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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

618882 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

576015 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
S&P 500 concentration risk: Should we be worried?

Last post by Boglegrappler « Sat Mar 25, 2023 3:04 pm
Replies: 49
by fingoals » Thu Mar 23, 2023 4:34 pm

49 Replies

4451 Views

Last post by Boglegrappler
Sat Mar 25, 2023 3:04 pm
Wellington VWENX for income in retirement

Last post by AlwaysLearningMore « Sat Mar 25, 2023 3:02 pm
Replies: 52
by msaffer » Wed Mar 22, 2023 4:44 pm
1

2
52 Replies

4019 Views

Last post by AlwaysLearningMore
Sat Mar 25, 2023 3:02 pm
Stable value fund vs other options in 401k accounts

Last post by Stinky « Sat Mar 25, 2023 2:58 pm
Replies: 2
by singletonjack » Sat Mar 25, 2023 11:34 am

2 Replies

180 Views

Last post by Stinky
Sat Mar 25, 2023 2:58 pm
Various Roth conversions and MAGI

Last post by MrJedi « Sat Mar 25, 2023 2:55 pm
Replies: 10
by tl24 » Fri Mar 24, 2023 11:52 pm

10 Replies

714 Views

Last post by MrJedi
Sat Mar 25, 2023 2:55 pm
Loan from 401K to purchase house?

Last post by Brianmcg321 « Sat Mar 25, 2023 2:54 pm
Replies: 3
by uberme » Sat Mar 25, 2023 10:13 am

3 Replies

284 Views

Last post by Brianmcg321
Sat Mar 25, 2023 2:54 pm
2 year Treasury Note net return question.

Last post by miket29 « Sat Mar 25, 2023 2:50 pm
Replies: 4
by Galen » Sat Mar 25, 2023 12:29 pm

4 Replies

267 Views

Last post by miket29
Sat Mar 25, 2023 2:50 pm
Inheriting a 529 plan

Last post by aristotelian « Sat Mar 25, 2023 2:42 pm
Replies: 1
by MattB » Sat Mar 25, 2023 1:56 pm

1 Replies

105 Views

Last post by aristotelian
Sat Mar 25, 2023 2:42 pm
Real Estate Sell Off

Last post by DrunkHulk « Sat Mar 25, 2023 2:26 pm
Replies: 18
by DrunkHulk » Thu Mar 23, 2023 3:49 pm

18 Replies

2925 Views

Last post by DrunkHulk
Sat Mar 25, 2023 2:26 pm
TLH on CA tax exempt muni

Last post by dratkinson « Sat Mar 25, 2023 2:22 pm
Replies: 15
by 8301 » Thu Mar 23, 2023 10:37 am

15 Replies

791 Views

Last post by dratkinson
Sat Mar 25, 2023 2:22 pm
Employer t401k was auto switched to a different fund? Please help?

Last post by tibbitts « Sat Mar 25, 2023 2:15 pm
Replies: 70
by Vanguard User » Thu Mar 23, 2023 8:57 pm
1

2
70 Replies

3307 Views

Last post by tibbitts
Sat Mar 25, 2023 2:15 pm
7-Day and 17-Day Cash Management Bills? (US Treasury)

Last post by DaveTH « Sat Mar 25, 2023 2:13 pm
Replies: 1
by BogleDope » Sat Mar 25, 2023 1:45 pm

1 Replies

134 Views

Last post by DaveTH
Sat Mar 25, 2023 2:13 pm
Tax question when selling a Mutual Fund

Last post by CAsage « Sat Mar 25, 2023 2:00 pm
Replies: 1
by seanbaby » Sat Mar 25, 2023 1:54 pm

1 Replies

132 Views

Last post by CAsage
Sat Mar 25, 2023 2:00 pm
Fidelity's Total Stock Market Index fund?

Last post by dogagility « Sat Mar 25, 2023 2:00 pm
Replies: 24
by investor9999 » Fri Mar 24, 2023 11:44 am

24 Replies

1876 Views

Last post by dogagility
Sat Mar 25, 2023 2:00 pm
What is a Vanguard "sweep in" transaction?

Last post by delamer « Sat Mar 25, 2023 1:54 pm
Replies: 5
by boglesmymind » Sat Mar 25, 2023 12:17 pm

5 Replies

434 Views

Last post by delamer
Sat Mar 25, 2023 1:54 pm
yet another Social Security timing Q

Last post by Boatguy « Sat Mar 25, 2023 1:51 pm
Replies: 28
by SpideyIndexer » Thu Mar 23, 2023 1:58 am

28 Replies

2199 Views

Last post by Boatguy
Sat Mar 25, 2023 1:51 pm
Fidelity advisors keep calling me

Last post by KarlJ « Sat Mar 25, 2023 1:47 pm
Replies: 27
by MariamQ » Thu Mar 23, 2023 7:27 pm

27 Replies

2605 Views

Last post by KarlJ
Sat Mar 25, 2023 1:47 pm
Help with retirement planning

Last post by Andy12345 « Sat Mar 25, 2023 1:45 pm
Replies: 12
by Andy12345 » Fri Mar 24, 2023 6:08 pm

12 Replies

1169 Views

Last post by Andy12345
Sat Mar 25, 2023 1:45 pm
Direct Indexing [at Schwab for 40 basis points. Worth considering?]

Last post by retiredjg « Sat Mar 25, 2023 1:35 pm
Replies: 11
by curo » Sat Mar 25, 2023 8:15 am

11 Replies

586 Views

Last post by retiredjg
Sat Mar 25, 2023 1:35 pm
Vanguard 7-day hold T-Bill Interest?

Last post by Dead Man Walking « Sat Mar 25, 2023 1:32 pm
Replies: 3
by Midpack » Sat Mar 25, 2023 9:18 am

3 Replies

427 Views

Last post by Dead Man Walking
Sat Mar 25, 2023 1:32 pm
What % cash in portfolio?

Last post by Munir « Sat Mar 25, 2023 1:18 pm
Replies: 144
by Yesterdaysnews » Thu Feb 09, 2023 2:01 pm
1

2

3
144 Replies

13796 Views

Last post by Munir
Sat Mar 25, 2023 1:18 pm
The Merrill: Changing specific lots to sell after an executed and assigned covered call option triggers sell

Last post by 20cm « Sat Mar 25, 2023 1:15 pm
Replies: 4
by FireToBiz » Sat Mar 25, 2023 10:39 am

4 Replies

214 Views

Last post by 20cm
Sat Mar 25, 2023 1:15 pm
Simplification suggestions

Last post by Sandwich « Sat Mar 25, 2023 12:57 pm
Replies: 13
by cutedesi » Fri Mar 24, 2023 3:54 pm

13 Replies

934 Views

Last post by Sandwich
Sat Mar 25, 2023 12:57 pm
What to do with my IRA?

Last post by ruralavalon « Sat Mar 25, 2023 12:49 pm
Replies: 10
by LifeExplorer » Thu Mar 23, 2023 11:24 pm

10 Replies

937 Views

Last post by ruralavalon
Sat Mar 25, 2023 12:49 pm
Help with Roth Conversion Basis

Last post by OldSport « Sat Mar 25, 2023 12:37 pm
Replies: 12
by OldSport » Sat Mar 25, 2023 7:00 am

12 Replies

600 Views

Last post by OldSport
Sat Mar 25, 2023 12:37 pm
Recharacterizing 2022's i401K contribution to be a Roth 401k contribution instead

Last post by SuzBanyan « Sat Mar 25, 2023 12:36 pm
Replies: 11
by lucha » Fri Mar 24, 2023 1:21 pm

11 Replies

555 Views

Last post by SuzBanyan
Sat Mar 25, 2023 12:36 pm
Treasury Bill Ladder

Last post by RyeBourbon « Sat Mar 25, 2023 12:24 pm
Replies: 12
by confusedinvestor » Mon Feb 27, 2023 3:17 pm

12 Replies

2103 Views

Last post by RyeBourbon
Sat Mar 25, 2023 12:24 pm
Vanguard Brokerage Acct? Y or N

Last post by sycamore « Sat Mar 25, 2023 12:23 pm
Replies: 11
by Pizza1945 » Sat Mar 25, 2023 5:02 am

11 Replies

844 Views

Last post by sycamore
Sat Mar 25, 2023 12:23 pm
My T-Bill Ladder May Be Ending

Last post by aristotelian « Sat Mar 25, 2023 12:01 pm
Replies: 5
by dbc47 » Fri Mar 24, 2023 12:53 pm

5 Replies

934 Views

Last post by aristotelian
Sat Mar 25, 2023 12:01 pm
529: pay for private high school in Califorina, tax rate?

Last post by sam_urai « Sat Mar 25, 2023 12:01 pm
Replies: 4
by sam_urai » Fri Mar 24, 2023 9:01 pm

4 Replies

393 Views

Last post by sam_urai
Sat Mar 25, 2023 12:01 pm
Vanguard cost basis problems

Last post by DavidInMaryland « Sat Mar 25, 2023 11:49 am

by DavidInMaryland » Sat Mar 25, 2023 11:49 am

0 Replies

51 Views

Last post by DavidInMaryland
Sat Mar 25, 2023 11:49 am
International ETFs in taxable account, are non-qualified dividends the price of diversification?

Last post by Fired2020 « Sat Mar 25, 2023 11:43 am
Replies: 3
by calmaniac » Sat Mar 25, 2023 9:12 am

3 Replies

274 Views

Last post by Fired2020
Sat Mar 25, 2023 11:43 am
Diversify away from U.S. Government?

Last post by Whitecap « Sat Mar 25, 2023 11:33 am
Replies: 12
by oncorhynchus » Fri Mar 24, 2023 2:39 am

12 Replies

1903 Views

Last post by Whitecap
Sat Mar 25, 2023 11:33 am
I'm Lost Regarding Tax Consequences

Last post by hotajax « Sat Mar 25, 2023 11:17 am
Replies: 30
by hotajax » Wed Mar 22, 2023 12:09 pm

30 Replies

3208 Views

Last post by hotajax
Sat Mar 25, 2023 11:17 am
Effectiveness of swapping between muni & treasury money markets

Last post by mouth « Sat Mar 25, 2023 10:42 am
Replies: 43
by hkcj » Mon Feb 27, 2023 10:28 am

43 Replies

3426 Views

Last post by mouth
Sat Mar 25, 2023 10:42 am
Small business 401k

Last post by smitcat « Sat Mar 25, 2023 10:31 am
Replies: 44
by JSDNJ » Thu Feb 16, 2023 7:30 pm

44 Replies

3241 Views

Last post by smitcat
Sat Mar 25, 2023 10:31 am
Who gets the tax loss in this situation?

Last post by Megamill « Sat Mar 25, 2023 10:21 am
Replies: 6
by Megamill » Sat Mar 25, 2023 9:12 am

6 Replies

393 Views

Last post by Megamill
Sat Mar 25, 2023 10:21 am
Portfolio Review

Last post by ruralavalon « Sat Mar 25, 2023 10:18 am
Replies: 21
by GamerDad » Tue Mar 21, 2023 11:07 pm

21 Replies

2287 Views

Last post by ruralavalon
Sat Mar 25, 2023 10:18 am
6% 12-Month CD California only

Last post by bmcgin « Sat Mar 25, 2023 10:11 am
Replies: 3
by bmcgin » Sat Mar 25, 2023 4:56 am

3 Replies

734 Views

Last post by bmcgin
Sat Mar 25, 2023 10:11 am
UPDATE IN THE REPLIES: Want to do a Backdoor Roth, but have a balance in my TIRA

Last post by retiredjg « Sat Mar 25, 2023 9:58 am
Replies: 21
by Pinacoladapopsicle » Tue Mar 21, 2023 11:07 am

21 Replies

1272 Views

Last post by retiredjg
Sat Mar 25, 2023 9:58 am
Retirement Calculator Suggestion

Last post by SpaghettiLegs « Sat Mar 25, 2023 8:38 am
Replies: 7
by Call_Me_Op » Fri Mar 24, 2023 3:19 pm

7 Replies

904 Views

Last post by SpaghettiLegs
Sat Mar 25, 2023 8:38 am
Roller Roth backdoor question

Last post by retiredjg « Sat Mar 25, 2023 8:25 am
Replies: 3
by timboo » Fri Mar 24, 2023 12:10 pm

3 Replies

251 Views

Last post by retiredjg
Sat Mar 25, 2023 8:25 am
Asking for Clarification [Wellington vs. Wellesley]

Last post by dbr « Sat Mar 25, 2023 8:23 am
Replies: 9
by LaramieWind » Fri Mar 24, 2023 4:15 pm

9 Replies

920 Views

Last post by dbr
Sat Mar 25, 2023 8:23 am
How can I get the real cost basis restored at Vanguard?

Last post by Cheez-It Guy « Sat Mar 25, 2023 8:15 am
Replies: 4
by aner » Fri Mar 24, 2023 11:29 am

4 Replies

644 Views

Last post by Cheez-It Guy
Sat Mar 25, 2023 8:15 am
Rollover to Roth IRA Possible with Monthly Pension Payments?

Last post by retiredjg « Sat Mar 25, 2023 8:12 am
Replies: 7
by stargazerlily03 » Fri Mar 24, 2023 3:38 pm

7 Replies

453 Views

Last post by retiredjg
Sat Mar 25, 2023 8:12 am
Vanguard PAS: Should I keep it or do the work myself? Portfolio allocations included.

Last post by retiredjg « Sat Mar 25, 2023 8:00 am
Replies: 33
by 10b-8 » Sat Mar 18, 2023 9:09 pm

33 Replies

2645 Views

Last post by retiredjg
Sat Mar 25, 2023 8:00 am
Adjusting my portfolio after starting a new job with a 401(k)

Last post by HomeStretch « Sat Mar 25, 2023 7:53 am
Replies: 6
by rmstickler » Fri Mar 24, 2023 4:48 pm

6 Replies

408 Views

Last post by HomeStretch
Sat Mar 25, 2023 7:53 am
How are different TSP contributions handled in a rollover?

Last post by Stoic9 « Sat Mar 25, 2023 7:52 am
Replies: 2
by Stoic9 » Fri Mar 24, 2023 12:16 pm

2 Replies

304 Views

Last post by Stoic9
Sat Mar 25, 2023 7:52 am
Asset allocation in pre-retirement years to mitigate sequence of returns.

Last post by James.534 « Sat Mar 25, 2023 7:24 am
Replies: 22
by James.534 » Fri Mar 24, 2023 11:44 am

22 Replies

1431 Views

Last post by James.534
Sat Mar 25, 2023 7:24 am

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