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Invest Well
Get $15,000 Managed For Free – http://wlth.fr/jeffr
Jeff Rosenberger, PhD @ R o s e n b e r g e r J e ff
w e a...
©2014 Wealthfront Inc.
2
Wealthfront Investment Talks
THESE DO NOT REPRESENT COMPANY ENDORSEMENTS
©2014 Wealthfront Inc.
SOURCE Source Title
3
Put First 

Things First
SET YOUR PRIORITIES
• Diversify your company stock!
...
©2014 Wealthfront Inc.
ExpectedReturn
Risk
Cash
4
Every Portfolio Has An

Expected Return
BUT ALSO RISK!
Mix of Stocks
& B...
©2014 Wealthfront Inc.
5
Putting The

Pieces Together
INVESTING WELL
HOW DO YOU
• Construct the Efficient Frontier!
• Asses...
©2014 Wealthfront Inc.
6
Asset Allocation Is

The Starting Point
SOURCES OF RETURN
SOURCES Brinson et al (1986 & 1991), Ib...
©2014 Wealthfront Inc.
7
Which Are The Best

To Include?
CHOOSING ASSET CLASSES
Experts
Recommend
US Stocks
Foreign Stocks...
©2014 Wealthfront Inc.
8
The Value Of Greater

Diversification
CHOOSING ASSET CLASSES
US Stocks Foreign Stocks Emerging Mar...
©2014 Wealthfront Inc.
9
Value Of Diversifying Assets
CHOOSING ASSET CLASSES
Efficient Frontiers
SOURCES Wealthfront estima...
©2014 Wealthfront Inc.
10
Mutual Funds

Underperform Index Funds
REPRESENTING THE ASSET CLASSES
SOURCES Amott et al., Jour...
©2014 Wealthfront Inc.
11
We Recommend

Exchange-Traded Funds
REPRESENTING THE ASSET CLASSES
LOOK FOR INDEX ETFs WITH…
• L...
©2014 Wealthfront Inc.
12
Vanguard Has Many

Of The Best ETFs
OPTIMIZING THE MIX
Our ETF
Recommendations
VTI!
US Stocks
VE...
©2014 Wealthfront Inc.
13
Allocations For Every

Risk Level
ASSESSING YOUR RISK PROFILE
SOURCE Wealthfront.com
US Stocks F...
©2014 Wealthfront Inc.
14
Two Measures

Of Risk
ASSESSING YOUR RISK PROFILE
SOURCES Vanguard.com and smartmoney.com
Object...
©2014 Wealthfront Inc.
ExpectedReturn
Risk
15
Rebalancing is Key
MANAGING YOUR PORTFOLIO OVER TIME
Value of Investments
Ch...
©2014 Wealthfront Inc.
16
Rebalancing

Considerations
MANAGING YOUR PORTFOLIO OVER TIME
Keep In Mind
Changes In Your Risk ...
©2014 Wealthfront Inc.
17
Allocate Differently For Your

Taxable Assets…
BE THOUGHTFUL ABOUT TAXES
SOURCE Wealthfront.com
U...
©2014 Wealthfront Inc.
18
…Versus Your IRA & 401k
BE THOUGHTFUL ABOUT TAXES
SOURCE Wealthfront.com
US Stocks Foreign Stock...
©2014 Wealthfront Inc.
19
The results shown here are hypothetical from a
volatile year (2011) and are not based on actual
...
©2014 Wealthfront Inc.
20
Recap
*Consult your tax advisor to determine whether tax-loss harvesting is right for you.
The r...
©2014 Wealthfront Inc.
21
More Reading
A Random Walk Down Wall Street

Burton Malkiel!
!
!
!
The Elements of Investing

Bu...
©2014 Wealthfront Inc.
22
Disclosures
Nothing in this presentation should be construed as a solicitation or
offer, or recom...
Questions
Get $15,000 Managed For Free – http://wlth.fr/jeffr
Jeff Rosenberger, PhD @ R o s e n b e r g e r J e ff
w e a l...
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©2014 Wealthfront Inc. 13 Allocations How to Invest Well

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©2014 Wealthfront Inc.
13
Allocations For Every

Risk Level
ASSESSING YOUR RISK PROFILE
SOURCE Wealthfront.com
US Stocks Foreign Stocks Emerging Markets Dividend Stocks Natural Resources TIPS
Municipal Bonds
TAXABLE ALLOCATION WEIGHTS FOR EACH RISK TOLERANCE LEVEL

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