John Dutemple will buy, for his spouse's HSA account, Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) at the June 9 NAV.
Completed Transactions
John Dutemple made the following trades in an IRA account Monday June 6 at closing NAV:
Sell Vanguard 500 Index Fund Admiral Shares (VFIAX)
Buy Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX)
Buy Vanguard Short-Term Corporate Bond Index Admiral Shares (VSCSX)
John Dutemple sold shares in the Vanguard High Dividend Yield Index Fund Admiral Shares (VHDYX) from a trust account for which he is trustee at closing June 6 NAV.
Proposed Transactions
John Dutemple will make the following trades in an IRA account Monday June 6 at closing NAV:
Sell Vanguard 500 Index Fund Admiral Shares (VFIAX)
Buy Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX)
Buy Vanguard Short-Term Corporate Bond Index Admiral Shares (VSCSX)
Advisors' Roundup - June 3, 2016
What's on my radar this week:
"I don't know":
It's Summer! Tame that vacation spending:
20 common investing mistakes (#11 will really get ya!):
NOTE: An earlier version of the Morningstar headline highlighted #15. That's just crazy talk.
Compton Advisors, LLC is a Registered Investment Adviser (RIA) firm regulated by the Securities Division of the Missouri Secretary of State office. Compton Advisors, LLC does not render personalized financial, investment, legal, or tax advice through this blog. This information is for informational purposes only and does not constitute financial, investment, legal, or tax advice. This information has not been approved or verified by any governmental authority.
Advisors' Roundup - May 27, 2016
Crossing my desk this week:
The best article I've read on college funding and timing:
Nerd's Eye View
The Pain Gap:
Motley Fool
Save more, dammit!
The Irrelevant Investor
Compton Advisors, LLC is a Registered Investment Adviser (RIA) firm regulated by the Securities Division of the Missouri Secretary of State office. Compton Advisors, LLC does not render personalized financial, investment, legal, or tax advice through this blog. This information is for informational purposes only and does not constitute financial, investment, legal, or tax advice. This information has not been approved or verified by any governmental authority.
The best article I've read on college funding and timing:
Nerd's Eye View
The Pain Gap:
Motley Fool
Save more, dammit!
The Irrelevant Investor
Compton Advisors, LLC is a Registered Investment Adviser (RIA) firm regulated by the Securities Division of the Missouri Secretary of State office. Compton Advisors, LLC does not render personalized financial, investment, legal, or tax advice through this blog. This information is for informational purposes only and does not constitute financial, investment, legal, or tax advice. This information has not been approved or verified by any governmental authority.