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Re: (Australia) index advice

Hi Gateway: MSCI is a major global provider of indexes. Here is the link: MSCI The Vanguard ETF tracks the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars . The index provides exposure to approximately 1,500 large-cap and mid-cap companies listed on the exchanges ...
by Barry Barnitz
Sun Dec 21, 2014 6:39 am
 
Forum: Investing - Help with Personal Investments
Topic: (Australia) index advice
Replies: 7
Views: 445

Re: (Australia) index advice

Hi Gateway: Hopefully, our site's Australian members can give you more suitable advice, since they will have familiarity with Australia's tax system and best investing practices when dealing with ETF transactions. With this caution, here are two simple investment asset allocation strategies that are...
by Barry Barnitz
Sat Dec 20, 2014 4:55 am
 
Forum: Investing - Help with Personal Investments
Topic: (Australia) index advice
Replies: 7
Views: 445

Re: myRA is now open

Here are some of the key aspects of the MyRA: 1. The MyRA is an option for working individuals who do not have an employer-provided plan. The income-limits are: You earn less than $129,000 per year (less than $191,000 per year if you’re a married couple filing jointly) 2. The MyRA is technically a R...
by Barry Barnitz
Thu Dec 18, 2014 3:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: myRA is now open
Replies: 31
Views: 1904

Vanguard's stockpickers outperform.... [news article]

Hi: Vanguard's stockpickers outperform despite firm's passive push - Yahoo Finance UK Vanguard Group became the largest U.S. fund manager by assets by persuading investors that they don't need to pay for a stock picker. Yet a funny thing happened along the way: Most of the 30 active stock funds the ...
by Barry Barnitz
Wed Dec 17, 2014 6:13 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard's stockpickers outperform.... [news article]
Replies: 14
Views: 1930

Re: Why are high 401k fees maintained in competitive equilib

HI: News article, December 9, 2014 ---> 401(k)s Are Still a Problem, But They’re Getting Better | Money.com The typical 401(k) plan has 25 investment options, up from 20 in 2006, and the average worker in a plan has annual plan costs equal to 0.53% of assets, down from 0.65% of assets in 2009, accor...
by Barry Barnitz
Thu Dec 11, 2014 4:02 am
 
Forum: Investing - Theory, News & General
Topic: Why are high 401k fees maintained in competitive equilibrium
Replies: 46
Views: 2162

Re: Vanguard Wish List

I wish that Vanguard would put out LifeStrategy Funds with a tax exempt fixed income element in addition to Total Bond Market. 1210 Hi: Regulations require that a mutual fund must hold at least 50% of a portfolio in tax-exempt bonds in order for the fund to pass through the tax-exemption of dividen...
by Barry Barnitz
Wed Dec 10, 2014 8:37 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard Wish List
Replies: 44
Views: 2987

Re: Pensions Provide Benefits at Half the Cost of 401Ks

Hi: The latest report on the underfunding of public defined benefit schemes----> Promises Made, Promises Broken 2014: Unfunded Liabilities Hit $4.7 Trillion > Publications > State Budget Solutions State Budget Solutions' latest research reveals that state public pension plans are underfunded by $4.7...
by Barry Barnitz
Thu Dec 04, 2014 5:00 pm
 
Forum: Investing - Theory, News & General
Topic: Pensions Provide Benefits at Half the Cost of 401Ks
Replies: 16
Views: 1552

Re: best performer - very similar index funds

Hi:

Vanguard makes the following types of funds ineligible for placement in tax-deferred or tax-free accounts:
1. Tax-managed funds (Capital Appreciation, Tax-Managed Small Cap, or Tax-Managed Balanced)
2. Tax-exempt bond funds

regards,
by Barry Barnitz
Wed Nov 26, 2014 8:24 pm
 
Forum: Investing - Help with Personal Investments
Topic: best performer - very similar index funds
Replies: 22
Views: 1946

Why Bother With Bonds free Kindle download/Nov.21 - Nov.25

Hi: Many of you may be interested in reading Rick Van Ness's (aka stickman here on the forum) latest book, Why Bother With Bonds? (see Bogleheads • View topic - "Why Bother With Bonds" -- A Gem for Taylor Larimore's Gems post). Note that the Kindle version is now available at Amazon and wi...
by Barry Barnitz
Fri Nov 21, 2014 12:55 pm
 
Forum: Investing - Theory, News & General
Topic: Why Bother With Bonds free Kindle download/Nov.21 - Nov.25
Replies: 26
Views: 3313

Re: Jane Austen's Economics

Hi: Thanks Black Jack. This was an early rendition of the paper, stripped of supporting notes. As I have time, I hope to revisit this work. At present I have two possible rectifications. 1. John Dashwood refers to his "stocks" having depressed value at the time of a land purchase. I am not...
by Barry Barnitz
Wed Nov 19, 2014 9:31 pm
 
Forum: Personal Finance (Not Investing)
Topic: Jane Austen's Economics
Replies: 60
Views: 16961

Re: Jane Austen's Economics

Hi:
Sorry folks. The papers were stored on google reader and have been lost.

regards,
by Barry Barnitz
Tue Nov 18, 2014 8:34 pm
 
Forum: Personal Finance (Not Investing)
Topic: Jane Austen's Economics
Replies: 60
Views: 16961

Re: Is my Tommy Lee Jones Approved Portfolio a disaster?

Hi: I have fashioned a google sheets document which groups your funds into sets of four ranked from least capital gains to highest. I have used an average Vanguard admiral shares expense ratio of 0.10%. I have totaled capital gains tax at a 27% rate (20% cap gains plus 7% state tax). I have totaled ...
by Barry Barnitz
Mon Nov 17, 2014 3:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: Is my Tommy Lee Jones approved Portfolio a disaster?
Replies: 17
Views: 2784

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

HI:

A third article by Nora Morrison on the 2014 Bogleheads Conference ---> Retirement Isn't a Pipe Dream -- and Here's How to Make It Happen - TheStreet

Bogle, Sauter, Ferri, Lindauer,, Roth, Benz, Piper, Bernstein along with Gail Cox, and Eric Haban are quoted.

regards,
by Barry Barnitz
Sat Nov 01, 2014 5:32 am
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 71
Views: 7801

Re: Christine Benz ,Bogle Interview

Hi:

We have added an additional interview with William Bernstein ---> Bogleheads® 13 videos - Bogleheads.

regards,
by Barry Barnitz
Sat Nov 01, 2014 5:03 am
 
Forum: Investing - Theory, News & General
Topic: Christine Benz ,Bogle Interview
Replies: 8
Views: 2080

Re: Christine Benz ,Bogle Interview

Common Sense Talk :happy http://www.morningstar.com/Cover/videoCenter.aspx?id=670432 Hi: For keeping a historical record of conference proceedings we devote a wiki page to interviews and video from the most recent meeting ----> Bogleheads® 13 videos - Bogleheads As more videos are released, the pag...
by Barry Barnitz
Wed Oct 29, 2014 10:55 am
 
Forum: Investing - Theory, News & General
Topic: Christine Benz ,Bogle Interview
Replies: 8
Views: 2080

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

Hi: Press article on Bogleheads 13---> A Visit to the Vanguard Mothership With the 'Bogleheads' - TheStreet , by Nora Morrison 10/25/2014. On Friday, the annual three-day meeting of the "Bogleheads" -- an online group dedicated to the low-cost index investing philosophy of Vanguard's found...
by Barry Barnitz
Sat Oct 25, 2014 5:35 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 71
Views: 7801

Re: First investment strategy meeting with new FA, $6M trust

I am not inclined to give out personalized investment advice, but the conversation about this situation appears to skirt the fundamentals of trust taxation. If income is left in the trust to be reinvested in the trust's mutual funds, this reinvested income will be taxable and must be paid by the tru...
by Barry Barnitz
Fri Oct 17, 2014 12:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: First investment strategy meeting with new FA, $6M trusts
Replies: 80
Views: 4914

Re: Fidelity Investments forges alliance with Betterment

Continuing to wonder... when are the patents on "VIPERs" ("Vanguard Index Participation Equity Receipts," the original name for Vanguard ETFs) due to expire? Wonder if there will are any Spartan ETFs in the works? Hi Nisi: Not a patent specialist, but here are some links: Patent...
by Barry Barnitz
Thu Oct 16, 2014 10:59 am
 
Forum: Investing - Theory, News & General
Topic: Fidelity Investments forges alliance with Betterment
Replies: 7
Views: 837

Fidelity Investments forges alliance with Betterment

Hi: News ----> Fidelity Investments Forges Alliance With Low-Cost Player - NYTimes.com Fidelity Investments ... announced Wednesday that it would team up with Betterment and encourage Fidelity-affiliated financial advisers to use its service. Fidelity is acknowledging something that has become appar...
by Barry Barnitz
Thu Oct 16, 2014 4:36 am
 
Forum: Investing - Theory, News & General
Topic: Fidelity Investments forges alliance with Betterment
Replies: 7
Views: 837

Re: "Safe withdrawal rate" for 100% Treasury bills: 2.18%

Hi Nisi: Some historical perspective on price controls---> Is the Interest Rate Outlook Closer to 1994 or the Post-World War II Era? In the 1940s, the Treasury wanted to keep government borrowing costs low to finance the war. The Federal Reserve was pressed to buy government bonds in order to hold d...
by Barry Barnitz
Thu Oct 09, 2014 6:44 pm
 
Forum: Investing - Theory, News & General
Topic: "Safe withdrawal rate" for 100% Treasury bills: 2.18%
Replies: 6
Views: 996

Vanguard lowers fees for Canadian ETFs

Hi: Positive news for Canadian investors ---> Vanguard | Vanguard Shows Commitment To Low-Cost Investing, By Announcing Lower Fees On 11 ETFs . Vanguard Investments Canada Inc. announced today that it has lowered the management fees on more than half of its 21 Canadian exchange-traded funds (Vanguar...
by Barry Barnitz
Tue Oct 07, 2014 6:33 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard lowers fees for Canadian ETFs
Replies: 2
Views: 397

Re: Pimco ETF Draws Probe by SEC - ETF Returns Inflated?

Hi: Two articles from ETF.com: What The SEC Will Find At Pimco’s BOND | ETF.com With very few boring exceptions (Treasurys), most of the bond market works like a bazaar in Marrakesh. You know, the kind you see in Indiana Jones movies. If Indy wants to buy a bottle of wine, he starts walking around t...
by Barry Barnitz
Thu Sep 25, 2014 11:44 am
 
Forum: Investing - Theory, News & General
Topic: Pimco ETF Draws Probe by SEC - ETF Returns Inflated?
Replies: 22
Views: 1769

Lack of liquidity in corporate bonds hits index funds

Hi: News link---> Analysis - Lack of liquidity in corporate bonds hits index funds | Reuters Index fund managers are finding it hard to secure the bonds they need at the prices they want, forcing them to make trade-offs that can hurt investors and leave managers vulnerable in a market downturn. Bond...
by Barry Barnitz
Tue Sep 23, 2014 4:57 am
 
Forum: Investing - Theory, News & General
Topic: Lack of liquidity in corporate bonds hits index funds
Replies: 12
Views: 2162

Re: Mutual fund share classes A-Z

Hi: Here is a link from Morningstar's Christine Benz: Making Sense of Share-Class Alphabet Soup D Share s Many broker-sold fund shops also carry D shares. These are usually no-load shares that are available through mutual fund supermarkets, such as Schwab (SCHW) or TD Waterhouse. You won't be charge...
by Barry Barnitz
Sat Sep 20, 2014 4:03 pm
 
Forum: Investing - Theory, News & General
Topic: Mutual fund share classes A-Z
Replies: 3
Views: 417

Re: LifeStrategy Growth vs Three / Four Fund

What are your thoughts on the LifeStrategy Growth fund vs the normal three fund or four fund profile? Vanguard LifeStrategy Growth Fund (VASGX) ER:0.17% Vanguard Total Stock Market Index Fund Investor Shares 56.4% 0.17 Vanguard Total International Stock Index Fund Investor Shares 23.6% 0.22 Vanguar...
by Barry Barnitz
Wed Sep 17, 2014 12:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: LifeStrategy Growth vs Three / Four Fund
Replies: 9
Views: 1001

Heads-Up New Indexers

Hi: As earlier reported in Bogleheads • View topic - The Bogleheads Blog has Moved , we have transferred the blog over to a new blog. Forum member pkcrafter has written our most recent blog entry. With large recent flows into index funds new index investors should take heed. ---> Heads-Up New Indexe...
by Barry Barnitz
Sat Sep 13, 2014 6:40 pm
 
Forum: Investing - Theory, News & General
Topic: Heads-Up New Indexers
Replies: 2
Views: 907

Blog:Friday blog review,September 5, 2014

Hi: Here is our weekly blog review of forum bloggers for the week of September 5, 2014: Friday blog review September 5, 2014 | Bogleheads® Blog Blog entries include the following: From The Bogleheads View: Treasury I Savings Bond “Cliff Notes” From Rick Ferri: Peter Lynch was Wrong From Oblivious In...
by Barry Barnitz
Fri Sep 05, 2014 7:54 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review,September 5, 2014
Replies: 1
Views: 228

Re: Blog: Monthly ETF flows report

LadyGeek wrote:What caused the SDPR 500 index to have outflows while Vanguard and iShares equivalent funds had inflows?


We can always surmise ---> Investors Fleeing To This Treasury ETF | ETF.com

regards,
by Barry Barnitz
Wed Sep 03, 2014 5:42 pm
 
Forum: Investing - Theory, News & General
Topic: Blog: Monthly ETF flows report
Replies: 9
Views: 1406

Re: Blog:Monthly mutual fund flows report

HI: July 2014 mutual fund flows, reported by the Investment Company Institute: July mutual fund flows | Bogleheads® Blog Long-term mutual funds held 12,908.2 trillion dollars of assets in July 2014, slightly 200 billion dollars less than in June. Investors added 6.1047 billion dollars to long-term (...
by Barry Barnitz
Wed Sep 03, 2014 5:39 am
 
Forum: Investing - Theory, News & General
Topic: Blog:Monthly mutual fund flows report
Replies: 6
Views: 1079

Re: Blog: Monthly ETF flows report

Hi: Exchange-traded fund flows for August ----> August ETF flows | Bogleheads® Blog Investors added $15 billion into US exchange-traded funds in August, raising total assets to $1.912 trillion. The bulk of investor dollars flowed into US fixed income and international equity. Alternative, commodity,...
by Barry Barnitz
Wed Sep 03, 2014 4:24 am
 
Forum: Investing - Theory, News & General
Topic: Blog: Monthly ETF flows report
Replies: 9
Views: 1406

Blog:Vanguard UK cuts fees on index tracker funds and ETFs

HI: New blog posting, which should be of interest to UK investors ----> Vanguard UK cuts fees on index tracker funds and ETFs | Bogleheads® Blog Vanguard UK will be cutting the costs on 25 of its tracker mutual funds, exchange-traded funds, and LifeStrategy balanced funds, effective September 1, 201...
by Barry Barnitz
Sat Aug 30, 2014 6:33 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard UK cuts fees on index tracker funds and ETFs
Replies: 2
Views: 434

Blog:Friday blog review, August 29, 2014

Hi: Here is our weekly blog review of forum bloggers for the week of August 29: Friday blog review August 29, 2014 | Bogleheads® Blog Blog entries include the following: From Rick Ferri: S&P 500: A Great 2nd Place Index Fund From Oblivious Investor : Investing Blog Roundup: Vanguard Interviews J...
by Barry Barnitz
Fri Aug 29, 2014 7:31 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 29, 2014
Replies: 1
Views: 333

Re: wiki change request

Small correction: SCHC is listed as International Small/Mid Growth at http://www.bogleheads.org/wiki/Charles_Schwab Shouldn't it be International Small Core ? It's: 36% value 33% core 32% Growth (difference from 100 due to rounding) Thanks, Schwab is now describing its international etfs as: Intern...
by Barry Barnitz
Thu Aug 28, 2014 5:03 am
 
Forum: Local Chapters and Bogleheads Community
Topic: wiki change request [Charles Schwab]
Replies: 4
Views: 708

Blog: This week on the wiki August 27, 2014

Hi: New blog posting ---> This week on the wiki August 27, 2014 | Bogleheads® Blog A number of new pages were added to the Bogleheads wiki this past week. The pages expand the data pages recording the expense ratio histories of Vanguard index funds. Vanguard reports that, as of December 31, 2013, th...
by Barry Barnitz
Wed Aug 27, 2014 7:28 pm
 
Forum: Investing - Theory, News & General
Topic: Blog: This week on the wiki August 27, 2014
Replies: 0
Views: 176

Blog:Friday blog review, August 22, 2014

Hi: Here is our weekly blog review of forum bloggers, along with SSRN's five most downloaded papers for the week of August 22: Friday blog review August 22, 2014 | Bogleheads® Blog Bloggers in this week's selection include: Rick Ferri Oblivious Investor SSRN Larry Swedroe The Finance Buff The White ...
by Barry Barnitz
Fri Aug 22, 2014 6:17 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 22, 2014
Replies: 1
Views: 368

Re: Blog:Vanguard surpasses SSgA for the first time

Hi: As noted, both Vanguard and SSgA possess virtually equal assets under management (AUM). ETF.com. has a recent blog entry on the situation ---> Vanguard’s Rise To No. 2 ETF Firm Matters | ETF.com . To be clear, ETF.com reporting on this change in the ETF League Table and interpreting what it all ...
by Barry Barnitz
Thu Aug 21, 2014 4:03 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard surpasses SSgA for the first time
Replies: 4
Views: 1212

Re: No dividends in 401k Plan?

Hi: Check with your plan administrator to see if the fund selections in your 401k plan are what are known as Collective Investment Trusts (CITs). See ---> What is a Collective Investment Trust ? | Bogleheads® Blog for an introduction. Also---> Collective Investment Trusts - Bogleheads for more backg...
by Barry Barnitz
Tue Aug 19, 2014 7:00 pm
 
Forum: Investing - Help with Personal Investments
Topic: No dividends in 401k Plan?
Replies: 6
Views: 466

Blog:iShares to close target retirement ETFs

Hi:

New blog posting ---> iShares to close target retirement ETFs

Blackrock iShares has announced the imminent closing and liquidation of the firm’s target retirement exchange-traded funds. Trading is to be halted on October 15, 2014 (see the quote to the right.)


regards,
by Barry Barnitz
Tue Aug 19, 2014 3:43 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:iShares to close target retirement ETFs
Replies: 13
Views: 1292

Blog:Friday blog review, August 15, 2014

Hi:
Here is our weekly blog review of forum bloggers:Friday blog review August 15, 2014 | Bogleheads® Blog
Bloggers in this week's selection include:

Oblivious Investor
Bill Schultheis
Larry Swedroe
The Finance Buff
The White Coat Investor

regards,
by Barry Barnitz
Fri Aug 15, 2014 6:14 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 15, 2014
Replies: 2
Views: 462

Re: The Three Fund Portfolio

gvsucavie03 wrote:
This is better, why not change the graphic to reflect what the BH founders "recommend"... closer to a 40/20/40?


Hi:

How does this version stack up------> User:Blbarnitz - Bogleheads

regards,
by Barry Barnitz
Thu Aug 14, 2014 11:57 am
 
Forum: Investing - Theory, News & General
Topic: The Three Fund Portfolio
Replies: 969
Views: 413023

Re: Meb Faber's New Global Tactical ETF "GTAA"

What I would like to know is this: Faber wrote that The portfolio manager will have a significant amount of their net worth invested in the Fund. (In my case it will be 90%+.) Has he ever exactly when, the start and end dates of the period of time, during which he had 90%+ of his net worth invested...
by Barry Barnitz
Wed Aug 13, 2014 4:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: Meb Faber's New Global Tactical ETF "GTAA"
Replies: 20
Views: 3930

Re: I got my invitation to open a wisebanyan account

Hi: Recent interview with the co-founder of wisebanyan: Free ETF Robo-Advisor Thinks Small We launched in October of last year, but that was a very quiet, private beta launch to put 50 clients onto our platform to see how it worked. With the learning we got from those clients, we changed some things...
by Barry Barnitz
Tue Aug 12, 2014 7:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: I got my invitation to open a wisebanyan account
Replies: 5
Views: 1069

Blog:Vanguard surpasses SSgA for the first time

Hi: Vanguard enthusiasts may find the following of interest ---> Vanguard surpasses SSgA for the first time | Bogleheads® Blog On Friday, August 8, 2014, Vanguard edged out SSgA as the second-place exchange-traded funds provider in the U.S. In the near term the two firms are in a virtual dead heat i...
by Barry Barnitz
Mon Aug 11, 2014 5:33 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Vanguard surpasses SSgA for the first time
Replies: 4
Views: 1212

Blog:Friday blog review, August 8, 2014

Hi: Here is our weekly blog review of forum bloggers, along with this week's five most downloaded papers on SSRN: Friday blog review, August 8, 2014 | Bogleheads® Blog . Bloggers in this week's selection include: Rick Ferri Oblivious Investor Allan Roth Bill Schultheis Larry Swedroe SSRN The Finance...
by Barry Barnitz
Fri Aug 08, 2014 7:01 pm
 
Forum: Investing - Theory, News & General
Topic: Blog:Friday blog review, August 8, 2014
Replies: 0
Views: 232

Re: American Funds' Active Investing Whitepaper

Hi:

In additional news, Capital Group, the manager of American Funds, has recently filed a petition with the SEC for issuing ETFs. See this article ---> American Funds ETF Filing A Very Big Deal | ETF.com for further details.


The filing document ---> Exemptive Application
by Barry Barnitz
Fri Aug 08, 2014 12:30 pm
 
Forum: Investing - Theory, News & General
Topic: American Funds' Active Investing Whitepaper
Replies: 22
Views: 2550

Re: Recent Barron's Article on Risks of ETFs

Hi; Counterpoint article from ETFcom. ----> How ETF Structure Comes Through In A Crisis | ETF.com If you haven’t been attending ETF.com’s ETF University webinar series, you’re missing out. We’ve been walking through the ins and outs week after week of how ETFs really work, and Tuesday’s fixed-income...
by Barry Barnitz
Wed Aug 06, 2014 6:55 pm
 
Forum: Investing - Theory, News & General
Topic: Recent Barron's Article on Risks of ETFs
Replies: 10
Views: 1155

Re: CD questions in 3 fund p.

Hi, Reading the Wiki, footnote 3 states that some writers here do recommend some funds to be in bank CD's in place of bonds but it states non brokered CD's in a portion of one's portfolio. New to this.... question 1 is: Why a bank CD instead of a brokered one? Question 2 is: Is use of a CD logical ...
by Barry Barnitz
Wed Aug 06, 2014 5:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: [CD Questions, use in a 3-fund portfolio]
Replies: 3
Views: 285

Re: Blog: Monthly ETF flows report

Hi: Exchange-traded fund flows for July ----> July ETF flows | Bogleheads® Blog Investors added $18.175 billion into US exchange-traded funds for the month of July. Dollars flowed most prominently into US stocks, international stocks, and commodities. U.S fixed-income and currency exchange-traded fu...
by Barry Barnitz
Tue Aug 05, 2014 4:35 am
 
Forum: Investing - Theory, News & General
Topic: Blog: Monthly ETF flows report
Replies: 9
Views: 1406

Re: The Core Four

Hi: The Core four portfolios resonate with at least one Spanish investor: Tópico: Super PPR - Como ficar rico? (Tópico de ETFs) (Lida 64390 vezes) Aqui fica um artigo sobre os retornos históricos mantendo um simples portfolio de 4 fundos/ETFs de gestão passiva: Core Four Portfolios "Retornos pa...
by Barry Barnitz
Sun Aug 03, 2014 6:15 pm
 
Forum: Investing - Theory, News & General
Topic: The Core Four
Replies: 284
Views: 144354

Re: How many families use 529 plans?

HI According to the latest ICI statistics : The combined assets of all Section 529 plans—“qualified tuition programs” designed to help save for higher education expenses—were $227.1 billion in the fourth quarter of 2013. At the end of December 2013, prepaid plans accounted for $22.0 billion, while s...
by Barry Barnitz
Sat Aug 02, 2014 8:21 am
 
Forum: Personal Finance (Not Investing)
Topic: How many families use 529 plans?
Replies: 113
Views: 8631
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