Who is Bob? I volunteer to speak at events throughout the country, speaking on a number of investor topics. If interested in a speaking visit, email me. If your Chapter qualifies, expenses of up to $500 will be paid by BetterInvesting.
–I live in beautiful Seattle and winter in warm Arizona–
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 6.12. Index price data became no longer available via an automatic download. It’s now necessary to manually download the data–a couple of extra clicks are now needed to get the prices.
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 firstname.lastname@example.org if you have a question or comment.