Hi,
I'm recently an ex-Ameriprise client!! And I am moving my funds to Vanguard and need some advice on what to invest in. My wife and I are 34 with a 3 yo daughter. I currently am invested in the Vanguard target retirement 2045 fund but am thinking of also investing in either Wellington or Wellesley funds. My AA I think would probably be around 65 stocks and 35 bonds. I think the Wellington fund has performed well and matches my AA. Thought about the Wellesley fund also but with the rise of interest rates I wasn't sure if this was a good idea since it has more in bonds. Any advice is very much appreciated!! I absolutely love this forum and the people. TIA!
I'm recently an ex-Ameriprise client!! And I am moving my funds to Vanguard and need some advice on what to invest in. My wife and I are 34 with a 3 yo daughter. I currently am invested in the Vanguard target retirement 2045 fund but am thinking of also investing in either Wellington or Wellesley funds. My AA I think would probably be around 65 stocks and 35 bonds. I think the Wellington fund has performed well and matches my AA. Thought about the Wellesley fund also but with the rise of interest rates I wasn't sure if this was a good idea since it has more in bonds. Any advice is very much appreciated!! I absolutely love this forum and the people. TIA!