Two-Year Performance of the Vanguard 529 Index Fund Portfolio
Another year has passed and it is time to review the performance of our Vanguard 529 portfolio. All returns noted below are from February 24, 2010, through February 29, 2012. Before I go into the actual results, I would like to reiterate the importance of a plan. I will be comparing the results with the overall market, [...]
Feb-2012 Vanguard 529 Index Fund Portfolio Performance
This is going to be a quick post this month since I will be following it up shortly with a year-end recap! Overall market performance between January 31, 2012, and February 29, 2012: S&P 500 (^GSPC): +4.06% Dow Jones Industrial Average (^DJI): +2.53% NASDAQ (^IXIC): +5.44% The performance of our benchmarks between January 31, 2012, and February [...]
Vanguard 529 Index Fund Portfolio Performance: Dec 2011 & Jan 2012
Playing a little catch-up this month. I will provide the performance of our Vanguard Index Fund portfolio for the months of December 2011 and January 2012. I will fight the urge to comment on year-end (2011) performance; since our “year” ends in February, I will provide yearly performance data at that time. Since my last report, [...]
Sept-2011 Vanguard Index Fund 529 Portfolio Performance
September was another not-so-great month for the markets—well, sort of. The market was actually “flat” for the month, even though the difference between the two dates we happen to be dealing with (Aug. 31 and Sept. 30) shows a huge decline. The market is still trading in a “range.” For one day the market did [...]
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 [...]
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 [...]
Vanguard Index Fund 529 College Savings Plan 1-Year Performance
So, February marked the one-year anniversary of Followmy529.com. Let’s see how our Vanguard index fund 529 college savings plan performed. Our first contribution was on February 24, 2010. The closest contribution to the one-year mark was February 28, 2011. First, let’s see how the general market did between February 24, 2010, and February 28, 2011. [...]
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 [...]
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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