December 30, 2013: How To Benchmark Portfolios
We discussed 3 ways to benchmark a portfolio: using strategic asset allocation portfolios, custom static portfolios and inflation adjusted returns.
December 23, 2013: Vanguard ETF, Mutual Fund & Retirement Income ETF Plans Update
We discussed several rules of thumb to efficiently arrange investment strategies in taxable and tax deferred accounts for tax efficiency purpose.
December 16, 2013: Tax Efficient Portfolio Planning
We discussed several rules of thumb to efficiently arrange investment strategies in taxable and tax deferred accounts for tax efficiency purpose.
December 9, 2013: What Is Long Term Investing?
Long term investing consists of two important components: using well defined strategies and do it in a long period of time.
December 2, 2013: Versatile Multiple Portfolio Construction
Static portfolio feature can be used to construct many versatile portfolios across multiple accounts and using a mixture of ETFs, mutual funds and portfolios.