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Re: Does anyone have an opinion on WealthFront?

.25% fee to invest in .17% (average) Vanguard ETFs. So it's more than doubling the cost of investing in standard vanilla ETFs. Could you elaborate on what you see as the benefit? This is exactly the reason I asked about them - the previous post was very enlightening. I had no idea they were all ove...
by InfamousAngel
Tue Mar 25, 2014 9:09 am
 
Forum: Investing - Help with Personal Investments
Topic: Does anyone have an opinion on WealthFront?
Replies: 41
Views: 3271

Re: Does anyone have an opinion on WealthFront?

At first blush it looks pretty interesting: Wealthfront does not charge an advisory fee on the first $10,000 of assets under management. On amounts over $10,000, we charge a monthly advisory fee based on an annual fee rate of 0.25%. The only other fee you incur is the very low fee embedded in the c...
by InfamousAngel
Tue Mar 25, 2014 8:45 am
 
Forum: Investing - Help with Personal Investments
Topic: Does anyone have an opinion on WealthFront?
Replies: 41
Views: 3271

Does anyone have an opinion on WealthFront?

At first blush it looks pretty interesting: Wealthfront does not charge an advisory fee on the first $10,000 of assets under management. On amounts over $10,000, we charge a monthly advisory fee based on an annual fee rate of 0.25%. The only other fee you incur is the very low fee embedded in the co...
by InfamousAngel
Tue Mar 25, 2014 8:19 am
 
Forum: Investing - Help with Personal Investments
Topic: Does anyone have an opinion on WealthFront?
Replies: 41
Views: 3271

Advice on firing parent's investment advisor

My parents are in their early 80's and have about 2 mil in assets. They need about 60k from their portfolio to meet expenses. They have a so-so advisor, IMO. He does a fair about of buying and selling, that is, selling actively managed funds to buy "better" actively managed funds. This has...
by InfamousAngel
Sat May 18, 2013 4:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Advice on firing parent's investment advisor
Replies: 15
Views: 930

Re: Good non-spammy Mortgage site?

Thanks to all who replied!
by InfamousAngel
Sat Sep 29, 2012 3:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: Good non-spammy Mortgage site?
Replies: 8
Views: 560

Good non-spammy Mortgage site?

Greetings, I am investigating refinancing my mortgage. I have been to Mortgage Professor and Bank Rate, but for the life of me cannot wring anything useful out of their tools. They all seem to wind up with me answering endless questions and then I arrive a screen saying "we'll email you somethi...
by InfamousAngel
Sat Sep 29, 2012 12:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: Good non-spammy Mortgage site?
Replies: 8
Views: 560

Re: Volkswagen Jetta Sportwagon TDI (Diesel)

I have a 2002 VW TDI Golf with 130k on it. It get incredible mileage as long as I drive reasonably. It has been very reliable. The quality problems are a thing of the past. Recommended.
by InfamousAngel
Sat Sep 29, 2012 11:33 am
 
Forum: Personal Consumer Issues
Topic: Volkswagen Jetta Sportwagon TDI (Diesel)
Replies: 100
Views: 21425

Re: Help: Girlfriend's Dad Believes She Should Time the Mark

Or do what I do. Though I firmly believe it, and follow, Boglehead advice, I keep 5-10% in an account to...invest in stocks, options and time the market. I have no illusions that it's much different than gambling, but I enjoy it, and I like learning how calls, puts, ADRs and LEAPs work. I'm up so fa...
by InfamousAngel
Sun Jul 22, 2012 4:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help: Girlfriend's Dad Believes She Should Time the Market
Replies: 70
Views: 5524

Re: Combined investment in SDY, DWX, EDIV vs. broad market

That's true. I posted it because I thought it meshed with the Boglehead approach. I have SDY and like it. I am working on simplify my portfolio and this came across my radar.

"It's not true you can't time the market. I time it all the time. I'm right 10% of the time."
by InfamousAngel
Sun Jul 22, 2012 11:21 am
 
Forum: Investing - Theory, News & General
Topic: Combined investment in SDY, DWX, EDIV vs. broad market
Replies: 5
Views: 479

Combined investment in SDY, DWX, EDIV vs. broad market

Interesting report from State Street: An in-depth look at Dividend ETFs. The firm notes a combined investment in its U.S. (SDY), International (DWX), and Emerging Market (EDIV) dividend ETFs would have outperformed the broad market by more than 100 bps over the last 30 months. http://www.statestreet...
by InfamousAngel
Fri Jul 20, 2012 6:39 am
 
Forum: Investing - Theory, News & General
Topic: Combined investment in SDY, DWX, EDIV vs. broad market
Replies: 5
Views: 479

Portfolio Management Software Online or Program

Greetings, I am looking for a portfolio management tool that will allow me to input or import my stocks and ETFs, and then calculate the yield of the entire portfolio, similar to Morningstar's X-Ray. I would use Morningstar, but the price seems high as I only really want that feature. Having said th...
by InfamousAngel
Sat Jul 14, 2012 12:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Management Software Online or Program
Replies: 6
Views: 903

Re: Income investing advice for 80 year old parents

Thanks to everyone for the responses! It's clear I need to provide more information, which I will gather.

-IA
by InfamousAngel
Sun May 06, 2012 3:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Income investing advice for 80 year old parents
Replies: 17
Views: 1756

Income investing advice for 80 year old parents

Greetings, my parents are 80 and have a low 7 figure portfolio, mostly stocks and bonds. They have an investment advisor who has been OK, but charges a significant sum for his services. Given that there is a Boglehead approach for investing for retirement, what might be the advice once one is retire...
by InfamousAngel
Sat May 05, 2012 9:17 am
 
Forum: Investing - Help with Personal Investments
Topic: Income investing advice for 80 year old parents
Replies: 17
Views: 1756

Best Online Tools to Analyze Portfolio?

Hi, I have looking for an online toolset that will allow me to input my portfolio and then get the average yield of all the ETFs, Funds, Equities and so on. I would like to be able to input the investments and see when the dividend is due. I have Fiddy now, but it's a pain to sort thru all the gibbe...
by InfamousAngel
Fri Mar 09, 2012 9:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Best Online Tools to Analyze Portfolio?
Replies: 1
Views: 486

Does anyone else find the Greece drama as fascinating as I d

It's like watching a slow-motion train wreck and I can't look away. Even with the current agreement for a second bailout, I can't see how Greece will be positioned to pull itself out of its rut. Austerity makes sense for Greece only in terms of getting rid of some of the crazier spending, but you ca...
by InfamousAngel
Mon Feb 27, 2012 5:31 pm
 
Forum: Investing - Theory, News & General
Topic: Does anyone else find the Greece drama as fascinating as I d
Replies: 1
Views: 309

Re: Fat, Sick, and Nearly Dead

I have followed a raw food with lots of raw juice diet several times. I never felt better but it is hard to stay on it - especially when eating out. I was working as a mover (in college) and would eat raw tuna and a lot of avocados to keep my weight up.
by InfamousAngel
Tue Jan 03, 2012 4:22 pm
 
Forum: Personal Consumer Issues
Topic: Fat, Sick, and Nearly Dead
Replies: 68
Views: 6617

IS DC group still active?

Anyone still going?
by InfamousAngel
Sun Aug 14, 2011 9:37 am
 
Forum: Local Chapters and Bogleheads Community
Topic: IS DC group still active?
Replies: 8
Views: 1993

Re: Would you rather see the stock market drop or rise for 2

Perfect example of cognitive dissonance.
I want it to fall until I buy everything I want then rise. But I want it to rise so my portfolio will go up!

natureexplorer wrote:Would you rather see the stock market drop or rise for the rest of 2011?
by InfamousAngel
Sun Aug 14, 2011 9:12 am
 
Forum: Personal Consumer Issues
Topic: Would you rather see the stock market drop or rise for 2011?
Replies: 39
Views: 2773

Setting up a 403b for Non Profit

My wife is the VP of new up non profit and is charged with setting up their retirement program. I have reviewed the material sent by the usual suspects: limited funds, high fees and generally mediocre advice. I noticed Vanguard has a 403b plan. Does anyone have any experience with this? Or, can anyo...
by InfamousAngel
Sun Aug 14, 2011 9:08 am
 
Forum: Investing - Help with Personal Investments
Topic: Setting up a 403b for Non Profit
Replies: 0
Views: 257

Follow Up

Good points! Thank you for responding. (Sheepishly) I've fired my previous adviser, and my research lead me here. I recently finished moving a number of funds TO Fidelity, based on his advice, so there is an element of oh no, not again, but, as I still have more to consolidate, it might be better to...
by InfamousAngel
Tue May 31, 2011 9:56 am
 
Forum: Investing - Help with Personal Investments
Topic: Investing 350k - Newbie couple
Replies: 5
Views: 834

Investing 350k - Newbie couple

We are getting married this Summer. Husband 50 yrs, Wife 40 yrs. We have about 100k in a lot of smallish accounts - IRAs leftover from various jobs. These are in a number of funds, but all are more or less domestic stock funds. The bulk is 60k in Fidelity Magellen, and 30k in SPY. The rest I will co...
by InfamousAngel
Tue May 31, 2011 8:32 am
 
Forum: Investing - Help with Personal Investments
Topic: Investing 350k - Newbie couple
Replies: 5
Views: 834

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