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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

625329 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

581224 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Tax basis of inherited shares from demutualization

Last post by lazydavid « Thu Jun 01, 2023 10:12 am

by lazydavid » Thu Jun 01, 2023 10:12 am

0 Replies

1 Views

Last post by lazydavid
Thu Jun 01, 2023 10:12 am
program to track expenses

Last post by Admiral « Thu Jun 01, 2023 10:10 am
Replies: 7
by Always passive » Thu Jun 01, 2023 8:38 am

7 Replies

225 Views

Last post by Admiral
Thu Jun 01, 2023 10:10 am
Covered calls

Last post by Diluted Waters « Thu Jun 01, 2023 10:08 am
Replies: 3
by isaachemingway » Thu Jun 01, 2023 9:21 am

3 Replies

87 Views

Last post by Diluted Waters
Thu Jun 01, 2023 10:08 am
Need to sell (what?) to raise cash in HSA

Last post by barnaclebob « Thu Jun 01, 2023 9:59 am
Replies: 2
by ekid » Thu Jun 01, 2023 8:45 am

2 Replies

119 Views

Last post by barnaclebob
Thu Jun 01, 2023 9:59 am
Best HSA?

Last post by fetch5482 « Thu Jun 01, 2023 9:57 am
Replies: 22
by FENDERSTRYKER75 » Sun May 21, 2023 2:06 pm

22 Replies

1857 Views

Last post by fetch5482
Thu Jun 01, 2023 9:57 am
Contribution to 401k vs taking loan for kids college

Last post by Chuck « Thu Jun 01, 2023 9:56 am
Replies: 13
by wackerdr » Wed May 31, 2023 9:33 pm

13 Replies

706 Views

Last post by Chuck
Thu Jun 01, 2023 9:56 am
Portfolio Review Request

Last post by James.534 « Thu Jun 01, 2023 9:56 am
Replies: 3
by dekecarver » Wed May 31, 2023 6:06 pm

3 Replies

419 Views

Last post by James.534
Thu Jun 01, 2023 9:56 am
$350k from sale of house. Best placement for 6mo-2yrs

Last post by mtn biker « Thu Jun 01, 2023 9:55 am

by mtn biker » Thu Jun 01, 2023 9:55 am

0 Replies

48 Views

Last post by mtn biker
Thu Jun 01, 2023 9:55 am
Portfolio Review: Messy Portfolio After Inheritance

Last post by delamer « Thu Jun 01, 2023 9:50 am
Replies: 58
by sodastream » Sat May 27, 2023 5:09 pm
1

2
58 Replies

4189 Views

Last post by delamer
Thu Jun 01, 2023 9:50 am
How do you check to see if an online bank is legit / safe?

Last post by exodusNH « Thu Jun 01, 2023 9:48 am
Replies: 1
by cowboy3008 » Thu Jun 01, 2023 8:25 am

1 Replies

157 Views

Last post by exodusNH
Thu Jun 01, 2023 9:48 am
Analyst Estimates

Last post by carolinaman « Thu Jun 01, 2023 9:38 am
Replies: 4
by miamivice » Wed May 31, 2023 9:15 pm

4 Replies

422 Views

Last post by carolinaman
Thu Jun 01, 2023 9:38 am
Do we need to do anything about these ibonds?

Last post by HomeStretch « Thu Jun 01, 2023 9:25 am
Replies: 11
by exodusing » Wed May 31, 2023 1:22 pm

11 Replies

1211 Views

Last post by HomeStretch
Thu Jun 01, 2023 9:25 am
Fire FA for not being alert re First Republic?

Last post by BrooklynInvest « Thu Jun 01, 2023 9:25 am
Replies: 6
by jefmafnl » Thu Jun 01, 2023 7:50 am

6 Replies

535 Views

Last post by BrooklynInvest
Thu Jun 01, 2023 9:25 am
Asset allocation in 457b (for income from age 52-65)

Last post by mesaverde « Thu Jun 01, 2023 8:45 am

by mesaverde » Thu Jun 01, 2023 8:45 am

0 Replies

69 Views

Last post by mesaverde
Thu Jun 01, 2023 8:45 am
Help - Traditional IRA got characterized as Nondeductible

Last post by niagara_guy « Thu Jun 01, 2023 8:41 am
Replies: 9
by Vivbet » Wed May 31, 2023 6:46 pm

9 Replies

553 Views

Last post by niagara_guy
Thu Jun 01, 2023 8:41 am
What do you do for bonds?

Last post by billthecat « Thu Jun 01, 2023 8:22 am
Replies: 35
by Incendiary » Wed May 31, 2023 1:47 pm

35 Replies

2383 Views

Last post by billthecat
Thu Jun 01, 2023 8:22 am
Leaving USA and would like to invest 50k for toddler's future

Last post by Wiggums « Thu Jun 01, 2023 8:16 am
Replies: 5
by lamborghini » Wed May 31, 2023 6:18 pm

5 Replies

715 Views

Last post by Wiggums
Thu Jun 01, 2023 8:16 am
How believable is Portfolio Visualizer?

Last post by uthendo « Thu Jun 01, 2023 8:10 am
Replies: 23
by uthendo » Tue May 30, 2023 7:43 pm

23 Replies

2640 Views

Last post by uthendo
Thu Jun 01, 2023 8:10 am
Is VTAPX the best short-term TIPS fund?

Last post by JoMoney « Thu Jun 01, 2023 7:52 am
Replies: 3
by MattB » Wed May 31, 2023 9:47 pm

3 Replies

396 Views

Last post by JoMoney
Thu Jun 01, 2023 7:52 am
Do Treasury Bills (or something else) make sense for me?

Last post by radiowave « Thu Jun 01, 2023 7:07 am
Replies: 5
by Bob Sacamano » Wed May 31, 2023 5:50 pm

5 Replies

639 Views

Last post by radiowave
Thu Jun 01, 2023 7:07 am
Should I go all in with Vanguard or "diversify" with Fidelity?

Last post by Swansea « Thu Jun 01, 2023 7:06 am
Replies: 48
by renegade06 » Sun Mar 10, 2019 10:39 am

48 Replies

6659 Views

Last post by Swansea
Thu Jun 01, 2023 7:06 am
Thinking about stock picking again

Last post by RobLyons « Thu Jun 01, 2023 5:28 am
Replies: 54
by miamivice » Tue May 30, 2023 7:18 pm
1

2
54 Replies

3337 Views

Last post by RobLyons
Thu Jun 01, 2023 5:28 am
Partnership-Owned Life Insurance (POLI) Plan

Last post by Stinky « Thu Jun 01, 2023 5:09 am
Replies: 4
by Nearly A Moose » Wed May 31, 2023 8:45 pm

4 Replies

286 Views

Last post by Stinky
Thu Jun 01, 2023 5:09 am
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

2925 Views

Last post by celia
Thu Jun 01, 2023 2:39 am
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

1229 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

404 Views

Last post by billthecat
Wed May 31, 2023 11:08 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

1871 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

363 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

1197 Views

Last post by saycanyouc
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

818 Views

Last post by placeholder
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

1444 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

325 Views

Last post by lostcoast2023
Wed May 31, 2023 9:48 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

2589 Views

Last post by Sandtrap
Wed May 31, 2023 8:40 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

1891 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

1000 Views

Last post by erp
Wed May 31, 2023 7:32 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

6761 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

2405 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

2512 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

497 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

2417 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

1251 Views

Last post by ehh
Wed May 31, 2023 5:45 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

2601 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

351 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

1285 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

436 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
1

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270 Replies

22525 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

159 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

1069 Views

Last post by Artsdoctor
Wed May 31, 2023 2:41 pm

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