August 29, 2016: Your 401K Finally Draws Attention
Many 401k plans are under class-action suits. We discuss various issues with a 401k plan.
August 22, 2016: Inflation Protected Securities TIPS For Current Overvalued Markets
We discuss inflation protected securities (TIPS) and point out that they can be very effective in a portfolio.
August 15, 2016: Risk On: Emerging Market Stocks And Small Cap Stocks
We point out that currently it’s an all out risk on mode. However, investors should keep a calm and objective view in the current frenzy.
August 8, 2016: Portfolio Construction Using Stock ETFs And Bond Mutual Funds
It’s a good idea to use ETFs for risk assets (stocks) and total return bond mutual funds for bond/fixed income asset. This newsletter analyzes this approach in more details.
August 1, 2016: Adding Value To Your Own Investments
Self-drected investors are their own financial advisors. We review areas where a financial advisor can add most values and thus encourage investors to focus on improving on those areas. We further point out investor behavior is perhaps the most challenging area (thus most value added).
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: "Does it Pay to Diversify by Style? May 30, 2023White Coat Investor wrote: ↑Mon May 29, 2023 4:53 pm Charles Joseph wrote: ↑Mon May 29, 2023 6:15 am White Coat Investor wrote: ↑Mon May 29, 2023 5:01 am Charles Joseph wrote: ↑Sun May 28, 2023 6:39 pm No it does not. I think the proper answer is "No it did not in the last […]RationalWalk
- Re: Minor child settlement award – 529/UTMA? May 30, 2023Many thanks to all who responded. After a bit more research, it seems the UTMA can be supervised by a parent in my state up to age 21. Irrespective of what type of account the court allows, I'll have to submit a yearly report until the child is 18. @Grt2bOutdoors: I hate annuities with every […]TierArtz
- Re: Personal consumer details of a tiny house May 30, 2023I bought a small house (but not tiny) two years ago. It’s my first house. It was built in 1900, was a rental property for over a decade, and needed a lot of work. I assumed smaller house meant smaller renovation costs (time/money). With few exceptions, I’ve been very surprised at how little of the […]beachtech
- Re: The Benefits of Being Underemployed May 30, 2023Not quite the same as being underemployed, but at my previous job I was on a team that the company basically didn’t know how to utilize, but kept us around because they (correctly) could see that we had good skills and they ought to find a way to put us to good use. We had […]StrangePenguin
- Re: Sony X90CK May 30, 2023Make sure you understand what you need and don't buy into too much hype. I own both an 65" LG OLED and a higher end 75" Sony LCD. Love both for their own purposes. Both Sony and LG make excellent sets. The Sony is in a brightly lit room and I play a lot of […]idc