I have had the opportunity to clean-up (primarily through sales in tax-deferred accounts, however some sales in taxable account through tax loss harvesting) low-performing and costly ETFs that Schwab Wealth Management previously managed.
I am now looking to invest the cash in low-cost ETFs per the Boglehead philosophy, though am concerned regarding the current high valuation of many funds.
My wife (63) and I (66) are currently retired and will both be claiming social security at age 70. We have investments in fixed income in both taxable and tax-deferred accounts that we are currently using for living expenses.
Would appreciate some thoughts on how to best invest in equities with the current high valuation of many ETFs.
Thank you.
I am now looking to invest the cash in low-cost ETFs per the Boglehead philosophy, though am concerned regarding the current high valuation of many funds.
My wife (63) and I (66) are currently retired and will both be claiming social security at age 70. We have investments in fixed income in both taxable and tax-deferred accounts that we are currently using for living expenses.
Would appreciate some thoughts on how to best invest in equities with the current high valuation of many ETFs.
Thank you.
Statistics: Posted by Bayern — Fri Aug 23, 2024 8:12 pm — Replies 4 — Views 536