My grandmother, Flora, might be the reason I ended up the CEO of Wealthfront. When I was a teenager and first became interested in investing, she walked me through everything. CDs, Mutual Funds, Stocks, Bonds. She not only explained the basics to me, but walked me through the details of how to research different mutual funds, find their expense ratios, and ask the right questions about their performance. I opened my very first mutual fund account with her help.
You see, my grandmother, a retired schoolteacher, does this tirelessly for a lot of people. If a family member has questions about their finances and investments, she is always happy to make time to sit down, review their accounts, and help them figure out where they are paying too much in fees and whether they are diversified properly. At one point or another, she has probably sat down with at least a dozen different family members and friends, with carefully organized manila folders filled with statements, and helped explain the problems with their accounts. Her dedication to financial education is probably one of the sources of my passion for the topic.
Unfortunately, not everyone has a Grandma Flora. But thanks to the hard work of the Wealthfront team, I am proud to announce that, as of today, the Wealthfront Portfolio Review is now available.
I’m proud of the Wealthfront team for this launch, but I’m hoping my Grandma is too.