Wealthfront

How do we think about adding new products and features at Wealthfront? Our VP of Product, David Myszewski shares three aspects of the client experience that factor in to product decisions.? Listen to more from the Product Thinking with Melissa Perri here: https://lnkd.in/gxiNQrep —- The podcast host, Melissa Perri, is a Wealthfront client. Any testimonial provided may not be representative of the experience of other clients, and there is no guarantee that all clients will have similar experiences. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. For more info, visit https://lnkd.in/gdGumR4v. Wealthfront is not a bank. Same-day withdrawal or instant payment transfers may be limited by daily transaction caps, and other factors. Investing involves risk. The Cash Account is offered by Wealthfront Brokerage LLC, Member FINRA/SIPC. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser.

History gives us a clear guide: Investing early and consistently usually beats waiting and trying to time the market. Whether stocks are “too hot” or “too risky” at any given moment, the prevailing wisdom is that time in the market beats timing the market. The lesson? Investing as early as possible gives your money the best chance to compound over time. -- Nothing in this post should be construed as investment advice, an offer, recommendation, or solicitation to open an account or to buy or sell any security. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Compounding can enhance returns over time, but it does not guarantee profit or prevent losses. Investment returns vary, and the effects of compounding depend on factors such as market performance, contributions, and the length of time invested. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.

Five years since the Covid-19 pandemic, Millennials, in general, have not only weathered the uncertainty, but have accumulated wealth even faster than older generations. This holds true not only for the generation as a whole, but also for Wealthfront’s millennial clients. On January 1, 2020, these clients had an average of $45,600 saved and invested in their Wealthfront accounts. As of February 24, 2025, that same group of clients has grown their wealth by 137% to an average of $108,130. And these numbers are only taking account assets held in Wealthfront accounts. By saving and investing consistently through volatility, climbing the property ladder, and demonstrating resiliency in the face of market volatility and increased inflation, we think millennials have a bright future ahead of them. More on the story of how millennial wealth has grown in the last five years on our blog: https://lnkd.in/gF93UJfu

No one can time the market, so the most important thing is to get started. More time in the market = more time to take advantage of compound interest. - Nothing in this communication should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.

Tax-loss harvesting is one of the most powerful tools a robo-advisor can offer. In fact, our automated Tax-Loss Harvesting has saved clients an estimated $1B+ in taxes over the last decade. To take a deep dive into the true value of a Tax-Loss Harvesting strategy, check out our blog. https://lnkd.in/ghGp4BGj

Reminder: The deadline to contribute to your 2024 IRA is coming up on April 15th. Remember, IRAs are tax-advantaged so they allow saving for retirement and can offer unique tax benefits. If you have earned income, make sure to contribute by the deadline–your future self will thank you. Wealthfront does not provide tax advice and investors are encouraged to consult with their personal tax advisors. Investing involves risk including the possible loss of principal. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.?

Wealth Building 101: Some things can be enjoyed long before retirement, like the ease of passive investing. This investing strategy can be an effective way to generate returns over time, while also reducing unnecessary risk–and you don’t need to stay invested for decades to see results. What other questions do you have about passive investing? Drop them in the comments. Nothing in this post should be construed as investment advice, an offer, recommendation, or solicitation to open an account or to buy or sell any security. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Passive investing may help minimize certain risks, it does not eliminate market risk or guarantee higher returns. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.

How are millennials outpacing older generations in building wealth? Our CEO David Fortunato reveals that “the biggest factor we see contributing to millennials’ financial success is how they invest. The majority of millennials aren’t interested in risking their hard-earned money by trying to beat the market, and instead recognize that passive investing is the best approach for long-term wealth generation.” More insights on how millennials have accumulated wealth faster than previous generations since the Covid-19 pandemic from MarketWatch and Gordon Gottsegen: https://lnkd.in/gMV9NhZC Nothing in this post should be construed as investment advice, recommendation, or solicitation to buy or sell any security. Investing involves risk and past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. External links are provided for convenience purposes and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

From the Wealthfront blog: We took a look at the state of millennial wealth, five years after the pandemic. Against the odds, millennials have been saving, investing, and planning for the future despite economic turbulence. Now, millennials hold more wealth than previous generations did at the same age, and are on track to be one of the wealthiest generations. Our latest article goes into the details. Nothing in this communication should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.

Find more financial self care ideas on our blog. Read more: https://lnkd.in/ecXKUdXf Nothing in this communication should be construed as tax advice, an offer, recommendation, or solicitation to buy or sell any security. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.