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Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

529 College Savings Plans Require Research

As we already know, investing is risky, regardless of what funds you choose or what types of investments you make. It wasn’t too long ago that buying a house was considered the safest and most profitable investment you could make (even though throughout history we have seen housing values fall occasionally), but recent events have [...]

July-2010 Index Fund 529 Savings Account Performance Update

July was a good month for the Vanguard index fund portfolio.  The portfolio as a whole was up 6.60% between 6/30/2010 and 7/30/2010 (before the July automatic investment). The Total International Stock Index was up an incredible 10.30%.  The Total Stock Market Index was up 6.93% and the Small-Cap Index was up 7.12%.  The bond [...]

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Follow along as I test three portfolios against each other—using my own money! You have read the investment blogs, now see these theories in action.

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