Search found 24897 matches

by Taylor Larimore
Tue Jul 16, 2019 3:06 pm
Forum: Personal Investments
Topic: Counseling a Colleague About Their Financial Advisor
Replies: 11
Views: 812

Re: Counseling a Colleague About Their Financial Advisor

I’m not looking to pry or lecture; she came to me and was interested in where to learn more. I don’t think she’s the type to hang out here, so I’m thinking I’d probably need a few succinct and persuasive sources to share, at least to get started. travelogue: I believe it almost useless to try and c...
by Taylor Larimore
Tue Jul 16, 2019 2:25 pm
Forum: Investing - Theory, News & General
Topic: Does factor investing only work if you rebalance?
Replies: 13
Views: 792

Listen to Jack

I’m trying to decide whether to start buying factors again or to just keep buying the total market funds. This is an easy decision if you believe Jack Bogle who knows more than any of us about investing. Best wishes Taylor Jack Bogle's Words of Wisdom: "The beauty of owning the market is that you e...
by Taylor Larimore
Tue Jul 16, 2019 2:12 pm
Forum: Personal Investments
Topic: Quick question about GA TRS
Replies: 12
Views: 295

Re: Quick question about TRS

fingoals:

What is "TRS"? A Google and Morningstar search didn't help.

Thank you.
Taylor
John Bogle's Words of Wisdom: "The more you pay the less you earn."
by Taylor Larimore
Tue Jul 16, 2019 11:30 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks continue to soar!
Replies: 1279
Views: 119910

Understanding country and world economics. Is it helpful for investors??

Bogleheads: One of many advantages of stay-the-course investing is that forecasts and trying to understand world economics are not necessary (and may be undesirable). Best wishes. Taylor Jack Bogle's Words of Wisdom "Regardless of what happens in the markets, stick to your investment program. Changi...
by Taylor Larimore
Tue Jul 16, 2019 10:59 am
Forum: Personal Finance (Not Investing)
Topic: Help Responding to the IRS
Replies: 12
Views: 956

Re: Help Responding to the IRS

mako171:

I would immediately respond to the IRS letter in as few words as possible, and explain why you think they "misunderstood" your tax return. Their letter may appear scary but it is not a big deal--don't make it one.

Best wishes.
Taylor (5-years with IRS)
by Taylor Larimore
Tue Jul 16, 2019 10:46 am
Forum: Investing - Theory, News & General
Topic: "Stay the Course," by Jack Bogle [book]
Replies: 4
Views: 398

Excerpts from "Stay the Course"

Howard:

Thank you for reminding us of Jack's last book.

Bogleheads can read excerpts from this excellent book in my Collection of Investment Gems

Best wishes.
Taylor
by Taylor Larimore
Mon Jul 15, 2019 9:08 pm
Forum: Personal Finance (Not Investing)
Topic: The Boglehead is anti-entrepreneur?
Replies: 77
Views: 6147

Re: The Boglehead is anti-entrepreneur?

Bogleheads: South Florida is particularly vulnerable to new business start-ups because many retirees sell their northern home to move here with a lot of cash. There is a temptation to use this cash to start a small business in Florida. In my early years at the Small Business Administration, I was a ...
by Taylor Larimore
Mon Jul 15, 2019 1:46 pm
Forum: Investing - Theory, News & General
Topic: Agree? Article: Tracking the Agg? Why the Bond Index May Not Work.
Replies: 9
Views: 1292

Re: Agree? Article: Tracking the Agg? Why the Bond Index May Not Work.

In my today's in-box: Tracking the Agg? Wht the Bond Index May Not Work for Investors https://www.columbiathreadneedleus.com/blog/tracking-the-agg-why-the-bond-index-may-not-work-for-investors?CID=2019CTI_Email_Financial_Planning_IncomeCamp_TrackingtheAgg??source=email&mkt_tok=eyJpIjoiWldVd1pHWXhOb...
by Taylor Larimore
Mon Jul 15, 2019 12:02 pm
Forum: Investing - Theory, News & General
Topic: Why factor investing isn't working
Replies: 462
Views: 18655

Re: Why factor investing isn't working

Forester wrote: Frequency of correct guesses is much less relevant, than the payoff (or otherwise) from nailing the big calls. It is easy to overlook the losses from bad calls. Best wishes. Taylor Jack Bogle's Words of Wisdom: The big advantage to investors is the instant diversification that comes ...
by Taylor Larimore
Mon Jul 15, 2019 11:45 am
Forum: Personal Investments
Topic: "Steelmanning" the case for owning individual stocks
Replies: 95
Views: 8264

Re: "Steelmanning" the case for owning individual stocks

I'm looking forward to hear the best arguments against embarking in this effort, specifically about the desirability of the strategy features and the tax situation. hdis: This is what experts say: Alpha Architect: "Between 1983 and 2006, around 73% of firms had a drawdown larger than 50% (the S&P 5...
by Taylor Larimore
Sun Jul 14, 2019 5:15 pm
Forum: Investing - Theory, News & General
Topic: Small Cap Value heads Rejoice !!!
Replies: 113
Views: 12970

Jack Bogle: "I Don't Believe In Factor Investing"

Investing in international markets, or in factors, or many of the other investing concepts discussed here do not violate Jack’s core “Boglehead” principles." rapporteur: The above statement is incorrect. In Mr. Bogle's last interview with Morningstar he said to Christine Benz: "I don't believe in F...
by Taylor Larimore
Sun Jul 14, 2019 3:25 pm
Forum: Investing - Theory, News & General
Topic: Small Cap Value heads Rejoice !!!
Replies: 113
Views: 12970

Mr. Bogle and factor funds.

Has Taylor Larimore found this thread yet? He seems to be on a holy mission against us Small/Value heretics. It's true. I am a soldier in Jack Bogle's crusade "To give ordinary investors a fair shake ." Mr. Bogle did not believe in factor funds like Small-Cap Value. Instead, he recommended investin...
by Taylor Larimore
Sat Jul 13, 2019 5:20 pm
Forum: Personal Investments
Topic: How do most advisors produce client returns?
Replies: 57
Views: 4000

"How To Be A Successful Advisor"

Bogleheads:

George Sisti writes an excellent monthly newsletter called "Vectors." His latest issue contains an interesting article titled: How To Be A Successful Financial Advisor. This is the link:

http://www.oncoursefp.com/files/Vectors ... 0final.pdf

Best wishes.
Taylor
by Taylor Larimore
Sat Jul 13, 2019 1:52 pm
Forum: Investing - Theory, News & General
Topic: Small-Cap Value Funds: Then And Now
Replies: 74
Views: 7968

Beating the Market?

Nothing against indexing, owning the market, or the 3-fund portfolio (most of the stock portion of my portfolio is in an S&P index fund, and some others are legacy, as Taylor discusses), but it's equally true that indexing provides an odds on bet that an investor will underperform some other funds ...
by Taylor Larimore
Sat Jul 13, 2019 1:19 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2522
Views: 1611189

Changing from 15 funds to 2

Appears you have reduced the number of funds you invested in over the years. abuss368: When we moved to Vanguard in 1986 we started with a portfolio of 15 Vanguard funds. I foolishly believed that more funds meant more diversification. I also wrongly believed in market-timing. Fortunately, In 1993 ...
by Taylor Larimore
Sat Jul 13, 2019 2:51 am
Forum: Investing - Theory, News & General
Topic: Small-Cap Value Funds: Then And Now
Replies: 74
Views: 7968

Re: Small-Cap Value Funds: Then And Now

Taylor, please, you're embarassing yourself. bgreat: I should have made clear that Small-Cap Value's bottom 5-year past-performance does not mean small-cap funds will continue to be at the bottom of 14 Morningstar Style Funds . I would expect (no one really knows) Small-Cap Value stocks to eventual...
by Taylor Larimore
Fri Jul 12, 2019 10:26 pm
Forum: Investing - Theory, News & General
Topic: Five Nobel Laureates Recommend The Market Portfolio
Replies: 58
Views: 6241

Re: Five Nobel Laureates Recommend The Market Portfolio

Honest question: Do any of those people actually hold a market portfolio? I know for sure at least some do not (i.e. Fama). I'm not sure if any of them do, however. stultz: Total market index funds were not available to older investors. Many older investors are "stuck" with large capital-gains in s...
by Taylor Larimore
Fri Jul 12, 2019 10:01 pm
Forum: Investing - Theory, News & General
Topic: Five Nobel Laureates Recommend The Market Portfolio
Replies: 58
Views: 6241

Five Nobel Laureates Recommend The Market Portfolio

Bogleheads: When I am undecided what to do, I listen to genuine experts like these Nobel Laureates : Eugene Fama : "Whether you decide to tilt toward value depends on whether you are willing to bear the associated risk...The market portfolio is always efficient...For most people, the market portfoli...
by Taylor Larimore
Fri Jul 12, 2019 6:06 pm
Forum: Investing - Theory, News & General
Topic: Why factor investing isn't working
Replies: 462
Views: 18655

Figures often mislead

: I compared small value to total stock market in portfolio visualizer and here is what I got: Year CAGR 1974-1979 +15.1% 1979-1984 +11.0% 1984-1989 +0.7% 1989-1994 -2.10% 1994-1999 -8.20% 1999-2004 +10.6% 2004-2009 -1.50% 2009-2014 0.90% 2014-2019 3.75% abc132: Figures frequently mislead. Accordin...
by Taylor Larimore
Wed Jul 10, 2019 9:28 pm
Forum: Investing - Theory, News & General
Topic: The Three-Fund Portfolio
Replies: 2522
Views: 1611189

Re: Short Term Asset Allocation

abuss368: My 25% bond and 75% stock allocation is carefully considered. At age 95, with a life expectancy of 3 years, planning is simplified. :wink: Best wishes. Taylor Hi Taylor, Do you still hold/recommend 25% international? Thanks for all of your help and enjoy the summer! highlandbeach: A few y...
by Taylor Larimore
Wed Jul 10, 2019 3:34 pm
Forum: Investing - Theory, News & General
Topic: Why factor investing isn't working
Replies: 462
Views: 18655

Questionable chart

vineviz:

Sorry, but the graph you posted does not reflect the bear market of 2000-2002 when Vanguard's 500 Index Fund plunged -44.8% during the 2000-2002 bear market. That terrible bear market looks like a minor decline in the chart?

Best wishes.
Taylor
by Taylor Larimore
Wed Jul 10, 2019 9:18 am
Forum: Investing - Theory, News & General
Topic: [2014 Interview with] Jack Bogle: Latest Investor Trends Are Just That--Trends
Replies: 20
Views: 1024

Smart Beta and Factors

Bogleheads:

"Smart Beta" and "Factors" remind me of this "salesman scene" in the movie, Chicago:

https://www.youtube.com/watch?v=YW3MIixEps4

My opinion about "Factors" is HERE.

Best wishes.
Taylor
by Taylor Larimore
Tue Jul 09, 2019 2:32 pm
Forum: Investing - Theory, News & General
Topic: Why factor investing isn't working
Replies: 462
Views: 18655

"More than one road to Dublin"

Nedsaid wrote: By the way, Taylor doesn't say there are many roads to Dublin anymore.
Nedsaid:

You missed this:
Post by Taylor Larimore » Fri Jun 28, 2019 6:56 pm

There is more than one road to Dublin.
Best wishes.
Taylor
by Taylor Larimore
Tue Jul 09, 2019 2:20 pm
Forum: Investing - Theory, News & General
Topic: Why factor investing isn't working
Replies: 462
Views: 18655

Re: Why factor investing isn't working

matjean" wrote: It is people like you, Nisi, Taylor, etc. who are always barging in it seems to me.
matjean:

Sorry, I didn't realize we were "barging in" when trying to remind investors that this forum is about Jack's wisdom - not factor investing which he disapproved.

Best wishes.
Taylor
by Taylor Larimore
Tue Jul 09, 2019 11:25 am
Forum: Investing - Theory, News & General
Topic: Any Bogleheads get involved in private equity?
Replies: 43
Views: 7979

Re: Any Bogleheads get involved in private equity?

I have the majority of our investments in index funds. 5 to 10% in both syndicated and private equity real estate. And 4% to a “fund of funds” private equity offering through Morgan Stanley. It invests in credit funds, a few VC funds, traditional private equity funds, total exposure to about 30 dif...
by Taylor Larimore
Tue Jul 09, 2019 11:16 am
Forum: US Chapters
Topic: South Florida Local Chapter
Replies: 395
Views: 84271

Re: South Florida Local Chapter

saker:

Welcome to the forum and your first Bogleheads Chapter meeting.

You and your wife will not be disappointed after your drive. Arrive on an empty stomach :wink:

Best wishes.
Taylor
by Taylor Larimore
Tue Jul 09, 2019 11:11 am
Forum: Investing - Theory, News & General
Topic: What is a Boglehead and what Investing Lessons can you Learn?
Replies: 5
Views: 708

Boglehead's Investing Forum?

The Bogleheads Investing Forum is one of the most active, and honestly one of the best, resources when it comes to investing Q&A. Bogleheads: Truer words were never spoken! Jack Bogle's Words of Wisdom : "Dedicated to all of the human beings who have meant so much to me -- especially those "Boglehe...
by Taylor Larimore
Tue Jul 09, 2019 10:46 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle was right: smart beta ETFs are closet trackers (including Vanguard’s)
Replies: 21
Views: 2352

Jack Bogle was right about total market index funds

Bogleheads: The investment industry is constantly promoting schemes for investors to outperform the market. Jack Bogle was right. It is extremely difficult to beat a total market index fund. Read what experts say: American Association of Individual Investors: "It should come as no surprise that beha...
by Taylor Larimore
Mon Jul 08, 2019 10:59 am
Forum: Investing - Theory, News & General
Topic: "Bogleheads on Investing" episode 011 - guest Mel Lindauer, host Rick Ferri
Replies: 13
Views: 1568

Re: "Bogleheads on Investing" episode 011 - guest Mel Lindauer, host Rick Ferri

Bogleheads: This is the best information I have seen about how this forum began and how it has become the largest non-commercial investment forum on the internet. Rick's Podcast also brought back memories of how our first Bogleheads Conference began in my living room with Jack Bogle, 21 Bogleheads, ...
by Taylor Larimore
Mon Jul 08, 2019 9:51 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle was right: smart beta ETFs are closet trackers (including Vanguard’s)
Replies: 21
Views: 2352

Continuing Jack Bogle's Legacy

wassabi wrote:
Sat Jul 06, 2019 2:47 pm
OP, why are you posting so many threads about Jack Bogle's wisdom, quotes, etc.?
wassabi:

I believe the poster is reminding us that this is the BOGLEheads' Forum dedicated to Investing Advice Inspired by Jack Bogle.

Thank you, Howard Donnelly!

Best wishes.
Taylor
by Taylor Larimore
Sun Jul 07, 2019 9:22 pm
Forum: Investing - Theory, News & General
Topic: 'There Are No Average Investors' - My interview with Morningstar's Christine Benz and Jeff Ptak
Replies: 21
Views: 3703

Re: 'There Are No Average Investors' - My interview with Morningstar's Christine Benz and Jeff Ptak

Bogleheads: This is one of the best podcasts I have listened to. I particularly enjoyed the end where Rick tells us about how reading Jack Bogle's first book, Bogle on Mutual Funds , changed his life just as it changed mine. Jack Bogle's Words of Wisdom: "The central principle of the mutual fund bus...
by Taylor Larimore
Sun Jul 07, 2019 7:23 pm
Forum: Personal Consumer Issues
Topic: Lightning strikes sailboat
Replies: 11
Views: 1886

Re: Lightening strikes sailboat

Research Med: I have spent much of my life sailing. It seems that the mast offers a "cone of protection." Sailboats go around the world all the time and are often struck by lightening knocking-out electronics. Nevertheless, I never heard of anyone being killed by lightening in a sailboat on open wat...
by Taylor Larimore
Sun Jul 07, 2019 2:51 pm
Forum: Investing - Theory, News & General
Topic: The Three Million Dollar Car
Replies: 25
Views: 2632

Re: The Three Million Dollar Car

Of course, this means that everyone who is carless will have three million dollars extra when they retire. lifesoft: The auto industry (like the financial industry) are masters of marketing. If we ignore the marketing, we can enjoy a car that will take us from A to B in reasonable comfort and save ...
by Taylor Larimore
Sun Jul 07, 2019 2:24 pm
Forum: Investing - Theory, News & General
Topic: The Three Million Dollar Car
Replies: 25
Views: 2632

The Three Million Dollar Car

Bogleheads: We regularly get questions about "What is the best car to buy?" It is often a decision whether to buy a relatively inexpensive practical car or a more expensive "fun" car. To help answer this question, I turned to Edmonds True Cost to Own" website and compared a middle of the line 2019 C...
by Taylor Larimore
Sat Jul 06, 2019 9:56 pm
Forum: Personal Investments
Topic: Non US Fund Investing Recommendation Requested
Replies: 3
Views: 190

Re: Non US Fund Investing Recommendation Requested

I have been reading Bogleheads in recent months. I am investing 70% in S&P500 index fund and 30% US corporate index fund in my 401K fund till now. Now I am considering adding non US fund (10-20% allocation) in the 401K after reading the Bogleheads investing philosophy. jain82: Welcome to the Bogleh...
by Taylor Larimore
Sat Jul 06, 2019 11:43 am
Forum: Personal Consumer Issues
Topic: Time for a new car - Corolla or Civic...
Replies: 49
Views: 3338

Re: Time for a new car - Corolla or Civic...

Barkingsparrow: I have owned both a Honda Civic and a Toyota Corolla. They did their job of getting me from A to B in reasonable comfort. They saved me the time and inconvenience of repairs as well as ten's of thousands of dollars. Jack Bogle's Words of Wisdom: "In the short term the impact of costs...
by Taylor Larimore
Sat Jul 06, 2019 11:13 am
Forum: Personal Investments
Topic: Vanguard Mutual fund tax efficiency - how well does it work in bear markets?
Replies: 4
Views: 387

Re: Vanguard Mutual fund tax efficiency - how well does it work in bear markets?

This article explain the "heartbeat" method used by Vanguard to mitigate taxable events. My question is how did/does this work during the bear markets like 2008? ctuser1 I don't know how it works-- but it does . Vanguard Total Stock Market Index Fund has not distributed a capital gain to its invest...
by Taylor Larimore
Fri Jul 05, 2019 9:52 pm
Forum: Investing - Theory, News & General
Topic: "Bogle: Don't Try to Time Factor Investing"
Replies: 2
Views: 592

"Bogle: Don't Try to Time Factor Investing"

Bogleheads: I ran across an interesting Morningstar interview with Jack Bogle who introduced the oldest and largest strategic beta funds: Vanguard Growth Index and Vanguard Value Index . He states: "How can that be since I don't believe in factor investing? This is the link: https://www.morningstar....
by Taylor Larimore
Fri Jul 05, 2019 9:24 pm
Forum: Investing - Theory, News & General
Topic: Is it impossible to capture the momentum factor?
Replies: 27
Views: 1829

Momentum and Small Value??

Do these funds' (Momentum funds) failures to track momentum mean that momentum is a pipe dream (unlike, apparently, small value)? Hungrywave: Before investing in momentum and other factor funds promoted by the fund industry, read these links: The-Momentum-Factor-Is-Real-Too-Bad-It-Doesn't-Work Morn...
by Taylor Larimore
Fri Jul 05, 2019 9:34 am
Forum: Investing - Theory, News & General
Topic: The Genius of John Bogle in 9 quotes.
Replies: 10
Views: 3165

Re: The Genius of John Bogle in 9 quotes.

pkcrafter: Thank you for the quotes. This is my favorite because it has given me free-time (mostly to post on this forum) plus a comfortable and worry-free retirement: Bogle's disciples are quite likely, after 10 to 20 years, to have returns in the top 20% of all investors. Thank you, Jack! Jack Bog...
by Taylor Larimore
Thu Jul 04, 2019 10:52 pm
Forum: Personal Finance (Not Investing)
Topic: Preparing my wife for financial life without me.
Replies: 95
Views: 10557

Re: Preparing my wife for financial life without me.

Lazareth: As a former life insurance agent and executor of two estates, I understand how important it is to help those we leave behind. Below is my own "Final Instructions" (shortened) which you may want to use as a guide: " For Immediate Action: I would like my remains to be donated to the Universi...
by Taylor Larimore
Thu Jul 04, 2019 12:04 pm
Forum: Personal Investments
Topic: Bond portfolio YTM> 3%
Replies: 28
Views: 3271

Re: Bond portfolio YTM> 3%

Looking: May I suggest you simplify by using a single Total Bond Market Index Fund with its greater diversification: Distribution by Issuer: 0.5% Asset-Backed 2.0% Commercial Mortgage-Backed 8.6% Finance 4.9% Foreign 21.9% Government Mortgage-Backed 16.1% Industrial 0.1% Other 44.0% Treasury-Agency ...
by Taylor Larimore
Thu Jul 04, 2019 11:35 am
Forum: Investing - Theory, News & General
Topic: "The Worth Of A Man: A Tribute To John C. Bogle," by Rick Ferri
Replies: 5
Views: 670

Re: "The Worth Of A Man: A Tribute To John C. Bogle," by Rick Ferri

Howard Donnelly: Thank you for this heart-warming tribute to Jack Bogle by Rick Ferri and published in Forbes. Jack Bogle's Words of Wisdom: "I've constantly strived to translate abstract financial ideas into down-to-earth terms to which ordinary human beings can relate." Happy 4th of July! Taylor
by Taylor Larimore
Thu Jul 04, 2019 11:00 am
Forum: Personal Investments
Topic: Moving the Goalposts - a new perspective
Replies: 15
Views: 1892

"Enough" by Jack Bogle

ENOUGH is a great place to be! :sharebeer"] Jack Bogle wrote a book titled, ENOUGH." It is one of my favorites. These are excerpts: "At a party give by a billionaire, Kurt Vonnegut informs his pal, Joseph Heller, that their host, a hedge fund manager, had made more money in a single day than Heller...
by Taylor Larimore
Thu Jul 04, 2019 8:13 am
Forum: Investing - Theory, News & General
Topic: Jack Bogle on The Fourth of July (Independence Day)
Replies: 10
Views: 1096

Jack Bogle on The Fourth of July (Independence Day)

Bogleheads: Jack Bogle's Words of Wisdom: This wealth at large that I’ve accumulated, it wouldn’t be there, as Mr. Gates said, if I had not been born in the USA. It’s not only what Bill Gates said about all the advantages our society creates, it goes all the way back to fundamentals like the Declara...
by Taylor Larimore
Wed Jul 03, 2019 10:00 pm
Forum: Personal Investments
Topic: Question for the 5%...Anyone buying any individual stocks?
Replies: 51
Views: 4272

Re: Question for the 5%...Anyone buying any individual stocks?

Yes, I understand where I am posting this question, but I figured at least 5% of people surfing this forum could have some input on this. Any strong individual stock purchases? Long term holds? Possibly next Amazon? What do you think will be booming in the next 5, 10, 15 years? Frugalbear: I spent ...
by Taylor Larimore
Wed Jul 03, 2019 9:27 pm
Forum: Investing - Theory, News & General
Topic: "Alice's Adventures in Factorland"
Replies: 209
Views: 9943

Re: "Alice's Adventures in Factorland"

Disclaimer: I didn't read all of the posts in that exchange but I believe Taylor is probably trying to make the point of the importance of "staying the course" on TSM or 3-fund. Yah, you should probably read the posts. OP is announcing the superiority of 3-fund and telling everyone on the factor si...
by Taylor Larimore
Wed Jul 03, 2019 1:15 pm
Forum: Personal Investments
Topic: Question for the 5%...Anyone buying any individual stocks?
Replies: 51
Views: 4272

Re: Question for the 5%...Anyone buying any individual stocks?

I have owned individual stocks in the past and I am open to owning them again. I will re-evaluate my individual stock ownership when 50% of active fund managers are beating their indexes per the SPIVA report card, this would be my indication that there is readily available Alpha. David Jay: You hav...
by Taylor Larimore
Tue Jul 02, 2019 7:20 pm
Forum: Personal Investments
Topic: why are Small Caps falling?
Replies: 118
Views: 10461

Re: why are Small Caps falling?

Just curious as to why Small Caps are falling when the rest of the market is going up? The factors that are favorable to Small Caps are in the news: - Expectation of a rate cut which is hugely favorable to Small Caps - Trade war fears also favor Small Caps as they are somewhat insulated (not fully ...
by Taylor Larimore
Tue Jul 02, 2019 11:53 am
Forum: Investing - Theory, News & General
Topic: "Converting Vanguard Mutual Funds To ETFs"
Replies: 22
Views: 2238

"Converting Vanguard Mutual Funds To ETFs"

Bogleheads: Like me, I suspect that many Vanguard investors have considered converting their mutual funds to ETFs. This is an informative article by adviser, Allen Roth who actually did the conversion with a small part of his portfolio: https://www.etf.com/sections/index-investor-corner/converting-v...