Search found 5 matches

by trevor-b
Thu Aug 18, 2016 12:09 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard Personal Advisor Services
Replies: 36
Views: 6329

Re: Vanguard Personal Advisor Services

Really? I didn't quite get that impression ...
cfs wrote: Thanks to our shipmate Pennywise for your comments. This is one [of the very few] positive comments about Vanguard services I have read in months. Good luck with your investments.
Thanks for reading.
by trevor-b
Wed Aug 17, 2016 12:55 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard Personal Advisor Services
Replies: 36
Views: 6329

Re: Vanguard Personal Advisor Services

Sorry for the delay in replying, been traveling on work. Look up the unrealized gains for each taxable fund on the Vanguard website, so you/we can determine the cost of selling some or all of those tax-inefficient funds. Unrealized gains Vanguard Capital Opportunity: $40k Windsor Fund Investor: $7.2...
by trevor-b
Mon Aug 01, 2016 12:16 am
Forum: Investing - Help with Personal Investments
Topic: Vanguard Personal Advisor Services
Replies: 36
Views: 6329

Re: Vanguard Personal Advisor Services

You can do that here for free and might even get several people's opinion. See the link at the bottom of this message for how to do that. You have already included some of the information in your original post, but it is not enough to really give you the most reliable review. Thanks! Appreciate the...
by trevor-b
Sun Jul 31, 2016 2:06 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Personal Advisor Services
Replies: 36
Views: 6329

Re: Vanguard Personal Advisor Services

Thanks for the feedback and suggestions, will read up on them. Responses: 1. Re: why I think VPAS (or a peer review) will be helpful: To critique what I have and suggest alternatives, if any are needed. 2. Yes. The Vanguard holdings (approx $400k) are in a taxable account. 3. Currently maxing out on...
by trevor-b
Sat Jul 30, 2016 1:25 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Personal Advisor Services
Replies: 36
Views: 6329

Vanguard Personal Advisor Services

Hello: I've been a lurker for over two years, this is my first post . Extremely grateful to read all the thoughtful advice being shared. My portfolio (401k + other investments) has finally crossed the $1m mark, figured this might be a good time to get professional advice going forward (that and the ...