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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

625324 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

581220 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
program to track expenses

Last post by mrb09 « Thu Jun 01, 2023 9:40 am
Replies: 3
by Always passive » Thu Jun 01, 2023 8:38 am

3 Replies

124 Views

Last post by mrb09
Thu Jun 01, 2023 9:40 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

396 Views

Last post by carolinaman
Thu Jun 01, 2023 9:38 am
Contribution to 401k vs taking loan for kids college

Last post by Admiral « Thu Jun 01, 2023 9:36 am
Replies: 11
by wackerdr » Wed May 31, 2023 9:33 pm

11 Replies

636 Views

Last post by Admiral
Thu Jun 01, 2023 9:36 am
Best HSA?

Last post by deltaneutral83 « Thu Jun 01, 2023 9:26 am
Replies: 21
by FENDERSTRYKER75 » Sun May 21, 2023 2:06 pm

21 Replies

1818 Views

Last post by deltaneutral83
Thu Jun 01, 2023 9:26 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

1178 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

490 Views

Last post by BrooklynInvest
Thu Jun 01, 2023 9:25 am
Covered calls

Last post by isaachemingway « Thu Jun 01, 2023 9:21 am

by isaachemingway » Thu Jun 01, 2023 9:21 am

0 Replies

41 Views

Last post by isaachemingway
Thu Jun 01, 2023 9:21 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

61 Views

Last post by mesaverde
Thu Jun 01, 2023 8:45 am
Need to sell (what?) to raise cash in HSA

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

by ekid » Thu Jun 01, 2023 8:45 am

0 Replies

75 Views

Last post by ekid
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

545 Views

Last post by niagara_guy
Thu Jun 01, 2023 8:41 am
Portfolio Review Request

Last post by dekecarver « Thu Jun 01, 2023 8:30 am
Replies: 2
by dekecarver » Wed May 31, 2023 6:06 pm

2 Replies

376 Views

Last post by dekecarver
Thu Jun 01, 2023 8:30 am
How do you check to see if an online bank is legit / safe?

Last post by cowboy3008 « Thu Jun 01, 2023 8:25 am

by cowboy3008 » Thu Jun 01, 2023 8:25 am

0 Replies

93 Views

Last post by cowboy3008
Thu Jun 01, 2023 8:25 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

2367 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

697 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

2629 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

383 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

631 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

6647 Views

Last post by Swansea
Thu Jun 01, 2023 7:06 am
Portfolio Review: Messy Portfolio After Inheritance

Last post by retiredjg « Thu Jun 01, 2023 7:03 am
Replies: 57
by sodastream » Sat May 27, 2023 5:09 pm
1

2
57 Replies

4137 Views

Last post by retiredjg
Thu Jun 01, 2023 7:03 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

3329 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

284 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

2901 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

1226 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

401 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

1863 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

361 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

1191 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

814 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

1432 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

323 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

2580 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

1885 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

996 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

6756 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

2402 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

2503 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

493 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

2415 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

1250 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

2597 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

350 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

1282 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

434 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

22523 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

157 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

1068 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

489 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

364 Views

Last post by arcticpineapplecorp.
Wed May 31, 2023 1:52 pm

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