October 26, 2020: Recent Improvements
We describe our recent change, improvements and offerings to our subscribers
October 19, 2020: REIT Indexes As Businesses
We look at US REIT indexes and again find that they represent some good businesses in REITs.
October 12, 2020: Stock Indexes As Businesses
We look at S&P 500 index as a business again and examine its important metrics.
October 5, 2020: Asset Trend Review
We review current market situations and pointed out that asset prices are buoyed with monetary and fiscal policies even when the pandemic drags on.
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 anyone hold Vanguard Windsor II or Wellington? April 18, 2021I've held Windsor II since about 1998. I bought it when I was just first starting to learn about mutual fund investing and a buddy had recommended Vanguard funds, and I think I read an article about the success of the original Windsor fund. Anyway, I put several thousand in it back then and never […]jchris
- Re: Roth Conversion. Vanguard Tax Form Screw-Up? April 18, 2021hirlaw wrote: ↑Sun Apr 18, 2021 6:17 pm In 2020, I converted a sum from a Vanguard traditional IRA to a Vanguard Roth IRA. The Form 1099-R I received from Vanguard includes the full sum in Box 2a, "Taxable amount". Box 2b is checked as "Taxable Amount not determined." The Box 7 Distribution Code shows […]lstone19
- Re: What does "won the game stop playing" mean in practice? April 18, 2021goingup wrote: ↑Sun Apr 18, 2021 10:27 am humblecoder wrote: ↑Sun Apr 18, 2021 10:01 am I respectfully disagree. If you have met your financial goals, then it makes sense to lower your risk since you don't need to take any more chances. That is a spirit of the saying, and I think it is […]humblecoder
- Re: Convert to Roth or stay in tax deferred? April 18, 2021Sahara wrote: ↑Sun Apr 18, 2021 6:29 pmDavid, I haven't been able to follow all of the numbers here. Is that the rationale here that the OP's withdrawals after age 2026 are large enough to exceed the standard deduction and place the OP in the 22% bracket at that time? Also, could you speak to […]David Jay
- Re: 150K income limit April 18, 2021Perfect way to save. This should be the default way to save, as long as you have enough for expenses on the paycheck, which you shoudl (in ost cases) if you are looking at >$175k annual income.edudad