Someone asks:
I’ve read that you should not hold Wellington (VWENX) or Wellesley in a taxable brokerage account because of the dividends and capital gains. Would VTMFX be a better choice if I do not want to hold a total stock fund? Thanks…
Someone asks:
I got a phone call this morning from 800-544-5315. Someone claimed to be with Fidelity Investments. They left a voicemail saying there is an issue with my brokerage account. I was asked to call back to get the issue resolved…
Non-margin buying power in a Fidelity account represents the amount of buying power a customer has in their margin account after accounting for any outstanding margin loans and collateral positions.
The amount is calculated by subtracting …
Someone asks:
What’s the difference between VYM and VIG? Which is better to invest in? I want to hold it for 10 years, and I have a high-risk tolerance. Thank you.
VYM vs VIG: Fund Overview
Funds
Vanguard High Dividend Yield Index F…
Someone asks:
I have a simple two-fund portfolio in my IRA. I have FXNAX as the bond portion at 40%. Wondering if I should sell that and move to a short-term bond fund instead – something like FSHBX. Thanks!
FSHBX vs FXNAX: Fund Overvie…
Someone asks:
Recommendations on which Vanguard Real Estate ETF, Index, or Fund? This would be for a retirement account with 30+ years to grow, with dividends reinvested. I’m seeing VNQ and VGSLX come up a lot. What do you guys think?
V…
Someone asks:
I appreciate all the great info from this group. As a recent retiree, I’ve been reading and learning a lot about asset allocation. Still, one topic I’m struggling with is the mix of investments across my taxable and retireme…