Search found 3 matches

by SOJ
Sat Feb 02, 2019 7:40 pm
Forum: Personal Investments
Topic: Vanguard Trust accounts
Replies: 7
Views: 1742

Re: Vanguard Trust accounts

Maybe I am misunderstanding what you are after, but the way my wife and I did it was just open a brokerage account in the name of each of our individual trusts. Then we invest in whatever we want, so in that case the 3 fund approach is totally up to you.
by SOJ
Mon Dec 24, 2018 9:25 am
Forum: Personal Investments
Topic: Yet another TLH Question
Replies: 5
Views: 548

Re: Yet another TLH Question

Thanks to all of you, good advice taken.
by SOJ
Sun Dec 23, 2018 6:19 pm
Forum: Personal Investments
Topic: Yet another TLH Question
Replies: 5
Views: 548

Yet another TLH Question

Hello, and Thanks for any input. I need to sell some Wellington and some Wellesley to harvest some tax losses, I'd like to buy Balanced Index for at least the 31 days, would this fund be substantially the same as either of the funds I am selling and constitute a wash sale? Thanks Again