Portfolio Allocation

A mix of tax-managed, index, and munis should reduce the drag of taxes on all-Vanguard portfolios for accumulators.

Schwab’s solid exchange-traded funds make these stock-heavy portfolios straightforward and cheap.

Despite the firm’s lineup of fine actively managed funds, equity index funds are a more tax-friendly choice.

Cheap and efficient equity index funds, as well as fine municipal-bond funds, are solid building blocks.

We’ve designed these portfolios to maximize returns while limiting Uncle Sam’s take.

With ultralow costs, Vanguard is a solid place to invest for spending goals that are close at hand.

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These mutual fund portfolios were developed with serious ESG investors in mind.

These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.

It’s not the cheapest of the cheap, but it’s still possible to use the firm as a one-stop shop.

These three portfolios are geared toward the tax-deferred accounts of people who are still working and saving for retirement.

These portfolios are geared toward the tax-deferred accounts of people who are still working and saving.

We combine top-rated active funds with Schwab’s low-cost index products.

The firms’ bond funds are top-notch, but its equity lineup also has some solid options for accumulators.

Sample allocations and holdings for aggressive, moderate, and conservative accumulators.