Category: Insurance

Insurance

How Wealthfront’s Tax-Loss Harvesting Saved Clients an Estimated $161 Million in 2025

Market Expert Mar 20, 2026

Taxes may be inevitable (to paraphrase Benjamin Franklin), but at Wealthfront we work tirelessly to help reduce what you owe so you can keep more of what you earn. Year after year, our automated Tax-Loss Harvesting, which we offer at no additional cost, is a major part of how we do that. 2025 was no […] The post How Wealthfront’s Tax-Loss Harvesting Saved Clients an Estimated $161 Million in 2025 appeared first on Wealthfront Blog.

Insurance

Ask Wealthfront: What Does My Risk Score Mean, and Should I Change It?

Market Expert Mar 20, 2026

Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. Want to see your question answered here? Reach out to us on social media and we’ll try to address it in a future column. How does my risk score at Wealthfront impact my portfolio allocation? How do you keep […] The post Ask Wealthfront: What Does My Risk Score Mean, and Should I Change It? appeared first on Wealthfront Blog.

Insurance

What Happens to Your Private Pension When You Leave a Job?

Market Expert Mar 17, 2026

Home Table of Contents Changing jobs or careers can be exciting, but in the shuffle, many people forget one crucial thing: what happens to the pension they built up with their old employer. Your pension isn’t just locked away forever; depending on how long you’ve contributed, you usually get a few clear options. It pays ... Read more Check out our latest post - What Happens to Your Private Pension When You Leave a Job? on LowQuotes Blog

Insurance

How Wealthfront Keeps Your Savings & Data Safe

Market Expert Feb 28, 2026

Your trust is Wealthfront’s top priority, and we work around the clock—with internal teams and external partners—and strictly adhere to the rules set by our regulators to ensure the security of your accounts and the privacy of your data. At a glance: Read on for more details, plus some tips on additional measures you can […] The post How Wealthfront Keeps Your Savings & Data Safe appeared first on Wealthfront Blog.

Insurance

Working from Home Tax Relief in Ireland: How to Claim Tax Back

Market Expert Feb 16, 2026

Home Table of Contents Working from home, also known as remote working or e-working, can be great for flexibility, but it also comes with extra costs. Your electricity, heating, phone, and internet bills often go up when you’re spending more time at home. But did you know you might be able to claim some of ... Read more Check out our latest post - Working from Home Tax Relief in Ireland: How to Claim Tax Back on LowQuotes Blog

Insurance

What You Need To Know About a Potential AI Bubble

Market Expert Feb 13, 2026

Recently, many investors have been wondering if stock prices are too high. Price-earnings multiples, as measured by the Shiller PE ratio, have reached their highest point since the dot-com bubble. Valuation metrics are unusually stretched. Large tech companies are making huge “circular” investments with the potential to backfire if AI doesn’t deliver on the hype. […] The post What You Need To Know About a Potential AI Bubble appeared first on Wealthfront Blog.

Insurance

Cash In Your Wealthfront Cash Account Now Earns 3.30% APY

Market Expert Jan 30, 2026

Wealthfront is always looking for opportunities to help you earn more on your cash. Today, we’re happy to announce that cash in your Wealthfront Cash Account will earn 3.30% APY (annual percentage yield) starting on Friday, January 30, 2026. This increase is a result of the effective federal funds rate, or EFFR, stabilizing at a […] The post Cash In Your Wealthfront Cash Account Now Earns 3.30% APY appeared first on Wealthfront Blog.

Insurance

Why We’re Raising the APY on Your Cash

Market Expert Jan 29, 2026

Starting this Friday, January 30, the base rate your cash earns in the Cash Account will increase to 3.30% APY (annual percentage yield) from program banks. Our goal has always been to build high-quality products at a low cost, and share more of the savings with our clients—and that includes the Cash Account. The APY […] The post Why We’re Raising the APY on Your Cash appeared first on Wealthfront Blog.

Insurance

How Wealthfront’s S&P 500 Direct Helped Clients Save an Estimated $16M In Its First Year

Market Expert Jan 26, 2026

It’s been a little over a year since we launched Wealthfront’s S&P 500 Direct, our first standalone direct indexing product. We built this product to help clients generate tax savings while getting exposure to stocks within a popular stock market index. One year later, we’re excited to share a closer look at how S&P 500 […] The post How Wealthfront’s S&P 500 Direct Helped Clients Save an Estimated $16M In Its First Year appeared first on Wealthfront Blog.

Insurance

Key Financial Dates to Look Out for in 2026

Market Expert Jan 24, 2026

Keeping track of key financial dates and updates is essential for effective financial planning. Whether you’re a business owner, employee or parent, staying informed helps you make the most of tax reliefs, avoid penalties, and manage your finances wisely. Check out our latest post - Key Financial Dates to Look Out for in 2026 on LowQuotes Blog

Insurance

What We Shipped in the Second Half of 2025

Market Expert Jan 16, 2026

At Wealthfront, we’re always working to offer you more and better ways to build wealth on your own terms, and the second half of 2025 was no exception. Here’s a roundup of what we shipped in the last six months of 2025 (and the very beginning of 2026). We improved your investing experience, including adding […] The post What We Shipped in the Second Half of 2025 appeared first on Wealthfront Blog.

Insurance

What To Do With Your Raise or Bonus

Market Expert Jan 7, 2026

It’s that time of year—bonus and raise season is here, and if you’re lucky enough to be feeling more flush with cash than usual, you’ll need a plan. It’s exciting to see your hard work rewarded with additional compensation. But once you’ve spent a small portion of your bonus or raise on something fun (you […] The post What To Do With Your Raise or Bonus appeared first on Wealthfront Blog.

Insurance

Cash In Your Wealthfront Cash Account Now Earns 3.25% APY

Market Expert Dec 20, 2025

On Wednesday, December 10, the Federal Open Market Committee (FOMC) lowered the target range for the fed funds rate by 0.25%. As we’ve written about in the past, the fed funds rate is a direct input to the Cash Account Annual Percentage Yield (APY). As a result of the Fed’s decision, the new APY is […] The post Cash In Your Wealthfront Cash Account Now Earns 3.25% APY appeared first on Wealthfront Blog.

Insurance

The Headlines This Year Were All About Fear, Anxiety, and Disaster. The Markets Kept Setting Records Anyway. Where Does That Leave You?

Market Expert Dec 17, 2025

This post is brought to you by Vested Interest, our forthcoming newsletter about what the financial and economic newsmight mean for your money, career, and life in general. Please get in touch via askwealthfront@wealthfront.com with comments and questions about other topics you’d like us to cover. In 2025, danger appeared to be lurking at every […] The post The Headlines This Year Were All About Fear, Anxiety, and Disaster. The Markets Kept Setting Records Anyway. Where Does That Leave You? appeared first on Wealthfront Blog.

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Is a Roth Conversion Right for You?

Market Expert Dec 17, 2025

IRAs, or individual retirement arrangements, are a popular way to save for retirement, and with good reason: IRAs have numerous benefits. You may already be familiar with some of the different types of IRAs, including traditional IRAs and Roth IRAs. But you might not know it’s possible for people who typically don’t qualify for a […] The post Is a Roth Conversion Right for You? appeared first on Wealthfront Blog.

Insurance

What Are the Benefits and Drawbacks of IRAs?

Market Expert Dec 17, 2025

Individual retirement arrangements (IRAs) are a popular way to save for retirement, and with good reason—they come with numerous benefits for investors building long-term wealth. They also come with a few drawbacks you should be aware of. In this post, we’ll break down what you need to know, focusing on two popular account types: traditional […] The post What Are the Benefits and Drawbacks of IRAs? appeared first on Wealthfront Blog.

Insurance

What Many People Misunderstand About Inflation

Market Expert Dec 13, 2025

Inflation might sound straightforward on its surface—goods and services get more expensive. But some aspects of inflation are surprisingly counterintuitive, and as a result, there are a lot of widely held misconceptions about how it works. Some of my research has focused on this area specifically, as well as how those misunderstandings affect consumers. These […] The post What Many People Misunderstand About Inflation appeared first on Wealthfront Blog.

Insurance

Wealthfront Is Launching a Money Market Fund

Market Expert Dec 13, 2025

Money market funds are increasingly popular with investors looking for a low-risk and highly liquid way to earn yield on cash. Today, the asset class is over $7 trillion and growing. We’re excited to announce that Wealthfront is launching its own money market fund, the Wealthfront Treasury Money Market Fund (“WLTXX”), which is designed to […] The post Wealthfront Is Launching a Money Market Fund appeared first on Wealthfront Blog.