Follow My 529

Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

Mid-Month Update

The chart (not the graph) on the Performance page has been updated to reflect a Christmas gift. The contribution did not hit the 529 account until 25-Jan-2011.  Genevieve thanks her aunt, uncle, and two cousins! Link to the 529 Performance Page: 529 Performance

December 2010 529 Vanguard Index Fund Portofilio Performance

I hope January is off to a good start for everyone. How is your New Year’s resolution coming along? So, how was the market last year? The market performed very well in 2010. Even though there were some scary moments and months, staying the course paid off. S&P 500 (^GSPC): Dec. 31, 2009: 1,115.10 Dec. [...]

Vanguard & Fidelity’s Predictions for the “Bond Bubble”

Happy New Year, everyone. Last year sure went by fast. Genevieve will be one year old this month. Followmy529 will be one in March. Frequent visitors will notice the performance has been updated (the chart, not the graph). That update reflects a Christmas gift from her grandparents. What a great gift. That $50 will turn [...]

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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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