Search found 3 matches

by pinecamp
Fri Sep 15, 2017 12:21 pm
Forum: Investing - Help with Personal Investments
Topic: Sanity Check: Roth IRA Asset Allocation w/ Schwab
Replies: 10
Views: 1597

Re: Sanity Check: Roth IRA Asset Allocation w/ Schwab

If you wanted to make it easy on yourself you could probably just go "all-in" with one of Schwab's newer Target Index Funds. They're comprised of most all the Schwab ETFs you list. Since you're in your mid-20s, you could start with either the 2055 fund (SWYJX) or the 2060 fund (SWYNX). ER is 0.08%....
by pinecamp
Tue Sep 12, 2017 8:54 pm
Forum: Investing - Help with Personal Investments
Topic: Sanity Check: Roth IRA Asset Allocation w/ Schwab
Replies: 10
Views: 1597

Re: Sanity Check: Roth IRA Asset Allocation w/ Schwab

Thanks so much for saying so--I've fixed the OP! You're not going to get much feedback unless you list the fund names & expense ratios. Not many people have memorized the thousands of mutual fund symbols yet. I'm still working on the 10-15 Vanguard mutual funds symbols in my Roth IRA, Rollover IRA &...
by pinecamp
Tue Sep 12, 2017 5:44 pm
Forum: Investing - Help with Personal Investments
Topic: Sanity Check: Roth IRA Asset Allocation w/ Schwab
Replies: 10
Views: 1597

Sanity Check: Roth IRA Asset Allocation w/ Schwab

Hello everyone, I'm new to Bogleheads, so thanks for having me! :) I'm looking for feedback, constructive criticism, and suggestions regarding the planned re-allocation of my Roth IRA. I recently moved this account to Schwab from Wells Fargo Advisors after receiving very poor advice (and returns), a...