Passive Investing Guide
Featured Articles
Creating an investment plan and Investment Policy Statement (IPS)
Setting goals gives you long-term vision and short-term motivation. Learn how to create a plan to keep you on track to reach those goals.
Why you can ignore the index bubble argument
A breakdown of the index bubble argument and why it only makes in a world where people don’t like money.
What should I do if I have $5,000 (or $20,000) to invest?
What to do with $5,000 to invest? Start with the investment order for new investors. Then determine whether to invest it based on when you will need it.
Cash vs bonds (or both) in your portfolio
The different characteristics of cash and bonds, including risk and return, diversification, de-risking, and how to use this information when constructing your portfolio.
How is VDHG tax-inefficient?
Update June 29, 2024 – Vanguard has addressed both of the issues outlined in this article in their notice to investors. My understanding is that: Updates to the Diversified Funds…
How much do I need to save every month to meet my retirement goal?
With this calculator, you can adjust the variables (savings rate, years, portfolio aggressiveness) until you find a combination that meets your retirement goal.