July 30, 2018: Tax Efficient Portfolios
We discuss tax efficient investments, especially for equities.
July 23, 2018: Municipal Bond Funds And Portfolios
We review municipal bond funds, their portfolios and current outlook.
July 16, 2018: A Guide To Conservative Portfolios
An official guide to construct a good conservative portfolio for various purposes.
July 9, 2018: Conservative Allocation Mutual Funds Based Portfolios
We study conservative allocation mutual funds and discuss whether to use them to construct a conservative portfolio.
July 2, 2018: Small Cap Stocks For The Long Term
Small cap stocks always outperform in the long term? Not so fast! It depends on what the long term is.
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: What are you listening to now July 3, 2022The Hollies - Bus StopMarseille07
- Re: ACATS Transfer thefts from Fidelity July 3, 2022AQ wrote: ↑Sun Jul 03, 2022 1:58 pm For those already done this, how easy at Fidelity to turn off 'lockdown mode'? Is it just simply going online, and toggle the button on/off, and funds are immediately available to transfer out? Or it involves many validation steps, checking ID, proving I am who I claim […]hoofaman
- Re: How much is too much when negotiating comp in new job offer? July 3, 2022Wannaretireearly wrote: ↑Sun Jul 03, 2022 2:15 pm Recently hired someone who negotiated well. Along the lines of: I will be at this company for many years, just want a competitive base of 235-270. Had a great experience interviewing with the team, etc. We upped our offer from 200 to 225 + 10k sign on. […]seeker24
- Re: Finances during separation/divorce July 3, 2022Close the joint credit card. I've seen cases where one of the party ran up debt and put both parties into bankruptcy. I know folks that spent down the assets leading up to the divorce and ran into troubles. Reduce the possibility of bankruptcy. https://www.forbes.com/sites/jefflander ... 54606a3ec0 Get your kid therapy. Everyone I grew up […]rockstar
- Re: Nudging vs Rebalancing July 3, 2022retiredjg wrote: ↑Sun Jul 03, 2022 4:14 pm Well, I never said that. You are nudging, but you are not rebalancing. So in my mind, you are not "soft rebalancing". But you can call it whatever you wish as long as you understand that you are not actually rebalancing. Rebalance literally means "bringing the portfolio […]Marseille07