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Investment Planning

Last post by Alex Frakt « Wed Oct 03, 2007 4:50 pm
Replies: 1
by Laura » Sat Sep 22, 2007 7:51 pm

1 Replies

618442 Views

Last post by Alex Frakt
Wed Oct 03, 2007 4:50 pm
Asking Portfolio Questions

Last post by Laura « Sat Sep 22, 2007 7:53 pm

by Laura » Sat Sep 22, 2007 7:53 pm

0 Replies

575586 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
CDs: Ladder or Not?

Last post by UpperNwGuy « Tue Mar 21, 2023 6:00 am
Replies: 5
by Van » Mon Mar 20, 2023 1:25 pm

5 Replies

742 Views

Last post by UpperNwGuy
Tue Mar 21, 2023 6:00 am
iBonds or CDs or Money Market account

Last post by wbarabas « Tue Mar 21, 2023 5:57 am
Replies: 6
by thomasbayarea » Mon Mar 20, 2023 9:31 pm

6 Replies

756 Views

Last post by wbarabas
Tue Mar 21, 2023 5:57 am
Brighthouse Variable Annuity from Wells Fargo Advisors

Last post by petulant « Tue Mar 21, 2023 5:45 am
Replies: 27
by Bimmer » Thu Feb 16, 2023 12:50 pm

27 Replies

2384 Views

Last post by petulant
Tue Mar 21, 2023 5:45 am
Funding T-IRA or 401k

Last post by KellyInBaconville « Tue Mar 21, 2023 5:40 am

by KellyInBaconville » Tue Mar 21, 2023 5:40 am

0 Replies

36 Views

Last post by KellyInBaconville
Tue Mar 21, 2023 5:40 am
Transfer of ESPP is not available for many, many years

Last post by dcabler « Tue Mar 21, 2023 4:36 am
Replies: 3
by 8301 » Mon Mar 20, 2023 11:58 pm

3 Replies

326 Views

Last post by dcabler
Tue Mar 21, 2023 4:36 am
Why is Mid-Cap Fund underperforming?

Last post by zero_coupon « Tue Mar 21, 2023 4:25 am
Replies: 33
by Spindrift » Fri Mar 17, 2023 7:12 am

33 Replies

3156 Views

Last post by zero_coupon
Tue Mar 21, 2023 4:25 am
Five-Year Portfolio Checkup

Last post by Parkinglotracer « Tue Mar 21, 2023 3:33 am
Replies: 1
by kommisarrex » Mon Mar 20, 2023 8:45 am

1 Replies

280 Views

Last post by Parkinglotracer
Tue Mar 21, 2023 3:33 am
40 Yr Old Asking Advice for Portfolio (retirement and non-retirement)

Last post by Parkinglotracer « Tue Mar 21, 2023 2:53 am
Replies: 10
by NewDawnGlory » Sat Mar 18, 2023 3:02 pm

10 Replies

1535 Views

Last post by Parkinglotracer
Tue Mar 21, 2023 2:53 am
I could use some help determining if I should start Roth conversions

Last post by celia « Tue Mar 21, 2023 2:45 am
Replies: 9
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

9 Replies

682 Views

Last post by celia
Tue Mar 21, 2023 2:45 am
Shariah-compliant bond alternative?

Last post by unclescrooge « Tue Mar 21, 2023 2:43 am
Replies: 25
by unclescrooge » Mon Mar 20, 2023 6:17 pm

25 Replies

1410 Views

Last post by unclescrooge
Tue Mar 21, 2023 2:43 am
How to avoid $1.1M in long term capital gains?

Last post by bigguy8437 « Tue Mar 21, 2023 2:38 am
Replies: 82
by bigguy8437 » Fri Mar 18, 2022 10:53 pm
1

2
82 Replies

19352 Views

Last post by bigguy8437
Tue Mar 21, 2023 2:38 am
First Solo K ETF Selections

Last post by RayRay1231 « Tue Mar 21, 2023 1:13 am
Replies: 4
by RayRay1231 » Tue Mar 14, 2023 9:08 pm

4 Replies

386 Views

Last post by RayRay1231
Tue Mar 21, 2023 1:13 am
experience with JP Morgan Self-Directed Investing?

Last post by JoMoney « Tue Mar 21, 2023 12:06 am
Replies: 67
by Nyc10036 » Wed Jul 20, 2022 8:47 am
1

2
67 Replies

6643 Views

Last post by JoMoney
Tue Mar 21, 2023 12:06 am
Vanguard Website and App

Last post by gotoparks « Mon Mar 20, 2023 11:34 pm
Replies: 7
by Diaperman1 » Mon Mar 20, 2023 5:32 pm

7 Replies

579 Views

Last post by gotoparks
Mon Mar 20, 2023 11:34 pm
Vanguard no longer showing 7 day yield on VMFXX

Last post by gotoparks « Mon Mar 20, 2023 11:25 pm
Replies: 6
by JenniferW » Mon Mar 20, 2023 2:54 pm

6 Replies

1601 Views

Last post by gotoparks
Mon Mar 20, 2023 11:25 pm
Did I give my parents bad advice? VASIX

Last post by Kookaburra « Mon Mar 20, 2023 11:04 pm
Replies: 24
by Markr867 » Sun Mar 19, 2023 8:20 am

24 Replies

2731 Views

Last post by Kookaburra
Mon Mar 20, 2023 11:04 pm
Leaving my Fiduciary Advisor

Last post by GoFish « Mon Mar 20, 2023 9:32 pm
Replies: 38
by CKMAN » Sun Mar 19, 2023 9:38 am

38 Replies

2432 Views

Last post by GoFish
Mon Mar 20, 2023 9:32 pm
VPMAX vs VFIAX

Last post by retire2022 « Mon Mar 20, 2023 9:29 pm
Replies: 5
by hotajax » Mon Mar 20, 2023 7:08 pm

5 Replies

438 Views

Last post by retire2022
Mon Mar 20, 2023 9:29 pm
Sector Weightings differ from the Market

Last post by nisiprius « Mon Mar 20, 2023 9:26 pm
Replies: 49
by RadAudit » Thu Mar 16, 2023 8:16 am

49 Replies

2583 Views

Last post by nisiprius
Mon Mar 20, 2023 9:26 pm
I did it, Goodbye Edward Jones

Last post by DIYtrixie « Mon Mar 20, 2023 8:55 pm
Replies: 52
by Shooting4Sixty » Fri Mar 17, 2023 2:15 pm
1

2
52 Replies

5923 Views

Last post by DIYtrixie
Mon Mar 20, 2023 8:55 pm
Merrill Edge not working for me

Last post by student « Mon Mar 20, 2023 8:28 pm
Replies: 31
by OldSport » Sun Mar 19, 2023 9:33 pm

31 Replies

2226 Views

Last post by student
Mon Mar 20, 2023 8:28 pm
Taxable account restructuring

Last post by steadyosmosis « Mon Mar 20, 2023 8:21 pm
Replies: 2
by drramey » Mon Mar 20, 2023 8:06 pm

2 Replies

278 Views

Last post by steadyosmosis
Mon Mar 20, 2023 8:21 pm
Vanguard 1099-R Error

Last post by Katietsu « Mon Mar 20, 2023 8:06 pm
Replies: 2
by chen1991 » Sun Mar 19, 2023 8:22 pm

2 Replies

414 Views

Last post by Katietsu
Mon Mar 20, 2023 8:06 pm
Admiral class to ETF SHARES conversion

Last post by retired@50 « Mon Mar 20, 2023 7:08 pm
Replies: 2
by Everest1 » Mon Mar 20, 2023 6:58 pm

2 Replies

202 Views

Last post by retired@50
Mon Mar 20, 2023 7:08 pm
TIAA Traditional instead of Bond Funds - What am i giving up?

Last post by nisiprius « Mon Mar 20, 2023 7:07 pm
Replies: 14
by Gronkismy muse » Sun Mar 19, 2023 4:08 pm

14 Replies

1245 Views

Last post by nisiprius
Mon Mar 20, 2023 7:07 pm
Need advice on SCHX vs. SWPPX

Last post by Jack FFR1846 « Mon Mar 20, 2023 6:47 pm
Replies: 3
by bshnew » Mon Mar 20, 2023 5:52 pm

3 Replies

265 Views

Last post by Jack FFR1846
Mon Mar 20, 2023 6:47 pm
Investing cash safely

Last post by UpperNwGuy « Mon Mar 20, 2023 6:45 pm
Replies: 38
by ssn » Wed Mar 15, 2023 12:07 pm

38 Replies

5252 Views

Last post by UpperNwGuy
Mon Mar 20, 2023 6:45 pm
VWIAX

Last post by dbr « Mon Mar 20, 2023 6:39 pm
Replies: 54
by Sageegirl » Tue Mar 14, 2023 2:38 pm
1

2
54 Replies

5036 Views

Last post by dbr
Mon Mar 20, 2023 6:39 pm
Need Recommendations For Balanced Fund, Taxable Account

Last post by hotajax « Mon Mar 20, 2023 6:36 pm
Replies: 9
by hotajax » Mon Mar 20, 2023 12:31 am

9 Replies

938 Views

Last post by hotajax
Mon Mar 20, 2023 6:36 pm
Retirees: Which safe withdrawal rate allowed you to grow your portfolio?

Last post by Wannaretireearly « Mon Mar 20, 2023 6:29 pm
Replies: 52
by cbox » Sat Mar 18, 2023 7:44 am
1

2
52 Replies

4693 Views

Last post by Wannaretireearly
Mon Mar 20, 2023 6:29 pm
TIAA Traditional Annuity Fund - can only withdraw RMD

Last post by student « Mon Mar 20, 2023 6:09 pm
Replies: 61
by baltogirl » Thu Jun 23, 2022 5:48 pm
1

2
61 Replies

4751 Views

Last post by student
Mon Mar 20, 2023 6:09 pm
Roth Conversion Questions

Last post by Charles Joseph « Mon Mar 20, 2023 6:01 pm
Replies: 26
by Charles Joseph » Sun Mar 19, 2023 12:40 pm

26 Replies

1707 Views

Last post by Charles Joseph
Mon Mar 20, 2023 6:01 pm
Best places for high interest savings accounts?

Last post by mreed911 « Mon Mar 20, 2023 5:59 pm
Replies: 18
by Newieinvestor » Fri Dec 30, 2022 8:14 pm

18 Replies

4425 Views

Last post by mreed911
Mon Mar 20, 2023 5:59 pm
Where to park some CASH?

Last post by mreed911 « Mon Mar 20, 2023 5:59 pm
Replies: 79
by wilsonbh » Tue Jan 10, 2023 5:37 am
1

2
79 Replies

10816 Views

Last post by mreed911
Mon Mar 20, 2023 5:59 pm
How to Maximize Bank Cash Using Automatic Sweep Account

Last post by mreed911 « Mon Mar 20, 2023 5:58 pm
Replies: 36
by JonoJono1 » Thu Feb 23, 2023 11:10 pm

36 Replies

3646 Views

Last post by mreed911
Mon Mar 20, 2023 5:58 pm
Selling Money Market Funds before distribution date

Last post by retired@50 « Mon Mar 20, 2023 5:44 pm
Replies: 7
by Booogle » Mon Mar 20, 2023 4:06 pm

7 Replies

631 Views

Last post by retired@50
Mon Mar 20, 2023 5:44 pm
Company suggestions for Annuity

Last post by retireIn2020 « Mon Mar 20, 2023 5:41 pm
Replies: 13
by summerof42 » Sat Mar 18, 2023 2:00 pm

13 Replies

1335 Views

Last post by retireIn2020
Mon Mar 20, 2023 5:41 pm
Portfolio Review

Last post by Hacksawdave « Mon Mar 20, 2023 5:13 pm
Replies: 2
by tomsense76 » Mon Mar 20, 2023 5:54 am

2 Replies

504 Views

Last post by Hacksawdave
Mon Mar 20, 2023 5:13 pm
58 yo old asks, Can I retire?

Last post by piglet005 « Mon Mar 20, 2023 4:48 pm
Replies: 41
by piglet005 » Mon Mar 20, 2023 9:43 am

41 Replies

3658 Views

Last post by piglet005
Mon Mar 20, 2023 4:48 pm
Hedging stock market risk

Last post by chassis « Mon Mar 20, 2023 4:42 pm
Replies: 2
by amateur_investor » Mon Mar 20, 2023 2:59 pm

2 Replies

269 Views

Last post by chassis
Mon Mar 20, 2023 4:42 pm
VG Wellesley In My Taxable Acct: What To Do About It?

Last post by smooth_rough « Mon Mar 20, 2023 4:27 pm
Replies: 10
by morsetaper2 » Mon Mar 20, 2023 11:51 am

10 Replies

970 Views

Last post by smooth_rough
Mon Mar 20, 2023 4:27 pm
UN-invested cash in Etrade?

Last post by the_wiki « Mon Mar 20, 2023 4:04 pm
Replies: 3
by RIMDBogle » Sun Mar 19, 2023 8:28 pm

3 Replies

398 Views

Last post by the_wiki
Mon Mar 20, 2023 4:04 pm
ESPP Tax question

Last post by lvswts « Mon Mar 20, 2023 3:59 pm
Replies: 5
by lvswts » Mon Mar 20, 2023 3:07 pm

5 Replies

311 Views

Last post by lvswts
Mon Mar 20, 2023 3:59 pm
Brokrage Accts with CheckWriting

Last post by kabob « Mon Mar 20, 2023 3:57 pm
Replies: 16
by kabob » Sun Mar 19, 2023 1:44 pm

16 Replies

1140 Views

Last post by kabob
Mon Mar 20, 2023 3:57 pm
Accredited Investors - any benefit for diversification?

Last post by Davidwalks « Mon Mar 20, 2023 3:33 pm
Replies: 54
by OldSport » Sun Mar 19, 2023 5:43 pm
1

2
54 Replies

2596 Views

Last post by Davidwalks
Mon Mar 20, 2023 3:33 pm
Is it time to unwind margin balance?

Last post by calwatch « Mon Mar 20, 2023 3:32 pm
Replies: 6
by tcrez » Mon Mar 20, 2023 10:40 am

6 Replies

534 Views

Last post by calwatch
Mon Mar 20, 2023 3:32 pm
Load on 5.5% CDs?

Last post by NNJBIH1957 « Mon Mar 20, 2023 3:30 pm
Replies: 15
by SteadyOne » Fri Mar 17, 2023 8:57 am

15 Replies

2961 Views

Last post by NNJBIH1957
Mon Mar 20, 2023 3:30 pm
T-bills vs. T-bill ETF - seeking thoughts on pros and cons

Last post by chrisdds98 « Mon Mar 20, 2023 3:29 pm
Replies: 11
by megaroth » Wed Mar 15, 2023 12:07 am

11 Replies

1850 Views

Last post by chrisdds98
Mon Mar 20, 2023 3:29 pm

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