Morningstar’s Christine Benz offers guidelines for prioritizing investment savings with paying down mortgage, credit card, and student loan debt. Always good advice.
portfolio
Portfolio Update – TSP
Anyone who’s been reading my blog knows that I’ve recently started a new full time job. I now work as an inpatient night-shift staff pharmacist at the Carl T. Hayden, Veterans Affairs Medical Center, here in Phoenix, Arizona. It’s a great opportunity for me and I consider it a privilege to work here. Since I [...]
Portfolio Update
I just updated my portfolio to reflect recent job changes and to include my positions in UYG and DFS. I rolled over my 403(b) Plan funds into my rollover IRA fund at Vanguard, which is still 100% invested in VTTVX.
529-Plan Portfolio
In October and November 2008, I moved my entire retirement portfolio and donor-advised fund from a 100% cash position, back into the stock market after it crashed. Unfortunately, I wasn’t able to move my 529-plan portfolio due to the once-yearly exchange rules. So today, after being eligible at the start of 2009, I moved my [...]
403(b) Plan Redux
I’ve got some good news and some bad news. The good news is that the current bear market is still in effect and stock prices are dropping. In my masochistic view of the stock market, the longer the market stays down, the more the opportunities for me to buy stocks at significant discounts. The bad [...]
403(b) Plan Portfolio Update
I moved my entire 403(b) plan portfolio from the safety of a money-market mutual fund and into stock market funds, just before market close today. I’m still of the opinion that we are closer to a market bottom, than farther from a market bottom. Around 3:30pm (EST), I could see that the market would close [...]