Search found 3 matches

by logic88
Mon Aug 22, 2016 2:04 pm
Forum: Investing - Help with Personal Investments
Topic: Sold startup at age 25, need portfolio help!
Replies: 12
Views: 2517

Re: Sold startup at age 25, need portfolio help!

I also sold my start-up in my 30's almost 4 years ago and have $6.2m at Vanguard after talking to several managers and looking at the robo's like Betterment. Our accounts are similar in that our largest portion is in taxable. In the end, this simple split has worked great for me and the tax treatmen...
by logic88
Thu Apr 04, 2013 10:11 pm
Forum: Investing - Help with Personal Investments
Topic: Windfall / Sell of business - AA advice
Replies: 15
Views: 1340

Re: Windfall / Sell of business - AA advice

Thanks for the great replies. It sounds like I do need to make adjustments in my thinking since this is in a taxable account. I'll move the REIT funds into my retirement accounts. How does this look for my taxable account? VWIUX (tax-exempt): 25% VAIPX: 10% VTI: 40% VXUS: 25% grabiner, thanks for yo...
by logic88
Thu Apr 04, 2013 9:09 pm
Forum: Investing - Help with Personal Investments
Topic: Windfall / Sell of business - AA advice
Replies: 15
Views: 1340

Windfall / Sell of business - AA advice

I've been a long-time fan of index investing and have maintained a simple lazy portfolio in my personal retirement accounts over the last 13 years. However, with the sale of my business I now have a very large amount of money in a taxable account and want to make sure I'm in the right funds. I'm 35 ...

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