Wealthfront research indicates that three representative portfolios are sufficient to deliver an expected after-tax return within 0.05% of the optimal return for any combination of tax rates for California residents.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (2)

• Wealthfront entity
• California location