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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

619610 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

576634 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
My mom's portfolio under the guidance of a CFP/CFA

Last post by Macaroni2629 « Sat Apr 01, 2023 9:01 pm
Replies: 40
by Macaroni2629 » Sat Apr 01, 2023 7:27 am

40 Replies

2334 Views

Last post by Macaroni2629
Sat Apr 01, 2023 9:01 pm
I bought a rental, what if I bought an S&P 500 instead?

Last post by arcticpineapplecorp. « Sat Apr 01, 2023 9:00 pm
Replies: 10
by booch221 » Sat Apr 01, 2023 1:19 pm

10 Replies

1454 Views

Last post by arcticpineapplecorp.
Sat Apr 01, 2023 9:00 pm
Investing in VT

Last post by zero_coupon « Sat Apr 01, 2023 8:55 pm
Replies: 38
by longshower024 » Fri Mar 31, 2023 12:51 am

38 Replies

3524 Views

Last post by zero_coupon
Sat Apr 01, 2023 8:55 pm
Bond

Last post by Marseille07 « Sat Apr 01, 2023 8:51 pm
Replies: 36
by mudd » Wed Mar 29, 2023 8:34 pm

36 Replies

2701 Views

Last post by Marseille07
Sat Apr 01, 2023 8:51 pm
Roth Conversion and 5 year waiting period.

Last post by tibbitts « Sat Apr 01, 2023 8:50 pm
Replies: 13
by CRC_Volunteer » Sat Apr 01, 2023 6:04 pm

13 Replies

606 Views

Last post by tibbitts
Sat Apr 01, 2023 8:50 pm
How much do you keep in true cash vs cash equivalents?

Last post by placeholder « Sat Apr 01, 2023 8:48 pm
Replies: 65
by aboose » Wed Mar 29, 2023 6:14 pm
1

2
65 Replies

5484 Views

Last post by placeholder
Sat Apr 01, 2023 8:48 pm
Help lowering dividends for lower tax bracket

Last post by Gr8soul « Sat Apr 01, 2023 8:45 pm

by Gr8soul » Sat Apr 01, 2023 8:45 pm

0 Replies

47 Views

Last post by Gr8soul
Sat Apr 01, 2023 8:45 pm
First time Backdoor Roth - Tax returns

Last post by Duckie « Sat Apr 01, 2023 8:40 pm
Replies: 21
by sman09 » Fri Mar 31, 2023 11:26 am

21 Replies

1182 Views

Last post by Duckie
Sat Apr 01, 2023 8:40 pm
Using up tax losses - which lots will use the loss and do I have any control over it?

Last post by retired@50 « Sat Apr 01, 2023 8:08 pm
Replies: 2
by SunRainSnow » Sat Apr 01, 2023 4:53 pm

2 Replies

212 Views

Last post by retired@50
Sat Apr 01, 2023 8:08 pm
SEC Yield vs. YTD Performance explain?

Last post by dbr « Sat Apr 01, 2023 7:27 pm
Replies: 4
by tyjy » Sat Apr 01, 2023 3:19 pm

4 Replies

373 Views

Last post by dbr
Sat Apr 01, 2023 7:27 pm
How much to allocate towards retirement at 25 years old

Last post by JakeyLee « Sat Apr 01, 2023 6:49 pm
Replies: 58
by muitu » Tue Mar 28, 2023 2:40 pm
1

2
58 Replies

4635 Views

Last post by JakeyLee
Sat Apr 01, 2023 6:49 pm
Roth conversion, which fund to convert?

Last post by tibbitts « Sat Apr 01, 2023 5:30 pm
Replies: 12
by cadzan » Sat Apr 01, 2023 11:42 am

12 Replies

652 Views

Last post by tibbitts
Sat Apr 01, 2023 5:30 pm
No SWAGX dividend for March?

Last post by HotRod140 « Sat Apr 01, 2023 5:02 pm
Replies: 9
by jjunk » Sat Apr 01, 2023 6:24 am

9 Replies

709 Views

Last post by HotRod140
Sat Apr 01, 2023 5:02 pm
Worth It To Sell American Funds in Taxable and Buy Vanguard ETFs?

Last post by Hacksawdave « Sat Apr 01, 2023 4:19 pm
Replies: 10
by generalelder » Sat Apr 01, 2023 1:43 pm

10 Replies

570 Views

Last post by Hacksawdave
Sat Apr 01, 2023 4:19 pm
Does anybody here use Ocho for their solo 401k?

Last post by backpedal « Sat Apr 01, 2023 4:01 pm
Replies: 4
by backpedal » Fri Mar 31, 2023 10:27 pm

4 Replies

314 Views

Last post by backpedal
Sat Apr 01, 2023 4:01 pm
Roth IRA Account Transfer

Last post by Lions4Life « Sat Apr 01, 2023 3:58 pm
Replies: 6
by Lions4Life » Sat Apr 01, 2023 11:55 am

6 Replies

361 Views

Last post by Lions4Life
Sat Apr 01, 2023 3:58 pm
TIAA (liquid) annuity question

Last post by student « Sat Apr 01, 2023 3:50 pm
Replies: 44
by Owlette678 » Thu Mar 02, 2023 10:54 pm

44 Replies

2864 Views

Last post by student
Sat Apr 01, 2023 3:50 pm
Contributed to iBonds in 2022 for 1st time. Tax Implications?

Last post by Mel Lindauer « Sat Apr 01, 2023 2:43 pm
Replies: 6
by niceguy7376 » Fri Mar 31, 2023 3:18 pm

6 Replies

829 Views

Last post by Mel Lindauer
Sat Apr 01, 2023 2:43 pm
Available Tax Deferred Options After I have retired.

Last post by TomatoTomahto « Sat Apr 01, 2023 2:42 pm
Replies: 16
by tundratoy » Fri Mar 31, 2023 5:58 pm

16 Replies

1166 Views

Last post by TomatoTomahto
Sat Apr 01, 2023 2:42 pm
Portfolio Feedback / Review Request [30s, messy middle]

Last post by boglegardener « Sat Apr 01, 2023 2:40 pm
Replies: 14
by boglegardener » Fri Mar 31, 2023 2:51 pm

14 Replies

1227 Views

Last post by boglegardener
Sat Apr 01, 2023 2:40 pm
Fidelity TIPS vs US Bond Index in 401k - fees

Last post by renegade06 « Sat Apr 01, 2023 1:53 pm
Replies: 9
by renegade06 » Sat Apr 01, 2023 8:06 am

9 Replies

510 Views

Last post by renegade06
Sat Apr 01, 2023 1:53 pm
Vanguard Federal Money Mkt Acct Return

Last post by Chip Munk « Sat Apr 01, 2023 1:52 pm
Replies: 5
by Gatewood » Sat Apr 01, 2023 9:28 am

5 Replies

763 Views

Last post by Chip Munk
Sat Apr 01, 2023 1:52 pm
Help Portfolio, inexperienced investor

Last post by ruralavalon « Sat Apr 01, 2023 1:48 pm
Replies: 6
by Dsc8 » Sat Apr 01, 2023 3:53 am

6 Replies

685 Views

Last post by ruralavalon
Sat Apr 01, 2023 1:48 pm
Portfolio Review - 50's

Last post by Outer Marker « Sat Apr 01, 2023 1:42 pm
Replies: 23
by rene » Fri Mar 31, 2023 3:09 pm

23 Replies

2357 Views

Last post by Outer Marker
Sat Apr 01, 2023 1:42 pm
Google Password for Brokerage Accounts?

Last post by StewedCarrot « Sat Apr 01, 2023 1:41 pm
Replies: 8
by Charles Joseph » Sat Apr 01, 2023 11:12 am

8 Replies

550 Views

Last post by StewedCarrot
Sat Apr 01, 2023 1:41 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by antiqueman « Sat Apr 01, 2023 1:21 pm
Replies: 1491
by Stinky » Thu Dec 31, 2020 6:46 am
1

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26

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28

29

30
1491 Replies

160966 Views

Last post by antiqueman
Sat Apr 01, 2023 1:21 pm
Investing cash safely

Last post by Flight Plan « Sat Apr 01, 2023 1:16 pm
Replies: 39
by ssn » Wed Mar 15, 2023 12:07 pm

39 Replies

5654 Views

Last post by Flight Plan
Sat Apr 01, 2023 1:16 pm
Portfolio Check-up: 2 Years Follow-up & Additional Questions

Last post by Ashown7 « Sat Apr 01, 2023 1:09 pm

by Ashown7 » Sat Apr 01, 2023 1:09 pm

0 Replies

124 Views

Last post by Ashown7
Sat Apr 01, 2023 1:09 pm
The Question of Muni Bonds in Taxable

Last post by Call_Me_Op « Sat Apr 01, 2023 12:51 pm
Replies: 12
by Call_Me_Op » Sat Apr 01, 2023 8:49 am

12 Replies

749 Views

Last post by Call_Me_Op
Sat Apr 01, 2023 12:51 pm
Vanguard PAS for older retiree

Last post by bertilak « Sat Apr 01, 2023 12:42 pm
Replies: 8
by Cannoli » Sat Apr 01, 2023 9:54 am

8 Replies

577 Views

Last post by bertilak
Sat Apr 01, 2023 12:42 pm
No Vanguard Total Bond (VBTLX) dividend for March?

Last post by OkanePlease « Sat Apr 01, 2023 12:30 pm
Replies: 3
by OkanePlease » Sat Apr 01, 2023 9:17 am

3 Replies

563 Views

Last post by OkanePlease
Sat Apr 01, 2023 12:30 pm
Portfolio Review Request

Last post by TheMusicNeverStopped « Sat Apr 01, 2023 12:04 pm
Replies: 3
by TheMusicNeverStopped » Fri Mar 31, 2023 12:08 pm

3 Replies

577 Views

Last post by TheMusicNeverStopped
Sat Apr 01, 2023 12:04 pm
reading recommendations for teenager [on investing]

Last post by Squirrel208 « Sat Apr 01, 2023 12:02 pm
Replies: 18
by tanstheman » Mon Mar 27, 2023 10:37 am

18 Replies

737 Views

Last post by Squirrel208
Sat Apr 01, 2023 12:02 pm
Portfolio after reading here.

Last post by LotsaGray « Sat Apr 01, 2023 11:41 am
Replies: 40
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

40 Replies

3063 Views

Last post by LotsaGray
Sat Apr 01, 2023 11:41 am
Puerto Rico muni bond (insured) settlement question

Last post by Weathering « Sat Apr 01, 2023 11:34 am
Replies: 13
by Weathering » Mon Jul 18, 2022 9:33 am

13 Replies

1514 Views

Last post by Weathering
Sat Apr 01, 2023 11:34 am
401k and IRA questions

Last post by ruralavalon « Sat Apr 01, 2023 11:28 am
Replies: 7
by Lemon&Lime » Sun Mar 26, 2023 6:08 am

7 Replies

655 Views

Last post by ruralavalon
Sat Apr 01, 2023 11:28 am
Rick Ferri and Three Fund Portfolio - Rebalancing?

Last post by Munir « Sat Apr 01, 2023 11:20 am
Replies: 21
by hotajax » Thu Mar 16, 2023 2:51 pm

21 Replies

3387 Views

Last post by Munir
Sat Apr 01, 2023 11:20 am
RMDs on Inherited Accounts

Last post by jefmafnl « Sat Apr 01, 2023 11:06 am
Replies: 29
by rich126 » Tue Mar 21, 2023 11:59 am

29 Replies

3339 Views

Last post by jefmafnl
Sat Apr 01, 2023 11:06 am
RMDs for ex-wife in inherited account.

Last post by ruralavalon « Sat Apr 01, 2023 10:46 am
Replies: 24
by ruralavalon » Tue Mar 28, 2023 1:52 pm

24 Replies

2463 Views

Last post by ruralavalon
Sat Apr 01, 2023 10:46 am
Understanding Yield on Bond ETFs

Last post by oakbluffs « Sat Apr 01, 2023 10:43 am
Replies: 8
by oakbluffs » Thu Mar 30, 2023 4:48 pm

8 Replies

907 Views

Last post by oakbluffs
Sat Apr 01, 2023 10:43 am
529 “Dilemma”

Last post by riverant « Sat Apr 01, 2023 10:26 am
Replies: 55
by AmyandHernia » Sat Feb 26, 2022 12:04 pm
1

2
55 Replies

6095 Views

Last post by riverant
Sat Apr 01, 2023 10:26 am
Vanguard doesn’t let you buy fractional shares of ETFs?

Last post by Robert20 « Sat Apr 01, 2023 10:08 am
Replies: 38
by passive101 » Fri Jan 27, 2023 10:42 am

38 Replies

3053 Views

Last post by Robert20
Sat Apr 01, 2023 10:08 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by retiredjg « Sat Apr 01, 2023 9:41 am
Replies: 18
by mrken » Thu Mar 30, 2023 2:22 am

18 Replies

1847 Views

Last post by retiredjg
Sat Apr 01, 2023 9:41 am
Small business 401k

Last post by JSDNJ « Sat Apr 01, 2023 9:14 am
Replies: 49
by JSDNJ » Thu Feb 16, 2023 7:30 pm

49 Replies

3901 Views

Last post by JSDNJ
Sat Apr 01, 2023 9:14 am
Are there any benefits to personalized indexing strategies over pure passive indexing?

Last post by bertilak « Sat Apr 01, 2023 9:08 am
Replies: 12
by sgtrock » Fri Mar 31, 2023 12:00 pm

12 Replies

721 Views

Last post by bertilak
Sat Apr 01, 2023 9:08 am
Vanguard Brokered CD Buy

Last post by Diaperman1 « Sat Apr 01, 2023 8:54 am
Replies: 10
by Diaperman1 » Sat Apr 01, 2023 5:35 am

10 Replies

803 Views

Last post by Diaperman1
Sat Apr 01, 2023 8:54 am
Annuitization Conundrum – are we cheating ourselves?

Last post by bogledeedee « Sat Apr 01, 2023 8:03 am
Replies: 13
by bikechuck » Wed Mar 29, 2023 2:31 pm

13 Replies

2179 Views

Last post by bogledeedee
Sat Apr 01, 2023 8:03 am
Expected return forecasts

Last post by tennisplyr « Sat Apr 01, 2023 7:30 am
Replies: 16
by PapaGeek » Fri Mar 31, 2023 11:35 am

16 Replies

1294 Views

Last post by tennisplyr
Sat Apr 01, 2023 7:30 am

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