wrong-about-tax-loss-harvesting/ Wed, 25 Sep 2019 22:25:46 +0000 //wealthfront.x5view.co/?p=10981 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.

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]]> The Actual Value of Tax-Loss Harvesting https://www.wealthfront.com/blog/real-value-tax-loss-harvesting/ Wed, 09 Jan 2019 14:00:47 +0000 http://www.wealthfront.com/blog/?p=8153 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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