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: 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