iValue Financial Planning

CONNECT

Address:

1436 Penn Ave Suite B
Wyomissing, PA 19610

Phone:

610-374-3556

Fax/Other:

610-374-3547

Why Vanguard Funds and ETFs?

We believe in a diversified, low-cost, tax-efficient portfolio tailored to your investment needs. We will construct your portfolio using a time-tested investment methodology. We use a combination of exchange- traded funds (ETFs) and mutual funds to create an asset allocation strategy that is appropriate for your unique situation. The most common ETFs are designed to track the performance of a market benchmark, or “Index.” The benefits to using ETFs are tax-efficiency and low cost.

Your accounts can work harder for you when they're not dragged down by high costs. The less you pay, the more you keep. It's really that simple. You'll have more money working for your benefit with the low costs of Vanguard Funds and ETFs compared with the industry average.

Vanguard mutual funds & ETFs

  • No front-end or back-end loads or other sales commissions.
  • No marketing and distribution (12b-1) fees.
  • Remarkably low fund expenses.
  • 40+ years of experience in portfolio construction and indexing.

Funds used in iValue Managed Investment Portfolios 

The combined cost of the investments in the portfolio we will use for you is 0.15%. According to Morningstar in June of 2016 the average fund charges 1.25%.

Core Stock Funds

  • VONG — Vanguard Russell 1000 Growth ETF
  • VONV — Vanguard Russell 1000 Value ETF
  • VTWO — Vanguard Russell 2000 ETF
  • VEU- FTSE All-World Ex US ETF
  • PFF - iShares U.S. Preferred Stock ETF

Sectors for additional income

  • VNQ – Vanguard REIT ETF
  • VPU – Vanguard Utilities ETF

Sectors for additional growth

  • VGELX – Vanguard Energy Fund Admiral Shares
  • VGHAX – Vanguard Health Care Fund Admiral Shares

Bonds for IRAs

  • BIV- Vanguard Intermediate=term Bond ETF
  • BNDX – Vanguard Total International Bond ETF
  • VWEAX – Vanguard High-Yield Corporate Fund Admiral Shares

Bonds for taxable accounts

  • VWIUX – Vanguard Intermediate-term Tax-Exempt Fund Admiral Shares
  • VWALX – Vanguard High Yield Tax Exempt Fund Admiral Shares
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Check the background of this financial professional on FINRA's BrokerCheck