As tax rates increase, Wealthfront portfolio allocations include more municipal bonds because they generally provide a higher net-of-fee, after-tax expected return due to their federal tax exemption.

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
• municipal bonds concept