This is a one time investment 10-15K, so not a huge sum. And it's unlikely that we'll be adding more to it in the next 6 years. In fact, this is the first time we've had enough left over to max the Roths and 403b. I'm really just looking for a way to dip a toe in the taxable investments water.
The real goal is to have cash enough to support a half-year, no-pay sabbatical 7 years from now. If we sock away enough additional money between now and then, than I'd rather just hold onto the investment for good.
DH and I have been going round and round on whether this REIT we're looking at is the better choice over just throwing it at our 3.5 interest rate student loan, (out of easy and laziness and satisfaction of just seeing it go away). 14,100 loan
Mathematically I know better, but perhaps this one time purchase will be eaten away by annual fees?
I just wish the one I want was being sold by Vanguard, so I could have everything together in a place I like.