529 College Savings Plan: One-Year Performance of Our Benchmarks
Previously, in the article Vanguard Index Fund 529 College Savings Plan 1-Year Performance, I published the performance of our portfolio of Vanguard index funds relative to the markets as a whole. In this post I am going to compare the results of our portfolio of Vanguard index funds with our two benchmarks, The Growth Fund [...]
President Obama Uses Low Cost Index Funds and Age Based 529 College Savings Plans
Interesting article that reviews President Obama’s 2010 tax return. What is even more interesting is the comparison to Vice President Joe Biden’s return. In regards to personal finances, President Obama & I appear to be on the same page. President Obama is debt free. He invests in low-cost index funds (namely the Vanguard S&P 500 [...]
April-2011 Vanguard 529 Index Fund Portfolio Performance
The month of April was a great month for the markets. Overall market performance between March 31, 2011, and April 29, 2011: S&P 500 (^GSPC): +2.84% Dow Jones Industrial Average (^DJI): +3.98% NASDAQ (^IXIC): +3.32% Our sample actively managed mutual fund, the Growth Fund of America (CGFAX), was up +3.18% (before fees) between March 31, [...]
$500 Dividend Stock Strategy
So, today in the car I heard an ad for a contest at the local mall for child spokes models. They want parents to bring their 12- or 13-year-old children to the mall for an audition to become the spokesperson for their summer marketing campaign. The prize for winning is meeting and working with some [...]