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Asset Allocation & Rebalancing of a 529 Index Fund Portfolio

June-2011 Vanguard 529 Index Fund Performance

The month of June was another poor month. We are at two in a row now. July is not off to good start either. Earnings season just kicked off. We will have to following earnings to see what the forecasts are for the rest of the year. Overall market performance between May 31, 2011, and [...]

Free Money from Upromise!

Good news: Genevieve got her first Upromise deposit into her 529 college savings account. We had previously linked our Upromise account to her Vanguard 529 college savings plan and set the transfer minimum with Upromise to $50. Upromise makes transfers only once a quarter. When we hit $50 in our Upromise account, the transfer was [...]

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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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