Wealthfront

How do you retire at 40? For Tai, retiring on his 40th birthday was the culmination of years of disciplined saving—and smart, diversified investing. After trying many financial tools, he decided that, if he were to do it all over again, he would’ve put all his money in Wealthfront from the jump, which would free up even more time to bake his own bread. And a good game of pickleball. ———— Disclosure: Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Diversification and automated investing do not guarantee profit or ensure against loss. Individual experiences and outcomes will differ.

What’s better than buying your first house? Earning high interest on your down payment so you have money left over to fix it up. Claire and Prakash were searching for a first home that could double as an investment property. For them, homeowning is a long-term journey to financial freedom. When they finally found their duplex, it needed some TLC—and they knew the interest they earned on their down payment could help cover the cost of renovations. -- Wealthfront is not a bank. The Cash Account is offered by Wealthfront Brokerage LLC, member FINRA/SIPC, and is not a bank account. Cash Account funds are swept to interest-bearing accounts at Program Banks, who pay the interest. Visit https://lnkd.in/gh3YUB3d for more information.

The Nasdaq-100 Index® tends to be more volatile compared to broader indices. When it comes to direct indexing, this can be a hidden opportunity for tax savings. Direct indexing–aka holding many stocks of an index, instead of a single index ETF–allows for strategies like tax-loss harvesting on individual stocks and customization based on your preferences. For an index like the Nasdaq-100®, the natural ups and downs of the growth-oriented companies within the index mean even more opportunities to save on taxes. Here’s exactly how our new portfolio, the Nasdaq-100 Direct, works for you: 📉 Automatic Tax-Loss Harvesting to help turn market dips into potential tax savings ⚡ Exposure to some of the buzziest and most growth-oriented companies today, like Nvidia, Apple, and Meta 💜 A 0.12% advisory fee - less than the expense ratio of every Nasdaq-100® ETF currently on the market Ready to get started? https://lnkd.in/giTJcgAA ---------- All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront does not provide tax advice. Consult a tax professional for your specific situation. Please see the video for additional disclosures.

Claire and Prakash put their down payment fund to work in the Cash Account, where it earned a high APY from program banks. By the time they bought their first house, they’d earned more interest to put toward renovations. Open a Cash Account to get your money growing.

Grow your down payment by earning high interest on all your cash from program banks. Move your money into the Cash Account to start earning on day one, and access your funds whenever you need them.