Detailed review of the written plan provided by Vanguard as a part of its Vanguard Financial Plan service. Breakdown by section what the plan includes and doesn’t include.
Vanguard Financial Plan Review: (1) The Questionnaire
Detailed review of the questionnaire used in the Vanguard Financial Plan service. See what it includes and doesn’t include.
The Average Investor Should Use An Investment Advisor: How to Find One
The average investor will benefit from using a financial advisor, not just any financial advisor but a good one at a low cost. Learn how to find a good low-cost advisor at different asset levels.
Target Retirement Funds vs LifeStrategy Funds vs DIY Mix
You can invest in a Target Retirement fund or LifeStrategy fund at Vanguard. Or you can invest in several individual funds and make your own fix. See which approach is better for you.
Should a Young Person Invest 100% In Stocks For Retirement?
A young person shouldn’t be too focused on the current portfolio because most of his/her savings haven’t been invested yet.
Virginia CollegeWealth 529 Plan Offers FDIC Insured Savings Account
An alternative to Colorado’s Stable Value Plus plan for those who want a guaranteed return for their 529 plan.
How to Roll Over a 401k without Going Out of the Market
See how to avoid going out of the market when you are rolling over a 401k, especially a large amount. Don’t accidentally time the market.
2014 I Bonds vs PenFed CD
Pentagon Federal Credit Union offered a great deal on 5-year CDs. How do I Bonds compare with the PenFed CDs?
2013: Great For Investments, Bad For Investing
2013 was a great year for investments. S&P 500 grew more than 30%. See why it was bad for investing.
Are Vanguard Long Term Muni Funds Really Long Term Or Just Long Term In Name Only?
Vanguard long-term muni bond fund offers a much higher yield with a duration not that much longer than that on the intermediate-term fund. What gives? Is it a free lunch?
Bond Fund vs CD In the Next Five Years
Under what circumstance will a bond fund do better than a 5-year CD in the next five years?
Lifestyle Design: Choose What You Know
Not having had a personal finance class in high school isn’t an excuse. It’s always a choice. We all have limited time. You choose to invest your time in what matters.