ALL of the questions observe being put forth at this site indicate people dark regarding their investments. If your retirement goal requires to save more than what can fit into k and IRAs then going have start investing taxable for . You ve got to take some significant risk [...]
I do have financial advisor for the last years who managing multiple accounts and decided to learn it myself opened vanguard started buy stocks ETFS now if goal withdrew money from real estate business part of diversification since personally be worried saving are market. Reply jsong May at am MST Hi WCI ve read this post and the recent thread Bogleheads about Fund portfolio active discussion around it [...]
I ve loaned out the book so can double check. fel function for var rf null div return gc if document s h yle. I ve also had the impression wrong one perhaps that if you refinance into private loan lose some of protections from government loans ie death or permanent disability and away. I simply put enough cash in for year of withdrawals [...]
The former is true of static portfolios. But keep in mind YOU picked the two years not me agree that portfolio of stocks is likely guaranteed outperform bonds and SPIAs over long period time. Do you recommend any better fund besides VTSAX For your info still have about K at my bank CD APY. Portfolios Better Than Yours The White Coat Investor [...]
Reply Phil March at pm MST Do you have fund recommendation for HSA investment account TD Ameritrade The number of choices is overwhelming don plan to use money until retirement and like aggressive with funds. Reply Eric January at pm MST Steve Just what market history should double check Size and value have persisted in post research sample interest rates collapsed providing onetime bump for bondheavy portfolios longbonds particular asset allocations are inadvisable today they always been. Reply Almost ready to hang it up July at pm MST For the rookie hold taxable bond funds in deferred accounts using muni avoid paying taxes your fixed income. Unadjusted price [...]
Secondly the vanguard developed market index fund available my does not provide any exposure to emerging markets like total international stock . I certainly wouldn shy away from Vanguard if you only plan to buy individual stock every now and then [...]
Reply MC February at pm MST Excellent post WCI. Considering posting the forum to get detailed info. equity assets under management stocks covered by more than research professionals wide range highly rated and star Morningstar funds Large Value Fidelity Blue Chip FBCVX LargeCap Enhanced FLVEX Selector FSLVX Discovery FVDFX Small Mid LowPriced FLPSX MidCap FSMVX FDVLX Strategies FSLSX SmallCap FCPVX IncomeOriented Dividend FEQTX EquityIncome FEQIX Growth Portfolio FGRIX FDGFX Blend Disciplined FDEQX Core Index FLCEX FLCSX MegaCap FGRTX FMEIX FCPEX FSLCX FDSCX FSCRX GoAnywhere Capital Appreciation FDCAX Contrafund FCNTX Independence FDFFX Magellan FMAGX New Millennium FMILX FBGRX Export Multinational FEXPX Focused FTQGX FFIDX FDSVX Company FDGRX FLGEX OTC FOCPX FDSSX Trend FTRNX FDEGX FMCSX FSSMX FCPGX Diversifiers Leveraged FLVCX Event Driven Opportunities FARNX domestic Viewpoints Meet the GICS Changes widely categories may have implications for investors. The psychological benefits should not underscored as more you look at likely are to doubt yourself. The other component is capital appreciation [...]
Bought the book earlier this week and plan to work my way through it over next few weeks. I would argue your income approach to investing rather than more theoretically sound total return lead work longer otherwise had and now spend less safely could. I would love your thoughts. I wish you the best in investing Reply Steven Bessen January at pm MST portfolios are great but how about listing and year returns for each White Coat Investor think appreciate this https forum viewtopic pt Eh February am If go firecalc put results impressive. As of year end I had [...]
Month times. I sincerely hope yours gets there quickly. are you implying that the investment portfolio is not being tapped all for living expenses Thanks. You want to liquidate the assets that aren depressed time [...]
Love the book so far awesome Great review of portfolio allocations Wanted to get your thoughts my stock . n. The income from these bonds is generally free federal taxes although portion may be subject to state and local as well alternative minimum AMT. Have I left something out Reply Eric January at pm MST White Coat Won be taking anything up with Larry. I would really appreciate your input Thanks lot Reply The White Coat Investor April pm MST like three fund mix [...]
It s just a lot of asset classes to keep track . If you haven t yet invested through big bear market like really don know so err the side of being overly conservative until [...]
