Search found 16 matches

by huskerdoc2035
Sat Jan 16, 2021 3:08 pm
Forum: Personal Consumer Issues
Topic: Boglehead golfers - Big Cedar Lodge
Replies: 10
Views: 1452

Re: Boglehead golfers - Big Cedar Lodge

Hi MDfan, I cannot fully answer your question but I live about 4 miles from Big Cedar and go up there to eat and do activities quite a bit. In general Johnny Morris (owner of Cabela's/Bass Pro) is who owns Big Cedar and he is trying to turn it into a golf destination. You are correct most things ar...
by huskerdoc2035
Sat Jan 16, 2021 2:00 pm
Forum: Personal Consumer Issues
Topic: Boglehead golfers - Big Cedar Lodge
Replies: 10
Views: 1452

Re: Boglehead golfers - Big Cedar Lodge

Hi MDfan, I cannot fully answer your question but I live about 4 miles from Big Cedar and go up there to eat and do activities quite a bit. In general Johnny Morris (owner of Cabela's/Bass Pro) is who owns Big Cedar and he is trying to turn it into a golf destination. You are correct most things are...
by huskerdoc2035
Mon Dec 08, 2014 6:30 pm
Forum: Investing - Theory, News & General
Topic: "Why Bother With Bonds" -- A Gem
Replies: 34
Views: 14349

Re: "Why Bother With Bonds" -- A Gem

I was lucky enough to win a free copy of his book from his website. I had never invested in bonds because I'm young and I never really understood them. Overall this is an easy read and really makes sense. I am glad I took the time to read it and think that anyone who is just beginning to start inves...
by huskerdoc2035
Tue Sep 30, 2014 9:13 pm
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Re: Help with portfolio for new investor, thanks in advance!

Bump for any other possible answers to my questions. Any thoughts/ideas are much appreciated! What did you find out about whether your current 403b will accept a transfer of your traditional IRA? For me, the choices for solo 401k would boil down to either Fidelity or Vanguard, because both have a s...
by huskerdoc2035
Tue Sep 30, 2014 11:29 am
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Re: Help with portfolio for new investor, thanks in advance!

Bump for any other possible answers to my questions. Any thoughts/ideas are much appreciated!
by huskerdoc2035
Thu Sep 25, 2014 1:55 pm
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Re: New investor advice, thanks in advance!

The wiki gives a good comparison. It suggests that a person needs to decide which of the factors they favor. I chose MFs due to the ease of purchasing, i.e. NAV at end of day, no bid-ask spread, fractional shares. Since I hold Vanguard MFs at Vanguard, there's nocommission. For any Vanguard MFs wit...
by huskerdoc2035
Thu Sep 25, 2014 1:51 pm
Forum: Personal Finance (Not Investing)
Topic: BIG ($180k) student debt!! Strategy needed.
Replies: 54
Views: 20625

Re: BIG ($180k) student debt!! Strategy needed.

Just checking this quickly over lunch so not sure if it has been talked about but consider refinancing the student loans. Sofi.com is one option to get a lower rate, I used drbank (though not super happy with the service it works) but on quick check I did not see it available to Vets but it is for M...
by huskerdoc2035
Thu Sep 25, 2014 7:45 am
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Re: New investor advice, thanks in advance!

I really appreciate your responses, I just need to find which funds I should invest in to balance those other accounts with bonds, international, etc No problem. Have you seen the 3 fund portfolio wiki page? It gives suggested funds at different providers: http://www.bogleheads.org/wiki/Three-fund_...
by huskerdoc2035
Wed Sep 24, 2014 10:16 pm
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Re: New investor advice, thanks in advance!

5. At this point, which solo 401k firm do you think is best for my situation? I do like the idea of the Merrill Edge where you get the good credit card with the 75% bonus for platinum (when you hit 50k assets) that a few people on here have talked about but have also heard a lot of people with Fidel...
by huskerdoc2035
Wed Sep 24, 2014 10:02 pm
Forum: Personal Investments
Topic: Who holds your Solo 401k?
Replies: 37
Views: 3927

Re: Who holds your Solo 401k?

Often the fund minimums are different in 401(k) accounts. Vanguard Individual 401(k) waves fund minimums where the general minimum is less than $10k. For example Vanguard Total Stock Market Investor Shares $3k minimum is $0 minimum within a Vanguard i401(k). Thanks I appreciate that, I have a hard ...
by huskerdoc2035
Wed Sep 24, 2014 10:00 pm
Forum: Personal Investments
Topic: Who holds your Solo 401k?
Replies: 37
Views: 3927

Re: Who holds your Solo 401k?

Why not more for TDAmeritrade as they have 100 commission free ETFs with no minimum limits that have many Vanguard ETFs? I looked at Fidelity and they do have low ER Spartan funds but many appear to have minimum limits of 2500 or 10k (Im just starting a solo 401k this year and don't have a lot of m...
by huskerdoc2035
Wed Sep 24, 2014 5:44 pm
Forum: Personal Investments
Topic: Who holds your Solo 401k?
Replies: 37
Views: 3927

Re: Who holds your Solo 401k?

Why not more for TDAmeritrade as they have 100 commission free ETFs with no minimum limits that have many Vanguard ETFs? I looked at Fidelity and they do have low ER Spartan funds but many appear to have minimum limits of 2500 or 10k (Im just starting a solo 401k this year and don't have a lot of mo...
by huskerdoc2035
Wed Sep 24, 2014 5:15 pm
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Re: New investor advice, thanks in advance!

Thanks again ruralavalon. That makes sense, this is just such a random year with all of the changes in my life so hopefully with a more set income next year I can get a better grasp of things and get things distributed appropriately. Do you think I would get more responses on this if I titled it &qu...
by huskerdoc2035
Tue Sep 23, 2014 9:06 pm
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Re: New investor advice, thanks in advance!

Thanks for the response ruralavalon! I'll read through those links. I was a little disappointed with the options in my retirement plan.
by huskerdoc2035
Mon Sep 22, 2014 6:18 pm
Forum: Personal Investments
Topic: Help with portfolio for new investor, thanks in advance!
Replies: 15
Views: 2081

Help with portfolio for new investor, thanks in advance!

Longtime lurker and now new to posting. I have spent a lot of time on here and whitecoatinvestor learning lots of concepts but now it’s time to try to put this all into practice and hoping from some help from anyone will to be kind enough to read this novel and put forth their suggestions. I tried t...
by huskerdoc2035
Sat Apr 19, 2014 6:43 pm
Forum: Personal Finance (Not Investing)
Topic: Darien Rowayton Bank
Replies: 3
Views: 1527

Re: Darien Rowayton Bank

I am in the process of refinancing/consolidating with them now. I was initially concerned about those reports as well but overall I have had very good luck with them and there have been phone calls both ways to get things finalized. Because my loans are "relatively" low, I went with a 15 y...