Search found 8558 matches

by Kevin M
Mon Jun 26, 2017 6:24 pm
Forum: Personal Finance (Not Investing)
Topic: A TIPS is maturing in Fidelity. What to do?
Replies: 28
Views: 896

Re: A TIPS is maturing in Fidelity. What to do?

Putting the money into a short-term TIPS fund (VTAPX) would buy me some time. I wouldn't consider this fund to be a safe place to park money short term, if by safe we mean can't lose value (whether in real or nominal terms). The maximum drawdown for this fund was 3.33%; it began in April 2013 and a...
by Kevin M
Mon Jun 26, 2017 11:42 am
Forum: Personal Finance (Not Investing)
Topic: A TIPS is maturing in Fidelity. What to do?
Replies: 28
Views: 896

Re: A TIPS is maturing in Fidelity. What to do?

Do you think buying an IRA CD is a better move in today's environment of low, but rising, interest rates? NASA Federal Credit Union offers the best CD rates today. Ally does not offer 11-month no-penalty CDs in IRA ; otherwise it would have been a good temporary solution. Clearly that's my preferen...
by Kevin M
Mon Jun 26, 2017 11:21 am
Forum: Personal Finance (Not Investing)
Topic: A TIPS is maturing in Fidelity. What to do?
Replies: 28
Views: 896

Re: A TIPS is maturing in Fidelity. What to do?

By the way, the rate increase will definitely affect normal bonds; I am not sure that TIPS will be similarly affected. TIPS prices are linked to TIPS (real) yields. You can view TIPS yields here: Daily Treasury Real Yield Curve Rates . You can get more detailed TIPS quotes from the WSJ site, but th...
by Kevin M
Mon Jun 26, 2017 11:09 am
Forum: Personal Finance (Not Investing)
Topic: A TIPS is maturing in Fidelity. What to do?
Replies: 28
Views: 896

Re: A TIPS is maturing in Fidelity. What to do?

After buying great TIPS in 2007-2009, I am reluctant to get TIPS at the current rates. This is irrational, but it is what it is. If you buy a TIPS fund you are buying TIPS at current rates. The difference would be that you are buying multiple TIPS with different maturities and yields, and the fund ...
by Kevin M
Mon Jun 26, 2017 10:55 am
Forum: Personal Finance (Not Investing)
Topic: Online Savings vs No Penalty CD
Replies: 22
Views: 2232

Re: Online Savings vs No Penalty CD

It's a certificate of deposit and there is a contract/T&C attached to that. Yes, and one of the terms is that you can withdraw your principal and accrued interest, penalty free, at any time after six days of opening. Do you have full liquidity and how soon can you get the money? Yes. Six days a...
by Kevin M
Sun Jun 25, 2017 8:44 pm
Forum: Investing - Theory, News & General
Topic: BIV Question
Replies: 7
Views: 517

Re: BIV Question

You can also see this by looking at the distribution by maturity in the Portfolio & Management tab, which shows that 96.7% of the bonds are in the 5-10 year range.

Kevin
by Kevin M
Sun Jun 25, 2017 8:18 pm
Forum: Personal Finance (Not Investing)
Topic: listing beneficiary on Ally application for CD
Replies: 5
Views: 449

Re: listing beneficiary on Ally application for CD

As soon as you complete the account application a button appears that says "Add beneficiary". It is unlikely anyone would die before typing in the name. Yes, but ... Call me old-fashioned: I do not do any online banking. Solution: stop being old-fashioned, and start doing online banking. ...
by Kevin M
Sun Jun 25, 2017 6:42 pm
Forum: Personal Finance (Not Investing)
Topic: Credit cards' credit lines - pros/cons of requesting reduction?
Replies: 17
Views: 1065

Re: Credit cards' credit lines - pros/cons of requesting reduction?

Credit utilization is indeed a factor, though probably more for cards that you use often. Both my cards have zero balances right now. The overall utilization that CK highlights is across all cards. For one of my cards it's over 20%, but for most, that I rarely if ever use, it's 0%. The overall scor...
by Kevin M
Sun Jun 25, 2017 5:34 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio critique, bond options for taxable at Schwab, in CA?
Replies: 7
Views: 530

Re: Portfolio critique, bond options for taxable at Schwab, in CA?

With accounts already at Vanguard, why taxable at Schwab? Vanguard has the broadest lineup of low-cost bond mutual funds, which is one reason I prefer them over Schwab or Fidelity, although I used to have accounts at the former and still have accounts at the latter (but much, much more at VG). I am ...
by Kevin M
Sun Jun 25, 2017 5:12 pm
Forum: Personal Finance (Not Investing)
Topic: Credit cards' credit lines - pros/cons of requesting reduction?
Replies: 17
Views: 1065

Re: Credit cards' credit lines - pros/cons of requesting reduction?

According to Credit Karma, utilization is a high-impact metric. Utilization is the sum of your outstanding balances divided by the sum of your credit limits. Of course a lower number is better. My utilization is about 4%--roughly $8K / $189K as of now. I believe 0-9% is considered excellent. Obvious...
by Kevin M
Sun Jun 25, 2017 4:08 pm
Forum: Personal Finance (Not Investing)
Topic: Online Savings vs No Penalty CD
Replies: 22
Views: 2232

Re: Online Savings vs No Penalty CD

There is inconsistent language in the Ally deposit agreement. In B.2.f we see: . Except for the Ally No Penalty CD, a withdrawal of the entire principal before maturity will be permitted only with Ally’s consent and an interest penalty that is described in More About Certificates of Deposit and IRA...
by Kevin M
Sun Jun 25, 2017 3:59 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed
Replies: 44
Views: 2511

Re: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed

Since this thread had not seen fit to die yet ... It depends what you mean by "has just not come home to roost". If you mean that we haven't seen a negative nominal return for intermediate-term Treasuries for the 9-year period, then sure, but that's not unusual. Since this is the only part...
by Kevin M
Sun Jun 25, 2017 2:19 pm
Forum: Investing - Theory, News & General
Topic: Why bonds when one's investment horizon is long?
Replies: 59
Views: 3840

Re: Why bonds when one's investment horizon is long?

Note that in the PV chart linked above I included the long-term Treasury asset class, for which the annualized return was 9.85% with growth factor of 26.75, so much lower than what I've calculated for 30-year Treasuries. PV uses 30-year Treasury yields for 1978-1986, but uses the Vanguard long-term...
by Kevin M
Sun Jun 25, 2017 2:06 pm
Forum: Personal Finance (Not Investing)
Topic: Online Savings vs No Penalty CD
Replies: 22
Views: 2232

Re: Online Savings vs No Penalty CD

There is inconsistent language in the Ally deposit agreement. In B.2.f we see: . Except for the Ally No Penalty CD, a withdrawal of the entire principal before maturity will be permitted only with Ally’s consent and an interest penalty that is described in More About Certificates of Deposit and IRA ...
by Kevin M
Sun Jun 25, 2017 1:51 pm
Forum: Personal Finance (Not Investing)
Topic: Ally no penalty 11 month CD rate increased to 1.50% this morning
Replies: 68
Views: 7563

Re: Ally no penalty 11 month CD rate increased to 1.50% this morning

Kevin...........sounds like you have the interest thing nailed down to the penny so I'll ask you this..........I funded 2 of these CDs from savings. I got a confirming statement in mail giving CD # and amount. However in both cases, the date on the confirmation was 1 day later than the date the fun...
by Kevin M
Sun Jun 25, 2017 12:54 pm
Forum: Investing - Theory, News & General
Topic: Why bonds when one's investment horizon is long?
Replies: 59
Views: 3840

Re: Why bonds when one's investment horizon is long?

Cap gains is one reason. I believe 30-yr Treasuries have out-performed S&P 500 by 5.5x since 1980. <snip> TBillT, cam you please explain/show your calculations for Tbills outperforming S&P 500? If you know me, I am quoting preeminent American economist A. Gary Shilling. https://seekingalpha...
by Kevin M
Sun Jun 25, 2017 9:58 am
Forum: Personal Finance (Not Investing)
Topic: Ally no penalty 11 month CD rate increased to 1.50% this morning
Replies: 68
Views: 7563

Re: Ally no penalty 11 month CD rate increased to 1.50% this morning

Title says it all... Edit - Applies to CD's with minimum opening balance of $25,000. Hard pull or softpull? I already have their savings (which was softpull) and I know to open a checking its a hardpull... In addition to opening these CDs recently, I opened another checking and savings account late...
by Kevin M
Sun Jun 25, 2017 9:39 am
Forum: Personal Finance (Not Investing)
Topic: Ally no penalty 11 month CD rate increased to 1.50% this morning
Replies: 68
Views: 7563

Re: Ally no penalty 11 month CD rate increased to 1.50% this morning

⋅ Opened a no-pentalty CD @1.35% on 6/15. <snip> ⋅ Checked on 6/25 and CD rate has been upgraded. Same here. And I verified that the accrued interest reflects the higher rate: 25000 * ((1 + 0.0149/365)^10 - 1 ) = 10.21 Ally shows $10.20, so close enough. Note that this is 10 day...
by Kevin M
Sat Jun 24, 2017 6:17 pm
Forum: Personal Finance (Not Investing)
Topic: Online Savings vs No Penalty CD
Replies: 22
Views: 2232

Re: Online Savings vs No Penalty CD

Is there much of a difference otherwise? Any major reason to choose one over the other outside of which has the higher APY? I posted these differences in another one of the Ally threads in which this is being discussed ( Ally Bank 1.25% 11 month with no EWP - Page 2 - Bogleheads.org : There are man...
by Kevin M
Sat Jun 24, 2017 5:31 pm
Forum: Investing - Help with Personal Investments
Topic: Survivorship bias and Portfolio Visualizer
Replies: 24
Views: 1638

Re: Survivorship bias and Portfolio Visualizer

I suggested to my coworker that if I did one third in large caps, one third in mid caps and one third in small caps I could diversify even further than just having large caps. At around that time I'd read about Portfolio Visualizer on this forum. I found that my "one third of each" portfo...
by Kevin M
Fri Jun 23, 2017 4:25 pm
Forum: Investing - Help with Personal Investments
Topic: Survivorship bias and Portfolio Visualizer
Replies: 24
Views: 1638

Re: Survivorship bias and Portfolio Visualizer

Survivorship bias for mutual funds relates to mutual funds simply not including their closed funds in the return numbers they report. The analogy for the CRSP stock database would be for CRSP to remove the stock returns of a failed company from historical results. I interpreted OP's question, "...
by Kevin M
Fri Jun 23, 2017 3:57 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed
Replies: 44
Views: 2511

Re: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed

I don't see evidence that term risk for bonds, or how to measure it, has fundamentally changed since Lehman. Of course longer duration should be reflected in higher values of risk measures, and if that doesn't seem to be the case, I guess we have to look a little more deeply as to what's going on. ...
by Kevin M
Fri Jun 23, 2017 12:03 pm
Forum: Personal Finance (Not Investing)
Topic: Ally Bank 1.25% 11 month with no EWP
Replies: 104
Views: 12459

Re: Ally Bank 1.25% 11 month with no EWP

What is the advantage of opening 3 seperate $25k CDs instead of a single $75k CD? You can't do partial withdrawals from Ally CDs, so this gives you flexibility to do an early withdrawal of $25K, but keep $50K earning 1.50%. Kevin EDIT: Oops, saw the question on page 2 and didn't notice this thread ...
by Kevin M
Fri Jun 23, 2017 11:54 am
Forum: Investing - Help with Personal Investments
Topic: Survivorship bias and Portfolio Visualizer
Replies: 24
Views: 1638

Re: Survivorship bias and Portfolio Visualizer

Let's take the example of the mid-cap blend asset class and others that use Ken French's data for the period from 1972 to inception of the Vanguard fund. Actually, in the Simba spreadsheet, we use returns derived from Ken French's data from 1972 to 1978, as index returns are available after that (a...
by Kevin M
Wed Jun 21, 2017 7:39 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed
Replies: 44
Views: 2511

Re: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed

Term risk should show up in the variance, and hence in the Sharpe ratio, which is a standard measure of risk-adjusted return. Normally yes. But the bond market has not been normal since Lehman thus unfortunately, making risk measures like standard deviation somewhat suspect if we are only looking a...
by Kevin M
Wed Jun 21, 2017 7:20 pm
Forum: Personal Finance (Not Investing)
Topic: Ally no penalty 11 month CD rate increased to 1.50% this morning
Replies: 68
Views: 7563

Re: Ally no penalty 11 month CD rate increased to 1.50% this morning

Contrary to what the online chat rep told me, others said they were told that the higher rate (from the 10-day rate guarantee) does not show up until day 11. I just checked my account, and the CD opened on June 15 is still showing 1.35%, so the others appear to be right about this. Kevin Same here....
by Kevin M
Wed Jun 21, 2017 7:09 pm
Forum: Personal Finance (Not Investing)
Topic: Ally no penalty 11 month CD rate increased to 1.50% this morning
Replies: 68
Views: 7563

Re: Ally no penalty 11 month CD rate increased to 1.50% this morning

what you folks doing about the interest pay it monthly, Quarterly or yearly and also depositing in external or into the same CD account. Is the interest compounded? It compounds daily, but if you have the interest paid by check or to another account, you won't get any compound interest on the inter...
by Kevin M
Wed Jun 21, 2017 6:54 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed
Replies: 44
Views: 2511

Re: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed

I was addressing term risk not variance. <snip> For what it's worth duration risk is more likely to raise its ugly head in the near future as (if?) intermediate term yields increase which seems to be the conventional wisdom. Term risk should show up in the variance, and hence in the Sharpe ratio, w...
by Kevin M
Wed Jun 21, 2017 4:39 pm
Forum: Investing - Help with Personal Investments
Topic: Thinking about changing portfolio model
Replies: 6
Views: 454

Re: Thinking about changing portfolio model

What was your reasoning for selecting the 7tweleve model in the first place? I don't think "diversification" alone is a good enough reason. There had to be more to it than that, like some theoretical and/or empirical justification for why this model might be preferable to a 3-fund portfoli...
by Kevin M
Wed Jun 21, 2017 4:20 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed
Replies: 44
Views: 2511

Re: Vanguard Intermediate Term Treasury (VFITX) - Actively Managed

The duration of the active fund had been lower by ~1 year until the last few months IIRC so the risk adjusted return has not been nearly identical. Not to be a PITA, but I really think it has. According to Portfolio Visualizer, for instance, a portfolio of 100% VSIGX has a Sharpe ratio of .92, vers...
by Kevin M
Wed Jun 21, 2017 1:58 pm
Forum: Investing - Help with Personal Investments
Topic: Survivorship bias and Portfolio Visualizer
Replies: 24
Views: 1638

Re: Survivorship bias and Portfolio Visualizer

Any more thoughts? Let's take the example of the mid-cap blend asset class and others that use Ken French's data for the period from 1972 to inception of the Vanguard fund. I believe Ken French uses the CRSP stock database as the source for his data. Does the methodology document say anything about...
by Kevin M
Wed Jun 21, 2017 1:35 pm
Forum: Personal Finance (Not Investing)
Topic: Step-up basis of inherited rental properties
Replies: 10
Views: 1004

Re: Step-up basis of inherited rental properties

Agree with others that you'll almost certainly want to use a tax preparer of some sort to work this out for you. Having said that, here are what I think are the answers to some of your questions. Note that although I have dealt with this personally, I live in a community property state, so I got the...
by Kevin M
Wed Jun 21, 2017 12:18 pm
Forum: Investing - Help with Personal Investments
Topic: Survivorship bias and Portfolio Visualizer
Replies: 24
Views: 1638

Re: Survivorship bias and Portfolio Visualizer

I don't know the answer to the question, but you can see the data sources used by PV by looking at the FAQs. Frequently Asked Questions . Looking at Data Sources for Asset Class Returns, you'll see that Vanguard funds typically are used from the inception date of the fund, and other data sources pri...
by Kevin M
Wed Jun 21, 2017 12:11 pm
Forum: Investing - Help with Personal Investments
Topic: Survivorship bias and Portfolio Visualizer
Replies: 24
Views: 1638

Re: Survivorship bias and Portfolio Visualizer

Our resident expert on backtesting data is siamond--he has been updating and maintaining the Bogleheads backtesting spreadsheet, and there is some commonality (or used to be) in the data sources for this and PV. I've PM'd him to see if he has any insight on this, and might want to chime in here. Kevin
by Kevin M
Wed Jun 21, 2017 11:12 am
Forum: Personal Finance (Not Investing)
Topic: Ally Bank 1.25% 11 month with no EWP
Replies: 104
Views: 12459

Re: Ally Bank 1.25% 11 month with no EWP

The details of the checking and savings accounts seem very good, and it might make sense to use Ally as my primary bank to have a checking account and high-yield savings account colocated at the same institution. Currently I use Fidelity for checking, which means I have to transfer funds to and fro...
by Kevin M
Wed Jun 21, 2017 10:53 am
Forum: Personal Finance (Not Investing)
Topic: Ally Bank 1.25% 11 month with no EWP
Replies: 104
Views: 12459

Re: Ally Bank 1.25% 11 month with no EWP

I'm considering opening checking and savings accounts at Ally as well. If I need to break one or both of the CDs, I imagine I'll get quicker access to the funds if I deposit them in another Ally account, versus an external bank account (can anyone confirm?). Correct. Access is immediate in another ...
by Kevin M
Wed Jun 21, 2017 9:38 am
Forum: Personal Finance (Not Investing)
Topic: Ally Bank 1.25% 11 month with no EWP
Replies: 104
Views: 12459

Re: Ally Bank 1.25% 11 month with no EWP

Interestingly, the title of this somewhat old thread currently applies for $5,000-$24,999.99. For amounts less than that, the rate is 1.00%, and for amounts greater than that, the rate is 1.50%. I apologize if this was already discussed, but it's not clear to me what 'no early withdrawal penalty' me...
by Kevin M
Wed Jun 21, 2017 8:35 am
Forum: Personal Finance (Not Investing)
Topic: Ally no penalty 11 month CD rate increased to 1.50% this morning
Replies: 68
Views: 7563

Re: Ally no penalty 11 month CD rate increased to 1.50% this morning

Posted this in ]another Ally thread , but since it's directly relevant to this thread, I'll crosspost it here: Great news about 1.5% on $25K or more. And now 1.25% on $5K or more. I opened my two on June 10 and June 15, so got online chat to see if 10 day rate guarantee would apply to both, and if i...
by Kevin M
Tue Jun 20, 2017 11:40 am
Forum: Investing - Help with Personal Investments
Topic: CD Ladder?
Replies: 11
Views: 1056

Re: CD Ladder?

Direct CDs (purchased directly from banks and credit unions) are excellent deals for retail investors who can take advantage of the federal deposit insurance (FDIC for banks, NCUA for credit unions). You can do better than 2.30%: 5 Year CD Rates - Compare rates on 5 year certificates of deposit. . I...
by Kevin M
Tue Jun 20, 2017 11:21 am
Forum: Investing - Help with Personal Investments
Topic: Does a tax managed fund belong in a roth acct
Replies: 8
Views: 667

Re: Does a tax managed fund belong in a roth acct

No. The balanced fund uses tax-exempt bonds, and you pay an implicit tax on these in the form of lower yield for a given level of risk. Since you get no tax benefit in a Roth, it makes no sense to use muni bonds in a Roth. The capital appreciation fund has higher exposure to mid-cap stocks, which is...
by Kevin M
Tue Jun 20, 2017 10:21 am
Forum: Investing - Help with Personal Investments
Topic: Ally Bank No penalty CD for parking cash, is there a catch?
Replies: 37
Views: 4480

Re: Ally Bank No penalty CD for parking cash, is there a catch?

Great news about 1.5% on $25K or more. And now 1.25% on $5K or more. I opened my two on June 10 and June 15, so got online chat to see if 10 day rate guarantee would apply to both, and if it would be applied automatically. Not applicable to the one opened June 10 because today is day 11, but of cour...
by Kevin M
Mon Jun 19, 2017 7:58 pm
Forum: Personal Consumer Issues
Topic: Tesla Model 3 or Chevy Bolt?
Replies: 249
Views: 22779

Re: Tesla Model 3 or Chevy Bolt?

I looked at every range mode reference in the manual, and nowhere does it say that it allows the battery to be charged to a higher SOC. I'm unfamiliar with the Tesla, but found this article that seems to describe something along this line and what changes they've made to make things easier and simp...
by Kevin M
Mon Jun 19, 2017 2:29 pm
Forum: Investing - Help with Personal Investments
Topic: Tax Exempt Bond Funds Questions
Replies: 8
Views: 771

Re: Tax Exempt Bond Funds Questions

Thanks for these responses. A follow up question: For purposes of long-term investing (i.e., a time horizon of twenty+ years), does it make any real difference whether the municipal bond fund chosen focuses on short-term, intermediate term, or long-term bonds? I realize there's more fluctuation pot...
by Kevin M
Mon Jun 19, 2017 1:58 pm
Forum: Investing - Theory, News & General
Topic: Do Bonds have a place if basic expenses are covered by income streams?
Replies: 69
Views: 3471

Re: Do Bonds have a place if basic expenses are covered by income streams?

We could generalize the question to ask whether or not one should hold more fixed income than necessary to meet one's expected residual living expenses (RLE) in retirement. Framing it this way is more relevant to my situation. I think the answer is that I have more fixed income than I need to meet m...
by Kevin M
Mon Jun 19, 2017 11:59 am
Forum: Personal Consumer Issues
Topic: Tesla Model 3 or Chevy Bolt?
Replies: 249
Views: 22779

Re: Tesla Model 3 or Chevy Bolt?

Temporary Range Extender mode of the B-Class — which adds around 17 miles of range to the next charging session — is a little like the ‘Range Mode’ offered on Tesla’s own vehicles. Range Mode operates by charging the Model S’ battery pack to a higher physical state of charge than the default charge...
by Kevin M
Mon Jun 19, 2017 11:42 am
Forum: Investing - Theory, News & General
Topic: Vanguard Prime Money Market Fund (VMMXX) breaks 1.00 (% not $)
Replies: 94
Views: 8552

Re: Vanguard Prime Money Market Fund (VMMXX) breaks 1.00 (% not $)

Thanks for the charts! I'd been searching, and couldn't find a chart for SEC yield (or any kind of yield) for any MMF. For non-MM funds, the Price & Performance page has a list of recent prices at the top right and a "Search for more historical price information" link below those pric...
by Kevin M
Sun Jun 18, 2017 1:37 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Prime Money Market Fund (VMMXX) breaks 1.00 (% not $)
Replies: 94
Views: 8552

Re: Vanguard Prime Money Market Fund (VMMXX) breaks 1.00 (% not $)

I think one difference is that this fund makes more sense than the savings account if you're using cash as an asset class, rather than an e-fund or saving for a big purchase. Why? I track cash as an asset class, and include all bank and credit union savings and checking accounts, as well as money m...
by Kevin M
Sun Jun 18, 2017 1:29 pm
Forum: Personal Consumer Issues
Topic: Tesla Model 3 or Chevy Bolt?
Replies: 249
Views: 22779

Re: Tesla Model 3 or Chevy Bolt?

Tesla doesn't have any particular mode that limits SOC--you just set it between 50% and 100%, either at the main display in the vehicle or from the app on your phone. The 50-90% range is indicated as "daily", and the 90-100% range is indicated as "trip". You start to lose regener...
by Kevin M
Sun Jun 18, 2017 1:11 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Prime Money Market Fund (VMMXX) breaks 1.00 (% not $)
Replies: 94
Views: 8552

Re: Vanguard Prime Money Market Fund (VMMXX) breaks 1.00 (% not $)

You can get historical yields since inception for a Vanguard MM fund <snip> Not quite true. VMMXX inception was in 1975, but SEC yields are only available since 1993. Money market fund yields tend to track short-term Treasury yields <snip> Here's Prime MMF (VMMXX) yield compared to the 3-month Trea...
by Kevin M
Sun Jun 18, 2017 12:17 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard joint taxable account questions
Replies: 5
Views: 416

Re: Vanguard joint taxable account questions

2. Will we be able to clearly see who contributes how much to the joint taxable account? For example, can we see what linked bank account is being used for each buy? We both want this transparency so we can see how much we are each contributing every year. No, you will have to track that yourselves...

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