Wealthfront's investment strategies, including portfolio rebalancing and tax loss harvesting, can lead to high levels of trading, which may result in bid-ask spread expenses, trade executions at prices beyond the bid-ask spread, adverse price movements, disqualification of some dividends from qualified dividend treatment, unfulfilled orders or portfolio drift during market disorder, and unforeseen trading errors.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Tax-Loss Harvesting - Methodology

Sources

• Wealthfront Tax-Loss Harvesting - Methodology research.wealthfront.com Wealthfront via serper

Referenced by nodes (2)

• tax-loss harvesting concept
• Wealthfront entity