Search results

  1. L

    Portfolio Balancing: Sell or Hold and Buy New?

    Hey there. I was reviewing my portfolio recently which consists of a variety of Vanguard mutual funds. First, let me say that I am not retired, but plan to retire within the next ten years. Most of the funds I have I have held onto for at least ten years and they have yielded around 7-10%. Two...
  2. L

    Are Financial Advisors Necessary?

    Hi, I'm Steve. I don't post very often, but I am always reading the newsletters trying to stay somewhat informed while staying extremely busy raising two daughters, being a teacher, and coaching high school girls' basketball. I always thought I wanted to retire early, but as I am about to turn...
  3. L

    Hi From Waxhaw, N.C. Looking for Advice on Dividend Investments

    Hey there. I have been reading this newsletter for several years now, but have never really asked any questions nor answered any as I do not consider myself knowledgeable enough. I am 48 years old and was hoping to retire at 55 if possible. I have investments totaling 1.1 million which consists...
Back
Top Bottom