Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
I find that Vanguard offers more institutional class shares of funds for significantly smaller entry investment. Usually you need $1 million. Vanguard also helped me get into an institutional class of a non-vanguard fund.
I have owned first eagle overseas since it’s inception very happy with it I gravitate towards funds that survive the downtrend well even if I don’t capture all the uptrend
Lots of discussion about waiting till 70 to take social security. I was going to wait until 70, then 2 friends died at 67 without ever drawing from social security. I started taking it at my full retirement age; haven't looked back; enjoy the money …
Maybe a no brained assuming you live to 70 ; it’s a gamble waiting till 70; Uncle Sam keeps all your money paid into ssa for decades and you croak before ever taping it; I took it at full retirement age didn’t wait till 70 very happy with my choice …
Absolutely agree with Bee. We "inherited" a second home which is a mere 1,300 miles from our residence. The location is remote (although scenic) but difficult to get there by car (unless you have many days available for driving to and fro) or flyi…
BAM is a marketing machine. I read Swedroe's books and have tracked his portfolios in those books as for anticipated outcomes. Maybe if you have 50 years you can reach the returns he projects. Much data mining and public relations fizz promoting D…
We should all have the same level of health care as the members of Congress. That is one of the best plans available and they enjoy the benefits of it paid for with our tax money. If its good enough for them, its good enough for me. These are the s…
Thank you very much for your thoughts. I had thought of the S&P 500 or Vanguard's total market index. I think moving it each year with a contribution to Roth IRA is great idea. Keeps the money growing tax free. I go back and forth between mu…
