Re-balance Cycle Reminder
Based on our new monthly re-balance calendar, the next re-balance time will be on next Monday, March 19, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they ar…
Diversified Asset Allocation Portfolios For Your Plans
Featured Brokerage Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
*:5 Yr Annualized Return of TAA Moderate Portfolio
Bogleheads Latest Posts
- Re: Living in 55+ Communities? April 18, 2024littlebird wrote: ↑Thu Apr 18, 2024 3:32 pm “if you are moving out of single-family housing due to age and infirmity, over 55+ housing has to be sold to one generation down (people 10-20 years younger than you) while non-age restricted property can be sold two generations down (people 20-40 years younger).” That’s the reason […]randomguy
- Re: Vanguard to Exit Individual 401(k), Multi-SEP, and SIMPLE IRA Plans With Ascensus Deal April 18, 2024I had already been thinking about closing my Solo 401K before this news because my business has been dying and I haven't been able to make contributions. Also, I'm always stressed out about the compliance for the Solo 401K because I know the penalties are egregious. So I'm thinking maybe this news is the final […]chaser
- Re: Do Bogleheads "Buy the Dip"? April 18, 2024Halicar wrote: ↑Thu Apr 18, 2024 3:49 pm Isn't the belief that you can "buy the dip" an example of the gambler's fallacy? I.e., believing that since stocks have gone down, they are more likely to go up--like believing that since a coin toss has previously come up heads, it's more likely to come up […]Beensabu
- Re: Income Tax in Philadelphia April 18, 2024In addition to the Wage Tax there is the School Income Tax, which essentially taxes investment income at a similar rate to the Wage Tax.magicrat
- Re: The Final, Definitive Thread on Brokerage Transfer Bonuses April 18, 2024Pu239 wrote: ↑Thu Apr 18, 2024 2:57 pm SlowMovingInvestor wrote: ↑Thu Apr 18, 2024 12:03 pm I have around 200-250K in IRA funds that I can move. 1) I'm not interested in the Robin Hood 3% bonus because of the 5-year holding period. 2) I'm not eligible for WF, TastyTrade, Merrill or M1 3) The […]tj