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My mom's portfolio under the guidance of a CFP/CFA

Last post by Macaroni2629 « Sat Apr 01, 2023 9:58 am
Posted in Personal Investments
Replies: 21
by Macaroni2629 » Sat Apr 01, 2023 7:27 am » in Personal Investments

21 Replies

865 Views

Last post by Macaroni2629
Sat Apr 01, 2023 9:58 am
Joint CC post-divorce

Last post by Candor « Sat Apr 01, 2023 9:56 am
Posted in Personal Finance (Not Investing)
Replies: 2
by AvoToast » Sat Apr 01, 2023 6:21 am » in Personal Finance (Not Investing)

2 Replies

264 Views

Last post by Candor
Sat Apr 01, 2023 9:56 am
Fidelity TIPS vs US Bond Index in 401k - fees

Last post by renegade06 « Sat Apr 01, 2023 9:56 am
Posted in Personal Investments
Replies: 4
by renegade06 » Sat Apr 01, 2023 8:06 am » in Personal Investments

4 Replies

185 Views

Last post by renegade06
Sat Apr 01, 2023 9:56 am
Loaning 2nd car to adult kids for 5 weeks - report to insurance?

Last post by MnD « Sat Apr 01, 2023 9:54 am
Posted in Personal Finance (Not Investing)

by MnD » Sat Apr 01, 2023 9:54 am » in Personal Finance (Not Investing)

0 Replies

31 Views

Last post by MnD
Sat Apr 01, 2023 9:54 am
Vanguard PAS for older retiree

Last post by Cannoli « Sat Apr 01, 2023 9:54 am
Posted in Personal Investments

by Cannoli » Sat Apr 01, 2023 9:54 am » in Personal Investments

0 Replies

27 Views

Last post by Cannoli
Sat Apr 01, 2023 9:54 am
Rick Ferri and Three Fund Portfolio - Rebalancing?

Last post by dbr « Sat Apr 01, 2023 9:53 am
Posted in Personal Investments
Replies: 15
by hotajax » Thu Mar 16, 2023 2:51 pm » in Personal Investments

15 Replies

2860 Views

Last post by dbr
Sat Apr 01, 2023 9:53 am
[Assessing Deflation Risk in VAIPX - Vanguard Inflation-Protected Securities fund]

Last post by Carsson3 « Sat Apr 01, 2023 9:53 am
Posted in Investing - Theory, News & General
Replies: 84
by Carsson3 » Thu Mar 30, 2023 11:18 am » in Investing - Theory, News & General
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84 Replies

4308 Views

Last post by Carsson3
Sat Apr 01, 2023 9:53 am
Vanguard Federal Money Mkt Acct Return

Last post by Geologist « Sat Apr 01, 2023 9:52 am
Posted in Personal Investments
Replies: 3
by Gatewood » Sat Apr 01, 2023 9:28 am » in Personal Investments

3 Replies

204 Views

Last post by Geologist
Sat Apr 01, 2023 9:52 am
Buying and Selling Home in Retirement?

Last post by BogleTaxPro « Sat Apr 01, 2023 9:52 am
Posted in Personal Finance (Not Investing)
Replies: 1
by March2009 » Sat Apr 01, 2023 9:40 am » in Personal Finance (Not Investing)

1 Replies

69 Views

Last post by BogleTaxPro
Sat Apr 01, 2023 9:52 am
Parents with kids in colleges? What does it take?

Last post by mega317 « Sat Apr 01, 2023 9:52 am
Posted in Personal Finance (Not Investing)
Replies: 1
by Sho » Sat Apr 01, 2023 9:42 am » in Personal Finance (Not Investing)

1 Replies

89 Views

Last post by mega317
Sat Apr 01, 2023 9:52 am
bogleheads were wrong

Last post by er999 « Sat Apr 01, 2023 9:51 am
Posted in Investing - Theory, News & General
Replies: 45
by SashaWalpole » Sat Apr 01, 2023 8:13 am » in Investing - Theory, News & General

45 Replies

2097 Views

Last post by er999
Sat Apr 01, 2023 9:51 am
Reaching Goals, Anticlimatic?

Last post by jaqenhghar « Sat Apr 01, 2023 9:51 am
Posted in Personal Finance (Not Investing)
Replies: 3
by rich126 » Sat Apr 01, 2023 9:25 am » in Personal Finance (Not Investing)

3 Replies

226 Views

Last post by jaqenhghar
Sat Apr 01, 2023 9:51 am
Help Portfolio, inexperienced investor

Last post by Dsc8 « Sat Apr 01, 2023 9:51 am
Posted in Personal Investments
Replies: 5
by Dsc8 » Sat Apr 01, 2023 3:53 am » in Personal Investments

5 Replies

440 Views

Last post by Dsc8
Sat Apr 01, 2023 9:51 am
Investing in Japan from 1991 to Today

Last post by rocket354 « Sat Apr 01, 2023 9:50 am
Posted in Investing - Theory, News & General
Replies: 36
by BizarroJerry » Fri Mar 24, 2023 8:13 pm » in Investing - Theory, News & General

36 Replies

3743 Views

Last post by rocket354
Sat Apr 01, 2023 9:50 am
Does it make sense to move if they are going to building 12 story building next to you?

Last post by Artsdoctor « Sat Apr 01, 2023 9:50 am
Posted in Personal Consumer Issues
Replies: 25
by catnamedspot » Fri Mar 31, 2023 8:53 pm » in Personal Consumer Issues

25 Replies

1883 Views

Last post by Artsdoctor
Sat Apr 01, 2023 9:50 am
Guilt Free Spending - 20 to 35 Percent of Net?

Last post by AnnetteLouisan « Sat Apr 01, 2023 9:49 am
Posted in Personal Finance (Not Investing)
Replies: 14
by AnnetteLouisan » Sat Apr 01, 2023 8:56 am » in Personal Finance (Not Investing)

14 Replies

513 Views

Last post by AnnetteLouisan
Sat Apr 01, 2023 9:49 am
Treasury Direct - adding a new bank

Last post by dad2000 « Sat Apr 01, 2023 9:49 am
Posted in Personal Investments

by dad2000 » Sat Apr 01, 2023 9:49 am » in Personal Investments

0 Replies

42 Views

Last post by dad2000
Sat Apr 01, 2023 9:49 am
Bernstein on TIPS and T-bills

Last post by Artsdoctor « Sat Apr 01, 2023 9:45 am
Posted in Investing - Theory, News & General
Replies: 153
by quercus » Thu Mar 23, 2023 10:49 am » in Investing - Theory, News & General
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153 Replies

16972 Views

Last post by Artsdoctor
Sat Apr 01, 2023 9:45 am
[On-going Scams - Post them here]

Last post by oldcomputerguy « Sat Apr 01, 2023 9:43 am
Posted in Personal Consumer Issues
Replies: 1039
by ketanco » Thu Mar 28, 2019 12:51 pm » in Personal Consumer Issues
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1039 Replies

102794 Views

Last post by oldcomputerguy
Sat Apr 01, 2023 9:43 am
Portfolio after reading here.

Last post by retiredjg « Sat Apr 01, 2023 9:43 am
Posted in Personal Investments
Replies: 37
by KellyInBaconville » Tue Mar 21, 2023 5:40 am » in Personal Investments

37 Replies

2727 Views

Last post by retiredjg
Sat Apr 01, 2023 9:43 am
Unsolicited "sapphire" arrived in the mail

Last post by bertilak « Sat Apr 01, 2023 9:42 am
Posted in Personal Consumer Issues
Replies: 5
by snackdog » Fri Mar 31, 2023 8:10 pm » in Personal Consumer Issues

5 Replies

1214 Views

Last post by bertilak
Sat Apr 01, 2023 9:42 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by retiredjg « Sat Apr 01, 2023 9:41 am
Posted in Personal Investments
Replies: 18
by mrken » Thu Mar 30, 2023 2:22 am » in Personal Investments

18 Replies

1744 Views

Last post by retiredjg
Sat Apr 01, 2023 9:41 am
The Question of Muni Bonds in Taxable

Last post by retired@50 « Sat Apr 01, 2023 9:40 am
Posted in Personal Investments
Replies: 7
by Call_Me_Op » Sat Apr 01, 2023 8:49 am » in Personal Investments

7 Replies

313 Views

Last post by retired@50
Sat Apr 01, 2023 9:40 am
Medicare Question

Last post by cheese_breath « Sat Apr 01, 2023 9:39 am
Posted in Personal Finance (Not Investing)
Replies: 61
by Music Teacher Tim » Tue Mar 28, 2023 9:34 pm » in Personal Finance (Not Investing)
1

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61 Replies

4632 Views

Last post by cheese_breath
Sat Apr 01, 2023 9:39 am
Athletics pathway to college

Last post by coachd50 « Sat Apr 01, 2023 9:35 am
Posted in Personal Consumer Issues
Replies: 74
by vikvestor » Tue Mar 28, 2023 7:25 pm » in Personal Consumer Issues
1

2
74 Replies

5300 Views

Last post by coachd50
Sat Apr 01, 2023 9:35 am
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by EnjoyIt « Sat Apr 01, 2023 9:35 am
Posted in Investing - Theory, News & General
Replies: 264
by Patzer » Fri Mar 24, 2023 1:04 pm » in Investing - Theory, News & General
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264 Replies

22401 Views

Last post by EnjoyIt
Sat Apr 01, 2023 9:35 am
No Vanguard Total Bond (VBTLX) dividend for March?

Last post by Geologist « Sat Apr 01, 2023 9:35 am
Posted in Personal Investments
Replies: 2
by OkanePlease » Sat Apr 01, 2023 9:17 am » in Personal Investments

2 Replies

190 Views

Last post by Geologist
Sat Apr 01, 2023 9:35 am
What frugal thing did you do today?

Last post by Wannaretireearly « Sat Apr 01, 2023 9:35 am
Posted in Personal Consumer Issues
Replies: 2711
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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2711 Replies

329433 Views

Last post by Wannaretireearly
Sat Apr 01, 2023 9:35 am
Unsure about how Fidelity Cash Management works

Last post by JoMoney « Sat Apr 01, 2023 9:29 am
Posted in Personal Finance (Not Investing)
Replies: 29
by drr1099 » Sat Mar 11, 2023 7:47 pm » in Personal Finance (Not Investing)

29 Replies

3329 Views

Last post by JoMoney
Sat Apr 01, 2023 9:29 am
Are Bogleheads rational about Social Security decisions?

Last post by Charles Joseph « Sat Apr 01, 2023 9:29 am
Posted in Investing - Theory, News & General
Replies: 222
by tadamsmar » Fri Mar 03, 2023 7:38 am » in Investing - Theory, News & General
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222 Replies

18835 Views

Last post by Charles Joseph
Sat Apr 01, 2023 9:29 am
Want to manage my parents' retirement, signed up for CFP course

Last post by Macaroni2629 « Sat Apr 01, 2023 9:27 am
Posted in Personal Finance (Not Investing)
Replies: 36
by Macaroni2629 » Fri Mar 31, 2023 8:21 pm » in Personal Finance (Not Investing)

36 Replies

2076 Views

Last post by Macaroni2629
Sat Apr 01, 2023 9:27 am
Problems paying taxes with Vanilla Gift Cards

Last post by mega317 « Sat Apr 01, 2023 9:23 am
Posted in Investing - Theory, News & General
Replies: 1
by international001 » Sat Apr 01, 2023 7:38 am » in Investing - Theory, News & General

1 Replies

165 Views

Last post by mega317
Sat Apr 01, 2023 9:23 am
Vanguard Municipal Money Market VMSXX [0.03%]

Last post by trirunner « Sat Apr 01, 2023 9:23 am
Posted in Investing - Theory, News & General
Replies: 595
by Bimmer » Thu Apr 05, 2018 11:46 pm » in Investing - Theory, News & General
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595 Replies

103959 Views

Last post by trirunner
Sat Apr 01, 2023 9:23 am
What to do-Tax Return Lost in Mail

Last post by rbd789 « Sat Apr 01, 2023 9:22 am
Posted in Personal Finance (Not Investing)
Replies: 1
by clcarter » Sat Apr 01, 2023 9:07 am » in Personal Finance (Not Investing)

1 Replies

126 Views

Last post by rbd789
Sat Apr 01, 2023 9:22 am
Translating legal description of property

Last post by brokendirtdart « Sat Apr 01, 2023 9:22 am
Posted in Personal Consumer Issues
Replies: 22
by michaeljc70 » Mon Mar 07, 2022 12:12 pm » in Personal Consumer Issues

22 Replies

1933 Views

Last post by brokendirtdart
Sat Apr 01, 2023 9:22 am
Vanguard Short Term TIPS fund huge drop in dividend?

Last post by ollistu « Sat Apr 01, 2023 9:17 am
Posted in Personal Investments

by ollistu » Sat Apr 01, 2023 9:17 am » in Personal Investments

0 Replies

78 Views

Last post by ollistu
Sat Apr 01, 2023 9:17 am
401k and IRA questions

Last post by retiredjg « Sat Apr 01, 2023 9:17 am
Posted in Personal Investments
Replies: 5
by Lemon&Lime » Sun Mar 26, 2023 6:08 am » in Personal Investments

5 Replies

515 Views

Last post by retiredjg
Sat Apr 01, 2023 9:17 am
Where do I put my emergency fund?

Last post by TravellingTechOnFire « Sat Apr 01, 2023 9:17 am
Posted in Personal Finance (Not Investing)
Replies: 11
by 2ball » Fri Mar 31, 2023 8:33 pm » in Personal Finance (Not Investing)

11 Replies

1065 Views

Last post by TravellingTechOnFire
Sat Apr 01, 2023 9:17 am
Future medical expenses are not reduced to present value

Last post by Chuckles960 « Sat Apr 01, 2023 9:17 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Anovice » Sat Apr 01, 2023 8:26 am » in Personal Finance (Not Investing)

2 Replies

149 Views

Last post by Chuckles960
Sat Apr 01, 2023 9:17 am
College decisions - Computer Science, non-elite, West Coast

Last post by phositadc « Sat Apr 01, 2023 9:17 am
Posted in Personal Consumer Issues
Replies: 59
by Tirebiter » Fri Mar 31, 2023 2:13 pm » in Personal Consumer Issues
1

2
59 Replies

3447 Views

Last post by phositadc
Sat Apr 01, 2023 9:17 am
Tax Payment Due - California

Last post by toddthebod « Sat Apr 01, 2023 9:15 am
Posted in Personal Finance (Not Investing)
Replies: 4
by socialforums2019 » Wed Mar 29, 2023 7:04 am » in Personal Finance (Not Investing)

4 Replies

515 Views

Last post by toddthebod
Sat Apr 01, 2023 9:15 am
Pillow Materials?

Last post by retireIn2020 « Sat Apr 01, 2023 9:14 am
Posted in Personal Consumer Issues
Replies: 3
by MrWasabi65 » Sat Apr 01, 2023 8:03 am » in Personal Consumer Issues

3 Replies

179 Views

Last post by retireIn2020
Sat Apr 01, 2023 9:14 am
Small business 401k

Last post by JSDNJ « Sat Apr 01, 2023 9:14 am
Posted in Personal Investments
Replies: 49
by JSDNJ » Thu Feb 16, 2023 7:30 pm » in Personal Investments

49 Replies

3839 Views

Last post by JSDNJ
Sat Apr 01, 2023 9:14 am
La Compagnie - Newark to Paris (Orly) - Anyone Use?

Last post by Chuckles960 « Sat Apr 01, 2023 9:14 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Retiredron » Sat Apr 01, 2023 9:07 am » in Personal Finance (Not Investing)

2 Replies

112 Views

Last post by Chuckles960
Sat Apr 01, 2023 9:14 am
What are you up YTD? [Year To Date]

Last post by mudd « Sat Apr 01, 2023 9:12 am
Posted in Investing - Theory, News & General
Replies: 4750
by InvestorNewb » Tue Aug 26, 2014 10:19 am » in Investing - Theory, News & General
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4750 Replies

769143 Views

Last post by mudd
Sat Apr 01, 2023 9:12 am
State Taxation of Dividends from Leveraged ETFs or Futures-Based ETFs

Last post by sweetnpsycho « Sat Apr 01, 2023 9:10 am
Posted in Personal Finance (Not Investing)

by sweetnpsycho » Sat Apr 01, 2023 9:10 am » in Personal Finance (Not Investing)

0 Replies

49 Views

Last post by sweetnpsycho
Sat Apr 01, 2023 9:10 am
Are there any benefits to personalized indexing strategies over pure passive indexing?

Last post by bertilak « Sat Apr 01, 2023 9:08 am
Posted in Personal Investments
Replies: 12
by sgtrock » Fri Mar 31, 2023 12:00 pm » in Personal Investments

12 Replies

653 Views

Last post by bertilak
Sat Apr 01, 2023 9:08 am
UK pension lifetime allowance abolished

Last post by TedSwippet « Sat Apr 01, 2023 9:07 am
Posted in Non-US Investing
Replies: 1
by jeeves22 » Sat Apr 01, 2023 7:16 am » in Non-US Investing

1 Replies

197 Views

Last post by TedSwippet
Sat Apr 01, 2023 9:07 am
Tesla (or EVs in general) - real-world inconveniences?

Last post by RobLyons « Sat Apr 01, 2023 9:06 am
Posted in Personal Consumer Issues
Replies: 121
by SeattleLaw » Fri Mar 24, 2023 1:15 pm » in Personal Consumer Issues
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121 Replies

8634 Views

Last post by RobLyons
Sat Apr 01, 2023 9:06 am
'Bogleheads® Live' #41 podcast is out: Retirement Planning – 4% Rule vs. Monte Carlo w/ Derek Tharp

Last post by Jon Luskin « Sat Apr 01, 2023 9:06 am
Posted in Investing - Theory, News & General

by Jon Luskin » Sat Apr 01, 2023 9:06 am » in Investing - Theory, News & General

0 Replies

41 Views

Last post by Jon Luskin
Sat Apr 01, 2023 9:06 am

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