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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

619558 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

576581 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Rick Ferri and Three Fund Portfolio - Rebalancing?

Last post by Munir « Sat Apr 01, 2023 11:20 am
Replies: 21
by hotajax » Thu Mar 16, 2023 2:51 pm

21 Replies

3161 Views

Last post by Munir
Sat Apr 01, 2023 11:20 am
Google Password for Brokerage Accounts?

Last post by chrisdds98 « Sat Apr 01, 2023 11:18 am
Replies: 1
by Charles Joseph » Sat Apr 01, 2023 11:12 am

1 Replies

44 Views

Last post by chrisdds98
Sat Apr 01, 2023 11:18 am
Portfolio Review - 50's

Last post by rene « Sat Apr 01, 2023 11:13 am
Replies: 14
by rene » Fri Mar 31, 2023 3:09 pm

14 Replies

1704 Views

Last post by rene
Sat Apr 01, 2023 11:13 am
Vanguard Short Term TIPS fund huge drop in dividend?

Last post by dbr « Sat Apr 01, 2023 11:13 am
Replies: 2
by ollistu » Sat Apr 01, 2023 9:17 am

2 Replies

237 Views

Last post by dbr
Sat Apr 01, 2023 11:13 am
My mom's portfolio under the guidance of a CFP/CFA

Last post by runner540 « Sat Apr 01, 2023 11:10 am
Replies: 29
by Macaroni2629 » Sat Apr 01, 2023 7:27 am

29 Replies

1249 Views

Last post by runner540
Sat Apr 01, 2023 11:10 am
RMDs on Inherited Accounts

Last post by jefmafnl « Sat Apr 01, 2023 11:06 am
Replies: 29
by rich126 » Tue Mar 21, 2023 11:59 am

29 Replies

3217 Views

Last post by jefmafnl
Sat Apr 01, 2023 11:06 am
401k and IRA questions

Last post by peteyboy « Sat Apr 01, 2023 11:01 am
Replies: 6
by Lemon&Lime » Sun Mar 26, 2023 6:08 am

6 Replies

567 Views

Last post by peteyboy
Sat Apr 01, 2023 11:01 am
Portfolio Feedback / Review Request [30s, messy middle]

Last post by boglegardener « Sat Apr 01, 2023 11:01 am
Replies: 8
by boglegardener » Fri Mar 31, 2023 2:51 pm

8 Replies

797 Views

Last post by boglegardener
Sat Apr 01, 2023 11:01 am
Portfolio after reading here.

Last post by KellyInBaconville « Sat Apr 01, 2023 10:55 am
Replies: 39
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

39 Replies

2881 Views

Last post by KellyInBaconville
Sat Apr 01, 2023 10:55 am
Investing in VT

Last post by mjfrad « Sat Apr 01, 2023 10:53 am
Replies: 35
by longshower024 » Fri Mar 31, 2023 12:51 am

35 Replies

3159 Views

Last post by mjfrad
Sat Apr 01, 2023 10:53 am
RMDs for ex-wife in inherited account.

Last post by ruralavalon « Sat Apr 01, 2023 10:46 am
Replies: 24
by ruralavalon » Tue Mar 28, 2023 1:52 pm

24 Replies

2390 Views

Last post by ruralavalon
Sat Apr 01, 2023 10:46 am
Understanding Yield on Bond ETFs

Last post by oakbluffs « Sat Apr 01, 2023 10:43 am
Replies: 8
by oakbluffs » Thu Mar 30, 2023 4:48 pm

8 Replies

843 Views

Last post by oakbluffs
Sat Apr 01, 2023 10:43 am
The Question of Muni Bonds in Taxable

Last post by Call_Me_Op « Sat Apr 01, 2023 10:42 am
Replies: 8
by Call_Me_Op » Sat Apr 01, 2023 8:49 am

8 Replies

427 Views

Last post by Call_Me_Op
Sat Apr 01, 2023 10:42 am
529 “Dilemma”

Last post by riverant « Sat Apr 01, 2023 10:26 am
Replies: 55
by AmyandHernia » Sat Feb 26, 2022 12:04 pm
1

2
55 Replies

5940 Views

Last post by riverant
Sat Apr 01, 2023 10:26 am
How much do you keep in true cash vs cash equivalents?

Last post by riverant « Sat Apr 01, 2023 10:24 am
Replies: 64
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
64 Replies

5236 Views

Last post by riverant
Sat Apr 01, 2023 10:24 am
Vanguard doesn’t let you buy fractional shares of ETFs?

Last post by Robert20 « Sat Apr 01, 2023 10:08 am
Replies: 38
by passive101 » Fri Jan 27, 2023 10:42 am

38 Replies

2966 Views

Last post by Robert20
Sat Apr 01, 2023 10:08 am
Vanguard PAS for older retiree

Last post by southernlucky « Sat Apr 01, 2023 10:02 am
Replies: 1
by Cannoli » Sat Apr 01, 2023 9:54 am

1 Replies

152 Views

Last post by southernlucky
Sat Apr 01, 2023 10:02 am
Fidelity TIPS vs US Bond Index in 401k - fees

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

4 Replies

229 Views

Last post by renegade06
Sat Apr 01, 2023 9:56 am
Vanguard Federal Money Mkt Acct Return

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

3 Replies

333 Views

Last post by Geologist
Sat Apr 01, 2023 9:52 am
Help Portfolio, inexperienced investor

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

5 Replies

490 Views

Last post by Dsc8
Sat Apr 01, 2023 9:51 am
Cannot Rollover just Roth 401(k) to Roth IRA?

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

18 Replies

1789 Views

Last post by retiredjg
Sat Apr 01, 2023 9:41 am
No Vanguard Total Bond (VBTLX) dividend for March?

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

2 Replies

292 Views

Last post by Geologist
Sat Apr 01, 2023 9:35 am
Small business 401k

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

49 Replies

3856 Views

Last post by JSDNJ
Sat Apr 01, 2023 9:14 am
Are there any benefits to personalized indexing strategies over pure passive indexing?

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

12 Replies

671 Views

Last post by bertilak
Sat Apr 01, 2023 9:08 am
TIAA (liquid) annuity question

Last post by Owlette678 « Sat Apr 01, 2023 9:02 am
Replies: 41
by Owlette678 » Thu Mar 02, 2023 10:54 pm

41 Replies

2660 Views

Last post by Owlette678
Sat Apr 01, 2023 9:02 am
Vanguard Brokered CD Buy

Last post by Diaperman1 « Sat Apr 01, 2023 8:54 am
Replies: 10
by Diaperman1 » Sat Apr 01, 2023 5:35 am

10 Replies

699 Views

Last post by Diaperman1
Sat Apr 01, 2023 8:54 am
No SWAGX dividend for March?

Last post by jjunk « Sat Apr 01, 2023 8:41 am
Replies: 4
by jjunk » Sat Apr 01, 2023 6:24 am

4 Replies

315 Views

Last post by jjunk
Sat Apr 01, 2023 8:41 am
Available Tax Deferred Options After I have retired.

Last post by Navillus1968 « Sat Apr 01, 2023 8:29 am
Replies: 9
by tundratoy » Fri Mar 31, 2023 5:58 pm

9 Replies

776 Views

Last post by Navillus1968
Sat Apr 01, 2023 8:29 am
Annuitization Conundrum – are we cheating ourselves?

Last post by bogledeedee « Sat Apr 01, 2023 8:03 am
Replies: 13
by bikechuck » Wed Mar 29, 2023 2:31 pm

13 Replies

2113 Views

Last post by bogledeedee
Sat Apr 01, 2023 8:03 am
Expected return forecasts

Last post by tennisplyr « Sat Apr 01, 2023 7:30 am
Replies: 16
by PapaGeek » Fri Mar 31, 2023 11:35 am

16 Replies

1229 Views

Last post by tennisplyr
Sat Apr 01, 2023 7:30 am
First time Backdoor Roth - Tax returns

Last post by Kookaburra « Fri Mar 31, 2023 10:34 pm
Replies: 19
by sman09 » Fri Mar 31, 2023 11:26 am

19 Replies

1041 Views

Last post by Kookaburra
Fri Mar 31, 2023 10:34 pm
Does anybody here use Ocho for their solo 401k?

Last post by backpedal « Fri Mar 31, 2023 10:27 pm

by backpedal » Fri Mar 31, 2023 10:27 pm

0 Replies

105 Views

Last post by backpedal
Fri Mar 31, 2023 10:27 pm
Way too Many Funds! Need help

Last post by Watty « Fri Mar 31, 2023 9:50 pm
Replies: 5
by Gpmd » Fri Mar 31, 2023 6:30 pm

5 Replies

695 Views

Last post by Watty
Fri Mar 31, 2023 9:50 pm
26 week tbills or 52 week?

Last post by RyeBourbon « Fri Mar 31, 2023 9:47 pm
Replies: 13
by Klute » Thu Mar 30, 2023 12:26 pm

13 Replies

2283 Views

Last post by RyeBourbon
Fri Mar 31, 2023 9:47 pm
Portfolio Review Request

Last post by David Jay « Fri Mar 31, 2023 8:17 pm
Replies: 2
by TheMusicNeverStopped » Fri Mar 31, 2023 12:08 pm

2 Replies

424 Views

Last post by David Jay
Fri Mar 31, 2023 8:17 pm
Gifting Brokerage Account

Last post by mkc « Fri Mar 31, 2023 7:57 pm
Replies: 32
by 6d1v7x3 » Thu Mar 16, 2023 8:14 pm

32 Replies

2459 Views

Last post by mkc
Fri Mar 31, 2023 7:57 pm
Tax Loss Harvesting SMA for large Capital Gains Event

Last post by DeliberateNumeral « Fri Mar 31, 2023 7:32 pm
Replies: 3
by DeliberateNumeral » Fri Mar 31, 2023 6:38 pm

3 Replies

226 Views

Last post by DeliberateNumeral
Fri Mar 31, 2023 7:32 pm
Vanguard Money Market Funds - Differences in Returns?

Last post by BlueEyedDevil « Fri Mar 31, 2023 7:23 pm
Replies: 374
by water2357 » Sun May 08, 2022 6:35 am
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4

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7

8
374 Replies

64293 Views

Last post by BlueEyedDevil
Fri Mar 31, 2023 7:23 pm
Help me determine how to deploy intermediate-term assets

Last post by peteyboy « Fri Mar 31, 2023 6:09 pm
Replies: 3
by 41fan » Thu Mar 30, 2023 3:04 pm

3 Replies

491 Views

Last post by peteyboy
Fri Mar 31, 2023 6:09 pm
Vanguard brokerage account transition issue: tax lots gone

Last post by boglegardener « Fri Mar 31, 2023 6:03 pm
Replies: 3
by ericinvest » Fri Mar 31, 2023 12:51 pm

3 Replies

414 Views

Last post by boglegardener
Fri Mar 31, 2023 6:03 pm
Vanguard Over Fidelity Just For Better Muni Funds?

Last post by zero_coupon « Fri Mar 31, 2023 5:48 pm
Replies: 61
by zero_coupon » Mon Jun 06, 2022 9:16 pm
1

2
61 Replies

8048 Views

Last post by zero_coupon
Fri Mar 31, 2023 5:48 pm
Resolved: Unable to Change Distribution Option in VG Mutual Fund Account

Last post by Oenophileangler « Fri Mar 31, 2023 5:33 pm
Replies: 22
by tibbitts » Wed Mar 23, 2022 12:52 pm

22 Replies

1825 Views

Last post by Oenophileangler
Fri Mar 31, 2023 5:33 pm
Bond

Last post by zero_coupon « Fri Mar 31, 2023 5:29 pm
Replies: 24
by mudd » Wed Mar 29, 2023 8:34 pm

24 Replies

2027 Views

Last post by zero_coupon
Fri Mar 31, 2023 5:29 pm
At what loan percentage should I pay off real estate?

Last post by tony17112acst « Fri Mar 31, 2023 5:24 pm
Replies: 14
by grandnexus » Wed Mar 29, 2023 11:13 pm

14 Replies

1674 Views

Last post by tony17112acst
Fri Mar 31, 2023 5:24 pm
Contributed to iBonds in 2022 for 1st time. Tax Implications?

Last post by tibbitts « Fri Mar 31, 2023 5:03 pm
Replies: 4
by niceguy7376 » Fri Mar 31, 2023 3:18 pm

4 Replies

532 Views

Last post by tibbitts
Fri Mar 31, 2023 5:03 pm
Why not always take debt if it’s sub 4% / SWR discussion

Last post by LFKB « Fri Mar 31, 2023 4:06 pm
Replies: 64
by LFKB » Wed Mar 29, 2023 7:50 pm
1

2
64 Replies

4700 Views

Last post by LFKB
Fri Mar 31, 2023 4:06 pm
Portfolio/Retirement Checkup; Input Requested!

Last post by makeitcount « Fri Mar 31, 2023 3:56 pm
Replies: 26
by daheld » Fri Mar 31, 2023 9:45 am

26 Replies

1331 Views

Last post by makeitcount
Fri Mar 31, 2023 3:56 pm
ROTH contributions early withdrawal

Last post by Alan S. « Fri Mar 31, 2023 12:53 pm
Replies: 3
by Hastur » Fri Mar 31, 2023 10:38 am

3 Replies

336 Views

Last post by Alan S.
Fri Mar 31, 2023 12:53 pm

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