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Re: Vanguard Slow to Process Rollover

I'm on week 2 of my wire rollover from USAA. They did send me some correspondence, however, laying out the 12-15 day process and what was happening over that timeframe. Hopefully straightforward transfers from my checking will be quicker!
by structure7
Thu May 23, 2013 7:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Vanguard Slow to Process Rollover
Replies: 15
Views: 1038

Re: What were the little things that led you to index invest

When I found this little gem (on my 401k website):

Image

I figured I could do better with lower fees too!
by structure7
Wed May 22, 2013 8:57 am
 
Forum: Investing - Help with Personal Investments
Topic: What were the little things that led you to index investing?
Replies: 60
Views: 3768

Re: Simple Portfolio Review Request (DFA & Vngrd update)

1. Are we to understand that your employer is contributing 6% of salary to the 401k, that you are not contributing anything to your 401k and plan no further contributions to an IRA for the time being? 2. Or, are you contributing 6% which is the minimum necessary to receive the entire match from you...
by structure7
Fri May 10, 2013 10:53 am
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: Simple Portfolio Review Request (DFA & Vngrd update)

... But that array lacked emerging markets and international small caps. I'm going to suggest adding DFA Emerging Markets Core Equity I (DFCEX) er = 0.68%, http://portfolios.morningstar.com/fund/summary?t=DFCEX&region=USA&culture=en-us , to what you originally had in mind. Also you could co...
by structure7
Wed May 08, 2013 4:58 pm
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: Simple Portfolio Review Request (DFA & Vngrd update)

Bump after adding full DFA and Vanguard list at the very top. Thanks again!
by structure7
Wed May 08, 2013 12:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: Simple Portfolio Review Request

I personally do not have any other investment accounts. My wife has a very low six figure schoolteacher retirement account (doesn't teach any more but she's fully vested) that we're going to look into our options with. Regarding allocation, it seemed most of what I was reading seemed to give the US ...
by structure7
Tue May 07, 2013 10:10 am
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: 1.5% Financial Advisor... or index fund?

TomatoTomahto wrote:...I would wager that if someone offered you $5250 (coincidence, that's $350k times 1.5%!) to read a couple of books, you'd pull up your favorite chair and have at the books...


Love this!
by structure7
Sat May 04, 2013 10:56 pm
 
Forum: Investing - Help with Personal Investments
Topic: 1.5% Financial Advisor... or index fund?
Replies: 81
Views: 4900

Re: Simple Portfolio Review Request

...but you may be one of the lucky few who can actually do Trev H's ingeniously simplified adaptation of the Ultimate Buy and Hold strategy. (Read here .) You might want to consider that as well. One thing I meant to ask... you mentioned I was "one of the lucky few" that could do the Trev...
by structure7
Sat May 04, 2013 8:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: Simple Portfolio Review Request

Too bad. You had good options at Fidelity. And I'll admit I'm questioning the choice of holding a Vanguard fund at USAA. It has to be more expensive doing it that way. Is there some reason you moved the account to USAA, or that you don't move it to back to Fidelity or over to Vanguard? I have some ...
by structure7
Fri May 03, 2013 6:06 pm
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: Simple Portfolio Review Request

pingo wrote:So if you were to add the amount of money you have in the Roth with the amount you have in the 403b, what percent of the portfolio is the Roth? What percent of the portfolio is the 403b?


Roth 13%, 401k 87%
by structure7
Fri May 03, 2013 9:28 am
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: Simple Portfolio Review Request

...Choose the percent of equity you want for International, multiply it by the total amount of equity and split the result 50:50 between Vanguard International Growth and Vanguard International Value.... ...but you may be one of the lucky few who can actually do Trev H's ingeniously simplified adap...
by structure7
Thu May 02, 2013 9:58 am
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Re: Simple Portfolio Review Request

Your original post states 60% stocks and 20% bonds and then 20% of stock in international. So are you really saying 80% stock and 20% bonds? If not, you are short 20%. I'd suggest a 70/30 mix with 20% of the 70% in international. While I invested at 80% stock for a number of years, I have come to b...
by structure7
Wed May 01, 2013 11:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

Simple Portfolio Review Request (DFA & Vngrd update)

First a big thanks to everyone here. I've been readying here for awhile and am so glad I found it! Then I saw the Frontline episode... everything is aligning. So... Just cancelled "managed fund" option through employer. Current 401k is with Nationwide. Emergency funds: 6 months. Debt: Mort...
by structure7
Wed May 01, 2013 12:00 pm
 
Forum: Investing - Help with Personal Investments
Topic: Simple Portfolio Review Request (DFA & Vngrd update)
Replies: 25
Views: 2624

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