Archive for October, 2006
Moving Part of My Roth IRA to Vanguard
Posted by
Sun on
October 1, 2006
(4) Comment
Back in July, I learned from Scottrade, which holds my Roth IRA account, that one of my favorite Vanguard funds, Vanguard Wellington fund (VWELX), is closed to investors who invest in the fund through a brokage firm. I have been investing in the fund since 2001 and have no plan to give up my positions. [...]
Categories : Investing, Mutual fund, Personal finance, Retirement
September 2006 Score Card — Part I: Expenses
Posted by
Sun on
October 1, 2006
(1) Comment
September was just the second time in as many months that I recorded our monthly expenses. Though the history is kind of short, I can still see some patterns of how and where we spent our money. One problem, however, is that since I didn't have a budget ahead of the spending, I really can't [...]
Categories : About me, Net worth, Personal finance
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