DFA vs Vanguard, 10 year perspective
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Vanguard’s founder John Bogle joins us to discuss the advantages of indexing
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Asset allocation of Vanguard target fund short changes young investors
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What are the differences between Vanguard’s S&P 500 index fund and their Total Market Index fund?
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Which asset classes performed the best over the last ten years?
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A year-end tax planning checklist
As a CPA, I receive various newsletters to help keep me informed on tax issues and developments that may affect our clients. Each year, I receive a year-end tax planning checklist from Thomson Reuters which I find to be very useful. This year, I wanted to share the checklist with everyone in case some of these year-end moves can save you taxes. (more…)
Investing around mutual fund distributions
I have liquid assets that I want to invest in Vanguard Funds using your diversification strategy. Many of the funds pay out dividends at the end of December. My money is sitting in the bank right now. Is it better to wait until January to invest after the dividends are paid, or is now far enough ahead that the dividends won’t create a penalty?
If your time frame is from now to the end of the year, there is no way to know now whether you should invest at all. If markets go down between now and December 31, you are better off with money in the bank. If markets go up, you are better off investing.
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