Wealthfront

Save and invest for what’s next. 💸

[Wealthfront @Wealthfront]

🎉 We’re excited to share that today we will begin trading on the @Nasdaq stock exchange as WLTH!

We could not have reached this exciting milestone without the trust of our clients, the hard work of our team, or the support of our advisors and investors. As we look to our future, we are excited to continue building high-quality, low-cost products that help our clients build wealth.

Read more about what this next chapter means for Wealthfront in this letter from our CEO, David Fortunato https://t.co/p44rsG5Ppl

------
This post is for informational purposes only and does not constitute an offer, solicitation, or recommendation to buy or sell any security. Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage products are provided by Wealthfront Brokerage LLC, Member of FINRA/SIPC.

[Wealthfront @Wealthfront]

[Disclosures] Content is for informational purposes only and should not be construed as investment or tax advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results. Indices are not available for direct investment. Global equities can offer diversification but can also entail risks and increase volatility. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser.

[Wealthfront @Wealthfront]

The macroeconomic picture has been anything but straightforward this year. The S&P 500®️posted its best quarter since 2020, despite the war in Iran, rising inflation, and concerns about AI disruption in the job market.

🧵Here are some of the biggest economic stories, and what they could mean for your finances.

[Wealthfront @Wealthfront]

Story 3: Rate predictions have changed.

After staying steady for the last 6 months, the Fed is signaling a sharper focus on inflation, and markets are now pricing in a possible rate hike.

What could this mean for your wallet? Regardless of interest rates, it’s a good idea to make sure that the cash you do have is with an institution you trust to pay you a competitive APY in all rate environments. Higher rates could mean earning more on savings, and more expensive borrowing.

[Wealthfront @Wealthfront]

Is the common “30% rule” for housing outdated?

As our Director of Home Lending, Michael Young, recently discussed with @charliewwells at @Bloomberg, the data suggests that many high earners actually have the flexibility to afford more.

But whether to spend more is a personal question. Some may value a larger home, a better commute, or living in a location with a higher cost of living. Others may prefer to keep housing costs lower and prioritize other goals like retirement or travel.

We tell our clients that if they can comfortably afford a higher-priced home and it matches their values and goals, then they should go for it because financial planning should help you live the life you want.

Check out Charlie’s story and Bloomberg's new calculator to see how your income and housing budget compares to others in your area: https://t.co/5eSAwOteaR

____

All mortgage products are offered by Wealthfront Home Lending, LLC NMLS 2358115 NMLS Consumer Access.

The information contained in this communication is provided for general informational purposes only, and should not be construed as investment, tax, or home lending advice. Interest rates and loan terms reflected are for illustrative purposes only and does not constitute a solicitation for a loan or an offer to lend or extend credit. This is not a commitment to lend. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Corporation or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

Custodial Account, 529 Plans, and Trump Accounts can all help you give your kids a stronger financial start in life.

And you don’t have to pick just one.

Many families can be best served by layering them based on what you want to help your child achieve financially.

Full breakdown on the blog if you’d like to go deeper: https://t.co/CwOx9WCmxi

—
Wealthfront Advisers and affiliates do not provide legal or tax advice. Please consult a personal tax advisor for your situation. This chart is a high-level summary for educational and informational purposes only and does not constitute investment advice or a recommendation of any particular strategy or account type. This content does not purport to be a complete description of these account types or their associated limitations and risks. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

Remote workers chasing lower costs and more space without giving up the big-city lifestyle moved en masse during and after the pandemic to America’s “second-tier” cities (it’s a real estate term, not a judgement!), often in the Sun Belt.

Corporations followed.

Nashville will host a new Starbucks office and Oracle's $4.5B HQ campus, currently being built.

Austin (the only city on the list where prices have declined) has Tesla, Apple, and Realtor(dot)com.

Finance giants like KKR and Goldman Sachs have recently expanded operations in Miami, while Subway built its second headquarters there.

And as basic economics would predict, housing costs in most of these metros have climbed along with demand.

Read the full breakdown of costs in “second-tier” metros in our newsletter.

https://t.co/xP4sqGvzsv
—

The content provided is for informational and educational purposes only and does not constitute investment advice or a recommendation of any particular security or strategy. Information is from reliable sources, but accuracy and completeness aren't guaranteed. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

It’s no secret that home and energy costs around the country are expensive, and getting worse by the day.

For a change of pace, we asked @_brianpotter —engineer, author, and senior fellow at the Institute for Progress—whether there are any scientific advancements that might prove useful in addressing housing and electricity shortages.

His answer (thankfully) was yes!

Find out more about “superwood”, clean fracking, and better batteries in this week’s special housing edition of Vested Interest.

https://t.co/xP4sqGvzsv
—

The content provided is for informational and educational purposes only and does not constitute investment advice or a recommendation of any particular security or strategy. Information is from reliable sources, but accuracy and completeness aren't guaranteed. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

What happened to the “starter home”? @kylascan shares why entry level homes have become so expensive to build, and what it means for your money.

#homebuyingjourney #housingmarket #starterhome #homepurchase

Disclosure: Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

Buying a home is an exciting step, and probably one of the biggest financial decisions you’ll make.

Whether you’re just exploring the possibility, or about ready to put in an offer – we created a step-by-step guide with our seasoned team of home lending and financial experts to walk you through the entire process.

Read the full guide on our blog: https://t.co/7CbehX4Kjp

—

All mortgage products are offered by Wealthfront Home Lending, LLC NMLS 2358115 NMLS Consumer Access. Loans made or arranged pursuant to a California Finance Lenders Law License. Home loan availability will be subject to credit approval and applicable state and federal licensing requirements. Rates vary based on credit profile, loan terms and market conditions. Not all applicants will qualify for the lowest advertised rates. This communication is for information purposes only and does not constitute a solicitation for a loan or an offer to lend or extend credit. Equal Housing Opportunity.

[Wealthfront @Wealthfront]

We’re excited to announce the expansion of our family wealth management offerings with the launch of the Wealthfront Custodial Account.

This new account provides a simple and flexible way for parents to save for their child’s future.

To help kick start investing for the next generation, we’re offering a $100 seed contribution for clients who open their first Wealthfront Custodial Account or a 529 Account by July 23, 2026. See terms and conditions below.

Learn more and get started with a Custodial Account: https://t.co/CwOx9WCUmQ

------
Promotion is for new and existing clients of Wealthfront Advisers LLC and requires opening a new Custodial or 529 Account during the "Account Opening Window" (June 23, 2026, through 11:59pm EST on July 23, 2026) and meeting the minimum initial deposit by the "Funding Deadline" (11:59pm EST on August 23, 2026). Additional Terms and Conditions apply. For full details, please review the Custodial & 529 Incentive promotion at wealthfront(.com)/promo-terms.

This is not tax advice, an offer, recommendation, or solicitation to open an account or to buy or sell any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Brokerage services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

The cost of summer camp went up 20% last year, according to the American Camp Association.

And there’s more contributing to this jump than simple inflation—there’s a fundamental-laws-of-markets reason.

What’s happening in childcare is a demonstration of what’s called Baumol’s cost disease—a phenomenon in which wages for work that must be done by hand continue rising even if the people doing the work haven’t gotten any more productive.

Why? New technology can make certain jobs more productive and lucrative, but if you want someone to keep doing the by-hand job, you have to pay them competitively with the jobs the new technology is creating.

Which brings us back to summer camp.

One job that will have to be done “by hand” for the foreseeable future is supervising 7-year-olds; all the semiconductor technology in the world won’t make that cheaper.

That means the price of child care—and other in-person tasks for which there is no technological shortcut—is likely to keep rising faster than other expenses.

Our newsletter dives into why this is a problem for individual households and also the broader economy. Read the full article here: https://t.co/JOQuWSDRfh

[Wealthfront @Wealthfront]

2026 is shaping up to be the year of the mega IPO. What do the expected IPOs of SpaceX, Anthropic, and OpenAI mean for index investors and Wealthfront’s products?

Our VP of Investment Research, Alex Michalka, explains on the blog: https://t.co/ALBgHpzJ31

---
Investment management and advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

We just released our fiscal Q1 earnings for the period ending April 30, 2026, along with an update on our May metrics. It was another strong quarter of growth and product expansion.

Swipe through for the highlights and find the complete update on our Investor Relations website: https://t.co/sPxdGSS91N
—-
See images for disclosures.

[Wealthfront @Wealthfront]

SpaceX is targeting June 12 for what could be the biggest IPO ever.

As the company comes for your money and your attention, we’ve broken down what you need to know and what it means for you.

—

The content provided is for informational and educational purposes only and does not constitute investment advice or a recommendation of any particular security or strategy. Information is from reliable sources, but accuracy and completeness aren't guaranteed. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

https://t.co/1eA87gtvaq

[Wealthfront @Wealthfront]

https://t.co/1eA87gtvaq

[Wealthfront @Wealthfront]

If it seems like everything is AI now, you’re not imaging it. In this week’s newsletter, we attempt to create a comprehensive inventory—and yes, it mentions the Japanese toilets.

Find the full breakdown at the link: https://t.co/yyR8KeKgTT

—

The content provided in this newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation of any particular security, strategy, or account type. Views expressed are as of the issue date, based on the information available at that time, and may change based on market or other conditions. The content does not purport to be a complete description of the securities, markets, or developments referenced herein. The information has been obtained from sources considered to be reliable, but we do not guarantee its accuracy or completeness.

Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

Trump Accounts are expected to launch July 4 and eligible kids born between 2025–2028 can receive $1,000 in seed funding to help them start building wealth.

But they're not the only option for parents who want to help their kids get a strong financial start in life.

We’re explaining the ins and outs of Trump Accounts and who can likely benefit from them the most. We’ll also compare them to two other popular savings vehicles used by parents: 529 plans and custodial accounts, and walk through how to think about combining them for your unique situation.

---
Disclosures: This is not tax advice, an offer, recommendation, or solicitation to open an account or to buy or sell any security. Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Trump Accounts involve financial risks and structural limits. More info in the linked blog. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. © 2026 Wealthfront Corporation.

[Wealthfront @Wealthfront]

https://t.co/Vhz0dZx50F

[Wealthfront @Wealthfront]

https://t.co/Vhz0dZx50F