The Vanguard LifeStrategy Funds - Automatic Portfolio Rebalancing Between Stocks and Bonds

The Vanguard LifeStrategy Funds - Automatic Portfolio Rebalancing Between Stocks and Bonds

The Vanguard LifeStrategy Fund are index funds with a set allocation between stocks and bonds and will automatically rebalance to maintain the intended stock-to-bond ratio. These funds are low-fee index funds, broadly diversified, and allow you to choose your level of risk tolerance between stocks and bonds.

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VTSAX vs VTI - The Definitive Comparison of the Most Popular Total Stock Market Funds

VTSAX vs VTI - The Definitive Comparison of the Most Popular Total Stock Market Funds

VTSAX and VTI will provide the same returns because they both track the same CRSP US Total Market Index by holding the same diversified portfolio of stocks. The key differences between VTSAX and VTI are in their expense ratio, minimum initial investment, and the way the investment funds trade.

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How We Chose REITs vs Physical Real Estate - A Marriage Compromise

How We Chose REITs vs Physical Real Estate - A Marriage Compromise

When your life is joined with another person through marriage you sometimes meet a fork in the road. One person wants to go left and the other, right. An important aspect of marriage is choosing the same path. Choosing to invest in physical real estate or a REIT is one of those critical decisions our marriage has faced.

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VTSAX, VIGAX, VSGAX: 3 Vanguard Index Funds

VTSAX, VIGAX, VSGAX: 3 Vanguard Index Funds

Vanguard index funds offer many benefits to the average investor. Index funds allow for easy diversification, low expense ratios, and a long history of returns. Rather than trying to pick stocks one at a time to build your own diversified portfolio, you can simply purchase VTSAX and own a slice of over 3,500 U.S. Stocks.

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Index Fund Attributes: No Index Fund is Created Equal

Index Fund Attributes: No Index Fund is Created Equal

Index funds are a great way to invest for the long term, but there are many to choose from. Each having their own attributes. How do you choose? The best place to start is by understanding all of the different qualities that make up an index fund and identify what’s most important to your investment strategy.

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