May 4, 2020: The Real, Sensible And Wise Warren Buffett
We find a more assuring Warren Buffett amid his seemingly pessimistic annual shareholding metting.
April 27, 2020: Total Return Bond Funds & Portfolios
We review our total return bond fund based portfo
April 20, 2020: Multi-Factor ETFs and Rotation
We look at the latest factor based ETFs and their momentum based rotation portfolios
April 13, 2020: A Closer Look At 401(k) Investment Portfolios
We reviewed a typical 401k plan’s model portfolios
April 6, 2020: Long Term Stock Market Timing Since 1871 Revisited
We revisit the long term moving average timing data for S&P 500 since 1871. Again such a simple strategy has been able to avoid larger loss even in the current crisis.
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: 529 Question regarding gift deposits - who owns the money? January 18, 2021The penalties and taxes will be only on the growth of the investment, so I would guess they would be rather small in terms of dollar amount. In the shoes of the OP, I would just give everybody back their money, leaving in my contributions, and either pay the penalties and taxes myself or tell […]livesoft
- Re: Job Update January 18, 2021veindoc wrote: ↑Mon Jan 18, 2021 6:32 am Well that stinks. I can’t imagine being told WFH forever than actually you have to commute 3x/week. Are you unemployed now? I wouldn’t take the job. It’s materially a different job than advertised. If you have to take the job I would make it known I was […]Thegame14
- Re: who do you bank with and why? January 18, 2021Since college with BOFA because of convenience, ATMS everywhere. ( checking, savings, ). Local Credit Union ( MMA, CDS) Vanguard ( all my index funds ) Dumped Sterling Bank and Trust and Ally. Maybe another post Who do you not bank with and why.Saphomd
- Federal Estate Tax: Beneficiary passes mid-execution January 18, 2021Hi! This is that situation going on in my family. Person A is worth $9million Person B is worth $5 million Person A passed in 2019 and left all his money to Person B. Person B has transferred half of Person A's assets due to the number of accounts Person A had, making the new […]LITeacher
- Re: how much time do you spend on [personal finance] weekly? January 18, 2021Normchad wrote: ↑Sun Jan 17, 2021 12:34 pm I probably spend less than 20 minutes a week on my personal finances. pretty much the same. A little more when preparing taxes or estimates. Includes checking banks and CCs online and paying bills.jebmke