February 24, 2020: Long Term Stock Valuation Based Investment Strategies
We examine closely long term stock valuation metric strategies and show that some improvements of a simple strategy can drastically improve returns.
February 10, 2020: Update On Short Term Cash, Treasury Bills and Brokered CDs
We review the latest interest rates of money market funds, bank cash, Treasury bills and brokered CDs.
February 3, 2020: Investment Landscape For Retirees And Would-be Retirees: Stocks
We look at stock investing strategies for retirees.
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: Best option for maturing annuities February 8, 2023ZenFire23 wrote: ↑Wed Feb 08, 2023 3:25 pm Hi, My 90 year old mother (widow) received a notice of three separate non-qualified annuities that mature in 2023. All annuities were purchased in 1993 or later. The first is a "Flexible Annuity" that matures in April and pays 3.5%. Value $48,237, cost basis $11,833 Second is […]Stinky
- Re: Anyone receive and inheritance from Vanguard? February 8, 2023PatrickA5 wrote: ↑Wed Feb 08, 2023 4:06 pm Big Dog wrote: ↑Wed Feb 08, 2023 3:53 pm PatrickA5 wrote: ↑Wed Feb 08, 2023 3:39 pm Big Dog wrote: ↑Wed Feb 08, 2023 2:21 pm "My wife is the Executor, not that that has anything to do with this particular scenerio involving beneficiaries." Actually it does. […]Big Dog
- Re: Can we afford a move to a mountain town? February 8, 2023Moved from metro gulf coast to rural mountain west. Best decision ever!khodge
- Re: 1099-NEC Freelance vs Business February 8, 2023You fill out Schedule C to report your income and fill out Schedule SE to calculate your self-employment tax. Also form 8995 for QBI deduction - got to use it while it lasts (it is set to expire in 2026 under the current law, I believe). My understanding is that anyone with SE income and […]Hyperchicken
- Vanguard 403b and 403b Roth February 8, 2023Hello, Years ago I had a 403b with Vanguard before we were forced to move to Fidelity. I left the funds I already had in the Vanguard account. Now, we are again allowed to contribute to Vanguard and, for the first time, we can do a Roth 403b, so I set that up. My first […]Vfunds