Search found 281 matches

by catalina355
Thu Aug 22, 2019 9:11 am
Forum: Personal Investments
Topic: Anyone else more aggressive in retirement than required?
Replies: 52
Views: 4787

Re: Anyone else more aggressive in retirement than required?

I feel there is some general misconception around anyway: Trinity study and the efficiency frontier suggests that an asset allocation of 80/20 stocks to bonds is the most 'efficient' investment over a long period of time (you can argue with me about the exact number here). So that number makes the ...
by catalina355
Wed Aug 21, 2019 7:31 pm
Forum: Personal Finance (Not Investing)
Topic: What is window for buying supplemental Medicare insurance? Friend may have cancer.
Replies: 9
Views: 743

Re: What is window for buying supplemental Medicare insurance? Friend may have cancer.

I think she turned 65 and started Medicare last October, so it looks like she had a once in a lifetime chance to purchase insurance without medical screening and that window closed in April. I was afraid of that. Some states have different rules for open enrolment, be sure to look to see if the sta...
by catalina355
Mon Aug 19, 2019 1:09 pm
Forum: Personal Finance (Not Investing)
Topic: Moving from Bay area, CA to Knoxville, TN
Replies: 98
Views: 7999

Re: Moving from Bay area, CA to Knoxville, TN

Starfish wrote: Mon Aug 19, 2019 12:25 pm I know is speculative but in the past if you moved out of CA is really hard to come back. The main loss might be the real estate appreciation.
Renting out the house is also risky due to hostile anti-landlord environment.
Why is renting out the house risky?
by catalina355
Mon Aug 19, 2019 12:22 pm
Forum: Personal Consumer Issues
Topic: Aliens have captured my husband [wants to buy a Porsche]
Replies: 138
Views: 12152

Re: Aliens have captured my husband [wants to buy a Porsche]

I would worry that a late in life change of a frugal nature may be an early sign of cognitive decline. Perhaps helped along by having become accustomed to lavish travel. This can be a serious issue. Cognitive decline happens to the great majority of people who live long enough and 74 is hardly earl...
by catalina355
Sun Aug 18, 2019 10:13 pm
Forum: Personal Finance (Not Investing)
Topic: Use Vanguard MM Prime for cash rather than local bank?
Replies: 69
Views: 8255

Re: Use Vanguard MM Prime for cash rather than local bank?

I’ve found vanguard to be a nightmare to deal with as a bank. Great funds. Terrible customer service. I switched to Fidelity. A bit less on the MM but worth it for all the hassles of VG. +1 Schwab or Fidelity work best for this. I recently migrated Vanguard to Schwab. The purchased money market fun...
by catalina355
Sun Aug 18, 2019 4:37 pm
Forum: Personal Consumer Issues
Topic: Aliens have captured my husband [wants to buy a Porsche]
Replies: 138
Views: 12152

Re: Aliens have captured my husband [wants to buy a Porsche]

You might encourage more car shopping. Much better to finish shopping before you buy. What are your plans? Perhaps a 4Runner Limited AWD would make a road trip more enjoyable. It's about half the price of the Porsche, and might also be a good vehicle to pass down when you're ready for the autonomou...
by catalina355
Sun Aug 18, 2019 4:18 pm
Forum: Personal Consumer Issues
Topic: Aliens have captured my husband [wants to buy a Porsche]
Replies: 138
Views: 12152

Re: Aliens have captured my husband [wants to buy a Porsche]

I would worry that a late in life change of a frugal nature may be an early sign of cognitive decline. Perhaps helped along by having become accustomed to lavish travel. This can be a serious issue. Cognitive decline happens to the great majority of people who live long enough and 74 is hardly earl...
by catalina355
Sat Aug 17, 2019 3:05 pm
Forum: Personal Finance (Not Investing)
Topic: Use Vanguard MM Prime for cash rather than local bank?
Replies: 69
Views: 8255

Re: Use Vanguard MM Prime for cash rather than local bank?

I’ve found vanguard to be a nightmare to deal with as a bank. Great funds. Terrible customer service. I switched to Fidelity. A bit less on the MM but worth it for all the hassles of VG. +1 Schwab or Fidelity work best for this. I recently migrated Vanguard to Schwab. The purchased money market fun...
by catalina355
Sat Aug 17, 2019 2:47 pm
Forum: Personal Finance (Not Investing)
Topic: Why is Lisbon cheap compared to many of the cities Western Europe?
Replies: 20
Views: 3447

Re: Why is Lisbon cheap compared to many of the cities Western Europe?

Probably because it is one of the poorest countries in Western Europe. https://en.wikipedia.org/wiki/List_of_sovereign_states_in_Europe_by_GDP_(nominal)_per_capita GDP per capita is not the same as cost of living. In your opinion, why is Lisbon so much cheaper? Higher unemployment, more of an agric...
by catalina355
Fri Aug 16, 2019 6:27 pm
Forum: Personal Consumer Issues
Topic: 10 Year Cost of Owning My CR-V
Replies: 41
Views: 4024

Re: 10 Year Cost of Owning My CR-V

Are you sure that Honda requires 4 transmission fluid changes? The dealer might suggest it but that is another story. I found that unusual too. The AWD is sensitive to fluid changes because it’s a hydraulic AWD system. So the 4 changes seems excessive in a FWD. Very much so. Likely to cause damage ...
by catalina355
Fri Aug 16, 2019 6:00 pm
Forum: Personal Finance (Not Investing)
Topic: Why is Lisbon cheap compared to many of the cities Western Europe?
Replies: 20
Views: 3447

Re: Why is Lisbon cheap compared to many of the cities Western Europe?

Watty wrote: Fri Aug 16, 2019 4:43 pm Probably because it is one of the poorest countries in Western Europe.

https://en.wikipedia.org/wiki/List_of_s ... per_capita
GDP per capita is not the same as cost of living.
by catalina355
Fri Aug 16, 2019 5:58 pm
Forum: Personal Finance (Not Investing)
Topic: Why is Lisbon cheap compared to many of the cities Western Europe?
Replies: 20
Views: 3447

Re: Why is Lisbon cheap compared to many of the cities Western Europe?

wubdemil wrote: Fri Aug 16, 2019 4:16 pm Is it an unpleasant place to live/visit, again compared to the rest of Western Europe? Or is it because there is not much economic activity going on in that area? If the latter, I suppose it is a nice place to live if you don't need to work or if you can work remotely.
Have you visited Lisbon?
by catalina355
Fri Aug 16, 2019 5:49 pm
Forum: Personal Finance (Not Investing)
Topic: How to define "HCOL" (high cost of living) areas?
Replies: 79
Views: 5404

Re: How to define "HCOL" (high cost of living) areas?

(I find it interesting that 8 out of the top 20 are in California) It is also interesting that only Boulder Colorado and Anchorage Alaska are not on the coasts. Technically Anchorage is on the coast. I'm more surprised it has a HCOL. Wouldn't have expected that. :oops: Thus the name Anchor - age, b...
by catalina355
Fri Aug 16, 2019 5:44 pm
Forum: Personal Consumer Issues
Topic: 10 Year Cost of Owning My CR-V
Replies: 41
Views: 4024

Re: 10 Year Cost of Owning My CR-V

Very cool post, thanks for being so meticulous. In my experience (granted it doesn't include a CR-V) the $6k in maintenance, even including all the items you did, over 10 years seems high. I'm not sure if that's a function of the type of car, the brand, or something else, and I would expect ongoing...
by catalina355
Fri Aug 16, 2019 3:38 pm
Forum: Investing - Theory, News & General
Topic: Any retired person have stocks and cash I was thinking about a 70/30
Replies: 61
Views: 5290

Re: Any retired person have stocks and cash I was thinking about a 70/30

I'm not retired but when I am I think I'll keep 5 years living expense in a stable value fund and the remainder 100% stocks. I used to think this way, then I realized that is 80/20 based on 4% wr. How would i rebalance in a long term down market to stay at 80/20. If the market went down by 1/2 I wo...
by catalina355
Fri Aug 16, 2019 1:47 pm
Forum: Investing - Theory, News & General
Topic: Any retired person have stocks and cash I was thinking about a 70/30
Replies: 61
Views: 5290

Re: Any retired person have stocks and cash I was thinking about a 70/30

I'm not retired but when I am I think I'll keep 5 years living expense in a stable value fund and the remainder 100% stocks. I used to think this way, then I realized that is 80/20 based on 4% wr. How would i rebalance in a long term down market to stay at 80/20. If the market went down by 1/2 I wo...
by catalina355
Fri Aug 16, 2019 1:00 pm
Forum: Investing - Theory, News & General
Topic: Any retired person have stocks and cash I was thinking about a 70/30
Replies: 61
Views: 5290

Re: Any retired person have stocks and cash I was thinking about a 70/30

I'm not retired but when I am I think I'll keep 5 years living expense in a stable value fund and the remainder 100% stocks. I used to think this way, then I realized that is 80/20 based on 4% wr. How would i rebalance in a long term down market to stay at 80/20. If the market went down by 1/2 I wo...
by catalina355
Thu Aug 15, 2019 2:20 pm
Forum: Investing - Theory, News & General
Topic: GE shares tank more than 13% after Madoff whistleblower calls it a ‘bigger fraud than Enron'
Replies: 101
Views: 11616

Re: GE shares tank more than 13% after Madoff whistleblower calls it a ‘bigger fraud than Enron'

Something stinks about his research though. He was hired by a hedge fund, with an incentive to produce a report that would send GE shares down, because a good part of his compensation for producing that report is tied to the value of his/the fund's short position in GE. Hardly an unbiased way to st...
by catalina355
Thu Aug 15, 2019 2:13 pm
Forum: Investing - Theory, News & General
Topic: Switch AA 10-year to 2-year Treasuries?
Replies: 61
Views: 4877

Re: Switch AA 10-year to 2-year Treasuries?

vineviz wrote: The other half of interest rate risk is “reinvestment risk”, which is the risk that bond payments will be reinvested at a different (lower) rate if yields changed. Interesting that this looks at only one side of reinvestment risk (lower rates). If rates are rising reinvestment of low...
by catalina355
Thu Aug 15, 2019 7:37 am
Forum: Personal Consumer Issues
Topic: Things to see in Walla Walla, WA?
Replies: 15
Views: 979

Re: Things to see in Walla Walla, WA?

bengal22 wrote: Thu Aug 15, 2019 7:28 am
Northern Flicker wrote: Wed Aug 14, 2019 11:56 pm There is a massive amount of overpriced wine.
Is there wine that is not overpriced? Where does one go to get properly priced wine? Is it in a box?
Wine is priced by the market just like stocks.
by catalina355
Tue Aug 13, 2019 8:07 pm
Forum: Investing - Theory, News & General
Topic: [Deleted]
Replies: 41
Views: 5086

Re: Vanguard website fail at the propitious moment

Would you say the same thing if Amazon's website behaved like this? With a proper front end design (load balancers etc) there is no reason for the Vanguard website to have ongoing issues. I distinctly remember Amazon being down one day, so they showed a picture of a cute dog saying "Sorry." Maybe i...
by catalina355
Tue Aug 13, 2019 8:05 pm
Forum: Investing - Theory, News & General
Topic: [Deleted]
Replies: 41
Views: 5086

Re: Vanguard website fail at the propitious moment

Umm. It may not be a frontend issue. If VG uses a relational DB then that can easily be a choke point - even more so with network failures and retry logic in the frontend. Yes. Very true. Likely it is a RDB. However, the inability to have people be able to log on is an issue in front of the RDB. I ...
by catalina355
Tue Aug 13, 2019 3:08 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard ongoing glitches, August 12-13, 2019]

Taxable in old mutual funds platform and 2 SEPs in brokerage accounts. I have not experienced any glitches. I didn’t check yesterday until after I read this. All was well. No problems today (logged in just out of curiosity’s sake). But I don’t hold any of the funds mentioned that experienced the pr...
by catalina355
Tue Aug 13, 2019 2:53 pm
Forum: Investing - Theory, News & General
Topic: [Deleted]
Replies: 41
Views: 5086

Re: Vanguard website fail at the propitious moment

Website is an interface to a picture of your data. Has zero to do with your investment, or how they are managed. The more that jump on and try to log in, when there is an issue, the more it won't work. Take a chill pill and try tonight or tomorrow. Or the weekend. Would you say the same thing if Am...
by catalina355
Tue Aug 13, 2019 2:51 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard ongoing glitches, August 12-13, 2019]

We are able to log in and peruse our accounts. But, we are on the old mutual fund platform....you know...the one Vanguard keeps asking to migrate away from and go to the "new and improved platform". Taxable in old mutual funds platform and 2 SEPs in brokerage accounts. I have not experienced any gl...
by catalina355
Tue Aug 13, 2019 2:44 pm
Forum: Investing - Theory, News & General
Topic: [Deleted]
Replies: 41
Views: 5086

Re: Vanguard website fail at the propitious moment

Website is an interface to a picture of your data. Has zero to do with your investment, or how they are managed. The more that jump on and try to log in, when there is an issue, the more it won't work. Take a chill pill and try tonight or tomorrow. Or the weekend. Good idea. Maybe Vanguard should o...
by catalina355
Tue Aug 13, 2019 2:43 pm
Forum: Investing - Theory, News & General
Topic: [Deleted]
Replies: 41
Views: 5086

Re: Vanguard website fail at the propitious moment

aristotelian wrote: Tue Aug 13, 2019 10:30 am I can log in and account balances look more or less correct, but holdings are completely blank.
Then you don’t have to worry about Vanguard’s mispricings :D
by catalina355
Tue Aug 13, 2019 2:39 pm
Forum: Personal Investments
Topic: Its it time to light the FIRE -
Replies: 34
Views: 5042

Re: Its it time to light the FIRE -

Oh, if you are moving to Europe, a lot of concerns go away, especially healthcare, insurance and home maintenance. You just have to manage and live with FX risk and higher taxes. All your pre-tax, your earnings and interest, and SS have to go through European tax rates, lots of reporting to both go...
by catalina355
Tue Aug 13, 2019 2:36 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard ongoing glitches, August 12-13, 2019]

We are able to log in and peruse our accounts. But, we are on the old mutual fund platform....you know...the one Vanguard keeps asking to migrate away from and go to the "new and improved platform". Taxable in old mutual funds platform and 2 SEPs in brokerage accounts. I have not experienced any gl...
by catalina355
Tue Aug 13, 2019 1:16 pm
Forum: Personal Investments
Topic: Its it time to light the FIRE -
Replies: 34
Views: 5042

Re: Its it time to light the FIRE -

SFBeachGuy wrote: Tue Aug 13, 2019 1:00 pm * Live overseas - Europe full medical insurance < 200 per person - Wife is excited about this option
Are you an EU citizen or have the right to live in the EU?
by catalina355
Tue Aug 13, 2019 12:02 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard ongoing glitches, August 12-13, 2019]

miles monroe wrote: Tue Aug 13, 2019 11:46 am i don't mind that vanguard had a pricing issue -- stuff happens.

i do mind that vanguard totally mismanaged this whole event.
+1 With some seeing zero balances and some seeing $40 million balances.
by catalina355
Tue Aug 13, 2019 12:02 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard price glitches, incorrect market info for August 12, 2019]

RickBoglehead wrote: Tue Aug 13, 2019 11:42 am
catalina355 wrote: Tue Aug 13, 2019 11:37 am Do you know how many Bogleheads were repeatedly trying to log in last night?
10,419. :D
Do you have a reference for that?
by catalina355
Tue Aug 13, 2019 12:01 pm
Forum: Investing - Theory, News & General
Topic: Switch AA 10-year to 2-year Treasuries?
Replies: 61
Views: 4877

Re: Switch AA 10-year to 2-year Treasuries?

You could certainly invoke Pascal's Wager to justify 2 year notes instead of the 10 year bonds. In other words the risk going with 2 year is re-investment risk if rates fall further - while the risk with the 10 year is inflation risk if there is a sharp rise in inflation - arguably more threatening...
by catalina355
Tue Aug 13, 2019 11:37 am
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard price glitches, incorrect market info for August 12, 2019]

For a forum dedicated to long term, stay the course, ignore emotional reactions, there sure is a lot of short term, react now, raw emotion on this thread... There is zero reason to check your portfolio holdings daily. I think it's perfectly reasonable to be concerned about a brokerage company's bad...
by catalina355
Tue Aug 13, 2019 8:38 am
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard price glitches, incorrect market info for August 12, 2019]

For a forum dedicated to long term, stay the course, ignore emotional reactions, there sure is a lot of short term, react now, raw emotion on this thread... There is zero reason to check your portfolio holdings daily. I think it's perfectly reasonable to be concerned about a brokerage company's bad...
by catalina355
Tue Aug 13, 2019 8:36 am
Forum: Investing - Theory, News & General
Topic: Switch AA 10-year to 2-year Treasuries?
Replies: 61
Views: 4877

Re: Switch AA 10-year to 2-year Treasuries?

Most important issue here is what your stock allocation is. In isolation 2 yr treasuries may be a higher risk/return asset than the 10 yr right now, but what about when paired with 60% stocks? The most important thing for me is that US stocks and treasuries bonds have historically had a negative co...
by catalina355
Mon Aug 12, 2019 8:07 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: [Vanguard price glitches, incorrect market info for August 12, 2019]

sambb wrote: Mon Aug 12, 2019 7:50 pm amazing that vanguard has no communication on this - truly astounded
Yes. I cannot log in to Vanguard either.
by catalina355
Mon Aug 12, 2019 7:29 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: Wellesley 56.05% drop today

This wasn't the correction. It's now been corrected. I'm just curious how one had a >100% loss in a non-leveraged fund... This was how it "showed" on the list of all holdings. If I clicked on the fund, then it showed the approx 56% loss. Same fund. Same moments (I could toggle back and forth). :con...
by catalina355
Mon Aug 12, 2019 7:19 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: Wellesley 56.05% drop today

On TDAmeritrade, where all of our 403b Vanguard Brokerage window was transferred (clients had no choice), one of the Vanguard funds is showing a loss of -127.60 % in one column. [Yes, that's a *negative*] :shock: Double negative? In other words, a negative 127.6% loss = 127.6% gain? Probably the on...
by catalina355
Mon Aug 12, 2019 7:13 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: Wellesley 56.05% drop today

I have Wellington and Wellesley Income in a Fidelity IRA. Checked with a Fidelity Rep about the problem and was told that Vanguard was aware of it and would have it corrected in about an hour. In reviewing today's returns for all Vanguard funds, it's apparent that only Vanguard balanced funds were ...
by catalina355
Mon Aug 12, 2019 7:09 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: Wellesley 56.05% drop today

On TDAmeritrade, where all of our 403b Vanguard Brokerage window was transferred (clients had no choice), one of the Vanguard funds is showing a loss of -127.60 % in one column. [Yes, that's a *negative*] :shock: Double negative? In other words, a negative 127.6% loss = 127.6% gain? Probably the on...
by catalina355
Mon Aug 12, 2019 6:51 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard ongoing glitches, August 12-13, 2019]
Replies: 256
Views: 18951

Re: Wellesley 56.05% drop today

What happened?!? Wellesley VWIAX was around $64.96 per share. I just looked, it's $28.62, losing $36.50 per share today. A 56.05% drop :confused The consolidated tape association which processes stock prices for roughly one third of the stocks listed in the United States, had a major technical issu...
by catalina355
Sun Jun 30, 2019 5:45 pm
Forum: Investing - Theory, News & General
Topic: 80% of the stock market is now on autopilot
Replies: 17
Views: 4079

Re: 80% of the stock market is now on autopilot

And in other news, 98% of cars are sold with automatic transmissions. But while I agree that these numbers are "amazing," I wonder if they are correct. They are merely attributed "to J. P. Morgan." I don't know how to verify the numbers. I don't even know how to verify that "J. P. Morgan" issued th...
by catalina355
Sun Jun 30, 2019 5:40 am
Forum: Investing - Theory, News & General
Topic: 80% of the stock market is now on autopilot
Replies: 17
Views: 4079

Re: 80% of the stock market is now on autopilot

From CNBC, pretty amazing numbers: https://www.cnbc.com/2019/06/28/80percent-of-the-stock-market-is-now-on-autopilot.html Passive investments control about 60% of the equity assets, while quantitative funds -- those relying on trend-following models instead of fundamental research -- now account fo...
by catalina355
Sat Jun 22, 2019 4:14 pm
Forum: Personal Consumer Issues
Topic: Subaru Ascent vs Toyota Highlander...
Replies: 37
Views: 4792

Re: Subaru Ascent vs Toyota Highlander...

What's the real issue here? Dealership location, reliability, or comfort of vehicles? Dealership location. She has driven an Acura but could get serviced locally at Honda dealership but don’t know if she would be happy driving 120 miles round trip for routine maintenance with a Subaru. If it were m...
by catalina355
Thu Jun 20, 2019 10:59 am
Forum: Personal Consumer Issues
Topic: Subaru Ascent vs Toyota Highlander...
Replies: 37
Views: 4792

Re: Subaru Ascent vs Toyota Highlander...

What's the real issue here? Dealership location, reliability, or comfort of vehicles? Dealership location. She has driven an Acura but could get serviced locally at Honda dealership but don’t know if she would be happy driving 120 miles round trip for routine maintenance with a Subaru. If it were m...
by catalina355
Sat Jun 15, 2019 10:51 am
Forum: Personal Investments
Topic: Vanguard Financial Plan requires Brokerage Account? Bait and switch?
Replies: 45
Views: 3938

Re: Vanguard Financial Plan requires Brokerage Account? Bait and switch?

You can transfer the balance of the sweep account to the fund of your choosing by entering a number you know will exceed the balance of the settlement fund, like 99,999.99. That's how I automatically invest 100% of my employer direct deposit plus any interest it has earned every two weeks. Clever. ...
by catalina355
Sat Jun 15, 2019 10:48 am
Forum: Personal Investments
Topic: Vanguard Financial Plan requires Brokerage Account? Bait and switch?
Replies: 45
Views: 3938

Re: Vanguard Financial Plan requires Brokerage Account? Bait and switch?

My weekly transfers are for a fixed dollar amount (by design). I just checked options for adding a new automatic investment, and unfortunately there is no listed option to either automatically invest or withdraw the full balance of the settlement fund in each cycle. It looks like fixed dollar amoun...
by catalina355
Sat Jun 15, 2019 10:21 am
Forum: Personal Investments
Topic: Vanguard Financial Plan requires Brokerage Account? Bait and switch?
Replies: 45
Views: 3938

Re: Vanguard Financial Plan requires Brokerage Account? Bait and switch?

Yes, that’s correct. I do automatic weekly transfers from my settlement fund to a mutual fund in my taxable account (currently to VTSAX). Why would someone do this? I am still actively working and I have my salary set up for direct deposit to my Vanguard Brokerage Account (to the settlement fund). ...
by catalina355
Sat Jun 15, 2019 10:03 am
Forum: Personal Investments
Topic: Vanguard Financial Plan requires Brokerage Account? Bait and switch?
Replies: 45
Views: 3938

Re: Vanguard Financial Plan requires Brokerage Account? Bait and switch?

Options for dividends on the Vanguard Brokerage Account include the following: 1. Reinvest 2. Transfer to Settlement Fund 3. Transfer to Bank Account 4. Send me a Check So no automatic transfer to OTHER mutual funds, but can be reinvested in the fund that issued the dividend or automatically redeem...