Search found 2105 matches

by beardsworth
Mon Sep 24, 2007 12:04 pm
Forum: Investing - Theory, News & General
Topic: Why is everyone showing up with an aggressive AA?
Replies: 130
Views: 34361

Vanguard's site has a chart showing average annual returns and worst one-year losses/best one-year returns for various asset allocations of stocks and bonds for 1926-2006. (Sorry I can't provide a link. The first time I tried to make this post, the Diehards site responded with an automated “error" m...
by beardsworth
Fri Aug 31, 2007 9:13 am
Forum: Investing - Theory, News & General
Topic: Things I still don't understand about TIPS
Replies: 7
Views: 2218

Oops. I realize that Vanguard's fund distributes everything. But in my own case, in making the original post, I was just referring to direct purchase of individual TIPS at auction, either through a taxable Treasury Direct account, or through a brokerage Roth or pre-tax IRA.

Marc
by beardsworth
Fri Aug 31, 2007 8:00 am
Forum: Investing - Theory, News & General
Topic: Things I still don't understand about TIPS
Replies: 7
Views: 2218

Things I still don't understand about TIPS

A bunch of questions here, but I thought it best to group them all in one place rather than clutter up the forum with a separate new post for each. 1. A holder of TIPS in a taxable account must pay "as you go" federal income tax on the bonds' "phantom" interest, i.e., the inflation adjustment which ...
by beardsworth
Fri Jun 15, 2007 6:26 pm
Forum: Personal Investments
Topic: Your experiences (obstacles?) rebalancing your Vanguard IRA?
Replies: 19
Views: 6443

What a friendly first reply to a first-ever post. I hope it isn't an omen of things to come. For the record, I'm not seeking "perfection." But I've had multiple Vanguard phone reps giving me multiple answers, and I'd just like to know--from those more experienced with Vanguard than myself--if (in th...
by beardsworth
Fri Jun 15, 2007 4:45 pm
Forum: Personal Investments
Topic: Your experiences (obstacles?) rebalancing your Vanguard IRA?
Replies: 19
Views: 6443

Your experiences (obstacles?) rebalancing your Vanguard IRA?

I have lurked at this forum and the original Morningstar forum for years--and found much helpful information and many helpful people at both--but this is my first actual post. My wife and I have had taxable accounts with Vanguard several times, but have never had Vanguard IRAs. I recently called Van...