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What's in Rick Ferri's portfolio?

Last post by p_qrs_t « Fri Aug 19, 2022 9:06 pm
Posted in Investing - Theory, News & General
Replies: 51
by Rick Ferri » Thu Aug 18, 2022 12:10 pm » in Investing - Theory, News & General
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51 Replies

5642 Views

Last post by p_qrs_t
Fri Aug 19, 2022 9:06 pm
Trading Treasuries (nominal and TIPS)

Last post by Kevin M « Fri Aug 19, 2022 9:06 pm
Posted in Investing - Theory, News & General
Replies: 1178
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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1178 Replies

84740 Views

Last post by Kevin M
Fri Aug 19, 2022 9:06 pm
Ideas for unwanted life insurance policy?

Last post by smooth_rough « Fri Aug 19, 2022 9:06 pm
Posted in Personal Investments
Replies: 16
by smooth_rough » Thu Aug 18, 2022 2:28 pm » in Personal Investments

16 Replies

1203 Views

Last post by smooth_rough
Fri Aug 19, 2022 9:06 pm
Doing the "Big Things" Right

Last post by Living Free « Fri Aug 19, 2022 9:06 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by jolmscheid » Fri Aug 19, 2022 7:55 pm » in Personal Finance (Not Investing)

3 Replies

355 Views

Last post by Living Free
Fri Aug 19, 2022 9:06 pm
Fidelity as a one stop shop

Last post by anon_investor « Fri Aug 19, 2022 9:05 pm
Posted in Personal Finance (Not Investing)
Replies: 2792
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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2792 Replies

409504 Views

Last post by anon_investor
Fri Aug 19, 2022 9:05 pm
Why would anyone buy an income annuity?

Last post by vineviz « Fri Aug 19, 2022 9:05 pm
Posted in Personal Investments
Replies: 75
by MrCheapo » Wed Aug 17, 2022 6:28 pm » in Personal Investments
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75 Replies

5491 Views

Last post by vineviz
Fri Aug 19, 2022 9:05 pm
Vanguard now allows purchase/sale of dollar amounts for Vanguard ETFs (fractional purchases)

Last post by quietseas « Fri Aug 19, 2022 9:04 pm
Posted in Investing - Theory, News & General
Replies: 173
by exodusNH » Wed Dec 01, 2021 4:20 pm » in Investing - Theory, News & General
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173 Replies

20520 Views

Last post by quietseas
Fri Aug 19, 2022 9:04 pm
Lumpy expenses and withdrawing from portfolio

Last post by feh « Fri Aug 19, 2022 9:04 pm
Posted in Investing - Theory, News & General
Replies: 52
by loukycpa » Mon Aug 15, 2022 10:16 am » in Investing - Theory, News & General
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52 Replies

3295 Views

Last post by feh
Fri Aug 19, 2022 9:04 pm
TIAA Retirement Income Illustrator: Actions to take

Last post by McQ « Fri Aug 19, 2022 9:00 pm
Posted in Personal Investments
Replies: 14
by McQ » Thu Aug 18, 2022 6:07 pm » in Personal Investments

14 Replies

1051 Views

Last post by McQ
Fri Aug 19, 2022 9:00 pm
Essential and Discretionary Spending in Retirement

Last post by heyyou « Fri Aug 19, 2022 9:00 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by HDM1004 » Fri Aug 19, 2022 8:51 am » in Personal Finance (Not Investing)

19 Replies

1068 Views

Last post by heyyou
Fri Aug 19, 2022 9:00 pm
Pantry Inventory and Grocery Shopping in Time of Inflation

Last post by Ivygirl « Fri Aug 19, 2022 8:59 pm
Posted in Personal Consumer Issues
Replies: 302
by Ivygirl » Sat Jun 18, 2022 11:35 am » in Personal Consumer Issues
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302 Replies

20516 Views

Last post by Ivygirl
Fri Aug 19, 2022 8:59 pm
Wade Pfau's Retirement (2.2% SWR, Annuities)

Last post by 7eight9 « Fri Aug 19, 2022 8:53 pm
Posted in Investing - Theory, News & General
Replies: 308
by Kaione » Mon Aug 15, 2022 10:03 am » in Investing - Theory, News & General
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308 Replies

17138 Views

Last post by 7eight9
Fri Aug 19, 2022 8:53 pm
Buying/selling 1 yr treasury

Last post by Kevin M « Fri Aug 19, 2022 8:50 pm
Posted in Investing - Theory, News & General
Replies: 18
by hoops777 » Fri May 06, 2022 1:52 pm » in Investing - Theory, News & General

18 Replies

1733 Views

Last post by Kevin M
Fri Aug 19, 2022 8:50 pm
Stock market from 2000 - 2013

Last post by burritoLover « Fri Aug 19, 2022 8:49 pm
Posted in Investing - Theory, News & General
Replies: 48
by anthonypals » Thu Aug 18, 2022 7:18 pm » in Investing - Theory, News & General

48 Replies

2549 Views

Last post by burritoLover
Fri Aug 19, 2022 8:49 pm
Maybe switching from Betterment. Which company will work best to auto invest with 2 goals?

Last post by Blue456 « Fri Aug 19, 2022 8:46 pm
Posted in Personal Investments
Replies: 31
by passive101 » Thu Aug 18, 2022 3:24 pm » in Personal Investments

31 Replies

1015 Views

Last post by Blue456
Fri Aug 19, 2022 8:46 pm
[Stocks On Sale!]

Last post by AnnetteLouisan « Fri Aug 19, 2022 8:46 pm
Posted in Investing - Theory, News & General
Replies: 59
by slippinsurlies » Tue Aug 16, 2022 9:39 pm » in Investing - Theory, News & General
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59 Replies

5087 Views

Last post by AnnetteLouisan
Fri Aug 19, 2022 8:46 pm
Umbrella coverage - how to determine amount?

Last post by JAZZISCOOL « Fri Aug 19, 2022 8:44 pm
Posted in Personal Consumer Issues
Replies: 61
by JAZZISCOOL » Sat Aug 06, 2022 5:16 pm » in Personal Consumer Issues
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61 Replies

5388 Views

Last post by JAZZISCOOL
Fri Aug 19, 2022 8:44 pm
Do you use a password manager?

Last post by basskleff « Fri Aug 19, 2022 8:43 pm
Posted in Personal Finance (Not Investing)
Replies: 270
by meadowrue » Tue Jul 19, 2022 2:10 pm » in Personal Finance (Not Investing)
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270 Replies

17674 Views

Last post by basskleff
Fri Aug 19, 2022 8:43 pm
Wood Fireplace - Keep it or Get Rid of it?

Last post by ruanddu « Fri Aug 19, 2022 8:43 pm
Posted in Personal Consumer Issues
Replies: 35
by ruanddu » Fri Aug 19, 2022 9:59 am » in Personal Consumer Issues

35 Replies

1781 Views

Last post by ruanddu
Fri Aug 19, 2022 8:43 pm
Good Modern Science Fiction

Last post by FreeAtLast « Fri Aug 19, 2022 8:42 pm
Posted in Personal Consumer Issues
Replies: 635
by gatorman » Sun Sep 07, 2014 4:43 pm » in Personal Consumer Issues
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635 Replies

113595 Views

Last post by FreeAtLast
Fri Aug 19, 2022 8:42 pm
Take money out of 401k and pay tax now and put it into a Roth ?

Last post by rkhusky « Fri Aug 19, 2022 8:39 pm
Posted in Personal Investments
Replies: 21
by goldfinger22 » Thu Aug 18, 2022 11:47 am » in Personal Investments

21 Replies

1679 Views

Last post by rkhusky
Fri Aug 19, 2022 8:39 pm
Adjusting my Pre tax/Roth/Taxable mix

Last post by HereToLearn « Fri Aug 19, 2022 8:39 pm
Posted in Personal Investments
Replies: 7
by Wannaretireearly » Fri Aug 19, 2022 7:18 pm » in Personal Investments

7 Replies

309 Views

Last post by HereToLearn
Fri Aug 19, 2022 8:39 pm
Question On Rebalancing and Withdrawal Stratergy

Last post by invest2bfree « Fri Aug 19, 2022 8:38 pm
Posted in Personal Investments
Replies: 4
by invest2bfree » Fri Aug 19, 2022 8:39 am » in Personal Investments

4 Replies

339 Views

Last post by invest2bfree
Fri Aug 19, 2022 8:38 pm
Roth transfer from Vanguard to Fidelity: a report

Last post by telemark « Fri Aug 19, 2022 8:34 pm
Posted in Personal Investments
Replies: 13
by telemark » Tue Aug 16, 2022 7:44 pm » in Personal Investments

13 Replies

1468 Views

Last post by telemark
Fri Aug 19, 2022 8:34 pm
[Retired couple] Thinking about moving to Madison, WI or Minneapolis, MN

Last post by SnowBog « Fri Aug 19, 2022 8:33 pm
Posted in Personal Consumer Issues
Replies: 86
by Hebell » Mon Aug 08, 2022 6:31 pm » in Personal Consumer Issues
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86 Replies

7190 Views

Last post by SnowBog
Fri Aug 19, 2022 8:33 pm
Can VBIAX be converted to VTI?

Last post by rkhusky « Fri Aug 19, 2022 8:29 pm
Posted in Personal Investments
Replies: 18
by Swimmer » Thu Aug 18, 2022 11:02 am » in Personal Investments

18 Replies

1299 Views

Last post by rkhusky
Fri Aug 19, 2022 8:29 pm
"After Tax 401(k)" - utilize in my case?

Last post by SnowBog « Fri Aug 19, 2022 8:28 pm
Posted in Personal Investments
Replies: 12
by thatme » Tue Aug 16, 2022 9:19 pm » in Personal Investments

12 Replies

1320 Views

Last post by SnowBog
Fri Aug 19, 2022 8:28 pm
New fee for Vanguard mutual accounts

Last post by rkhusky « Fri Aug 19, 2022 8:22 pm
Posted in Investing - Theory, News & General
Replies: 608
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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608 Replies

42340 Views

Last post by rkhusky
Fri Aug 19, 2022 8:22 pm
Help! 25 Maxed out credit cards.....

Last post by arcticpineapplecorp. « Fri Aug 19, 2022 8:18 pm
Posted in Personal Finance (Not Investing)
Replies: 147
by fmzip » Sun Aug 14, 2022 9:48 pm » in Personal Finance (Not Investing)
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147 Replies

14044 Views

Last post by arcticpineapplecorp.
Fri Aug 19, 2022 8:18 pm
Why is 100% stock portfolio considered high risk?

Last post by Lawrence of Suburbia « Fri Aug 19, 2022 8:14 pm
Posted in Investing - Theory, News & General
Replies: 66
by Pepper11 » Fri Aug 12, 2022 8:56 pm » in Investing - Theory, News & General
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66 Replies

5667 Views

Last post by Lawrence of Suburbia
Fri Aug 19, 2022 8:14 pm
Crawl Space Moisture-Real or Scam

Last post by GreenLawn « Fri Aug 19, 2022 8:13 pm
Posted in Personal Consumer Issues
Replies: 11
by beachmom » Thu Aug 18, 2022 8:03 pm » in Personal Consumer Issues

11 Replies

1524 Views

Last post by GreenLawn
Fri Aug 19, 2022 8:13 pm
How to get financially smarter?

Last post by 9-5 Suited « Fri Aug 19, 2022 8:09 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by ContingencyPlanning5 » Fri Aug 19, 2022 10:34 am » in Personal Finance (Not Investing)

8 Replies

740 Views

Last post by 9-5 Suited
Fri Aug 19, 2022 8:09 pm
Portfolio check and 3 questions - tax efficiency when rebalancing, iBonds, Roth conversion

Last post by SnowBog « Fri Aug 19, 2022 8:07 pm
Posted in Personal Investments
Replies: 64
by Aguilar » Sun Jun 26, 2022 10:50 am » in Personal Investments
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64 Replies

4569 Views

Last post by SnowBog
Fri Aug 19, 2022 8:07 pm
Ally 2% no penalty CD

Last post by anon_investor « Fri Aug 19, 2022 8:07 pm
Posted in Personal Investments
Replies: 33
by anthonypals » Wed Aug 17, 2022 8:24 am » in Personal Investments

33 Replies

3291 Views

Last post by anon_investor
Fri Aug 19, 2022 8:07 pm
37th Parallel Properties

Last post by blade7658 « Fri Aug 19, 2022 8:06 pm
Posted in Personal Investments
Replies: 25
by pmardo » Sat Apr 21, 2018 7:01 pm » in Personal Investments

25 Replies

7070 Views

Last post by blade7658
Fri Aug 19, 2022 8:06 pm
Simplifying the Traditional versus Roth wiki articles

Last post by yog « Fri Aug 19, 2022 8:05 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by FiveK » Thu Aug 11, 2022 5:20 pm » in Personal Finance (Not Investing)

21 Replies

1592 Views

Last post by yog
Fri Aug 19, 2022 8:05 pm
Beneficiary Changes

Last post by arcticpineapplecorp. « Fri Aug 19, 2022 8:02 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by LFremont » Tue Aug 16, 2022 7:10 pm » in Personal Finance (Not Investing)

6 Replies

678 Views

Last post by arcticpineapplecorp.
Fri Aug 19, 2022 8:02 pm
Ally Online Savings Rate Increase

Last post by tenkuky « Fri Aug 19, 2022 7:59 pm
Posted in Personal Finance (Not Investing)
Replies: 247
by BogleMelon » Tue May 10, 2022 3:46 pm » in Personal Finance (Not Investing)
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247 Replies

34891 Views

Last post by tenkuky
Fri Aug 19, 2022 7:59 pm
How is U-Haul for getting a trailer hitch?

Last post by Polina « Fri Aug 19, 2022 7:56 pm
Posted in Personal Consumer Issues
Replies: 33
by CULater » Thu Jul 20, 2017 4:13 pm » in Personal Consumer Issues

33 Replies

24699 Views

Last post by Polina
Fri Aug 19, 2022 7:56 pm
Does Vanguard Transition affect how accounts display?

Last post by jebmke « Fri Aug 19, 2022 7:53 pm
Posted in Personal Investments
Replies: 4
by Bagels » Fri Aug 19, 2022 4:16 pm » in Personal Investments

4 Replies

349 Views

Last post by jebmke
Fri Aug 19, 2022 7:53 pm
Help - trying to phase out advisor

Last post by nedsaid « Fri Aug 19, 2022 7:50 pm
Posted in Personal Investments
Replies: 12
by JacK 098 » Thu Aug 18, 2022 11:25 am » in Personal Investments

12 Replies

1385 Views

Last post by nedsaid
Fri Aug 19, 2022 7:50 pm
Moving credit off my Apple Card?

Last post by Jack FFR1846 « Fri Aug 19, 2022 7:48 pm
Posted in Personal Consumer Issues
Replies: 4
by CFIT » Fri Aug 19, 2022 5:16 pm » in Personal Consumer Issues

4 Replies

387 Views

Last post by Jack FFR1846
Fri Aug 19, 2022 7:48 pm
Should I pay a real estate agent 6% to sell my house?

Last post by Monsterflockster « Fri Aug 19, 2022 7:43 pm
Posted in Personal Finance (Not Investing)
Replies: 205
by miamivice » Wed Feb 23, 2022 10:12 am » in Personal Finance (Not Investing)
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205 Replies

14424 Views

Last post by Monsterflockster
Fri Aug 19, 2022 7:43 pm
SMA - worth it?

Last post by arcticpineapplecorp. « Fri Aug 19, 2022 7:42 pm
Posted in Personal Investments
Replies: 24
by $questions » Fri Aug 19, 2022 10:20 am » in Personal Investments

24 Replies

1150 Views

Last post by arcticpineapplecorp.
Fri Aug 19, 2022 7:42 pm
Closing a solo 401k

Last post by happypediatrician « Fri Aug 19, 2022 7:41 pm
Posted in Personal Investments
Replies: 18
by happypediatrician » Thu Aug 04, 2022 11:39 pm » in Personal Investments

18 Replies

987 Views

Last post by happypediatrician
Fri Aug 19, 2022 7:41 pm
Worried about older family member getting scammed

Last post by Joyful « Fri Aug 19, 2022 7:40 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by rdb404 » Fri Jan 14, 2022 10:21 am » in Personal Finance (Not Investing)

22 Replies

2678 Views

Last post by Joyful
Fri Aug 19, 2022 7:40 pm
Bonita springs+ ?

Last post by protagonist « Fri Aug 19, 2022 7:38 pm
Posted in Personal Consumer Issues
Replies: 10
by BashDash » Thu Aug 18, 2022 6:25 am » in Personal Consumer Issues

10 Replies

993 Views

Last post by protagonist
Fri Aug 19, 2022 7:38 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by anon_investor « Fri Aug 19, 2022 7:36 pm
Posted in Personal Finance (Not Investing)
Replies: 3637
by navyitaly » Sun Nov 02, 2014 3:59 am » in Personal Finance (Not Investing)
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3637 Replies

429700 Views

Last post by anon_investor
Fri Aug 19, 2022 7:36 pm
Taxes on selling stock

Last post by arcticpineapplecorp. « Fri Aug 19, 2022 7:34 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by rockylou » Fri Aug 19, 2022 3:44 pm » in Personal Finance (Not Investing)

12 Replies

563 Views

Last post by arcticpineapplecorp.
Fri Aug 19, 2022 7:34 pm
PayPal Login Process

Last post by CCD « Fri Aug 19, 2022 7:32 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by tarheel91 » Fri Aug 19, 2022 6:42 pm » in Personal Finance (Not Investing)

1 Replies

151 Views

Last post by CCD
Fri Aug 19, 2022 7:32 pm

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