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Any particular reason for both the Russell 1000 and S&P 500 holdings? The reason I ask is that according to Morningstar, the Russell 1000 index is 99.72% correlated to the S&P 500. I would consider diversifying a little into slightly less correlated asset classes. Perhaps a bit in U.S mid-cap...

Actually, Vanguard's 500 fund didn't have any ordinarydividends last year. They were 100% qualified dividends, which are eligible for reduced tax rates. https://personal.vanguard.com/us/insights/taxcenter/qdi/yearend-qualified-dividend-income-2013 Bob

Apparently, a W fund is kind of like an index fund, since Jack Bogle recently stated: In Wellington Fund's case, in the last decade 97% of its return has been determined by the return of the index I put together for them in 1978. John Bogle: Vanguard Founder Discusses How To Invest - NASDAQ.com...

What do you plan on investing in? That is, do you really need the added complexity of a brokerage account, as opposed to just buying funds directly? Bob

This article shows the Madrona domestic ETF as one of the most expensive: How To Avoid The Worst Style ETFs [iShares Russell Microcap Index (ETF), AutoNation, Inc., Schwab Strategic Trust, Schwab U S Broad Market ETF, iShares Russell 2000 Value Index (ETF), ProShares Ultra Dow30 (ETF), Schwab...

Your withdrawal rate would be key in regard to an all treasury bond portfolio. As in the story about Groucho Marx, the famous comedian who purportedly once toured the New York Stock Exchange and held court with the floor traders after the closing bell. Knowing that Groucho was wealthy, one...

I retired at 42 and am now 50. Even though I retired only two years before the 2008 nosedive, I still feel that volatility isn't a good measure of risk. Since I'll hopefully be retired for quite a long time (40+ years), I think the biggest risk is inflation. Consequently, my current allocation...

Interesting Morningstar paper, When to Claim Social Security Retirement Benefits http://corporate.morningstar.com/ib/documents/MethodologyDocuments/WhentoClaimSocialSecurityRetirementBenefits.pdf Bob

I like author William Bernstein's thoughts about taking Social Security early at 62, versus waiting until 70: Bob