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Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

529 College Savings Plan Improvements! Free Money, well, sort of…

Should I be a member of Congress? Maybe. Not too long ago I wrote a post in regard to the changes I would like to see to the state-sponsored 529 program (529-college-savings-plan-improvements). Earlier this month, bill H.R. 529 was introduced by Representative Lynn Jenkins of Kansas. The is bill is to be cited as the [...]

Boost Your 529 College Savings Plan With Upromise

Click on the Upromise banner to open your Upromise account! When saving for your child’s college education, every little bit of extra cash helps. One way to get a little bit of extra cash is through Upromise. Upromise is a free service that helps you get money for college bills and student loans from the [...]

January 2011 529 Vanguard Index Fund Portfolio Performance

The month of January had mixed returns. The Dow did excellently, followed by the S&P. The interesting news is the poor relative performance of the NASDAQ. The NASDAQ has been the leader over the past year. Maybe there is a shift from smaller-cap tech companies to larger international blue chip companies. We will have to [...]

Formal Plan for a 529 College Savings Plan

This month is the official anniversary of my daughter’s 529 college savings plan. The 529 was set up in February. The first full month was March 2010. While working on our budget recently, I realized a major error on my part. How much are we going to contribute during the year to her plan? The [...]

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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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