Search found 9 matches

by dduke12
Tue Mar 27, 2018 4:29 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard sends out erroneous "not enough money in settlement fund" notice]
Replies: 94
Views: 9537

Re: Concerns with Vanguard

I got the same message....so I stopped what I was doing, and moved money into my account....if I would have known, I would have not done a thing. Very Frustrating. I wish Vanguard would send out an email stating their mistake. Maybe to make it up for us, they will give us some free trades? HAHA Movi...
by dduke12
Fri Jun 16, 2017 11:32 am
Forum: Investing - Theory, News & General
Topic: Wealthfront ignores own advice; adds Smart-Beta
Replies: 24
Views: 8401

Re: Wealthfront ignores own advice; adds Smart-Beta

I like the robo concept---sure, one could go at it alone but it makes it much more convenient to go with an automated platform. I think that at some point, the smaller robo's will start to close or get bought, then one of the bigger ones will get absorbed by the Schwab/Vanguard/Fidelity. I just see ...
by dduke12
Sat Apr 29, 2017 9:14 am
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 6435
Views: 1439102

Re: What Movie Have You Recently Watched?

The Immortal Life of Henrietta Lacks--saw it on HBO--wonderful movie. Had studied about the HeLA cells in med school. Great movie--sad to realize things like this were done in the past--today, taking tissue from someone w/o consent and make millions of dollars from that would never happen. I am not ...
by dduke12
Thu Apr 13, 2017 10:33 am
Forum: Investing - Theory, News & General
Topic: TIAA Robo now live
Replies: 11
Views: 1756

TIAA Robo now live

For those interested--looks like TIAA has their own Robo out now https://shared.tiaa-cref.org/private/robo/engage#/alternateLanding It appears that everybody will have a robo-advisor one day. Interesting that they have a basic ETF portfolio, an active mutual fund portfolio, and a socially conscious ...
by dduke12
Sun Apr 02, 2017 6:33 pm
Forum: Personal Investments
Topic: Is anyone decreasing % of bonds this year?
Replies: 91
Views: 10272

Re: Is anyone decreasing % of bonds this year?

I just did my monthly portfolio review. Now at 2.7 million. Needless to say we have worked hard and been blessed.... My spouse and I have been at 80/20 (stocks/bonds) and then went to a 75/25 a couple of yrs ago. We are increasing our bond allocation (stocks 2/3, bonds 1/3). I have been reading more...
by dduke12
Thu Mar 16, 2017 11:11 pm
Forum: Personal Investments
Topic: Schwab vs Vanguard
Replies: 71
Views: 25675

Re: Schwab vs Vanguard

Definitely Schwab for the brokerage but Vanguard for the Funds--I use ETFs and keep it simple for my taxable $$ -I buy VT (Total world ETF) and keep it at around 75% of my portfolio, and VTEB (muni bond index) 25%. I only buy when I have a big amount of $$ so I only purchase maybe 3-4x a yr or if th...
by dduke12
Mon Mar 13, 2017 7:56 pm
Forum: Investing - Theory, News & General
Topic: New Schwab Target Index Funds -Capital Gains?
Replies: 2
Views: 801

New Schwab Target Index Funds -Capital Gains?

I can't seem to find any info on the Schwab or Morningstar website, but was wondering if any of the Bogleheads would know.... given the fact that the new Schwab Target Index Funds are composed of ETFs, does one think that there would be little to no capital gains as there would be with a traditional...
by dduke12
Sun Mar 12, 2017 12:16 am
Forum: Investing - Theory, News & General
Topic: M1 Finance-anybody looked into it?
Replies: 7
Views: 2233

M1 Finance-anybody looked into it?

Being the person that likes to look for new/different ways to invest, was wondering if anyone has looked into this new investing platform. It looks like one can decide whatever portfolio they like (either ETFs and/or individual stocks) and when one sends money, it invests it for you--looks sort of r...
by dduke12
Thu Mar 02, 2017 2:04 pm
Forum: Personal Investments
Topic: VASGX .. to stay or go..
Replies: 29
Views: 5626

Re: VASGX .. to stay or go..

So my spouse and I have had VASGX for our IRAs for close to 8+ yrs-it's a great fund in my opinion.
Cheap, rebalances and very low maintenance.
It also helps me to not tinker with it like I tend to do with our taxable money.