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  2. Vanguard Digital Advisor Review - AOL

    www.aol.com/vanguard-digital-advisor-review...

    3.5 out of 5 Overall. Vanguard Digital Advisor monitors your account and rebalances anytime your target allocation is off by 5% or more. There are online tools such as a debt payoff calculator ...

  3. Target date fund - Wikipedia

    en.wikipedia.org/wiki/Target_date_fund

    stylized glide path of a target date fund, shifting investments to become more conservative over time. A target date fund (TDF), also known as a lifecycle fund, dynamic-risk fund, or age-based fund, is a collective investment scheme, often a mutual fund or a collective trust fund, designed to provide a simple investment solution through a portfolio whose asset allocation mix becomes more ...

  4. A complete guide to SEP IRAs: Why those who are self ... - AOL

    www.aol.com/finance/complete-guide-sep-iras-why...

    SEP IRA basics: Make tax-deductible (traditional) or after-tax (Roth) retirement contributions as a self-employed person. Contribute the lesser of 25 percent of your income or $66,000 for 2023 ...

  5. Vanguard: Don't Give Up on the 60/40 Portfolio Just Yet. Here ...

    www.aol.com/vanguard-says-dont-60-40-200900703.html

    60/40 Portfolio in 2022. As noted above, 2022 was an especially difficult year for the 60/40 portfolio. The average value of a 60/40 portfolio fell by 16%. It's worth noting, though, that that ...

  6. Exchange-traded fund - Wikipedia

    en.wikipedia.org/wiki/Exchange-traded_fund

    An exchange-traded fund (ETF) is a type of investment fund that is also an exchange-traded product, i.e., it is traded on stock exchanges. [ 1 ][ 2 ][ 3 ] ETFs own financial assets such as stocks, bonds, currencies, debts, futures contracts, and/or commodities such as gold bars. Many ETFs provide some level of diversification compared to owning ...

  7. Merton's portfolio problem - Wikipedia

    en.wikipedia.org/wiki/Merton's_portfolio_problem

    Merton's portfolio problem. Merton's portfolio problem is a problem in continuous-time finance and in particular intertemporal portfolio choice. An investor must choose how much to consume and must allocate their wealth between stocks and a risk-free asset so as to maximize expected utility.

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