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Portfolio Review - Need Another Opinion/Perspective

Last post by steadyosmosis « Sat Jan 18, 2025 9:32 pm
Posted in Personal Investments
Replies: 4
by hauge777 » Thu Jan 16, 2025 5:40 pm » in Personal Investments

4 Replies

621 Views

Last post by steadyosmosis
Sat Jan 18, 2025 9:32 pm
Cost Basis

Last post by BolderBoy « Sat Jan 18, 2025 9:31 pm
Posted in Personal Investments
Replies: 2
by MIGIHIDARI » Sat Jan 18, 2025 9:21 pm » in Personal Investments

2 Replies

62 Views

Last post by BolderBoy
Sat Jan 18, 2025 9:31 pm
Psychology and utility of 4% rule

Last post by Plainviews « Sat Jan 18, 2025 9:30 pm
Posted in Investing - Theory, News & General
Replies: 7
by Plainviews » Sat Jan 18, 2025 8:40 pm » in Investing - Theory, News & General

7 Replies

273 Views

Last post by Plainviews
Sat Jan 18, 2025 9:30 pm
Solar Farm

Last post by 123 « Sat Jan 18, 2025 9:28 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by Devil's Advocate » Sat Jan 18, 2025 11:11 am » in Personal Finance (Not Investing)

17 Replies

962 Views

Last post by 123
Sat Jan 18, 2025 9:28 pm
How to relocate

Last post by globalpatriot « Sat Jan 18, 2025 9:28 pm
Posted in Personal Consumer Issues
Replies: 21
by jjgaucho » Fri Jan 17, 2025 5:54 pm » in Personal Consumer Issues

21 Replies

1560 Views

Last post by globalpatriot
Sat Jan 18, 2025 9:28 pm
Bonds?

Last post by rkhusky « Sat Jan 18, 2025 9:26 pm
Posted in Personal Investments
Replies: 65
by cubfan » Fri Jan 17, 2025 7:21 pm » in Personal Investments
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65 Replies

3622 Views

Last post by rkhusky
Sat Jan 18, 2025 9:26 pm
Share your net worth progression

Last post by ranger3 « Sat Jan 18, 2025 9:25 pm
Posted in Personal Finance (Not Investing)
Replies: 4839
by techcrium » Tue May 13, 2014 10:14 am » in Personal Finance (Not Investing)
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4839 Replies

1287304 Views

Last post by ranger3
Sat Jan 18, 2025 9:25 pm
Performing a rollover from TSP to Vanguard?

Last post by rkhusky « Sat Jan 18, 2025 9:20 pm
Posted in Personal Investments
Replies: 30
by Fomalhaut » Mon Nov 25, 2024 11:16 pm » in Personal Investments

30 Replies

2252 Views

Last post by rkhusky
Sat Jan 18, 2025 9:20 pm
Are we done saving for college?

Last post by GreenGrowTheDollars « Sat Jan 18, 2025 9:19 pm
Posted in Personal Investments
Replies: 145
by topofthebellcurve » Sun Jul 14, 2024 6:07 pm » in Personal Investments
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145 Replies

14627 Views

Last post by GreenGrowTheDollars
Sat Jan 18, 2025 9:19 pm
Luxury cars versus other cars

Last post by TN_Boy « Sat Jan 18, 2025 9:18 pm
Posted in Personal Consumer Issues
Replies: 85
by rramaswa » Sun Jan 12, 2025 10:24 am » in Personal Consumer Issues
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85 Replies

8276 Views

Last post by TN_Boy
Sat Jan 18, 2025 9:18 pm
How do you utilize AI (artificial intelligence)?

Last post by snic « Sat Jan 18, 2025 9:13 pm
Posted in Personal Consumer Issues
Replies: 294
by tetractys » Mon Nov 13, 2023 11:14 pm » in Personal Consumer Issues
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294 Replies

33906 Views

Last post by snic
Sat Jan 18, 2025 9:13 pm
DIY fan (considering paying for advice)

Last post by mass_biker « Sat Jan 18, 2025 9:11 pm
Posted in Personal Investments

by mass_biker » Sat Jan 18, 2025 9:11 pm » in Personal Investments

0 Replies

65 Views

Last post by mass_biker
Sat Jan 18, 2025 9:11 pm
Choosing Bond fund

Last post by Taylor Larimore « Sat Jan 18, 2025 9:10 pm
Posted in Personal Investments
Replies: 4
by rams » Sat Jan 18, 2025 6:44 pm » in Personal Investments

4 Replies

320 Views

Last post by Taylor Larimore
Sat Jan 18, 2025 9:10 pm
How to handle mortgage after house burned down

Last post by nonnie « Sat Jan 18, 2025 9:10 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by mispledwaiter » Fri Jan 17, 2025 11:25 pm » in Personal Finance (Not Investing)

25 Replies

2252 Views

Last post by nonnie
Sat Jan 18, 2025 9:10 pm
Dipping my toes into TIPS

Last post by cosmos « Sat Jan 18, 2025 9:07 pm
Posted in Personal Investments
Replies: 20
by Vinny_in_NJ » Fri Jan 17, 2025 8:03 am » in Personal Investments

20 Replies

2116 Views

Last post by cosmos
Sat Jan 18, 2025 9:07 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by gamthe « Sat Jan 18, 2025 9:06 pm
Posted in Investing - Theory, News & General
Replies: 3392
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3392 Replies

783050 Views

Last post by gamthe
Sat Jan 18, 2025 9:06 pm
Reimburse HSA and invest in brokerage for step-up basis inheritance?

Last post by Tom15452 « Sat Jan 18, 2025 9:03 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by Tom15452 » Fri Jan 17, 2025 12:25 pm » in Personal Finance (Not Investing)

22 Replies

1213 Views

Last post by Tom15452
Sat Jan 18, 2025 9:03 pm
Should we keep our landline phone?

Last post by oldmotos « Sat Jan 18, 2025 9:02 pm
Posted in Personal Consumer Issues
Replies: 73
by goshenBogle » Fri Jan 17, 2025 4:29 pm » in Personal Consumer Issues
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73 Replies

3463 Views

Last post by oldmotos
Sat Jan 18, 2025 9:02 pm
401K roth to traditional IRA Rollover mistakes: how to fix?

Last post by noodle1 « Sat Jan 18, 2025 9:02 pm
Posted in Personal Finance (Not Investing)
Replies: 62
by noodle1 » Thu Apr 04, 2024 1:17 pm » in Personal Finance (Not Investing)
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62 Replies

6421 Views

Last post by noodle1
Sat Jan 18, 2025 9:02 pm
Washing synthetic 'workout clothes': laundry detergent residue?

Last post by BolderBoy « Sat Jan 18, 2025 8:59 pm
Posted in Personal Consumer Issues
Replies: 8
by rjbraun » Fri Jan 17, 2025 4:08 pm » in Personal Consumer Issues

8 Replies

661 Views

Last post by BolderBoy
Sat Jan 18, 2025 8:59 pm
Trying to understand a Los Angeles fire insurance situation

Last post by HomeStretch « Sat Jan 18, 2025 8:58 pm
Posted in Personal Consumer Issues
Replies: 30
by tadamsmar » Wed Jan 15, 2025 4:15 am » in Personal Consumer Issues

30 Replies

3783 Views

Last post by HomeStretch
Sat Jan 18, 2025 8:58 pm
Fidelity HSA: Personal Contribution marked as Rollover

Last post by boomer_techie « Sat Jan 18, 2025 8:51 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by boomer_techie » Sat Jan 04, 2025 11:10 pm » in Personal Finance (Not Investing)

3 Replies

398 Views

Last post by boomer_techie
Sat Jan 18, 2025 8:51 pm
[Just retired from the military, need] a full financial analysis

Last post by Doctor Rhythm « Sat Jan 18, 2025 8:47 pm
Posted in Personal Investments
Replies: 16
by HJ14 » Thu Jan 16, 2025 3:22 pm » in Personal Investments

16 Replies

2072 Views

Last post by Doctor Rhythm
Sat Jan 18, 2025 8:47 pm
what would be the best option for me to invest in vanguard?

Last post by Longdog « Sat Jan 18, 2025 8:47 pm
Posted in Personal Investments
Replies: 13
by animalgirl123 » Sat Jan 18, 2025 12:55 pm » in Personal Investments

13 Replies

769 Views

Last post by Longdog
Sat Jan 18, 2025 8:47 pm
Comparing indexing with real estate investment property?

Last post by rufflesinc « Sat Jan 18, 2025 8:45 pm
Posted in Personal Investments
Replies: 14
by alex123711 » Sat Jan 18, 2025 8:04 am » in Personal Investments

14 Replies

974 Views

Last post by rufflesinc
Sat Jan 18, 2025 8:45 pm
Why Doctor (PCP) won't allow self-pay?

Last post by LoveTheBogle « Sat Jan 18, 2025 8:42 pm
Posted in Personal Finance (Not Investing)
Replies: 34
by FreddieFIRE » Thu Jan 16, 2025 4:54 pm » in Personal Finance (Not Investing)

34 Replies

4020 Views

Last post by LoveTheBogle
Sat Jan 18, 2025 8:42 pm
Portfolio Review Please

Last post by Beensabu « Sat Jan 18, 2025 8:40 pm
Posted in Personal Investments
Replies: 1
by oakbluffs » Sat Jan 18, 2025 1:49 pm » in Personal Investments

1 Replies

230 Views

Last post by Beensabu
Sat Jan 18, 2025 8:40 pm
Optimal investing startegy for a 40-year portfolio

Last post by breakfastinbed « Sat Jan 18, 2025 8:37 pm
Posted in Investing - Theory, News & General
Replies: 11
by kraljmase » Sat Jan 18, 2025 6:30 am » in Investing - Theory, News & General

11 Replies

840 Views

Last post by breakfastinbed
Sat Jan 18, 2025 8:37 pm
Best way to grow what little I have? (Starting solo at 50)

Last post by SeekingSecurity « Sat Jan 18, 2025 8:34 pm
Posted in Personal Investments
Replies: 16
by cdallas » Sat Jan 18, 2025 5:21 pm » in Personal Investments

16 Replies

1281 Views

Last post by SeekingSecurity
Sat Jan 18, 2025 8:34 pm
TurboTax 2024 software offer

Last post by Big Dog « Sat Jan 18, 2025 8:33 pm
Posted in Personal Finance (Not Investing)
Replies: 591
by idenbglhd » Tue Nov 05, 2024 5:40 am » in Personal Finance (Not Investing)
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591 Replies

82801 Views

Last post by Big Dog
Sat Jan 18, 2025 8:33 pm
Least expensive cell plan for ONE phone

Last post by MathWizard « Sat Jan 18, 2025 8:30 pm
Posted in Personal Consumer Issues
Replies: 66
by Swampy » Mon Apr 01, 2024 6:01 pm » in Personal Consumer Issues
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66 Replies

14252 Views

Last post by MathWizard
Sat Jan 18, 2025 8:30 pm
Notice of adverse action new car

Last post by cubs1999 « Sat Jan 18, 2025 8:30 pm
Posted in Personal Finance (Not Investing)
Replies: 49
by margered » Fri Jan 17, 2025 11:21 am » in Personal Finance (Not Investing)

49 Replies

3971 Views

Last post by cubs1999
Sat Jan 18, 2025 8:30 pm
Advice Needed: Asset Allocation & Tax Efficiency for Dad’s $500k Taxable Portfolio

Last post by chw « Sat Jan 18, 2025 8:20 pm
Posted in Personal Investments
Replies: 19
by ThreeScreens88 » Wed Jan 15, 2025 6:44 am » in Personal Investments

19 Replies

1719 Views

Last post by chw
Sat Jan 18, 2025 8:20 pm
Annual Portfolio Review: SWR, VPW, Retire?

Last post by Indeterminacy « Sat Jan 18, 2025 8:20 pm
Posted in Personal Investments
Replies: 5
by Indeterminacy » Sun Jan 05, 2025 11:59 am » in Personal Investments

5 Replies

856 Views

Last post by Indeterminacy
Sat Jan 18, 2025 8:20 pm
My portfolio was all sold to cash accidently!!

Last post by LadyGeek « Sat Jan 18, 2025 8:17 pm
Posted in Personal Investments
Replies: 29
by danhas26 » Sat Jan 18, 2025 8:22 am » in Personal Investments

29 Replies

3926 Views

Last post by LadyGeek
Sat Jan 18, 2025 8:17 pm
Medicare B + G + Part D drug in NYC = $1k per month?

Last post by Indeterminacy « Sat Jan 18, 2025 8:15 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by Indeterminacy » Tue Jan 07, 2025 7:41 pm » in Personal Finance (Not Investing)

33 Replies

2194 Views

Last post by Indeterminacy
Sat Jan 18, 2025 8:15 pm
Seattle Area Chapter Meetings - Master Thread

Last post by rcwilkin « Sat Jan 18, 2025 8:13 pm
Posted in US Chapters
Replies: 287
by delconte » Sun Aug 30, 2015 4:04 pm » in US Chapters
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287 Replies

155970 Views

Last post by rcwilkin
Sat Jan 18, 2025 8:13 pm
Just retired and have questions

Last post by 1981Harry « Sat Jan 18, 2025 8:08 pm
Posted in Personal Investments
Replies: 11
by 1981Harry » Sat Jan 18, 2025 9:52 am » in Personal Investments

11 Replies

1024 Views

Last post by 1981Harry
Sat Jan 18, 2025 8:08 pm
Big picture Roth planning

Last post by FiveK « Sat Jan 18, 2025 8:05 pm
Posted in Personal Finance (Not Investing)
Replies: 39
by mopman78 » Wed Jan 15, 2025 2:23 pm » in Personal Finance (Not Investing)

39 Replies

3267 Views

Last post by FiveK
Sat Jan 18, 2025 8:05 pm
Bucket Strategy [How does the bucket strategy work in a down market?]

Last post by Jnick55 « Sat Jan 18, 2025 8:05 pm
Posted in Investing - Theory, News & General
Replies: 21
by DocH » Fri Jan 17, 2025 12:58 pm » in Investing - Theory, News & General

21 Replies

1325 Views

Last post by Jnick55
Sat Jan 18, 2025 8:05 pm
Another Medallion Signature Question

Last post by dbc47 « Sat Jan 18, 2025 8:04 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by dbc47 » Mon Jan 13, 2025 7:31 pm » in Personal Finance (Not Investing)

14 Replies

1515 Views

Last post by dbc47
Sat Jan 18, 2025 8:04 pm
Help with Solo 401k for S Corp

Last post by MP123 « Sat Jan 18, 2025 8:02 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by bambambigelow » Sat Jan 18, 2025 4:49 pm » in Personal Finance (Not Investing)

11 Replies

408 Views

Last post by MP123
Sat Jan 18, 2025 8:02 pm
í-bonds or savings bonds as inheritance tool

Last post by btraven « Sat Jan 18, 2025 8:02 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by btraven » Thu Jan 16, 2025 10:08 pm » in Personal Finance (Not Investing)

5 Replies

960 Views

Last post by btraven
Sat Jan 18, 2025 8:02 pm
Home Buying vs Renting and Investing

Last post by Admiral « Sat Jan 18, 2025 7:50 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Maki41 » Sat Jan 18, 2025 6:08 pm » in Personal Finance (Not Investing)

2 Replies

248 Views

Last post by Admiral
Sat Jan 18, 2025 7:50 pm
Question re: Schwab Valuation of TIPS in Roth Conversions

Last post by samsoes « Sat Jan 18, 2025 7:48 pm
Posted in Personal Investments
Replies: 10
by cvn74n2 » Tue Dec 17, 2024 4:42 pm » in Personal Investments

10 Replies

788 Views

Last post by samsoes
Sat Jan 18, 2025 7:48 pm
Should I replace my BND with SCHD?

Last post by itnetpro « Sat Jan 18, 2025 7:43 pm
Posted in Personal Investments
Replies: 25
by casey2012 » Sat Jan 18, 2025 1:29 pm » in Personal Investments

25 Replies

1477 Views

Last post by itnetpro
Sat Jan 18, 2025 7:43 pm
Direct Indexing and gifting shares

Last post by oberon « Sat Jan 18, 2025 7:43 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by oberon » Sat Jan 18, 2025 6:55 pm » in Personal Finance (Not Investing)

2 Replies

167 Views

Last post by oberon
Sat Jan 18, 2025 7:43 pm
What frugal thing did you do today?

Last post by Beensabu « Sat Jan 18, 2025 7:42 pm
Posted in Personal Consumer Issues
Replies: 5301
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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5301 Replies

792404 Views

Last post by Beensabu
Sat Jan 18, 2025 7:42 pm
help someone from CA travel from Baltimore to Savannah in May

Last post by Dottie57 « Sat Jan 18, 2025 7:39 pm
Posted in Personal Consumer Issues
Replies: 11
by lomarica01 » Sat Jan 18, 2025 10:12 am » in Personal Consumer Issues

11 Replies

773 Views

Last post by Dottie57
Sat Jan 18, 2025 7:39 pm
Why is Everyone Getting Irrevocable Trusts?

Last post by JC CPA « Sat Jan 18, 2025 7:37 pm
Posted in Personal Finance (Not Investing)
Replies: 67
by MrCheapo » Sun Dec 12, 2021 11:11 am » in Personal Finance (Not Investing)
1

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67 Replies

15298 Views

Last post by JC CPA
Sat Jan 18, 2025 7:37 pm

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