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Coastline Trust Company Providence, RI

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Investment Charts and Tools

The following charts and tools are all from © The Vanguard Group, Inc. used with permission.

Successes and Failures of Affluent Investors: Some Lessons From Vanguard Planning Clients

Equity risk and time: A survey of U.S. investors

Global fixed income: Considerations for U.S. investors

Income in retirement: Common investment strategies

Risk of loss: Should investors shift from bonds because of the prospect of rising rates?

Risk-reduction strategies in fixed income portfolio construction

Investing for Retirement: Strategies for Taxable Investors

Taxable bond investing: Bond funds or individual bonds?

Vanguard Equity Diversification Table

Vanguard Bond Diversification Table

Vanguard MSCI U.S. Equity Sector Indexes

Vanguard TIPS (Treasury Inflation Protected Securities)

 

Contact Coastline Trust

Address:

90 Elm Street
Providence, RI 02903

Phone:

401-751-2702
866-628-1995

Fax:

401-751-5741

Archives

From Our Blog

  • February 2023 Newsletter
  • January 2023 Newsletter
  • December 2022 Newsletter

Resources

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  • Morningstar
  • SOCO Magazine
  • Yahoo! Finance
  • Zillow

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© 2012 Coastline Trust Company | 90 Elm Street Providence, RI 02903 | 401-751-2702