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Posted on 8/24/16 at 8:30 pm to meeple
Mine is Betterment. You answer questions about goals and they recommend a stock vs bond balance. They manage the portfolio for a small fee. Like .3 percent or so.
They invest everything in Vanguard funds. They automatically reinvest dividends and rebalance as needed. They also do tax loss harvesting.
I have it set so that if I go over 10k in checking they automatically take the extra and invest it.
It may not be for everyone, but I am basically using it as a savings account on steroids and it has worked well for me.
They invest everything in Vanguard funds. They automatically reinvest dividends and rebalance as needed. They also do tax loss harvesting.
I have it set so that if I go over 10k in checking they automatically take the extra and invest it.
It may not be for everyone, but I am basically using it as a savings account on steroids and it has worked well for me.
This post was edited on 8/24/16 at 8:34 pm
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