7 Tax Deductions Lawyers Overlook
…example, you might sell the Vanguard Total Stock Market Index Fund and buy the Vanguard 500 Index Fund. This has the effect of lowering your cost basis, which means you…
Search Results for: vanguard
Why I Love The Roth IRA
…Roth IRAs can be invested in virtually any investment you’re interested in. You own the account and control the investment vehicle. I’d recommend opening an account with Vanguard, especially since…
Where to Park Short-Term Savings
…bunches of lawyers). For example, if you live in New York like me you can invest in Vanguard’s New York Long-Term Tax-Exempt Fund. The fund is a collection of municipal…
401(k)s for Small Law Firms
…is the Vanguard that’s been around in the industry for a long time (and often recommended on places like Bogleheads). Employee Fiduciary charges a $500 establishment fee along with a…
Is The Three Fund Portfolio Right for You?
…the Vanguard Group and the creator of index mutual funds, superfans known as ‘Bogleheads,’ popularized this type of investment portfolio. It’s core thesis advocates that investors need only three funds…
Introduction to Tax Loss Harvesting
…example. On March 1st you purchased $10,000 of Vanguard Total Stock Market Index Fund (VTSAX). On July 1st you’ve noticed that the market is currently down 10% since you made…
The Stealth IRA: Health Savings Account (HSA)
…provider offers a range of low-cost index funds, including funds that I invest in like the Vanguard S&P 500 and Vanguard Total International Stock Fund. With expense ratios of 0.17%…
Lions, Tigers and Bonds, Oh My!
…up our 10% of bond exposure. Using Personal Capital, I can tell that my bond exposure is mainly thanks to two funds: VSCGX and VFIFX. VSCGX is the Vanguard LifeStrategy…
5 Steps to Protect Your Accounts
…The latest round of security protection is using biometric information (like your voice) to verify your identity. Vanguard calls it voice verification while Fidelity calls it MyVoice. The technology is…
