¶ Tag
#Vanguard
4 articles
All articles tagged Vanguard on techmoneylab
No. 01 
Investing
60/40 Portfolio: Allocation Decisions, Bond Risks, and Vanguard Fund Roles
Evaluate a 60/40 allocation using spending needs, bond risks, global diversification, rebalancing, and clearly labeled calculations—not historical return promises.
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No. 02 
Index Investing
S&P 500 Index Funds Compared — VOO, IVV, and SPY 5-Year Total Return
Vanguard VOO, iShares IVV, and SPDR SPY — what their 5-year returns, expense ratios, and tracking error actually look like, with Morningstar and Bogleheads data cited.
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No. 03 
Investing
Target-Date Funds — Vanguard, Fidelity, Schwab Glide Path Compared
All three providers offer target-date 2050 funds, but they take different paths to retirement. The 30-year glide path differences cost up to $40,000 in lifetime returns.
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No. 04 
Investing
Tax-Loss Harvesting — IRS Rules, Wash Sale Math, and Real ROI by Tax Bracket
Tax-loss harvesting adds 0.5-1.0% annually to taxable returns. The 30-day wash sale rule has nuances most articles miss. Here is the rule, ROI math, and when not worth doing.
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