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: Holy moly my credit score dropped like a rock!! January 28, 2023Yep, my score went down to 750 ish. First time I carried a significant balance last year at 0%. Did some quick math and decided to pay it off. I want my 800+ score back. I want (a better chance) of getting the Venture X credit card. Not sure this will do it, but not […]Wannaretireearly
- Re: Tax question: can I write off “travel expenses” from work to home - state and city January 28, 2023catchup wrote: ↑Sat Jan 28, 2023 4:51 pm Galawdag I agree that the federal code is not ambiguous. I think it could be argued that maintaining the apt for example is a work expense. Since work expenses are deductible per pa code, one could conceive of trying to write it off on state and city […]galawdawg
- Re: 401k vs 457? January 28, 2023Affirming that yes you are overthinking this. Max out the 457 plan, precisely because it is more flexible, while taking care to capture the complete match in the 401(k) plan. Maximizing the 401(k) plan and putting the rest in 457 plan is *NOT* a suboptimal choice, as long as the existing balance in the 457 […]lakpr
- Re: How to do QCD with HR Block Deluxe?? January 28, 2023Back to the doc from Fidelity about death benefit, i found another doc on the web that said for an inherited retirement account, 1099-R will typically report a "4" in box 7 (death). Perhaps that is only if you normally would have an early withdrawal penalty. I guess I'm going with: * Contact H&R Block. […]prd1982
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