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Vanguard Value Index Fund: This fund invests in stocks of large U.S. companies in market sectors that tend to grow at a slower pace than the broad market; these stocks may be temporarily undervalued by investors. This low-cost index fund follows a buy-and-hold approach, and invests in substantially all of the stocks contained within its broad benchmark. As of 04/30/2017, Yield: 2.37% Expense ratio: 0.18% Number of stocks: 331 Read more »

If you have noticed I have not be around for sometime. I have been very busy house hunting. Owning a house has been a dream for me. Infact it is a part of my 2017 goals . I threw it in their, knowing very well I might not achieve this goal. But, seems like god had different thoughts. We had made an offer for a condo and it was accepted. Man! the housing market is hot. I had to go up against 4 different offers.I pulled it off by 605.00 :). Good to know that right after I signed the P&S agreement, there was a an offer which was higher by +5k. I am happy about this purchase. We are still in the process of closing. Still someway to go before I can say mission accomplished. The positive is the rent I used to pay now goes towards home equity. I had to liquidate some of my investments to come up with the 5% down payment. I have not been able to investment much in May, this might impact my forward dividend growth. More updates to come later :)

For many people, including me, falling interest rates have been the general trend in the bond market throughout our working lives. It appears that may be changing. And, of course, there’s no shortage of advice about how to prepare for the shift. Read more »

As of April 30, 2017 (month-on-month increase): Individual brokerage account: +12.004% Established annual income: $389.59 (+15.755%) Goal: $500.00 (77.92% so far)

The election of Donald Trump as president of the United States and the Brexit vote came as a surprise to many and is triggering questions of whether this is a sign of broader changes in the global order. Read more »

Real Estate Investment Trusts (REITs) have gained significant popularity among investors seeking exposure to the real estate sector without the hassle of owning and managing physical properties. The Vanguard REIT Index Fund (VGSIX) offers a convenient and diversified way to invest in a broad spectrum of REITs. In this article, we will take an in-depth look at VGSIX, its key features, benefits, and considerations for investors. The Vanguard REIT Index Fund (VGSIX) is a mutual fund that seeks to track the performance of the MSCI US Investable Market Real Estate 25/50 Index. This index includes a wide variety of US-based REITs, providing investors with exposure to the real estate market's performance. One of the most significant advantages of VGSIX is its diversification. The fund holds shares in numerous REITs spanning various sectors within the real estate industry, such as residential, commercial, industrial, and healthcare properties. This diversification can help spread risk and...

Loyal3 will be dead on May 22, 2017, no more free service. Thank you for being a LOYAL3 customer. We have important news: we've entered into a transaction that will provide LOYAL3 customers with a new, larger platform and more services.