July 29, 2019: Fixed Income Portfolios In A Lower Yield Environment
We look at our total return bond fixed income portfolios for retirement income and discuss the implication of the upcoming lower rate environment.
July 22, 2019: Core Satellite Portfolios Balance Fluctuation
We examine our conservative core satellite portfolio and learn from its recent behavior, especially from its tactical component.
July 15, 2019: Quality Stock Factor ETFs
Quality stock ETFs deliver better long term returns than broad base stock index funds.
July 8, 2019: Surprise! Brokerages Make Most From Your Cash, Not Commissions
We closely look at the latest quarterly report from Schwab and pointed out that brokerages make most of profit from client cash, not from commissions.
July 1, 2019: Utilities Sector Review
Utility stocks offer comparable long term returns, lower volatility and better momentum, compared with S&P 500.
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: Boglehead golfers - Big Cedar Lodge January 17, 2021I travel to nearby Springfield occasionally for work and have played one of their courses, Buffalo ridge, I think? Played in the afternoon, got a decent, though still moderately pricey rate, but had the place to myself. The layout, views and conditions were great. I will definitely try to play some of their other courses […]ande8054
- Re: Should I refinance my mortgage? 20 yrs? 30 yrs? being 75. January 17, 2021You get a standard deduction of $12,525 regardless, right? To itemize, the sum total of your deductions must exceed $12,525 right? Now, let us see what goes into itemized deductions. 1. State and local taxes. The limit on this category is $10,000 2. Mortgage interest 3. Charitable contributions 4. Medical expenses that exceed 10% if […]lakpr
- Re: North American Annuity January 17, 2021Look up the word fiduciary. Ask your advisor if they are one. They will either hem and haw, maybe will lie, or will say no. A fiduciary would not sell you such garbage.Nate79
- Re: Young investors: don’t take unnecessary risk with aggressive and concentrated allocations January 17, 2021Middle-aged millennial checking in. I am a recent Boglehead convert and have the vast majority of my portfolio dedicated to low-fee stock market index funds (90/10 domestic/international) as a result, with a 10% allocation to bonds for offsetting risk (so I won't feel completely screwed when gravity drags everything down). The more of Jack Bogle's […]bonjour
- Re: TIAA 401(k) -> Fidelity IRA rollover January 17, 2021sk.dolcevita wrote: ↑Fri Jan 15, 2021 11:52 pm I am about to pull the trigger on transferring my wife's 401, 403 and 457 assets from Fidelity to TIAA (in-plan transfers). The only difference between the the two vendors is the plan administration fee (plan offerings and corresponding ER are identical). TIAA charges 0.0554% versus Fidelity's […]beernutz