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Fidelity Wealth Advisor Forum

Last post by FiveFifty « Thu Dec 05, 2024 12:16 pm
Posted in Personal Investments
Replies: 7
by FiveFifty » Thu Dec 05, 2024 11:30 am » in Personal Investments

7 Replies

188 Views

Last post by FiveFifty
Thu Dec 05, 2024 12:16 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

12692 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

1173 Views

Last post by humblecoder
Thu Dec 05, 2024 12:14 pm
Fidelity pitching moving everything under management

Last post by jmac312 « Thu Dec 05, 2024 12:13 pm
Posted in Personal Investments

by jmac312 » Thu Dec 05, 2024 12:13 pm » in Personal Investments

0 Replies

21 Views

Last post by jmac312
Thu Dec 05, 2024 12:13 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

140 Views

Last post by waskiri
Thu Dec 05, 2024 12:13 pm
Did My Fidelity Rep Fire Me?

Last post by Squirrel208 « Thu Dec 05, 2024 12:12 pm
Posted in Personal Investments
Replies: 9
by AllMostThere » Thu Dec 05, 2024 4:37 am » in Personal Investments

9 Replies

1288 Views

Last post by Squirrel208
Thu Dec 05, 2024 12:12 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

7815 Views

Last post by michaeljc70
Thu Dec 05, 2024 12:10 pm
Does anyone else hold REIT VGSLX in their Roth IRA?

Last post by Tramper Al « Thu Dec 05, 2024 12:09 pm
Posted in Personal Investments
Replies: 3
by henry001 » Thu Dec 05, 2024 11:36 am » in Personal Investments

3 Replies

91 Views

Last post by Tramper Al
Thu Dec 05, 2024 12:09 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

13133 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

86696 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

366 Views

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

Last post by steadyosmosis « Thu Dec 05, 2024 12:04 pm
Posted in Personal Investments
Replies: 3
by spacecadet610 » Thu Dec 05, 2024 11:49 am » in Personal Investments

3 Replies

193 Views

Last post by steadyosmosis
Thu Dec 05, 2024 12:04 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

5443 Views

Last post by Ranunculus
Thu Dec 05, 2024 12:03 pm
Do you keep hard copies of your account statements?

Last post by mtnlover « Thu Dec 05, 2024 12:02 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by elliott1234 » Thu Dec 05, 2024 8:46 am » in Personal Finance (Not Investing)

25 Replies

770 Views

Last post by mtnlover
Thu Dec 05, 2024 12:02 pm
My New Retirement Thinking: LMP or 2% SWR

Last post by stocknoob4111 « Thu Dec 05, 2024 12:01 pm
Posted in Investing - Theory, News & General
Replies: 422
by Leesbro63 » Tue Oct 15, 2024 7:09 am » in Investing - Theory, News & General
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422 Replies

25020 Views

Last post by stocknoob4111
Thu Dec 05, 2024 12:01 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

7797 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

22391 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

115 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

1130160 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

408236 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

3479 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

141 Views

Last post by NYHawkeye
Thu Dec 05, 2024 11:58 am
How Do Brokerages Price Municipal Bond Holdings?

Last post by jameskay « Thu Dec 05, 2024 11:58 am
Posted in Personal Investments

by jameskay » Thu Dec 05, 2024 11:58 am » in Personal Investments

0 Replies

19 Views

Last post by jameskay
Thu Dec 05, 2024 11:58 am
Inheriting Traditional & Roth IRA's - Questions & Advice

Last post by delamer « Thu Dec 05, 2024 11:57 am
Posted in Personal Investments
Replies: 3
by CubsWin » Thu Dec 05, 2024 10:25 am » in Personal Investments

3 Replies

151 Views

Last post by delamer
Thu Dec 05, 2024 11:57 am
Paying for rent is throwing away money...myth?

Last post by meowcat « Thu Dec 05, 2024 11:57 am
Posted in Personal Finance (Not Investing)
Replies: 401
by Ducksinarow » Sat Jun 08, 2019 9:15 pm » in Personal Finance (Not Investing)
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401 Replies

33990 Views

Last post by meowcat
Thu Dec 05, 2024 11:57 am
Shiller PE now near 37 - 3rd highest ever

Last post by unwitting_gulag « Thu Dec 05, 2024 11:56 am
Posted in Investing - Theory, News & General
Replies: 427
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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427 Replies

39796 Views

Last post by unwitting_gulag
Thu Dec 05, 2024 11:56 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

3288 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

765 Views

Last post by dogagility
Thu Dec 05, 2024 11:53 am
Is the “don’t invest money you need in 7-10 years” rule too conservative?

Last post by meadowrue « Thu Dec 05, 2024 11:51 am
Posted in Investing - Theory, News & General
Replies: 47
by meadowrue » Wed Dec 04, 2024 5:02 pm » in Investing - Theory, News & General

47 Replies

2566 Views

Last post by meadowrue
Thu Dec 05, 2024 11:51 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

105 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

8937 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

3569 Views

Last post by north2016
Thu Dec 05, 2024 11:41 am
Thoughts on bonds vs. cash

Last post by lakpr « Thu Dec 05, 2024 11:39 am
Posted in Personal Investments
Replies: 24
by John3 » Wed Dec 04, 2024 9:40 am » in Personal Investments

24 Replies

1545 Views

Last post by lakpr
Thu Dec 05, 2024 11:39 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

685528 Views

Last post by Stinky
Thu Dec 05, 2024 11:38 am
How do you ACTUALLY gift appreciated shares to your children

Last post by FreddieFIRE « Thu Dec 05, 2024 11:38 am
Posted in Personal Finance (Not Investing)
Replies: 43
by flyingaway » Thu Dec 01, 2022 1:37 pm » in Personal Finance (Not Investing)

43 Replies

5070 Views

Last post by FreddieFIRE
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

536 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

1799 Views

Last post by FreddieFIRE
Thu Dec 05, 2024 11:35 am
Wealthfront Savings and the Yotta Debacle [Fintech banking concerns]

Last post by Addy « Thu Dec 05, 2024 11:33 am
Posted in Investing - Theory, News & General
Replies: 415
by MrM1 » Fri Jun 14, 2024 8:33 am » in Investing - Theory, News & General
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415 Replies

50454 Views

Last post by Addy
Thu Dec 05, 2024 11:33 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

569 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

15127 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

4830 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

1200 Views

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

Last post by cosmos « Thu Dec 05, 2024 11:22 am
Posted in Personal Investments
Replies: 23
by ryanbohle » Wed Dec 04, 2024 9:09 am » in Personal Investments

23 Replies

1160 Views

Last post by cosmos
Thu Dec 05, 2024 11:22 am
What if's with TurboTax?

Last post by sycamore « Thu Dec 05, 2024 11:19 am
Posted in Personal Finance (Not Investing)
Replies: 27
by Al Dente » Tue Dec 03, 2024 5:27 pm » in Personal Finance (Not Investing)

27 Replies

1723 Views

Last post by sycamore
Thu Dec 05, 2024 11:19 am
Explain buying TIPS to me like I'm 5

Last post by snic « Thu Dec 05, 2024 11:15 am
Posted in Personal Investments
Replies: 38
by CookieDough » Tue Dec 03, 2024 8:03 pm » in Personal Investments

38 Replies

2780 Views

Last post by snic
Thu Dec 05, 2024 11:15 am
Best advice you have received

Last post by dknightd « Thu Dec 05, 2024 11:14 am
Posted in Personal Finance (Not Investing)
Replies: 40
by PharmD2021 » Tue Dec 03, 2024 8:07 pm » in Personal Finance (Not Investing)

40 Replies

2846 Views

Last post by dknightd
Thu Dec 05, 2024 11:14 am
Allocation of Cash Strategy

Last post by secondopinion « Thu Dec 05, 2024 11:12 am
Posted in Personal Investments
Replies: 20
by socialforums2019 » Thu Dec 05, 2024 7:42 am » in Personal Investments

20 Replies

725 Views

Last post by secondopinion
Thu Dec 05, 2024 11:12 am
Black Friday Deals (2024) - Any Bogleheadish Deals You're Keeping an Eye On?

Last post by tibbitts « Thu Dec 05, 2024 11:12 am
Posted in Personal Consumer Issues
Replies: 243
by Cranberry44 » Sat Nov 23, 2024 1:41 pm » in Personal Consumer Issues
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243 Replies

31174 Views

Last post by tibbitts
Thu Dec 05, 2024 11:12 am
What are you listening to now

Last post by Syth « Thu Dec 05, 2024 11:11 am
Posted in Personal Consumer Issues
Replies: 7551
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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7551 Replies

843383 Views

Last post by Syth
Thu Dec 05, 2024 11:11 am
Why 100% stocks if the SWR is lower?

Last post by avalpert1 « Thu Dec 05, 2024 11:04 am
Posted in Investing - Theory, News & General
Replies: 37
by alex123711 » Wed Dec 04, 2024 2:54 am » in Investing - Theory, News & General

37 Replies

2257 Views

Last post by avalpert1
Thu Dec 05, 2024 11:04 am

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