What to pair with Wellesley for 10 year Horizon?

[NW-Bound]

I only have a few percent in Wellesley, because I am an active investor, and still want to do my own thing. However, I have told my wife that if I croak before reshuffling all the accounts for her, she should have everything moved into Wellesley. It's a good safe hand-off fund for a widow.

I hope that she remembers this. I even send a note to her email, but don't know if she saved it. Oh well, maybe the pool boy will have a different idea, like to put it all in an IPO or some hot stocks.

 

[homestead]

1. Doesn't VTMFX makes sense going into a taxable account? It does look like a good fund, but the term "tax managed" makes it sound tax friendly for a taxable account. Which I might use if I am lucky to exhaust my RothIRA and 403b Roth.

Yes, I have VTMFX in taxable account. Wellesley was putting out more CG than I wanted.

 

[Chuckanut]

Oh well, maybe the pool boy will have a different idea, like to put it all in an IPO or some hot stocks.

Those pool boys are worrisome. Is he plotting your demise so he can marry your rich widow?

 

[NW-Bound]

Those pool boys are worrisome. Is he plotting your demise so he can marry your rich widow?

We never have a pool boy, because I am still doing all the house maintenance.

I should have written "future pool boy".

 

[RunningBum]

I only have a few percent in Wellesley, because I am an active investor, and still want to do my own thing. However, I have told my wife that if I croak before reshuffling all the accounts for her, she should have everything moved into Wellesley. It's a good safe hand-off fund for a widow.

I hope that she remembers this. I even send a note to her email, but don't know if she saved it. Oh well, maybe the pool boy will have a different idea, like to put it all in an IPO or some hot stocks.

How about leaving a clear note with your important papers or whatever she'd be pretty certain to look at after your death, if you precede her?

 

[NW-Bound]

How about leaving a clear note with your important papers or whatever she'd be pretty certain to look at after your death, if you precede her?

I think I will send my children a note. They will remember. They have had to take care of their own investment, while my wife has no interest in learning.