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Fidelity Brokerage-link worth it for diversification?

Last post by rayne « Sun Oct 01, 2023 1:27 pm
Posted in Personal Investments

by rayne » Sun Oct 01, 2023 1:27 pm » in Personal Investments

0 Replies

58 Views

Last post by rayne
Sun Oct 01, 2023 1:27 pm
Vanguard funds - Asset Alloc Mix - how to determine - VIMAX

Last post by ps56k « Sun Oct 01, 2023 1:26 pm
Posted in Investing - Theory, News & General

by ps56k » Sun Oct 01, 2023 1:26 pm » in Investing - Theory, News & General

0 Replies

48 Views

Last post by ps56k
Sun Oct 01, 2023 1:26 pm
401k to Rollover IRA - In Kind

Last post by watchnerd « Sun Oct 01, 2023 12:35 pm
Posted in Personal Investments

by watchnerd » Sun Oct 01, 2023 12:35 pm » in Personal Investments

0 Replies

71 Views

Last post by watchnerd
Sun Oct 01, 2023 12:35 pm
Real estate investment properties - How do you determine the value to include in your portfolio

Last post by esar « Sun Oct 01, 2023 11:31 am
Posted in Personal Investments

by esar » Sun Oct 01, 2023 11:31 am » in Personal Investments

0 Replies

106 Views

Last post by esar
Sun Oct 01, 2023 11:31 am
Asset allocation for Australian investors

Last post by 137alpha « Sun Oct 01, 2023 5:57 am
Posted in Non-US Investing

by 137alpha » Sun Oct 01, 2023 5:57 am » in Non-US Investing

0 Replies

120 Views

Last post by 137alpha
Sun Oct 01, 2023 5:57 am
Three Things Investment People Hate to Admit Posted - Ben Carlson

Last post by Rowan Oak « Sat Sep 30, 2023 9:11 pm
Posted in Investing - Theory, News & General

by Rowan Oak » Sat Sep 30, 2023 9:11 pm » in Investing - Theory, News & General

0 Replies

586 Views

Last post by Rowan Oak
Sat Sep 30, 2023 9:11 pm
strategies made possible due to no brokerage [fees] for transactions

Last post by kapiltj « Sat Sep 30, 2023 4:23 pm
Posted in Personal Investments

by kapiltj » Sat Sep 30, 2023 4:23 pm » in Personal Investments

0 Replies

234 Views

Last post by kapiltj
Sat Sep 30, 2023 4:23 pm
Austria, expat, 36yo - Long and short-term saving recommendations.

Last post by nomadboglenoob « Sat Sep 30, 2023 3:48 pm
Posted in Non-US Investing

by nomadboglenoob » Sat Sep 30, 2023 3:48 pm » in Non-US Investing

0 Replies

192 Views

Last post by nomadboglenoob
Sat Sep 30, 2023 3:48 pm
M* X-Ray via Etrade Not Working

Last post by Jeffrey1954 « Sat Sep 30, 2023 3:15 pm
Posted in Personal Investments

by Jeffrey1954 » Sat Sep 30, 2023 3:15 pm » in Personal Investments

0 Replies

184 Views

Last post by Jeffrey1954
Sat Sep 30, 2023 3:15 pm
Sweep Fund at JP Morgan Self Directed?

Last post by MtnTravel « Sat Sep 30, 2023 8:05 am
Posted in Personal Finance (Not Investing)

by MtnTravel » Sat Sep 30, 2023 8:05 am » in Personal Finance (Not Investing)

0 Replies

210 Views

Last post by MtnTravel
Sat Sep 30, 2023 8:05 am
Advisor in Dallas for DW post my death

Last post by txgolfer_19 « Fri Sep 29, 2023 9:24 pm
Posted in Personal Finance (Not Investing)

by txgolfer_19 » Fri Sep 29, 2023 9:24 pm » in Personal Finance (Not Investing)

0 Replies

232 Views

Last post by txgolfer_19
Fri Sep 29, 2023 9:24 pm
Carvana's free Limited Warranty

Last post by SingleLine « Thu Sep 28, 2023 2:42 pm
Posted in Personal Consumer Issues

by SingleLine » Thu Sep 28, 2023 2:42 pm » in Personal Consumer Issues

0 Replies

216 Views

Last post by SingleLine
Thu Sep 28, 2023 2:42 pm
link for seeing %s of MM treasury/fed obligations by month

Last post by rule of law guy « Thu Sep 28, 2023 11:09 am
Posted in Personal Finance (Not Investing)

by rule of law guy » Thu Sep 28, 2023 11:09 am » in Personal Finance (Not Investing)

0 Replies

132 Views

Last post by rule of law guy
Thu Sep 28, 2023 11:09 am
Transfer Transfer Credit Card Balance to save on HELOC interest

Last post by LeRoy1727 « Wed Sep 27, 2023 8:23 pm
Posted in Personal Finance (Not Investing)

by LeRoy1727 » Wed Sep 27, 2023 8:23 pm » in Personal Finance (Not Investing)

0 Replies

171 Views

Last post by LeRoy1727
Wed Sep 27, 2023 8:23 pm
Peer Street update

Last post by fabdog « Wed Sep 27, 2023 8:11 am
Posted in Personal Investments

by fabdog » Wed Sep 27, 2023 8:11 am » in Personal Investments

0 Replies

229 Views

Last post by fabdog
Wed Sep 27, 2023 8:11 am
Any ERTC filers? (Employee retention tax credit)

Last post by StevieG72 « Tue Sep 26, 2023 3:32 pm
Posted in Personal Finance (Not Investing)

by StevieG72 » Tue Sep 26, 2023 3:32 pm » in Personal Finance (Not Investing)

0 Replies

234 Views

Last post by StevieG72
Tue Sep 26, 2023 3:32 pm
PG/Costco Promotion

Last post by ee_guy « Tue Sep 26, 2023 1:25 pm
Posted in Investing - Theory, News & General

by ee_guy » Tue Sep 26, 2023 1:25 pm » in Investing - Theory, News & General

0 Replies

538 Views

Last post by ee_guy
Tue Sep 26, 2023 1:25 pm
OOMA Telo Air2 with HD3 Handsets

Last post by stargazerlily03 « Mon Sep 25, 2023 2:56 pm
Posted in Personal Consumer Issues

by stargazerlily03 » Mon Sep 25, 2023 2:56 pm » in Personal Consumer Issues

0 Replies

260 Views

Last post by stargazerlily03
Mon Sep 25, 2023 2:56 pm
Experiences with Harry Sit's Financial Advisor List?

Last post by Bennie « Mon Sep 25, 2023 2:47 pm
Posted in Personal Finance (Not Investing)

by Bennie » Mon Sep 25, 2023 2:47 pm » in Personal Finance (Not Investing)

0 Replies

279 Views

Last post by Bennie
Mon Sep 25, 2023 2:47 pm
"Correct" way of simplifying account post-ACATS transfer

Last post by larrycukes « Mon Sep 25, 2023 10:50 am
Posted in Personal Investments

by larrycukes » Mon Sep 25, 2023 10:50 am » in Personal Investments

0 Replies

176 Views

Last post by larrycukes
Mon Sep 25, 2023 10:50 am
FINRA Securities Helpline for Seniors

Last post by EagertoLearnMore « Mon Sep 25, 2023 8:26 am
Posted in Personal Consumer Issues

by EagertoLearnMore » Mon Sep 25, 2023 8:26 am » in Personal Consumer Issues

0 Replies

223 Views

Last post by EagertoLearnMore
Mon Sep 25, 2023 8:26 am
Partial Sale Of MLP Stock

Last post by OwenMeany@1 « Fri Sep 22, 2023 1:54 pm
Posted in Personal Investments

by OwenMeany@1 » Fri Sep 22, 2023 1:54 pm » in Personal Investments

0 Replies

204 Views

Last post by OwenMeany@1
Fri Sep 22, 2023 1:54 pm
Experience with working with justanswer.com?

Last post by investing engineer « Mon Sep 18, 2023 1:53 am
Posted in Personal Finance (Not Investing)

by investing engineer » Mon Sep 18, 2023 1:53 am » in Personal Finance (Not Investing)

0 Replies

399 Views

Last post by investing engineer
Mon Sep 18, 2023 1:53 am
How to know about upcoming GSE auctions?

Last post by mikebh « Sat Sep 16, 2023 9:43 pm
Posted in Personal Investments

by mikebh » Sat Sep 16, 2023 9:43 pm » in Personal Investments

0 Replies

143 Views

Last post by mikebh
Sat Sep 16, 2023 9:43 pm
California S-corp return, schedule M-2

Last post by comeinvest « Sat Sep 16, 2023 6:44 pm
Posted in Personal Finance (Not Investing)

by comeinvest » Sat Sep 16, 2023 6:44 pm » in Personal Finance (Not Investing)

0 Replies

195 Views

Last post by comeinvest
Sat Sep 16, 2023 6:44 pm
Condo Basis? Capital loss?

Last post by LotsaGray « Thu Sep 14, 2023 1:34 pm
Posted in Personal Finance (Not Investing)

by LotsaGray » Thu Sep 14, 2023 1:34 pm » in Personal Finance (Not Investing)

0 Replies

244 Views

Last post by LotsaGray
Thu Sep 14, 2023 1:34 pm
Syndicate Settlement

Last post by JMMYM « Thu Sep 14, 2023 1:11 pm
Posted in Personal Consumer Issues

by JMMYM » Thu Sep 14, 2023 1:11 pm » in Personal Consumer Issues

0 Replies

258 Views

Last post by JMMYM
Thu Sep 14, 2023 1:11 pm
WSJ reporter doing story on Millennial auto-enroll in 401k

Last post by Mel Lindauer « Wed Sep 13, 2023 7:46 pm
Posted in Investing - Theory, News & General

by Mel Lindauer » Wed Sep 13, 2023 7:46 pm » in Investing - Theory, News & General

0 Replies

538 Views

Last post by Mel Lindauer
Wed Sep 13, 2023 7:46 pm
Does Vanguard still notify you if Form 5500ez is required?

Last post by bookgirl « Wed Sep 13, 2023 11:24 am
Posted in Personal Investments

by bookgirl » Wed Sep 13, 2023 11:24 am » in Personal Investments

0 Replies

233 Views

Last post by bookgirl
Wed Sep 13, 2023 11:24 am
FHLB 6.20% 09/18/2030 Aaa/AA+ Callable:Yes [Federal Home Loan Bank bond - spread?]

Last post by pjmurray41 « Tue Sep 12, 2023 6:00 pm
Posted in Personal Investments

by pjmurray41 » Tue Sep 12, 2023 6:00 pm » in Personal Investments

0 Replies

220 Views

Last post by pjmurray41
Tue Sep 12, 2023 6:00 pm
A check rather than ACH transfer from brokerage account

Last post by dh « Tue Sep 12, 2023 12:27 pm
Posted in Personal Investments

by dh » Tue Sep 12, 2023 12:27 pm » in Personal Investments

0 Replies

267 Views

Last post by dh
Tue Sep 12, 2023 12:27 pm
Federal Retirees/GEHA Dental/Is this typical?

Last post by LaurenRose « Mon Sep 11, 2023 2:04 pm
Posted in Personal Finance (Not Investing)

by LaurenRose » Mon Sep 11, 2023 2:04 pm » in Personal Finance (Not Investing)

0 Replies

241 Views

Last post by LaurenRose
Mon Sep 11, 2023 2:04 pm
US funds not witholding taxes in Spain

Last post by international001 « Mon Sep 11, 2023 12:41 pm
Posted in Non-US Investing

by international001 » Mon Sep 11, 2023 12:41 pm » in Non-US Investing

0 Replies

1534 Views

Last post by international001
Mon Sep 11, 2023 12:41 pm
9/11 Remembrance

Last post by Parkinglotracer « Sun Sep 10, 2023 10:25 pm
Posted in US Chapters

by Parkinglotracer » Sun Sep 10, 2023 10:25 pm » in US Chapters

0 Replies

1016 Views

Last post by Parkinglotracer
Sun Sep 10, 2023 10:25 pm
Is my calculation correct?

Last post by KnowNth « Sun Sep 10, 2023 2:29 am
Posted in Personal Investments

by KnowNth » Sun Sep 10, 2023 2:29 am » in Personal Investments

0 Replies

446 Views

Last post by KnowNth
Sun Sep 10, 2023 2:29 am
Ohio property tax appeal company?

Last post by urban « Sat Sep 09, 2023 11:25 pm
Posted in Personal Finance (Not Investing)

by urban » Sat Sep 09, 2023 11:25 pm » in Personal Finance (Not Investing)

0 Replies

338 Views

Last post by urban
Sat Sep 09, 2023 11:25 pm
BH's Get Nice Mention on Economist Podcast

Last post by Bill Bernstein « Fri Sep 08, 2023 1:07 pm
Posted in Personal Investments

by Bill Bernstein » Fri Sep 08, 2023 1:07 pm » in Personal Investments

0 Replies

418 Views

Last post by Bill Bernstein
Fri Sep 08, 2023 1:07 pm
TSP Withdraw - Docusign down

Last post by SeaDog « Fri Sep 08, 2023 9:43 am
Posted in Personal Finance (Not Investing)

by SeaDog » Fri Sep 08, 2023 9:43 am » in Personal Finance (Not Investing)

0 Replies

266 Views

Last post by SeaDog
Fri Sep 08, 2023 9:43 am
Equity Asset Class Returns

Last post by Gaston « Thu Sep 07, 2023 1:23 pm
Posted in Investing - Theory, News & General

by Gaston » Thu Sep 07, 2023 1:23 pm » in Investing - Theory, News & General

0 Replies

271 Views

Last post by Gaston
Thu Sep 07, 2023 1:23 pm
Legal Plan Coverage - What Excluded?

Last post by akz « Thu Sep 07, 2023 11:25 am
Posted in Personal Finance (Not Investing)

by akz » Thu Sep 07, 2023 11:25 am » in Personal Finance (Not Investing)

0 Replies

130 Views

Last post by akz
Thu Sep 07, 2023 11:25 am
Global Atlantic cybersecurity incident

Last post by AlwaysLearningMore « Thu Sep 07, 2023 10:03 am
Posted in Personal Investments

by AlwaysLearningMore » Thu Sep 07, 2023 10:03 am » in Personal Investments

0 Replies

309 Views

Last post by AlwaysLearningMore
Thu Sep 07, 2023 10:03 am
Should I include share of partnership LLC value in net worth calculation for umbrella insurance?

Last post by westtx28 « Wed Sep 06, 2023 5:15 pm
Posted in Personal Finance (Not Investing)

by westtx28 » Wed Sep 06, 2023 5:15 pm » in Personal Finance (Not Investing)

0 Replies

243 Views

Last post by westtx28
Wed Sep 06, 2023 5:15 pm
Open limit order about to expire- and execute!

Last post by ekid « Tue Sep 05, 2023 3:29 pm
Posted in Personal Investments

by ekid » Tue Sep 05, 2023 3:29 pm » in Personal Investments

0 Replies

343 Views

Last post by ekid
Tue Sep 05, 2023 3:29 pm
Maxifi Labor Day Sale 20 Percent Off

Last post by Hebell « Mon Sep 04, 2023 2:06 pm
Posted in Personal Investments

by Hebell » Mon Sep 04, 2023 2:06 pm » in Personal Investments

0 Replies

359 Views

Last post by Hebell
Mon Sep 04, 2023 2:06 pm
Hedge Fund Short Stock Impact to Retail Investor

Last post by DTalos « Sat Sep 02, 2023 4:52 pm
Posted in Investing - Theory, News & General

by DTalos » Sat Sep 02, 2023 4:52 pm » in Investing - Theory, News & General

0 Replies

351 Views

Last post by DTalos
Sat Sep 02, 2023 4:52 pm
Box spreads

Last post by jdadj « Sat Sep 02, 2023 2:49 am
Posted in Personal Investments

by jdadj » Sat Sep 02, 2023 2:49 am » in Personal Investments

0 Replies

344 Views

Last post by jdadj
Sat Sep 02, 2023 2:49 am
Vacation Rental Lesson Learned

Last post by tadamsmar « Thu Aug 31, 2023 9:53 am
Posted in Personal Consumer Issues

by tadamsmar » Thu Aug 31, 2023 9:53 am » in Personal Consumer Issues

0 Replies

620 Views

Last post by tadamsmar
Thu Aug 31, 2023 9:53 am
Use the Hazlewood Act to Take Penalty Free 529 Withdrawals

Last post by edandmarcie « Wed Aug 30, 2023 8:06 pm
Posted in Personal Investments

by edandmarcie » Wed Aug 30, 2023 8:06 pm » in Personal Investments

0 Replies

417 Views

Last post by edandmarcie
Wed Aug 30, 2023 8:06 pm
ISO Denver based investment advisor

Last post by sshort21 « Tue Aug 29, 2023 10:52 am
Posted in Personal Investments

by sshort21 » Tue Aug 29, 2023 10:52 am » in Personal Investments

0 Replies

233 Views

Last post by sshort21
Tue Aug 29, 2023 10:52 am
Fidelity non-Core MMF settlement is same day, but cash isn't due till next day?

Last post by ma21n2 « Sun Aug 27, 2023 12:54 pm
Posted in Personal Investments

by ma21n2 » Sun Aug 27, 2023 12:54 pm » in Personal Investments

0 Replies

202 Views

Last post by ma21n2
Sun Aug 27, 2023 12:54 pm

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