Any advice on how to minimize our tax burden on the portfolio?
God grant me the serenity to accept the things I cannot change; courage to change the things I can; and wisdom to know the difference.
Is selling all the equities straight away better then gradually over a few years taxwise?
Want to buy but can't find the "right" vehicle - what to do?
StarbuxInvestor wrote:Does anyone here keep cash, dry powder or a war chest specifically for the purpose of investing in stocks when a bear market occurs?
"Stay the Course. It is the most important single piece of investment wisdom I can give to you."
My only big question is how do you think I should reallocate these investments going forward so I can be relatively passive in my management?
sschullo wrote:The moment you realize that you want to be just like Taylor when you grow up.
But I think all VG target date funds have a taper built into them and don't stay around 50/50 AA for very many years.
abuss368 wrote:Hi Taylor,
Do you read Warren Buffett's annual letters?
What exactly is a 95-98% success rate?