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Fidelity pitching moving everything under management

Last post by steadyosmosis « Thu Dec 05, 2024 12:35 pm
Posted in Personal Investments
Replies: 4
by jmac312 » Thu Dec 05, 2024 12:13 pm » in Personal Investments

4 Replies

122 Views

Last post by steadyosmosis
Thu Dec 05, 2024 12:35 pm
High Deny Rates of United Healthcare (e.g., GEHA), Should We Switch?

Last post by InvisibleAerobar « Thu Dec 05, 2024 12:35 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by RJC » Thu Dec 05, 2024 9:25 am » in Personal Finance (Not Investing)

3 Replies

559 Views

Last post by InvisibleAerobar
Thu Dec 05, 2024 12:35 pm
LTC allocation

Last post by WoW2012 « Thu Dec 05, 2024 12:35 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by drspine » Wed Dec 04, 2024 9:31 am » in Personal Finance (Not Investing)

6 Replies

419 Views

Last post by WoW2012
Thu Dec 05, 2024 12:35 pm
2024 Deductible for Medigap Plans F-HD and G-HD

Last post by GaryA505 « Thu Dec 05, 2024 12:34 pm
Posted in Personal Finance (Not Investing)
Replies: 49
by ModifiedDuration » Mon Oct 16, 2023 7:51 am » in Personal Finance (Not Investing)

49 Replies

4710 Views

Last post by GaryA505
Thu Dec 05, 2024 12:34 pm
UPDATE (6 months later): Am i ready to call it quits?

Last post by spacecadet610 « Thu Dec 05, 2024 12:34 pm
Posted in Personal Investments
Replies: 7
by spacecadet610 » Thu Dec 05, 2024 11:49 am » in Personal Investments

7 Replies

347 Views

Last post by spacecadet610
Thu Dec 05, 2024 12:34 pm
Thoughts on bonds vs. cash

Last post by prioritarian « Thu Dec 05, 2024 12:33 pm
Posted in Personal Investments
Replies: 27
by John3 » Wed Dec 04, 2024 9:40 am » in Personal Investments

27 Replies

1622 Views

Last post by prioritarian
Thu Dec 05, 2024 12:33 pm
How do you ACTUALLY gift appreciated shares to your children

Last post by increment « Thu Dec 05, 2024 12:32 pm
Posted in Personal Finance (Not Investing)
Replies: 45
by flyingaway » Thu Dec 01, 2022 1:37 pm » in Personal Finance (Not Investing)

45 Replies

5096 Views

Last post by increment
Thu Dec 05, 2024 12:32 pm
How Do Brokerages Price Municipal Bond Holdings?

Last post by retired@50 « Thu Dec 05, 2024 12:32 pm
Posted in Personal Investments
Replies: 2
by jameskay » Thu Dec 05, 2024 11:58 am » in Personal Investments

2 Replies

47 Views

Last post by retired@50
Thu Dec 05, 2024 12:32 pm
Do you keep hard copies of your account statements?

Last post by volstagg « Thu Dec 05, 2024 12:32 pm
Posted in Personal Finance (Not Investing)
Replies: 27
by elliott1234 » Thu Dec 05, 2024 8:46 am » in Personal Finance (Not Investing)

27 Replies

822 Views

Last post by volstagg
Thu Dec 05, 2024 12:32 pm
Is the “don’t invest money you need in 7-10 years” rule too conservative?

Last post by JustGotScammed « Thu Dec 05, 2024 12:31 pm
Posted in Investing - Theory, News & General
Replies: 49
by meadowrue » Wed Dec 04, 2024 5:02 pm » in Investing - Theory, News & General

49 Replies

2599 Views

Last post by JustGotScammed
Thu Dec 05, 2024 12:31 pm
Rebalancing in a stock bull market

Last post by Visual Artist « Thu Dec 05, 2024 12:29 pm
Posted in Personal Investments

by Visual Artist » Thu Dec 05, 2024 12:29 pm » in Personal Investments

0 Replies

31 Views

Last post by Visual Artist
Thu Dec 05, 2024 12:29 pm
My New Retirement Thinking: LMP or 2% SWR

Last post by nalor511 « Thu Dec 05, 2024 12:28 pm
Posted in Investing - Theory, News & General
Replies: 424
by Leesbro63 » Tue Oct 15, 2024 7:09 am » in Investing - Theory, News & General
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424 Replies

25064 Views

Last post by nalor511
Thu Dec 05, 2024 12:28 pm
Which IBRK is better Lite/Pro Fixed/Tiered?

Last post by typical.investor « Thu Dec 05, 2024 12:28 pm
Posted in Non-US Investing
Replies: 16
by international001 » Sat Nov 30, 2024 6:34 pm » in Non-US Investing

16 Replies

1274 Views

Last post by typical.investor
Thu Dec 05, 2024 12:28 pm
Wealthfront Savings and the Yotta Debacle [Fintech banking concerns]

Last post by Helium « Thu Dec 05, 2024 12:27 pm
Posted in Investing - Theory, News & General
Replies: 416
by MrM1 » Fri Jun 14, 2024 8:33 am » in Investing - Theory, News & General
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416 Replies

50470 Views

Last post by Helium
Thu Dec 05, 2024 12:27 pm
Paying for rent is throwing away money...myth?

Last post by Admiral « Thu Dec 05, 2024 12:27 pm
Posted in Personal Finance (Not Investing)
Replies: 402
by Ducksinarow » Sat Jun 08, 2019 9:15 pm » in Personal Finance (Not Investing)
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402 Replies

34023 Views

Last post by Admiral
Thu Dec 05, 2024 12:27 pm
What's the Point to Rebalancing US and Ex US?

Last post by Tamalak « Thu Dec 05, 2024 12:27 pm
Posted in Investing - Theory, News & General
Replies: 2
by JMACatfish » Thu Dec 05, 2024 12:16 pm » in Investing - Theory, News & General

2 Replies

70 Views

Last post by Tamalak
Thu Dec 05, 2024 12:27 pm
Anyone shipped a small package to Belgium or EU?

Last post by InvisibleAerobar « Thu Dec 05, 2024 12:25 pm
Posted in Personal Consumer Issues
Replies: 12
by worthit » Thu Dec 05, 2024 6:40 am » in Personal Consumer Issues

12 Replies

277 Views

Last post by InvisibleAerobar
Thu Dec 05, 2024 12:25 pm
Fidelity Wealth Advisor Forum

Last post by dcabler « Thu Dec 05, 2024 12:23 pm
Posted in Personal Investments
Replies: 8
by FiveFifty » Thu Dec 05, 2024 11:30 am » in Personal Investments

8 Replies

254 Views

Last post by dcabler
Thu Dec 05, 2024 12:23 pm
How does it work when one spouse needs full-time memory care?

Last post by smitcat « Thu Dec 05, 2024 12:22 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by HomerJ » Wed Dec 04, 2024 2:39 pm » in Personal Finance (Not Investing)

14 Replies

1474 Views

Last post by smitcat
Thu Dec 05, 2024 12:22 pm
Does anyone else hold REIT VGSLX in their Roth IRA?

Last post by mrmass « Thu Dec 05, 2024 12:20 pm
Posted in Personal Investments
Replies: 4
by henry001 » Thu Dec 05, 2024 11:36 am » in Personal Investments

4 Replies

121 Views

Last post by mrmass
Thu Dec 05, 2024 12:20 pm
Shiller PE now near 37 - 3rd highest ever

Last post by warner25 « Thu Dec 05, 2024 12:18 pm
Posted in Investing - Theory, News & General
Replies: 428
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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428 Replies

39837 Views

Last post by warner25
Thu Dec 05, 2024 12:18 pm
Did My Fidelity Rep Fire Me?

Last post by MrBobcat « Thu Dec 05, 2024 12:17 pm
Posted in Personal Investments
Replies: 10
by AllMostThere » Thu Dec 05, 2024 4:37 am » in Personal Investments

10 Replies

1390 Views

Last post by MrBobcat
Thu Dec 05, 2024 12:17 pm
Inheriting Traditional & Roth IRA's - Questions & Advice

Last post by goodenyou « Thu Dec 05, 2024 12:17 pm
Posted in Personal Investments
Replies: 4
by CubsWin » Thu Dec 05, 2024 10:25 am » in Personal Investments

4 Replies

177 Views

Last post by goodenyou
Thu Dec 05, 2024 12:17 pm
Take some money off the table?

Last post by prairieman « Thu Dec 05, 2024 12:15 pm
Posted in Personal Investments
Replies: 108
by Peter Foley » Thu Nov 28, 2024 9:23 am » in Personal Investments
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108 Replies

12741 Views

Last post by prairieman
Thu Dec 05, 2024 12:15 pm
Above what marginal tax bracket would you consider NOT consider a ROTH?

Last post by humblecoder « Thu Dec 05, 2024 12:14 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by guppyguy » Wed Dec 04, 2024 9:00 pm » in Personal Finance (Not Investing)

23 Replies

1207 Views

Last post by humblecoder
Thu Dec 05, 2024 12:14 pm
[Argentina] Looking for advice on my first investment

Last post by waskiri « Thu Dec 05, 2024 12:13 pm
Posted in Non-US Investing
Replies: 6
by fullaccess » Thu Dec 05, 2024 8:50 am » in Non-US Investing

6 Replies

147 Views

Last post by waskiri
Thu Dec 05, 2024 12:13 pm
PSA: Top off your tires

Last post by michaeljc70 « Thu Dec 05, 2024 12:10 pm
Posted in Personal Consumer Issues
Replies: 91
by jebmke » Sun Dec 01, 2024 9:12 am » in Personal Consumer Issues
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91 Replies

7841 Views

Last post by michaeljc70
Thu Dec 05, 2024 12:10 pm
Home Cocktail Bar Bottle Essentials -- $1K limit

Last post by Taz « Thu Dec 05, 2024 12:09 pm
Posted in Personal Consumer Issues
Replies: 148
by watchnerd » Mon May 13, 2024 11:36 pm » in Personal Consumer Issues
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148 Replies

13155 Views

Last post by Taz
Thu Dec 05, 2024 12:09 pm
US Bank 4% Smartly Visa Credit Card

Last post by jeffyscott « Thu Dec 05, 2024 12:07 pm
Posted in Personal Finance (Not Investing)
Replies: 980
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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980 Replies

86716 Views

Last post by jeffyscott
Thu Dec 05, 2024 12:07 pm
Health Insurance - do you know allowed amounts?

Last post by PaunchyPirate « Thu Dec 05, 2024 12:05 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by LaurenRose » Thu Dec 05, 2024 10:15 am » in Personal Finance (Not Investing)

11 Replies

389 Views

Last post by PaunchyPirate
Thu Dec 05, 2024 12:05 pm
Roth Conversion - Penalty for EOY?

Last post by Ranunculus « Thu Dec 05, 2024 12:03 pm
Posted in Personal Finance (Not Investing)
Replies: 80
by MoneyIsTime » Mon Nov 18, 2024 12:23 pm » in Personal Finance (Not Investing)
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80 Replies

5463 Views

Last post by Ranunculus
Thu Dec 05, 2024 12:03 pm
HSA 70k when would you start using it

Last post by michaeljc70 « Thu Dec 05, 2024 12:01 pm
Posted in Personal Finance (Not Investing)
Replies: 84
by Hillview » Mon Nov 18, 2024 2:03 pm » in Personal Finance (Not Investing)
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84 Replies

7810 Views

Last post by michaeljc70
Thu Dec 05, 2024 12:01 pm
What do you give your adult children at holiday time?

Last post by MathWizard « Thu Dec 05, 2024 12:01 pm
Posted in Personal Consumer Issues
Replies: 176
by BarbBrooklyn » Thu Nov 05, 2020 10:31 pm » in Personal Consumer Issues
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176 Replies

22434 Views

Last post by MathWizard
Thu Dec 05, 2024 12:01 pm
Exercise and sell, or hold company options comprising 6% of portfolio

Last post by BrooklynInvest « Thu Dec 05, 2024 12:00 pm
Posted in Personal Investments
Replies: 4
by muffins14 » Thu Dec 05, 2024 10:47 am » in Personal Investments

4 Replies

124 Views

Last post by BrooklynInvest
Thu Dec 05, 2024 12:00 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by IroquoisPlisskin « Thu Dec 05, 2024 12:00 pm
Posted in Personal Finance (Not Investing)
Replies: 8229
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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8229 Replies

1130180 Views

Last post by IroquoisPlisskin
Thu Dec 05, 2024 12:00 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Thu Dec 05, 2024 11:58 am
Posted in Investing - Theory, News & General
Replies: 2945
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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2945 Replies

408248 Views

Last post by Stinky
Thu Dec 05, 2024 11:58 am
NVDA hits all-time high, y'all probably own some

Last post by Baylor Boy « Thu Dec 05, 2024 11:58 am
Posted in Investing - Theory, News & General
Replies: 22
by random_walker_77 » Tue Nov 19, 2024 2:44 pm » in Investing - Theory, News & General

22 Replies

3489 Views

Last post by Baylor Boy
Thu Dec 05, 2024 11:58 am
Fidelity ETF ONEQ Nasdaq and/or FTEC Tech

Last post by NYHawkeye « Thu Dec 05, 2024 11:58 am
Posted in Personal Investments
Replies: 4
by sparkling » Thu Dec 05, 2024 9:49 am » in Personal Investments

4 Replies

146 Views

Last post by NYHawkeye
Thu Dec 05, 2024 11:58 am
Are short term treasuries categorized as bonds or cash?

Last post by Rocinante Rider « Thu Dec 05, 2024 11:53 am
Posted in Investing - Theory, News & General
Replies: 62
by BigSky777 » Tue Dec 03, 2024 10:57 am » in Investing - Theory, News & General
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62 Replies

3295 Views

Last post by Rocinante Rider
Thu Dec 05, 2024 11:53 am
TIPS Funds for Social Security delay of 7 years

Last post by dogagility « Thu Dec 05, 2024 11:53 am
Posted in Personal Investments
Replies: 19
by newcollegeman » Wed Dec 04, 2024 10:39 pm » in Personal Investments

19 Replies

771 Views

Last post by dogagility
Thu Dec 05, 2024 11:53 am
Errors in step up basis after death? What is bond value on death date?

Last post by Geologist « Thu Dec 05, 2024 11:50 am
Posted in Personal Finance (Not Investing)
Replies: 3
by Saver59 » Thu Dec 05, 2024 11:28 am » in Personal Finance (Not Investing)

3 Replies

116 Views

Last post by Geologist
Thu Dec 05, 2024 11:50 am
Am i ready to call it quits?

Last post by spacecadet610 « Thu Dec 05, 2024 11:49 am
Posted in Personal Investments
Replies: 62
by spacecadet610 » Sat Mar 30, 2024 3:23 pm » in Personal Investments
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62 Replies

8964 Views

Last post by spacecadet610
Thu Dec 05, 2024 11:49 am
TIPS ladder when have “enough”

Last post by north2016 « Thu Dec 05, 2024 11:41 am
Posted in Personal Investments
Replies: 36
by Hayden » Sun Dec 01, 2024 1:43 pm » in Personal Investments

36 Replies

3577 Views

Last post by north2016
Thu Dec 05, 2024 11:41 am
Post your Financial Milestone Announcements Here

Last post by Stinky « Thu Dec 05, 2024 11:38 am
Posted in Bogleheads Community and Local Chapters
Replies: 4021
by Working2notWork » Tue Jun 03, 2014 7:41 am » in Bogleheads Community and Local Chapters
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4021 Replies

685537 Views

Last post by Stinky
Thu Dec 05, 2024 11:38 am
Los Angeles Metro Rail: scenic stops and neighborhoods?

Last post by SR II « Thu Dec 05, 2024 11:35 am
Posted in Personal Consumer Issues
Replies: 9
by Tabulator » Fri Nov 01, 2024 9:59 am » in Personal Consumer Issues

9 Replies

546 Views

Last post by SR II
Thu Dec 05, 2024 11:35 am
How do I get out of Fidelity's PCG [Private Client Group]?

Last post by FreddieFIRE « Thu Dec 05, 2024 11:35 am
Posted in Personal Finance (Not Investing)
Replies: 29
by PeterRTM » Wed Dec 04, 2024 5:37 pm » in Personal Finance (Not Investing)

29 Replies

1817 Views

Last post by FreddieFIRE
Thu Dec 05, 2024 11:35 am
Need No Cost Mortgage Recommendations

Last post by Big Dog « Thu Dec 05, 2024 11:32 am
Posted in Personal Finance (Not Investing)
Replies: 9
by Stan Dup » Wed Dec 04, 2024 4:41 pm » in Personal Finance (Not Investing)

9 Replies

578 Views

Last post by Big Dog
Thu Dec 05, 2024 11:32 am
Global Entry Application turnaround times?

Last post by HomeStretch « Thu Dec 05, 2024 11:31 am
Posted in Personal Consumer Issues
Replies: 106
by Myopic squirrel » Mon Mar 04, 2019 5:41 pm » in Personal Consumer Issues
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106 Replies

15130 Views

Last post by HomeStretch
Thu Dec 05, 2024 11:31 am
Expecting Layoff / How to Prepare

Last post by BrooklynInvest « Thu Dec 05, 2024 11:30 am
Posted in Personal Finance (Not Investing)
Replies: 44
by k3vb0t » Thu Nov 28, 2024 11:08 am » in Personal Finance (Not Investing)

44 Replies

4841 Views

Last post by BrooklynInvest
Thu Dec 05, 2024 11:30 am
home sale during probate and capital gain/loss taxes thereof

Last post by neurosphere « Thu Dec 05, 2024 11:30 am
Posted in Personal Finance (Not Investing)
Replies: 20
by stressed2024 » Thu Oct 24, 2024 9:47 am » in Personal Finance (Not Investing)

20 Replies

1203 Views

Last post by neurosphere
Thu Dec 05, 2024 11:30 am

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