Who is Bob? I am a Director Emeritus for the Puget Sound Chapter of BetterInvesting. I’m also a firm believer in using the Stock Selection Guide software tool by BetterInvesting to evaluate companies in the stock market. It works!
–I live in beautiful Seattle and winter in warm Arizona–
The Annual Report analysis tool has been updated to version 9.44
The Annualize Your Portfolio tool has been updated to version 6.17
A personal word: For a number of years I have recommended Vanguard as THE place to invest in index funds. That has changed. I decided to eat my own cooking and set up an account at Vanguard. It took a total of over two hours-forty five minutes, five phone calls, and four agents to get it completed–and then invested in the wrong index fund. The fifth call was to a supervisor who refused to correct the problem. (That’s the short version of the problem.) I asked to hear the recording and was told I needed to request and pay for Arbitration before that would be allowed. I wrote two letters to the CEO and received no response, none. I cannot recommend Vanguard. UPDATE: After 1.5 months I received an email saying the CEO was too busy to respond. –Bob
Another update: I suggest Charles Schwab or Fidelity for low cost index funds. Some are offered at a lower cost than Vanguard.
A new page has been added–Videos. These videos will be limited to about 6 minutes each–long enough to contain good information but short enough to stave off boredom. Click here to go to the page containing the videos.
The Annualize Your Portfolio tool is changed to version 6.16. The Annualization section wasn’t working properly.
NOTICE: In the past it’s been possible to leave an email address and receive infrequent news concerning this site. That’s no longer possible. However you can email me at email@example.com if you have a question or comment.