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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

624972 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

580939 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Vanguard vs state 529 plan

Last post by BigJohn « Sat May 27, 2023 10:13 pm
Replies: 12
by jeam3131 » Thu May 25, 2023 8:22 pm

12 Replies

869 Views

Last post by BigJohn
Sat May 27, 2023 10:13 pm
Max out My 401(k) Before Severance Payments Begin?

Last post by FunnelCakeBob « Sat May 27, 2023 10:04 pm
Replies: 11
by careerdata » Sat May 27, 2023 6:11 pm

11 Replies

647 Views

Last post by FunnelCakeBob
Sat May 27, 2023 10:04 pm
ETF ( or Index Fund ) That Mimics NASDAQ?

Last post by fatgeorge « Sat May 27, 2023 9:48 pm
Replies: 5
by hotajax » Sat May 27, 2023 7:25 pm

5 Replies

329 Views

Last post by fatgeorge
Sat May 27, 2023 9:48 pm
Anyone feel like they missed out by not buying real estate?

Last post by trojans10 « Sat May 27, 2023 9:46 pm
Replies: 196
by alex123711 » Mon Jan 02, 2023 8:16 pm
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196 Replies

22074 Views

Last post by trojans10
Sat May 27, 2023 9:46 pm
prudential/empower 401k advice

Last post by billfromct « Sat May 27, 2023 9:23 pm
Replies: 14
by dsj7419 » Sat May 27, 2023 12:31 am

14 Replies

753 Views

Last post by billfromct
Sat May 27, 2023 9:23 pm
New attending physician with a few questions

Last post by investorpeter « Sat May 27, 2023 9:22 pm
Replies: 9
by peanut17 » Sat May 27, 2023 3:30 pm

9 Replies

892 Views

Last post by investorpeter
Sat May 27, 2023 9:22 pm
Having a CD in an IRA?

Last post by Leif « Sat May 27, 2023 9:14 pm
Replies: 12
by dbc47 » Sat May 27, 2023 6:29 pm

12 Replies

642 Views

Last post by Leif
Sat May 27, 2023 9:14 pm
Portfolio Review: new house, big windfall

Last post by pizzy « Sat May 27, 2023 9:12 pm
Replies: 13
by boombaz » Fri May 26, 2023 7:30 pm

13 Replies

1566 Views

Last post by pizzy
Sat May 27, 2023 9:12 pm
Should you fill up tax deferred space before taxable?

Last post by cacophony « Sat May 27, 2023 8:31 pm
Replies: 6
by uthendo » Sat May 27, 2023 6:47 pm

6 Replies

475 Views

Last post by cacophony
Sat May 27, 2023 8:31 pm
Invest in ASC (Surgery Center) vs Total Market?

Last post by HipCoyote « Sat May 27, 2023 8:21 pm
Replies: 24
by PhinanceMD » Sat May 27, 2023 10:12 am

24 Replies

1268 Views

Last post by HipCoyote
Sat May 27, 2023 8:21 pm
Advice/portfolio and retirement

Last post by Heian « Sat May 27, 2023 8:00 pm
Replies: 7
by Heian » Fri May 26, 2023 6:35 pm

7 Replies

1114 Views

Last post by Heian
Sat May 27, 2023 8:00 pm
Portfolio Review: Messy Portfolio After Inheritance

Last post by runner540 « Sat May 27, 2023 7:49 pm
Replies: 3
by sodastream » Sat May 27, 2023 5:09 pm

3 Replies

374 Views

Last post by runner540
Sat May 27, 2023 7:49 pm
Money market accounts SWVXX vs Wealthfront Account

Last post by bradinsky « Sat May 27, 2023 7:35 pm
Replies: 23
by LetsTalkMoney » Sat May 20, 2023 9:59 am

23 Replies

1583 Views

Last post by bradinsky
Sat May 27, 2023 7:35 pm
A Radical Question Regarding Total Bond Index

Last post by Kenkat « Sat May 27, 2023 7:23 pm
Replies: 30
by Nowizard » Fri May 26, 2023 2:49 pm

30 Replies

3143 Views

Last post by Kenkat
Sat May 27, 2023 7:23 pm
May have overcontributed to 2022 HSA

Last post by austin757 « Sat May 27, 2023 6:14 pm
Replies: 4
by austin757 » Sat May 27, 2023 5:19 pm

4 Replies

205 Views

Last post by austin757
Sat May 27, 2023 6:14 pm
Transfer a UTMA from Vanguard to Merrill Lynch

Last post by TPS_Reports77 « Sat May 27, 2023 5:53 pm
Replies: 5
by TPS_Reports77 » Fri May 26, 2023 3:32 pm

5 Replies

357 Views

Last post by TPS_Reports77
Sat May 27, 2023 5:53 pm
Personal Finance / Portfolio Review - mid 40s high earner in high tax state (CA)

Last post by NewLearner9 « Sat May 27, 2023 5:39 pm
Replies: 18
by NewLearner9 » Sun May 21, 2023 4:16 pm

18 Replies

2552 Views

Last post by NewLearner9
Sat May 27, 2023 5:39 pm
Best use of large st tax losses

Last post by ScubaHogg « Sat May 27, 2023 5:35 pm
Replies: 16
by scubahead » Sat May 27, 2023 12:15 pm

16 Replies

804 Views

Last post by ScubaHogg
Sat May 27, 2023 5:35 pm
Octogenarians Vanguard Portfolios…

Last post by SeeMoe « Sat May 27, 2023 5:14 pm
Replies: 21
by SeeMoe » Thu May 25, 2023 4:35 pm

21 Replies

2606 Views

Last post by SeeMoe
Sat May 27, 2023 5:14 pm
Beneficiary of both a Vanguard tIRA and Roth; next steps?

Last post by CloseEnough « Sat May 27, 2023 4:49 pm
Replies: 6
by tthesian25 » Wed May 24, 2023 4:26 am

6 Replies

641 Views

Last post by CloseEnough
Sat May 27, 2023 4:49 pm
Berkshire Hathaway as part of the mix?

Last post by CharlesSlob « Sat May 27, 2023 4:38 pm
Replies: 74
by wmd36 » Fri Dec 23, 2022 5:54 am
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2
74 Replies

8969 Views

Last post by CharlesSlob
Sat May 27, 2023 4:38 pm
Review Investments

Last post by wetgear « Sat May 27, 2023 4:22 pm
Replies: 37
by daveramsaywhat » Thu May 25, 2023 9:12 pm

37 Replies

1678 Views

Last post by wetgear
Sat May 27, 2023 4:22 pm
401K Condsolidation

Last post by Boglenaut « Sat May 27, 2023 4:22 pm
Replies: 21
by Grace H » Fri May 19, 2023 3:43 pm

21 Replies

1313 Views

Last post by Boglenaut
Sat May 27, 2023 4:22 pm
Portfolio Review for Retired Parents in EJ

Last post by cadinkis « Sat May 27, 2023 4:17 pm
Replies: 13
by cadinkis » Thu May 25, 2023 8:43 pm

13 Replies

1522 Views

Last post by cadinkis
Sat May 27, 2023 4:17 pm
Portfolio Review (age 28)

Last post by ditb « Sat May 27, 2023 2:36 pm
Replies: 9
by ditb » Fri May 26, 2023 12:24 pm

9 Replies

886 Views

Last post by ditb
Sat May 27, 2023 2:36 pm
Funding priority of a rollover IRA?

Last post by ruralavalon « Sat May 27, 2023 2:12 pm
Replies: 6
by hova » Fri May 26, 2023 5:51 am

6 Replies

522 Views

Last post by ruralavalon
Sat May 27, 2023 2:12 pm
Teaching College Students about Personal Finance

Last post by coachd50 « Sat May 27, 2023 2:07 pm
Replies: 20
by exsciprof » Wed May 24, 2023 8:41 am

20 Replies

1866 Views

Last post by coachd50
Sat May 27, 2023 2:07 pm
Vanguard 10 year CD rates 5%! Strategies and thoughts?

Last post by jebmke « Sat May 27, 2023 1:36 pm
Replies: 5
by andysnp » Sat May 27, 2023 11:03 am

5 Replies

1078 Views

Last post by jebmke
Sat May 27, 2023 1:36 pm
CREF STOCK R1 Alternative in Roth IRA?

Last post by Plot5 « Sat May 27, 2023 1:29 pm
Replies: 14
by Plot5 » Sat May 27, 2023 6:43 am

14 Replies

771 Views

Last post by Plot5
Sat May 27, 2023 1:29 pm
Roth Conversions Are A Certainty - 401k Asset/Fund Allocation

Last post by Wiggums « Sat May 27, 2023 12:44 pm
Replies: 5
by MrCheapo » Sat May 27, 2023 8:40 am

5 Replies

527 Views

Last post by Wiggums
Sat May 27, 2023 12:44 pm
Moving Money market$$ to CD: Timing

Last post by gotoparks « Sat May 27, 2023 12:05 pm
Replies: 1
by h9831 » Sat May 27, 2023 11:02 am

1 Replies

311 Views

Last post by gotoparks
Sat May 27, 2023 12:05 pm
Where to invest 400,000?

Last post by Wiggums « Sat May 27, 2023 11:42 am
Replies: 3
by wcombs » Sat May 27, 2023 11:12 am

3 Replies

533 Views

Last post by Wiggums
Sat May 27, 2023 11:42 am
Move out of VWINX into S&P/Brokered CD?

Last post by atl2005 « Sat May 27, 2023 11:30 am
Replies: 2
by atl2005 » Fri May 26, 2023 9:33 pm

2 Replies

494 Views

Last post by atl2005
Sat May 27, 2023 11:30 am
Fairly New to Investing, Looking for General Guidance

Last post by BBQ Investor « Sat May 27, 2023 8:52 am
Replies: 20
by BBQ Investor » Thu May 25, 2023 2:22 pm

20 Replies

1011 Views

Last post by BBQ Investor
Sat May 27, 2023 8:52 am
When should I sell a tax inefficient fund?

Last post by Juice3 « Sat May 27, 2023 8:06 am
Replies: 9
by GolfGal » Fri May 26, 2023 6:30 pm

9 Replies

646 Views

Last post by Juice3
Sat May 27, 2023 8:06 am
Moving money to index funds

Last post by GMCZ71 « Sat May 27, 2023 7:21 am
Replies: 14
by GoodMonikersAllTaken » Thu May 25, 2023 7:00 pm

14 Replies

1967 Views

Last post by GMCZ71
Sat May 27, 2023 7:21 am
Wash Sale If Selling All Stock in Same Company?

Last post by livesoft « Sat May 27, 2023 7:13 am
Replies: 5
by runforfun » Thu May 25, 2023 10:57 pm

5 Replies

563 Views

Last post by livesoft
Sat May 27, 2023 7:13 am
529 or Taxable for my 3 year old.

Last post by ThankYouJack « Sat May 27, 2023 6:47 am
Replies: 4
by ABall1987 » Fri May 26, 2023 8:31 pm

4 Replies

741 Views

Last post by ThankYouJack
Sat May 27, 2023 6:47 am
Nvidia and AMD: Regret and Luck vs. Skill

Last post by alexbogle « Sat May 27, 2023 6:00 am
Replies: 57
by investingforbank » Tue Feb 16, 2021 11:32 am
1

2
57 Replies

6776 Views

Last post by alexbogle
Sat May 27, 2023 6:00 am
Should I put money to Index at once? or dollar cost average?

Last post by dogagility « Sat May 27, 2023 5:11 am
Replies: 9
by garabon » Fri May 26, 2023 9:40 am

9 Replies

1005 Views

Last post by dogagility
Sat May 27, 2023 5:11 am
Am I being sensible by holding money in VUSXX with the debt limit thing approaching?

Last post by countmein « Sat May 27, 2023 2:12 am
Replies: 7
by VartAndelay » Fri May 19, 2023 11:16 am

7 Replies

2319 Views

Last post by countmein
Sat May 27, 2023 2:12 am
In Roth VSMAX or VTMSX?

Last post by Boglenaut « Fri May 26, 2023 10:31 pm
Replies: 14
by RetireGood » Tue May 03, 2022 8:05 pm

14 Replies

1746 Views

Last post by Boglenaut
Fri May 26, 2023 10:31 pm
VMFXX vs BIV

Last post by grabiner « Fri May 26, 2023 10:14 pm
Replies: 4
by sid hartha » Thu May 25, 2023 8:07 am

4 Replies

723 Views

Last post by grabiner
Fri May 26, 2023 10:14 pm
What to do with complex annuities and proprietary investments when changing brokerages

Last post by RetiredAL « Fri May 26, 2023 9:57 pm
Replies: 8
by Diluted Waters » Fri May 26, 2023 1:16 pm

8 Replies

570 Views

Last post by RetiredAL
Fri May 26, 2023 9:57 pm
What is the "Blend" stock category?

Last post by asset_chaos « Fri May 26, 2023 9:40 pm
Replies: 9
by isaachemingway » Fri May 26, 2023 6:03 pm

9 Replies

531 Views

Last post by asset_chaos
Fri May 26, 2023 9:40 pm
Muni intermediate municipal ETFs vs municipal funds capital gains question.

Last post by grabiner « Fri May 26, 2023 9:39 pm
Replies: 4
by thenow » Fri May 26, 2023 12:25 pm

4 Replies

347 Views

Last post by grabiner
Fri May 26, 2023 9:39 pm
Want to avoid wash sale - advice?

Last post by Namuh100 « Fri May 26, 2023 8:25 pm
Replies: 18
by Namuh100 » Thu May 25, 2023 11:34 pm

18 Replies

1078 Views

Last post by Namuh100
Fri May 26, 2023 8:25 pm
401k I don’t Know what to do Help please

Last post by Diiana360SR « Fri May 26, 2023 7:57 pm
Replies: 4
by Diiana360SR » Fri May 26, 2023 4:36 pm

4 Replies

599 Views

Last post by Diiana360SR
Fri May 26, 2023 7:57 pm

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