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Investment Question – Income/Equity

 

Q: I listen to your show when I can and have heard you speak many times about income/equity funds. I have about 140,000 usd in a couple of 401’s from prior jobs as well as an IRA.

Current position does not have a 401 plan and looking to consolidate my various funds.

I am 57 and have paid off both my house and car. I heard you speak of two Vanguard funds one time, but don’t recall which Wellington Funds they were. Your mentioned two and advised that they would be a good balance of  income stocks and bonds. Can you advise which one they were? Would a Primco or Rowe funds do as well. Want to reduce my risk and thought Income/Equity would be a good vehicle. I currently have the funds in Small and Mid Cap Value Funds, International Growth and a Retire by 2020 fund.

 


A: Without a more in-depth look into your financial situation we cannot advise or recommend a specific investment. The two Vanguard funds that were discussed on the radio were the Vanguard Wellington Fund and the Vanguard Wellesley Income Fund. You can read more about them on Vanguard’s website or at Morningstar as well.

Hope this helps clarify your question and please don’t hesitate to reach out if you’d like to set up an appointment with one of our advisors.

 


 

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