Wealthfront

Direct indexing is a powerful strategy designed to improve your after-tax returns, and we’re proud to have been an early pioneer in offering the strategy for a low cost and low minimum to everyday investors. But how does it actually work? Wealthfront VP of Investing Research, Alex Michalka, explains in this edition of our newsletter.

Peter and Alex got married and bought a house in the same week. Our Joint Cash Account helped them do it. They both say they have a tendency toward saving and aren’t super oriented towards material things. But their values come together with intentional spending on meaningful experiences. Find their full story on our blog: https://lnkd.in/gXKEZbrS — The Cash Account is offered by Wealthfront Brokerage LLC, member FINRA/SIPC, and is not a bank account.

New: Our VP of Product, David Myszewski was just featured on Nasdaq’s Talk Your Ticker segment. He and Jillian DelSignore cover our newest direct indexing offering, Nasdaq-100 Direct, and how it’s designed to help investors invest in the individual stocks of the Nasdaq-100 Index® and unlock tax savings. A key takeaway? This portfolio is particularly valuable for long-term investors in high tax brackets, especially those who have (or expect) a lot of capital gains. Watch the full segment here: https://lnkd.in/gvGc6QVe #directindexing #investing #Nasdaq -- Nasdaq-100 Direct allows clients to hold individual stocks in the Nasdaq-100 Index®, but it may not hold all the stocks in the index. As a result, its performance may deviate from that of the Nasdaq-100 Index® due to tracking error, market conditions, and the limitations of Tax-Loss Harvesting. Account size and customization options, such as excluding individual stocks, may affect the portfolio’s ability to track the Nasdaq-100 Index® Investment management and advisory services are provided by Wealthfront Advisers LLC ("Wealthfront Advisers"), an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), a Member of FINRA/SIPC.

Tuning back in after a holiday week and wondering where markets stand? We’ve got a couple headlines worth bookmarking: 💻 Tech stocks drove plenty of volatility 💫 Higher 2026 401(k) and IRA contribution limits 📉 Shifting rate cut expectations could impact interest rates this month What other headlines are you following this month? AI bubble, tech stocks, retirement, interest rates, federal reserve, investing

How can direct indexing help increase your after-tax returns? Don’t miss our live webinar this Thursday, December 4 at 10:00AM PT / 1:00 PM ET to find out. Join our VP of Product, David Myszewski, and VP of Investment Research, Alex Michalka to dive into how you can potentially save on taxes and keep more of what you earn. They’ll also provide an overview of Wealthfront’s newest direct indexing product, Nasdaq-100 Direct, which is the first offering to bring this strategy to the innovative Nasdaq-100® index for retail investors. Plus, a Q&A with the speakers. We hope to see you there! https://lnkd.in/guGyxXnt

We’re thrilled to be featured by @Forbes as one of the best brokers for direct indexing and saving on capital gains taxes. Read more here: https://lnkd.in/gQ_fnfwV —------- Disclosures: Tax-Loss Harvesting benefits from direct indexing depend on your tax and investment profile. New securities may perform better or worse than those sold, and tracking errors could cause slight divergence from benchmarks. Unintended tax effects may occur. Wealthfront does not provide tax advice. Consult a tax professional. Investment management and 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.

Occasionally, the markets tell us an odd truth about the way we live — like that trends in health and fitness this year are boosting the company that makes Doritos but not two of the major companies that sell exercise pants. — Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. See images for additional disclosures.

Sales come and go. Wealth lasts a lifetime. If you’re like us with a million+ open tabs and way too many full shopping carts, maybe take a break from the promotional frenzy and consider investing in your financial future instead? How do you plan for holiday spending and sales? — Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser.

“Buy and hold” isn’t just an old-school investing saying – it’s one of the most proven paths to building wealth. Our Chief Investment Officer, Burt Malkiel, was recently featured in The New York Times talking about how trying to time the market can mean missing the most powerful rebounds. Read more of Burt’s thoughts in “The Stock Market Is Good, Bad and Ugly, Often in Quick Succession” via The New York Times: https://lnkd.in/g2VpvdxH —-------- Investing involves risk, including the possible loss of principal, and past performance does not guarantee future results. Buy-and-hold strategies do not guarantee profits or prevent losses. Results vary by strategy and time horizon. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. See Full Disclosure at https://lnkd.in/gtGuW2SA for more info.

If you’ve followed us for a while, you might already know: we’re big fans of automating your finances. Is there anything else you wish you could automate as easily as your financial life? Let us know below! -- Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage, a Member of FINRA/SIPC. No strategy assures success or protects against loss.