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Q&A: Prototype Portfolios

Q:

Do you have a model portfolios? I am 80 and need advice on investing wisely about 
$400,000. I am presently in Vanguard Funds.

A:

We don’t create typical model portfolios of multiple funds. We believe that complex portfolios with the right types of assets classes in the proper proportions need to be managed by a personal fee-only advisor. Getting the right mix is a very personal process and requires ongoing rebalancing and guidance to stay on track.

We do provide smaller, simpler portfolio ideas using a very few funds from both Fidelity and Vanguard. You can find these simple, do-it-yourself portfolios at http://talkingrealmoney.com/invest

Rough Road Investing

The Mutual Fund Landscape - Conclusion

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