Dr. Burton G. Malkiel | Wealthfront Blog https://www.wealthfront.com/blog/author/burt/ Personal Finance & Investing Insights Tue, 24 Sep 2024 18:59:39 +0000 en-US hourly 1 https://www.wealthfront.com/blog/wp-content/uploads/2019/09/cropped-wave-logo-transparent-hi-res-500x500.png Dr. Burton G. Malkiel | Wealthfront Blog https://www.wealthfront.com/blog/author/burt/ 32 32 Why Picking the Winning Sector Is a Losing Game https://www.wealthfront.com/blog/burt-alex-letter-summer-2024/ Tue, 30 Jul 2024 15:50:59 +0000 https://www.wealthfront.com/blog/?p=17278 Wealthfront clients are generally well aware of best practices for building wealth and a retirement nest egg. The holy grail consists of broad diversification, indexing, minimizing costs and taxes, rebalancing, and staying the course (all of which are key tenets of Wealthfront’s investment philosophy). But equally important is to avoid the common mistakes that have […]

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]]> Burt Malkiel & Alex Michalka’s Insights for Investors in 2024 https://www.wealthfront.com/blog/burt-alex-letter-2024/ Thu, 25 Jan 2024 17:21:40 +0000 https://www.wealthfront.com/blog/?p=16997 In planning your investment strategy for 2024 and beyond, there are wise principles to keep in mind: While no one can predict how market prices will move in any particular period, there are time-tested general rules that can put the odds of success squarely in your favor. In this letter we will offer some simple […]

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]]> Celebrating 10 Years of Tax-Loss Harvesting https://www.wealthfront.com/blog/10-years-of-tax-loss-harvesting/ Fri, 14 Apr 2023 22:11:11 +0000 https://www.wealthfront.com/blog/?p=16446 A decade ago, Wealthfront revolutionized the investing space by being among the first automated investment services to offer Tax-Loss Harvesting to clients. Tax-loss harvesting is the crown jewel of tax management strategies, and it represents what we consider to be the only reliable way for investors to outperform the market, as it allows you to […]

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]]> Does It Still Make Sense to Invest in Equities? https://www.wealthfront.com/blog/does-it-still-make-sense-to-invest-in-equities/ Wed, 12 Oct 2022 22:30:13 +0000 https://www.wealthfront.com/blog/?p=15964 A version of this post was originally published in the Wall Street Journal on September 21, 2022. Wealthfront investors who have indicated a capacity and willingness to accept risk hold a portfolio that is heavily weighted toward equities. While such a portfolio has yielded generous returns over time, recent results have been unsatisfactory. While bonds […]

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]]> How Investors Can Prepare for the 2020 Election and an Uncertain Future https://www.wealthfront.com/blog/how-investors-can-prepare-for-the-2020-election-and-an-uncertain-future/ Tue, 06 Oct 2020 21:52:31 +0000 https://www.wealthfront.com/blog/?p=13493 With a hotly contested election just weeks away, there is unusual uncertainty about what the future holds. Despite the existence of sophisticated polling results, it’s hard to predict what the election results will be. And it’s even harder to predict what will happen to the economy and to financial markets. That said, I believe there […]

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]]> The Day-Trading Pandemic https://www.wealthfront.com/blog/the-day-trading-pandemic/ Wed, 17 Jun 2020 16:56:55 +0000 https://www.wealthfront.com/blog/?p=13259 The coronavirus has wrought devastating harm to the health of our nation and to the vibrancy of our economy. With respect to financial markets, it has also given rise to a full-blown mania. Individuals, cooped up at home, working remotely on flexible schedules, with no social activities and no live sports to watch and bet […]

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]]> Investing When Many Pundits Predict a Recession https://www.wealthfront.com/blog/investing-when-many-pundits-predict-a-recession/ Wed, 04 Sep 2019 22:25:49 +0000 //wealthfront.x5view.co/?p=10902 I do not mean to imply that we have nothing to worry about. But a negatively-sloped yield curve should not be on top of our worry list.

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]]> Sound Investing When Markets Are in Turmoil https://www.wealthfront.com/blog/sound-investing-when-markets-are-in-turmoil-2/ Mon, 26 Aug 2019 22:08:53 +0000 //wealthfront.x5view.co/?p=9442 What should you do when market volatility has you doubting your investment strategy? No worries — Wealthfront Chief Investment Officer Burt Malkiel has clear advice.

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]]> Sound Investing When Markets Are in Turmoil https://www.wealthfront.com/blog/sound-investing-when-markets-are-in-turmoil/ Thu, 29 Nov 2018 19:12:53 +0000 http://www.wealthfront.com/blog/?p=9442 What should you do when market volatility has you doubting your investment strategy? No worries — Wealthfront Chief Investment Officer Burt Malkiel has clear advice.

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]]> An Optimal Approach to Smart Beta https://www.wealthfront.com/blog/optimal-approach-smart-beta/ Wed, 28 Jun 2017 18:18:03 +0000 http://www.wealthfront.com/blog/?p=7655 Note: As of January 2022, Wealthfront has updated its Smart Beta offering. You can read more about the changes here.  I have been skeptical about the proliferation of “Smart Beta” strategies, many of which have failed to generate satisfactory returns. The reason is not because the approach has no theoretical basis or is inconsistent with […]

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