Advice
Vanguard S&P 500 ETF
What is VOO?
John Bogle
Who founded Vanguard?
Represents a share of ownership in a company.
What is a stock?
Vanguard Morningstar Total Stock Market ETF
What is VTI?
1975
In what year was Vanguard founded?
Automated Customer Account Transfer
What does ACAT stand for?
Vanguard Total Bond Market ETF
What is BND?
This investment approach seeks to match market returns rather than beat them.
What is Index Investing?
Two of the Three qualifications for Cash Plus Tiering
What is?
Qualifying Assets (QA) of $1 million or more at Vanguard, such as a Flagship client
Is enrolled in Personal Advisor (PA), Personal Advisor Select (PAS), or Personal Advisor Wealth Management (PAWM)
Is eligible for, or an active participant in, certain limited participating Employer-Sponsored Retirement plans
Vanguard 500 Index Fund Admiral Shares
What is VFIAX?
An options strategy where you own 100 shares of a stock and sell a call option against those shares to collect an immediate cash payment called a premium
What is a covered call?
.05%
What is the WM Fee for assets in access of 25m?
Vanguard Cash Reserves Federal Money Market Fund Admiral Shares
What is VMRXX?
62
What is the age you are eligible to start collecting social security?