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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

625305 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

581207 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Made a mistake saving so much in 401k's?

Last post by celia « Thu Jun 01, 2023 2:39 am
Replies: 22
by Stereo1687 » Wed May 31, 2023 4:56 pm

22 Replies

2441 Views

Last post by celia
Thu Jun 01, 2023 2:39 am
What do you do for bonds?

Last post by dual « Thu Jun 01, 2023 2:12 am
Replies: 28
by Incendiary » Wed May 31, 2023 1:47 pm

28 Replies

1836 Views

Last post by dual
Thu Jun 01, 2023 2:12 am
Analyst Estimates

Last post by FunnelCakeBob « Thu Jun 01, 2023 1:05 am
Replies: 3
by miamivice » Wed May 31, 2023 9:15 pm

3 Replies

278 Views

Last post by FunnelCakeBob
Thu Jun 01, 2023 1:05 am
Portfolio Review: Messy Portfolio After Inheritance

Last post by SpideyIndexer « Wed May 31, 2023 11:37 pm
Replies: 55
by sodastream » Sat May 27, 2023 5:09 pm
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55 Replies

3937 Views

Last post by SpideyIndexer
Wed May 31, 2023 11:37 pm
Planning for eventual house sale

Last post by lws « Wed May 31, 2023 11:12 pm
Replies: 9
by swylie » Tue May 30, 2023 10:16 pm

9 Replies

1156 Views

Last post by lws
Wed May 31, 2023 11:12 pm
I-Bond redemption after death - do I need to change trust Tax ID number first?

Last post by billthecat « Wed May 31, 2023 11:08 pm
Replies: 4
by sodastream » Wed May 31, 2023 12:12 pm

4 Replies

359 Views

Last post by billthecat
Wed May 31, 2023 11:08 pm
Help - Traditional IRA got characterized as Nondeductible

Last post by toddthebod « Wed May 31, 2023 11:08 pm
Replies: 6
by Vivbet » Wed May 31, 2023 6:46 pm

6 Replies

360 Views

Last post by toddthebod
Wed May 31, 2023 11:08 pm
How believable is Portfolio Visualizer?

Last post by Dottie57 « Wed May 31, 2023 10:57 pm
Replies: 22
by uthendo » Tue May 30, 2023 7:43 pm

22 Replies

2441 Views

Last post by Dottie57
Wed May 31, 2023 10:57 pm
Roth conversion sanity check .... I think this is correct

Last post by BigJohn « Wed May 31, 2023 10:44 pm
Replies: 19
by Kumsajack » Tue May 30, 2023 3:11 pm

19 Replies

1781 Views

Last post by BigJohn
Wed May 31, 2023 10:44 pm
Is a Roth IRA a good place to put an income fund?

Last post by grabiner « Wed May 31, 2023 10:36 pm
Replies: 3
by Vivbet » Wed May 31, 2023 9:09 pm

3 Replies

280 Views

Last post by grabiner
Wed May 31, 2023 10:36 pm
Community bank 15 year 5% CD: OK for long term fixed income?

Last post by saycanyouc « Wed May 31, 2023 10:17 pm
Replies: 5
by saycanyouc » Wed May 31, 2023 4:24 pm

5 Replies

1048 Views

Last post by saycanyouc
Wed May 31, 2023 10:17 pm
Contribution to 401k vs taking loan for kids college

Last post by HereToLearn « Wed May 31, 2023 10:17 pm
Replies: 4
by wackerdr » Wed May 31, 2023 9:33 pm

4 Replies

264 Views

Last post by HereToLearn
Wed May 31, 2023 10:17 pm
Is VTAPX the best short-term TIPS fund?

Last post by gsm522 « Wed May 31, 2023 10:17 pm
Replies: 1
by MattB » Wed May 31, 2023 9:47 pm

1 Replies

183 Views

Last post by gsm522
Wed May 31, 2023 10:17 pm
accidentally contribued to traditional IRA instead of Roth.

Last post by placeholder « Wed May 31, 2023 10:12 pm
Replies: 7
by teacher2163 » Tue May 30, 2023 6:57 am

7 Replies

778 Views

Last post by placeholder
Wed May 31, 2023 10:12 pm
Thinking about stock picking again

Last post by miamivice « Wed May 31, 2023 10:12 pm
Replies: 49
by miamivice » Tue May 30, 2023 7:18 pm

49 Replies

3074 Views

Last post by miamivice
Wed May 31, 2023 10:12 pm
Should we pay down our mortgage

Last post by grabiner « Wed May 31, 2023 9:56 pm
Replies: 15
by uberme » Wed May 31, 2023 10:00 am

15 Replies

1334 Views

Last post by grabiner
Wed May 31, 2023 9:56 pm
Holding foreign currency in Fidelity

Last post by lostcoast2023 « Wed May 31, 2023 9:48 pm
Replies: 3
by FinanceDad » Wed May 31, 2023 5:20 pm

3 Replies

286 Views

Last post by lostcoast2023
Wed May 31, 2023 9:48 pm
Partnership-Owned Life Insurance (POLI) Plan

Last post by petulant « Wed May 31, 2023 9:34 pm
Replies: 3
by Nearly A Moose » Wed May 31, 2023 8:45 pm

3 Replies

198 Views

Last post by petulant
Wed May 31, 2023 9:34 pm
Should I go all in with Vanguard or "diversify" with Fidelity?

Last post by beyou « Wed May 31, 2023 9:23 pm
Replies: 43
by renegade06 » Sun Mar 10, 2019 10:39 am

43 Replies

6241 Views

Last post by beyou
Wed May 31, 2023 9:23 pm
Leaving USA and would like to invest 50k for toddler's future

Last post by DeliberateDonkey « Wed May 31, 2023 8:45 pm
Replies: 4
by lamborghini » Wed May 31, 2023 6:18 pm

4 Replies

548 Views

Last post by DeliberateDonkey
Wed May 31, 2023 8:45 pm
Is this good enough to keep 15x in safe assets ?

Last post by Sandtrap « Wed May 31, 2023 8:40 pm
Replies: 16
by carminered2019 » Tue May 30, 2023 11:46 am

16 Replies

2516 Views

Last post by Sandtrap
Wed May 31, 2023 8:40 pm
Do Treasury Bills (or something else) make sense for me?

Last post by Bob Sacamano « Wed May 31, 2023 8:12 pm
Replies: 3
by Bob Sacamano » Wed May 31, 2023 5:50 pm

3 Replies

438 Views

Last post by Bob Sacamano
Wed May 31, 2023 8:12 pm
Federal Money Market vs Wealthfront

Last post by mongstradamus « Wed May 31, 2023 8:12 pm
Replies: 14
by KBREAMK » Tue Sep 13, 2022 1:40 pm

14 Replies

1849 Views

Last post by mongstradamus
Wed May 31, 2023 8:12 pm
rate difference for T bills: Fidelity vs TDA?

Last post by erp « Wed May 31, 2023 7:32 pm
Replies: 5
by Aggieland » Tue May 30, 2023 10:30 am

5 Replies

966 Views

Last post by erp
Wed May 31, 2023 7:32 pm
Portfolio Review Request

Last post by placeholder « Wed May 31, 2023 7:19 pm
Replies: 1
by dekecarver » Wed May 31, 2023 6:06 pm

1 Replies

265 Views

Last post by placeholder
Wed May 31, 2023 7:19 pm
Craig Wear CFP

Last post by arcticpineapplecorp. « Wed May 31, 2023 7:12 pm
Replies: 30
by superbobbyg » Sat Nov 28, 2020 8:38 am

30 Replies

6714 Views

Last post by arcticpineapplecorp.
Wed May 31, 2023 7:12 pm
Fidelity vs T Rowe Price?

Last post by AlaskaTeach « Wed May 31, 2023 6:32 pm
Replies: 18
by AlaskaTeach » Wed May 24, 2023 12:50 am

18 Replies

2381 Views

Last post by AlaskaTeach
Wed May 31, 2023 6:32 pm
Please help me with VWIAX [Vanguard Wellesley Income Fund]

Last post by Vivbet « Wed May 31, 2023 6:25 pm
Replies: 17
by Vivbet » Sun May 21, 2023 6:12 pm

17 Replies

2436 Views

Last post by Vivbet
Wed May 31, 2023 6:25 pm
Automating VT with VTI/VEA/VWO?

Last post by rkhusky « Wed May 31, 2023 6:04 pm
Replies: 6
by hiddenpower » Wed May 31, 2023 11:46 am

6 Replies

467 Views

Last post by rkhusky
Wed May 31, 2023 6:04 pm
Portfolio Review for Retired Parents in EJ

Last post by prairieman « Wed May 31, 2023 5:58 pm
Replies: 18
by cadinkis » Thu May 25, 2023 8:43 pm

18 Replies

2382 Views

Last post by prairieman
Wed May 31, 2023 5:58 pm
AI stocks

Last post by ehh « Wed May 31, 2023 5:45 pm
Replies: 14
by investor231i » Tue May 30, 2023 7:53 pm

14 Replies

1215 Views

Last post by ehh
Wed May 31, 2023 5:45 pm
Do we need to do anything about these ibonds?

Last post by Westernpa « Wed May 31, 2023 5:43 pm
Replies: 9
by exodusing » Wed May 31, 2023 1:22 pm

9 Replies

991 Views

Last post by Westernpa
Wed May 31, 2023 5:43 pm
Best HSA?

Last post by FinanceDad « Wed May 31, 2023 5:37 pm
Replies: 19
by FENDERSTRYKER75 » Sun May 21, 2023 2:06 pm

19 Replies

1709 Views

Last post by FinanceDad
Wed May 31, 2023 5:37 pm
Teacher Retirement Service Purchase Option Analysis Needed

Last post by FinanceDad « Wed May 31, 2023 5:27 pm
Replies: 28
by FinanceDad » Mon Aug 03, 2020 9:59 am

28 Replies

2574 Views

Last post by FinanceDad
Wed May 31, 2023 5:27 pm
Sell STWD now in my Roth IRA?

Last post by burritoLover « Wed May 31, 2023 4:25 pm
Replies: 5
by calimero » Wed May 31, 2023 8:54 am

5 Replies

329 Views

Last post by burritoLover
Wed May 31, 2023 4:25 pm
Roth 401(k) not subject to RMDs?

Last post by Wrench « Wed May 31, 2023 4:04 pm
Replies: 11
by Raspberry-503 » Tue May 30, 2023 5:28 pm

11 Replies

1255 Views

Last post by Wrench
Wed May 31, 2023 4:04 pm
Tax efficiency VWILX and FXAIX

Last post by sycamore « Wed May 31, 2023 3:57 pm
Replies: 7
by sun25 » Wed May 31, 2023 9:24 am

7 Replies

413 Views

Last post by sycamore
Wed May 31, 2023 3:57 pm
Poor Publix employee seeking 401k investment advice - no longer have Publix stock

Last post by retiredjg « Wed May 31, 2023 3:39 pm
Replies: 270
by ralphboy » Wed Apr 06, 2022 10:00 pm
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270 Replies

22487 Views

Last post by retiredjg
Wed May 31, 2023 3:39 pm
any views on Mass Mutual RetireEase

Last post by rgs « Wed May 31, 2023 3:33 pm

by rgs » Wed May 31, 2023 3:33 pm

0 Replies

132 Views

Last post by rgs
Wed May 31, 2023 3:33 pm
May have overcontributed to 2022 HSA

Last post by Artsdoctor « Wed May 31, 2023 2:41 pm
Replies: 16
by austin757 » Sat May 27, 2023 5:19 pm

16 Replies

1052 Views

Last post by Artsdoctor
Wed May 31, 2023 2:41 pm
Fidelity share settlement didn't cover MMF purchase?

Last post by HueyLD « Wed May 31, 2023 1:53 pm
Replies: 8
by hkcj » Wed May 31, 2023 11:12 am

8 Replies

467 Views

Last post by HueyLD
Wed May 31, 2023 1:53 pm
401k with Schwab PCRA rollover to Schwab IRA

Last post by arcticpineapplecorp. « Wed May 31, 2023 1:52 pm
Replies: 5
by d230 » Sun May 14, 2023 3:48 am

5 Replies

351 Views

Last post by arcticpineapplecorp.
Wed May 31, 2023 1:52 pm
Independent Financial Advisor or Brokerage House Wealth Management

Last post by Northern Flicker « Wed May 31, 2023 12:19 pm
Replies: 20
by Kiko » Tue May 30, 2023 9:31 am

20 Replies

1257 Views

Last post by Northern Flicker
Wed May 31, 2023 12:19 pm
Solo 401k for S-Corp: Traditional and/or Roth

Last post by illumination « Wed May 31, 2023 11:07 am
Replies: 18
by getmoneygetpaid » Tue May 30, 2023 7:55 am

18 Replies

668 Views

Last post by illumination
Wed May 31, 2023 11:07 am
VUSXX or Stable Value in 403b

Last post by Trakl « Wed May 31, 2023 11:00 am
Replies: 12
by Trakl » Sun May 28, 2023 5:55 am

12 Replies

959 Views

Last post by Trakl
Wed May 31, 2023 11:00 am
Company offering Market Based Cash Balance Plan, requesting insight

Last post by SoaringEagle « Wed May 31, 2023 10:56 am
Replies: 9
by SoaringEagle » Sun May 28, 2023 10:29 pm

9 Replies

1128 Views

Last post by SoaringEagle
Wed May 31, 2023 10:56 am
Should you fill up tax deferred space before taxable?

Last post by James.534 « Wed May 31, 2023 10:54 am
Replies: 28
by uthendo » Sat May 27, 2023 6:47 pm

28 Replies

3453 Views

Last post by James.534
Wed May 31, 2023 10:54 am
Anyone feel like they missed out by not buying real estate?

Last post by THY4373 « Wed May 31, 2023 10:52 am
Replies: 217
by alex123711 » Mon Jan 02, 2023 8:16 pm
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217 Replies

26852 Views

Last post by THY4373
Wed May 31, 2023 10:52 am

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