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November 16, 2020: Higher Return Portfolios

November 16, 2020: Higher Return Portfolios

by MyPlanIQ | Nov 17, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We present several advanced portfolios whose returns are boosted by technology funds.  

November 9, 2020: Fixed Income Funds Update

November 9, 2020: Fixed Income Funds Update

by MyPlanIQ | Nov 10, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We review PIMCO bond funds whose manager won the Morningstar award.  

November 2, 2020: Polls Are Useless vs. This Investment Strategy Doesn’t Work!

November 2, 2020: Polls Are Useless vs. This Investment Strategy Doesn’t Work!

by MyPlanIQ | Nov 3, 2020 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

We argue that one shouldn’t quickly accept or dismiss an election poll just because a low probability event occurs. This is similar to an investment strategy 

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Tag Cloud

AAPL AGG AMZN BAC BND BOE BOND COMP CPI DBC DIA DJI EEM EFA F FB GE GLD GOOG HYG IAU intc IWM IYR JNJ JNK JPM MSFT NYA NYT QQQ Recession SPX SPY T TLT uncategorized Unemployment VNQ Volatility VTI VWO Wall Street Breakfast XOM Zacks Funds

RSS Bogleheads Latest Posts

  • Re: In the future, the biggest companies will still be... September 20, 2021
    Northern Flicker wrote: ↑Sun Sep 19, 2021 7:04 pm Largest US companies in 2006 (just 15 years ago): https://money.cnn.com/magazines/fortune ... full_list/ By revenues.
    Wanderingwheelz
  • Re: Do I need a CPA, CFP or something else? September 20, 2021
    IMO, this board is far more valuable than help you'd get from any of them. I dropped $2500 on a CFP for a pre-retirement plan and highly regret it as I ended up with a bunch of charts I could have generated myself and very little valuable new information.
    kelway
  • Re: Moving one spouse from ACA to Medicare (2021 vs 2018) September 20, 2021
    nalor511 wrote: ↑Sun Sep 19, 2021 5:06 pm Northern Flicker wrote: ↑Sun Sep 19, 2021 4:53 pm nalor511 wrote: ↑Sun Sep 19, 2021 4:44 pm Does the subsidy for the remaining spouse on ACA get calculated: 1. Using both incomes, using subsidy/threshold for 2 people? 2. Using both incomes, using subsidy/threshold for 1 person? The […]
    Northern Flicker
  • Re: Did VFIAX increase fees? September 20, 2021
    No, .04% is the lowest Vanguard has had for the VFIAX fund. Vanguard's institutional class 500 fund like VIIIX have lower fees.
    JoMoney
  • Re: Need advice with my first DAF September 20, 2021
    As I already had a brokerage at fidelity I moved appreciate etf shares using the normal online transfer process to that and then into the donor advised fund I had set up.
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*Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser. MyPlanIQ is not affiliated with any retirement plan and brokerages

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