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Portfolio review - long time lurker with some life changes

Last post by Flashes1 « Thu Jun 08, 2023 5:38 pm
Posted in Personal Investments
Replies: 1
by dwill123 » Thu Jun 08, 2023 3:53 pm » in Personal Investments

1 Replies

81 Views

Last post by Flashes1
Thu Jun 08, 2023 5:38 pm
Help Me Do the Math!

Last post by Silk McCue « Thu Jun 08, 2023 5:37 pm
Posted in Personal Investments
Replies: 3
by liz24 » Thu Jun 08, 2023 5:18 pm » in Personal Investments

3 Replies

104 Views

Last post by Silk McCue
Thu Jun 08, 2023 5:37 pm
Vanguard and insurance

Last post by friar1610 « Thu Jun 08, 2023 5:36 pm
Posted in Personal Finance (Not Investing)

by friar1610 » Thu Jun 08, 2023 5:36 pm » in Personal Finance (Not Investing)

0 Replies

13 Views

Last post by friar1610
Thu Jun 08, 2023 5:36 pm
New fee for Vanguard mutual accounts [June 2023 update]

Last post by capran « Thu Jun 08, 2023 5:34 pm
Posted in Investing - Theory, News & General
Replies: 1565
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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1565 Replies

130106 Views

Last post by capran
Thu Jun 08, 2023 5:34 pm
Debt free: How to be content in a debt-filled world

Last post by ClassII « Thu Jun 08, 2023 5:33 pm
Posted in Personal Investments
Replies: 12
by silverskates » Thu Jun 08, 2023 5:00 pm » in Personal Investments

12 Replies

429 Views

Last post by ClassII
Thu Jun 08, 2023 5:33 pm
A super positive experience with Vanguard

Last post by jebmke « Thu Jun 08, 2023 5:32 pm
Posted in Personal Investments
Replies: 4
by Johny Fever » Thu Jun 08, 2023 5:11 pm » in Personal Investments

4 Replies

181 Views

Last post by jebmke
Thu Jun 08, 2023 5:32 pm
Newbie want to help 62 year old dad grow 30k

Last post by Moneytrail « Thu Jun 08, 2023 5:32 pm
Posted in Personal Investments
Replies: 23
by Moneytrail » Thu Jun 08, 2023 4:29 am » in Personal Investments

23 Replies

1319 Views

Last post by Moneytrail
Thu Jun 08, 2023 5:32 pm
Giving up the pickup truck?

Last post by Oreamnos « Thu Jun 08, 2023 5:31 pm
Posted in Personal Consumer Issues
Replies: 53
by kcannon1 » Tue May 16, 2023 4:12 pm » in Personal Consumer Issues
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53 Replies

3847 Views

Last post by Oreamnos
Thu Jun 08, 2023 5:31 pm
Last Week Tonight on timeshares

Last post by ChrisC « Thu Jun 08, 2023 5:26 pm
Posted in Personal Consumer Issues
Replies: 133
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues
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133 Replies

14413 Views

Last post by ChrisC
Thu Jun 08, 2023 5:26 pm
Bear v Bull

Last post by Onlineid3089 « Thu Jun 08, 2023 5:26 pm
Posted in Investing - Theory, News & General
Replies: 10
by bgf » Thu Jun 08, 2023 12:55 pm » in Investing - Theory, News & General

10 Replies

614 Views

Last post by Onlineid3089
Thu Jun 08, 2023 5:26 pm
Total Bond, Treasuries, and TIPS since 2001

Last post by abc132 « Thu Jun 08, 2023 5:24 pm
Posted in Investing - Theory, News & General
Replies: 17
by 000 » Thu Jun 08, 2023 1:12 am » in Investing - Theory, News & General

17 Replies

1271 Views

Last post by abc132
Thu Jun 08, 2023 5:24 pm
Need help on TIAA and Cref

Last post by Bennie « Thu Jun 08, 2023 5:23 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by Bennie » Tue Jun 06, 2023 10:55 pm » in Personal Finance (Not Investing)

22 Replies

1421 Views

Last post by Bennie
Thu Jun 08, 2023 5:23 pm
Zurich hotel location recommendations

Last post by AnnetteLouisan « Thu Jun 08, 2023 5:21 pm
Posted in Personal Consumer Issues
Replies: 8
by hoops777 » Thu Jun 08, 2023 2:05 pm » in Personal Consumer Issues

8 Replies

292 Views

Last post by AnnetteLouisan
Thu Jun 08, 2023 5:21 pm
Social Security Accounting of Direct Deposits

Last post by queenofthemadhouse « Thu Jun 08, 2023 5:20 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by SpideyIndexer » Wed Jun 07, 2023 11:00 pm » in Personal Finance (Not Investing)

10 Replies

995 Views

Last post by queenofthemadhouse
Thu Jun 08, 2023 5:20 pm
How has 60/40 worked out in retirement ?

Last post by CookieDough « Thu Jun 08, 2023 5:15 pm
Posted in Personal Investments
Replies: 45
by Vivbet » Wed Jun 07, 2023 5:57 pm » in Personal Investments

45 Replies

4110 Views

Last post by CookieDough
Thu Jun 08, 2023 5:15 pm
Decision regarding selling real estate

Last post by BogleTaxPro « Thu Jun 08, 2023 5:14 pm
Posted in Personal Investments
Replies: 5
by Cathy at the beach » Thu Jun 08, 2023 3:48 pm » in Personal Investments

5 Replies

184 Views

Last post by BogleTaxPro
Thu Jun 08, 2023 5:14 pm
Family Caretaker

Last post by RetiredAL « Thu Jun 08, 2023 5:09 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by Dday123 » Thu Jun 08, 2023 4:47 pm » in Personal Finance (Not Investing)

1 Replies

145 Views

Last post by RetiredAL
Thu Jun 08, 2023 5:09 pm
Looking for advice? Advisor proposing 1% on $3M AUM

Last post by hand « Thu Jun 08, 2023 5:09 pm
Posted in Personal Investments
Replies: 53
by boltonguy » Thu Jun 08, 2023 10:07 am » in Personal Investments
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53 Replies

2217 Views

Last post by hand
Thu Jun 08, 2023 5:09 pm
Before Bogle: How much could the ordinary investor have got?

Last post by MarkRoulo « Thu Jun 08, 2023 5:07 pm
Posted in Investing - Theory, News & General
Replies: 60
by McQ » Mon Jun 05, 2023 10:50 pm » in Investing - Theory, News & General
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60 Replies

4616 Views

Last post by MarkRoulo
Thu Jun 08, 2023 5:07 pm
BOGLEHEADS on Facebook?

Last post by Silk McCue « Thu Jun 08, 2023 5:06 pm
Posted in Personal Consumer Issues
Replies: 7
by SeeMoe » Sun May 14, 2023 5:05 pm » in Personal Consumer Issues

7 Replies

1228 Views

Last post by Silk McCue
Thu Jun 08, 2023 5:06 pm
Defense against the dark arts - Pickpockets!

Last post by theplayer11 « Thu Jun 08, 2023 5:05 pm
Posted in Personal Consumer Issues
Replies: 101
by A. L. Breguet » Wed May 31, 2023 11:01 pm » in Personal Consumer Issues
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101 Replies

7541 Views

Last post by theplayer11
Thu Jun 08, 2023 5:05 pm
Total Bond has now underperformed Munis pre-tax since 2001

Last post by 000 « Thu Jun 08, 2023 5:04 pm
Posted in Investing - Theory, News & General

by 000 » Thu Jun 08, 2023 5:04 pm » in Investing - Theory, News & General

0 Replies

82 Views

Last post by 000
Thu Jun 08, 2023 5:04 pm
VUSXX taxable for state and local now

Last post by Electron « Thu Jun 08, 2023 5:03 pm
Posted in Personal Investments
Replies: 213
by mktwizard » Fri Mar 10, 2023 6:54 pm » in Personal Investments
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213 Replies

25974 Views

Last post by Electron
Thu Jun 08, 2023 5:03 pm
Be careful of AI investing hype

Last post by HanSolo « Thu Jun 08, 2023 5:02 pm
Posted in Investing - Theory, News & General
Replies: 175
by nisiprius » Mon Jun 05, 2023 8:05 am » in Investing - Theory, News & General
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175 Replies

8570 Views

Last post by HanSolo
Thu Jun 08, 2023 5:02 pm
What to do with revocable trust when you change state residency?

Last post by protagonist « Thu Jun 08, 2023 5:02 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by protagonist » Tue Jun 06, 2023 1:47 pm » in Personal Finance (Not Investing)

9 Replies

663 Views

Last post by protagonist
Thu Jun 08, 2023 5:02 pm
My Financial Picture from BoA

Last post by retiredjg « Thu Jun 08, 2023 5:02 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Hallo basu » Thu Jun 08, 2023 1:58 pm » in Personal Finance (Not Investing)

4 Replies

404 Views

Last post by retiredjg
Thu Jun 08, 2023 5:02 pm
Still trying to believe in bonds

Last post by Outer Marker « Thu Jun 08, 2023 5:01 pm
Posted in Personal Investments
Replies: 70
by JMK909er » Tue Jun 06, 2023 10:04 am » in Personal Investments
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70 Replies

5158 Views

Last post by Outer Marker
Thu Jun 08, 2023 5:01 pm
Convert from ETF to Mutual Fund?

Last post by Silk McCue « Thu Jun 08, 2023 5:01 pm
Posted in Personal Investments
Replies: 13
by itsgot8 » Mon Dec 03, 2018 11:17 am » in Personal Investments

13 Replies

6370 Views

Last post by Silk McCue
Thu Jun 08, 2023 5:01 pm
Value of Emergency Fund with high Taxable account?

Last post by pasadena « Thu Jun 08, 2023 4:57 pm
Posted in Personal Investments
Replies: 32
by OSUperu » Wed Jun 07, 2023 11:26 pm » in Personal Investments

32 Replies

1865 Views

Last post by pasadena
Thu Jun 08, 2023 4:57 pm
Ramit Sethi on the usefulness of advisors

Last post by stocknoob4111 « Thu Jun 08, 2023 4:51 pm
Posted in Investing - Theory, News & General
Replies: 21
by hnd » Wed Jun 07, 2023 9:58 am » in Investing - Theory, News & General

21 Replies

2186 Views

Last post by stocknoob4111
Thu Jun 08, 2023 4:51 pm
Setting up banking for a new college student

Last post by VictorStarr « Thu Jun 08, 2023 4:50 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by aaasdaef » Wed Jun 07, 2023 9:02 pm » in Personal Finance (Not Investing)

18 Replies

788 Views

Last post by VictorStarr
Thu Jun 08, 2023 4:50 pm
RMD and QCD on Vanguard web site

Last post by Mozart01 « Thu Jun 08, 2023 4:46 pm
Posted in Personal Investments
Replies: 26
by tc101 » Fri May 19, 2023 10:05 am » in Personal Investments

26 Replies

1942 Views

Last post by Mozart01
Thu Jun 08, 2023 4:46 pm
7 figure international wire transfer

Last post by ny10036 « Thu Jun 08, 2023 4:40 pm
Posted in Personal Finance (Not Investing)

by ny10036 » Thu Jun 08, 2023 4:40 pm » in Personal Finance (Not Investing)

0 Replies

113 Views

Last post by ny10036
Thu Jun 08, 2023 4:40 pm
What's Your Credit Card Rewards Strategy?

Last post by peke9898 « Thu Jun 08, 2023 4:39 pm
Posted in Personal Finance (Not Investing)
Replies: 6649
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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6649 Replies

1237267 Views

Last post by peke9898
Thu Jun 08, 2023 4:39 pm
how to avoid paying massive taxes of sale of rental

Last post by BogleTaxPro « Thu Jun 08, 2023 4:37 pm
Posted in Personal Finance (Not Investing)
Replies: 57
by riptide » Mon Feb 06, 2023 8:18 am » in Personal Finance (Not Investing)
1

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57 Replies

5455 Views

Last post by BogleTaxPro
Thu Jun 08, 2023 4:37 pm
Moving to One Income and Efficiently Saving

Last post by Onlineid3089 « Thu Jun 08, 2023 4:36 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Kered226 » Thu Jun 08, 2023 2:05 pm » in Personal Finance (Not Investing)

9 Replies

519 Views

Last post by Onlineid3089
Thu Jun 08, 2023 4:36 pm
Paying Off Mortgage vs Investing Extra Money

Last post by Pdxnative « Thu Jun 08, 2023 4:32 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by gardn202926 » Thu Jun 08, 2023 7:19 am » in Personal Finance (Not Investing)

18 Replies

1000 Views

Last post by Pdxnative
Thu Jun 08, 2023 4:32 pm
Learning Violin as an adult? 6.5 Year update

Last post by protagonist « Thu Jun 08, 2023 4:32 pm
Posted in Personal Consumer Issues
Replies: 315
by investingdad » Tue Dec 06, 2016 1:03 pm » in Personal Consumer Issues
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315 Replies

52246 Views

Last post by protagonist
Thu Jun 08, 2023 4:32 pm
Deferred Compensation Plan Strategy

Last post by geobrick « Thu Jun 08, 2023 4:30 pm
Posted in Personal Finance (Not Investing)
Replies: 52
by Coastcat » Fri Apr 14, 2023 12:30 pm » in Personal Finance (Not Investing)
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52 Replies

3818 Views

Last post by geobrick
Thu Jun 08, 2023 4:30 pm
my understanding is that tilting to small caps adds diversification and tilting to value reduces diversification?

Last post by km91 « Thu Jun 08, 2023 4:27 pm
Posted in Investing - Theory, News & General
Replies: 73
by linate » Wed Jun 07, 2023 9:54 am » in Investing - Theory, News & General
1

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73 Replies

2983 Views

Last post by km91
Thu Jun 08, 2023 4:27 pm
Moved states - property taxes question

Last post by SunRainSnow « Thu Jun 08, 2023 4:25 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by SunRainSnow » Thu Jun 08, 2023 3:54 pm » in Personal Finance (Not Investing)

4 Replies

179 Views

Last post by SunRainSnow
Thu Jun 08, 2023 4:25 pm
Medallion Guarantee limits

Last post by Retired 2017 « Thu Jun 08, 2023 4:22 pm
Posted in Personal Investments
Replies: 9
by misterjohnny » Thu Jun 08, 2023 10:43 am » in Personal Investments

9 Replies

609 Views

Last post by Retired 2017
Thu Jun 08, 2023 4:22 pm
To dividend reinvest or not in taxable accounts?

Last post by solarcub « Thu Jun 08, 2023 4:20 pm
Posted in Investing - Theory, News & General
Replies: 49
by hiddenpower » Tue Jun 06, 2023 11:16 am » in Investing - Theory, News & General

49 Replies

2315 Views

Last post by solarcub
Thu Jun 08, 2023 4:20 pm
Should I appeal property tax?

Last post by JazzTime « Thu Jun 08, 2023 4:18 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by skierincolorado » Tue Jun 06, 2023 2:44 pm » in Personal Finance (Not Investing)

44 Replies

3188 Views

Last post by JazzTime
Thu Jun 08, 2023 4:18 pm
Medical bills negotiation

Last post by DarkHelmetII « Thu Jun 08, 2023 4:17 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by smmsmm57 » Tue May 16, 2023 9:13 am » in Personal Finance (Not Investing)

11 Replies

872 Views

Last post by DarkHelmetII
Thu Jun 08, 2023 4:17 pm
'Bogleheads® Live' #44 podcast is out: Early Retirement w/ Mr. Money Mustache

Last post by Jon Luskin « Thu Jun 08, 2023 4:11 pm
Posted in Investing - Theory, News & General
Replies: 17
by Jon Luskin » Mon May 15, 2023 8:05 pm » in Investing - Theory, News & General

17 Replies

3712 Views

Last post by Jon Luskin
Thu Jun 08, 2023 4:11 pm
Ford and GM EVs (and other EVs?) switching to Tesla chargers

Last post by harikaried « Thu Jun 08, 2023 4:10 pm
Posted in Personal Consumer Issues
Replies: 37
by harikaried » Thu May 25, 2023 6:04 pm » in Personal Consumer Issues

37 Replies

5146 Views

Last post by harikaried
Thu Jun 08, 2023 4:10 pm
Course corrections needed to prep for retirement

Last post by artforall « Thu Jun 08, 2023 4:09 pm
Posted in Personal Investments
Replies: 3
by artforall » Wed Jun 07, 2023 5:07 pm » in Personal Investments

3 Replies

589 Views

Last post by artforall
Thu Jun 08, 2023 4:09 pm
Was moving from a no income tax state to an income tax state really that bad?

Last post by muffins14 « Thu Jun 08, 2023 4:09 pm
Posted in Personal Finance (Not Investing)
Replies: 248
by MikeZ » Thu Dec 15, 2022 12:22 pm » in Personal Finance (Not Investing)
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248 Replies

22783 Views

Last post by muffins14
Thu Jun 08, 2023 4:09 pm
Xfinity’s policy in upgrading equipment

Last post by samsoes « Thu Jun 08, 2023 4:05 pm
Posted in Personal Consumer Issues
Replies: 36
by gavinsiu » Sun Jun 04, 2023 1:04 am » in Personal Consumer Issues

36 Replies

2048 Views

Last post by samsoes
Thu Jun 08, 2023 4:05 pm

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