529investing

Archive for February, 2010|Monthly archive page

Check has been sent

In Uncategorized on 23-February-2010 at 8:21 PM

Decision has been made and the check has been sent. I went with Vanguard where I picked my own index funds. One disadvantage of Vanguard is the minimum starting balance of $3,000. I wish they would lower that for 529 plans. Starting balance for all three portfolios will be $3,100, thank you grandparents!

Hello world!

In Uncategorized on 22-February-2010 at 12:40 AM

I think “Hello world” is appropriate.

In this blog I intend to post the performance of the 529 account I have set up for my daughter. I plan on implementing a traditional asset allocation-style portfolio using index funds. I also plan on “rebalancing” at set time periods.

I will benchmark myself against (1) an actively managed fund and (2) an age-based mutual fund. My plan is to outperform each. We will see how I do.