Category: Insurance

Insurance

Building For The Long-Term Together: Our Path to $100 Billion

Market Expert Sep 10, 2026

We recently surpassed an exciting milestone as we build toward becoming the leading financial platform helping digital natives grow wealth: Wealthfront now holds more than $100 billion in total platform assets. This growth isn’t just a win for our company, it reflects the shared success of the more than 1.5 million clients like you who […] The post Building For The Long-Term Together: Our Path to $100 Billion appeared first on Wealthfront Blog.

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How Does Wealthfront Help Lower Your Taxes?

Market Expert Aug 29, 2026

Wealthfront helps lower your taxes by using software to automatically look for tax-minimization opportunities across investing products. These strategies include automated tax-loss harvesting, direct indexing, tax-optimized portfolio allocations, tax-aware rebalancing, Portfolio Line of Credit, and fixed income with tax advantages. How does Wealthfront help lower your taxes? Wealthfront can help improve your after-tax return with […] The post How Does Wealthfront Help Lower Your Taxes? appeared first on Wealthfront Blog.

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How to Get Ready for Next Year’s Taxes Today

Market Expert Aug 29, 2026

A large tax bill can mean a large amount of anxiety come tax time, but with a little planning and a few smart financial moves, you can leave the worry behind and potentially pay less in taxes. Here are five ways you could start saving on next year’s taxes today. 1. Make a plan for […] The post How to Get Ready for Next Year’s Taxes Today appeared first on Wealthfront Blog.

Insurance

Should You Wait Around for a Lower Mortgage Rate?

Market Expert Aug 26, 2026

Much of the news in housing right now is about rates hitting their highest point in a year, making some potential homebuyers wonder if they should hold off until rates go down. But the headlines—and recent history—might be giving some people a misleading impression of what a “normal” rate is. The typical person currently considering […] The post Should You Wait Around for a Lower Mortgage Rate? appeared first on Wealthfront Blog.

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MyFutureFund: Stay In, Opt Out or Suspend Your Pension?

Market Expert Aug 25, 2026

Most workers enrolled in MyFutureFund face an important financial decision: stay in, opt out, or suspend. Increasing your monthly take-home pay may feel tempting in the short term, but leaving the scheme means walking away from employer contributions, State top-ups, and years of long-term pension growth. In our latest article, we explain when your own opt-out window actually opens, what you get back if you leave, how suspending differs, and what your options are if your window has already closed. We also cover the tax difference many higher earners are missing, and the biggest retirement planning mistake workers could make. Check out our latest post - MyFutureFund: Stay In, Opt Out or Suspend Your Pension? on LowQuotes Blog

Insurance

What Investors Should Know About Private Credit, Wall Street’s Favorite Thing to Argue About

Market Expert Aug 14, 2026

Private credit has been a big topic in the financial press this year, inspiring headlines about “worry,” “pain,” cockroaches, and investors asking for their money back. You may have seen discussions of whether its problems could contaminate the rest of the financial system—but also about whether more investors should have access to it. This post […] The post What Investors Should Know About Private Credit, Wall Street’s Favorite Thing to Argue About appeared first on Wealthfront Blog.

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You Can’t Get Access to the Best Alternative Assets

Market Expert Jul 24, 2026

One of the services most frequently touted by private wealth managers is their ability to provide access to outstanding alternative assets like hedge funds. Unfortunately very few private wealth managers have access to the hedge funds that are worth the fees. Of course, that won’t stop them from promising you the best and delivering poor […] The post You Can’t Get Access to the Best Alternative Assets appeared first on Wealthfront Blog.

Insurance

What LLMs Get Wrong About Our Direct Indexing

Market Expert Jul 18, 2026

We recently asked an LLM (a large language model) a question we know our clients have from time to time: Which is better, investing in an index-based ETF or a direct indexing product that tracks the same index? We think the answer is pretty straightforward, which is why we were surprised to see the LLM […] The post What LLMs Get Wrong About Our Direct Indexing appeared first on Wealthfront Blog.

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Why Direct Indexing Is Better Than an ETF

Market Expert Jul 9, 2026

We recently asked an LLM (a large language model) a question we know our clients have from time to time: Which is better, investing in an index-based ETF or a direct indexing product that tracks the same index? We think the answer is pretty straightforward, which is why we were surprised to see the LLM […] The post Why Direct Indexing Is Better Than an ETF appeared first on Wealthfront Blog.

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Annuities: The Safe Option for Your Retirement Income

Market Expert Jul 8, 2026

Home Table of Contents You’ve spent decades saving into your pension, and now it’s time for your money to start paying you back. However, here’s the question most retirees face: how do you turn your pension fund into a reliable income you can actually live on? If you’re someone who values security and doesn’t want ... Read more Check out our latest post - Annuities: The Safe Option for Your Retirement Income on LowQuotes Blog

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Give Your Kids a Head Start with a Wealthfront Custodial Investing Account

Market Expert Jun 24, 2026

Introducing the Wealthfront Custodial Account, a simple and flexible way to start investing for your child’s future. The post Give Your Kids a Head Start with a Wealthfront Custodial Investing Account appeared first on Wealthfront Blog.

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The Year of the Mega IPO: What Investors Should Know

Market Expert Jun 12, 2026

There are three potential IPOs this year that have the world abuzz. SpaceX, Anthropic and OpenAI have all signaled desire to go public in 2026. As of today, only SpaceX has filed any public documents, with a plan to hold its IPO on June 12, 2026. Anthropic and OpenAI have made confidential filings with the […] The post The Year of the Mega IPO: What Investors Should Know appeared first on Wealthfront Blog.

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MyFutureFund: Should You Stay In or Opt Out When Your Window Opens?

Market Expert May 28, 2026

Most workers enrolled in MyFutureFund will soon face an important financial decision: stay in or opt out? While increasing your monthly take-home pay may feel tempting in the short term, opting out could mean walking away from employer contributions, State top-ups, and years of long-term pension growth. In our latest article, we explore who should likely stay in, when opting out may actually make sense, the important tax differences many higher earners are missing, and the biggest retirement planning mistake workers could make. Before your opt-out window opens, it’s worth understanding what this decision could really mean for your future financial security. Check out our latest post - MyFutureFund: Should You Stay In or Opt Out When Your Window Opens? on LowQuotes Blog

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Trump Accounts, Custodial Accounts, and 529 Plans: What To Know and How To Choose

Market Expert May 28, 2026

Compounding over time is one of the most powerful ways for investors to grow their wealth, and starting this summer, parents will have an additional way to harness 18 years’ worth of it to help their children get ahead. Trump Accounts are expected to launch on July 4, and they offer a new way to […] The post Trump Accounts, Custodial Accounts, and 529 Plans: What To Know and How To Choose appeared first on Wealthfront Blog.

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Retiring Soon? Why You Might Choose an ARF

Market Expert Apr 25, 2026

Home Table of Contents When you’re preparing for retirement, one of the big questions you’ll face is, ‘What happens to my pension pot when I stop working?’ One option worth getting to know is the Approved Retirement Fund (ARF). The name might sound a bit technical, but the idea behind it is simple: it’s a ... Read more Check out our latest post - Retiring Soon? Why You Might Choose an ARF on LowQuotes Blog

Insurance

How to Start a Pension When You’re Self-Employed in Your 40s

Market Expert Apr 13, 2026

Home Table of Contents If you’re self-employed and in your 40s, you’ve probably thought about starting a pension, maybe more than once. You might even feel like you’ve left it too late to make a real difference. But here’s the truth: it’s never too late to start saving for your future, and there are real ... Read more Check out our latest post - How to Start a Pension When You’re Self-Employed in Your 40s on LowQuotes Blog

Insurance

How Wealthfront Helps Lower Your Taxes

Market Expert Apr 10, 2026

When it comes to investing, one of the last things you want is a big chunk of your returns unnecessarily going to taxes. At Wealthfront, a core part of our investment philosophy is using software to automatically look for ways to lower your taxes so you can keep more of what you earn. In this […] The post How Wealthfront Helps Lower Your Taxes appeared first on Wealthfront Blog.

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Wealthfront Modernized Investing. Your Mortgage is Next.

Market Expert Apr 7, 2026

Homeownership has long been a cornerstone of wealth and stability. But for younger generations today, the path to buying a home keeps getting steeper. Higher interest rates, rising home prices, and a construction shortage are squeezing buyers, and lender practices just make it worse: Bloated sales teams, manual processes, and old technology make getting or […] The post Wealthfront Modernized Investing. Your Mortgage is Next. appeared first on Wealthfront Blog.