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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

625460 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

581306 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Moving Away from Individual Bonds

Last post by 000 « Fri Jun 02, 2023 8:24 pm
Replies: 17
by retired-early » Fri Jun 02, 2023 3:44 pm

17 Replies

707 Views

Last post by 000
Fri Jun 02, 2023 8:24 pm
Investing only in VTSAX to reach F.I.R.E... too risky?

Last post by Tropical « Fri Jun 02, 2023 8:22 pm
Replies: 25
by Tropical » Fri Jun 02, 2023 12:51 pm

25 Replies

1398 Views

Last post by Tropical
Fri Jun 02, 2023 8:22 pm
Property taxes in California

Last post by Ron Ronnerson « Fri Jun 02, 2023 8:18 pm
Replies: 6
by Ninja » Fri Jun 02, 2023 6:31 am

6 Replies

819 Views

Last post by Ron Ronnerson
Fri Jun 02, 2023 8:18 pm
How to generate [$120,000/year] from investments

Last post by JazzTime « Fri Jun 02, 2023 7:58 pm
Replies: 52
by Always passive » Thu Jun 01, 2023 11:44 pm
1

2
52 Replies

5697 Views

Last post by JazzTime
Fri Jun 02, 2023 7:58 pm
Automating VT with VTI/VEA/VWO?

Last post by AspirationalBH « Fri Jun 02, 2023 7:48 pm
Replies: 14
by hiddenpower » Wed May 31, 2023 11:46 am

14 Replies

868 Views

Last post by AspirationalBH
Fri Jun 02, 2023 7:48 pm
Vanguard advisors [Looking for advice about advisors]

Last post by Colorado Guy « Fri Jun 02, 2023 7:31 pm
Replies: 2
by halibut9 » Fri Jun 02, 2023 7:06 pm

2 Replies

145 Views

Last post by Colorado Guy
Fri Jun 02, 2023 7:31 pm
Purpose of Bonds in AA, Particularly if you have a decent pension?

Last post by slicendice « Fri Jun 02, 2023 7:21 pm
Replies: 14
by MrCheapo » Fri Jun 02, 2023 10:05 am

14 Replies

1062 Views

Last post by slicendice
Fri Jun 02, 2023 7:21 pm
New Vanguard Purchase Fee?

Last post by rob « Fri Jun 02, 2023 7:13 pm
Replies: 14
by runner23 » Fri Jun 02, 2023 4:36 am

14 Replies

2037 Views

Last post by rob
Fri Jun 02, 2023 7:13 pm
After tax 401k -> Roth 401k rollover tax implications

Last post by placeholder « Fri Jun 02, 2023 7:08 pm
Replies: 2
by sagarun » Fri Jun 02, 2023 4:41 pm

2 Replies

172 Views

Last post by placeholder
Fri Jun 02, 2023 7:08 pm
Mutual fund to ETF conversation at Vanguard - how is the share value being calculated?

Last post by arcticpineapplecorp. « Fri Jun 02, 2023 6:50 pm
Replies: 8
by UncleLeo » Fri Jun 02, 2023 11:04 am

8 Replies

381 Views

Last post by arcticpineapplecorp.
Fri Jun 02, 2023 6:50 pm
Emergency Fund Questions

Last post by backpacker61 « Fri Jun 02, 2023 6:33 pm
Replies: 14
by WoodSprite » Wed May 24, 2023 2:08 pm

14 Replies

1377 Views

Last post by backpacker61
Fri Jun 02, 2023 6:33 pm
Advice on handling a big windfall

Last post by Sandtrap « Fri Jun 02, 2023 5:49 pm
Replies: 26
by Deviser » Fri Jun 02, 2023 1:31 pm

26 Replies

1552 Views

Last post by Sandtrap
Fri Jun 02, 2023 5:49 pm
Craig Wear CFP

Last post by Raspberry-503 « Fri Jun 02, 2023 5:48 pm
Replies: 34
by superbobbyg » Sat Nov 28, 2020 8:38 am

34 Replies

7430 Views

Last post by Raspberry-503
Fri Jun 02, 2023 5:48 pm
Message from Fidelity - You may have paid $X more in taxes this year. Call us.

Last post by exigent « Fri Jun 02, 2023 5:39 pm
Replies: 10
by max12377 » Thu Jun 01, 2023 8:57 pm

10 Replies

1544 Views

Last post by exigent
Fri Jun 02, 2023 5:39 pm
Why hold bonds in retirement account when I can just hold MUNI's in brokerage?

Last post by Hacksawdave « Fri Jun 02, 2023 4:44 pm
Replies: 4
by andysnp » Fri Jun 02, 2023 3:16 pm

4 Replies

363 Views

Last post by Hacksawdave
Fri Jun 02, 2023 4:44 pm
Portfolio Advice

Last post by ruralavalon « Fri Jun 02, 2023 4:41 pm
Replies: 13
by spinzard » Thu Jun 01, 2023 3:01 pm

13 Replies

1057 Views

Last post by ruralavalon
Fri Jun 02, 2023 4:41 pm
Double-taxing foreign capital gains?

Last post by bh1 « Fri Jun 02, 2023 4:36 pm
Replies: 6
by bh1 » Fri Jun 02, 2023 10:22 am

6 Replies

324 Views

Last post by bh1
Fri Jun 02, 2023 4:36 pm
Contribution to 401k vs taking loan for kids college

Last post by the_wiki « Fri Jun 02, 2023 4:33 pm
Replies: 58
by wackerdr » Wed May 31, 2023 9:33 pm
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2
58 Replies

2628 Views

Last post by the_wiki
Fri Jun 02, 2023 4:33 pm
$300k Cash - Where to put for 3 months?

Last post by Tom_T « Fri Jun 02, 2023 4:19 pm
Replies: 13
by cbr shadow » Thu May 04, 2023 11:11 am

13 Replies

1331 Views

Last post by Tom_T
Fri Jun 02, 2023 4:19 pm
Buying T-bill at auction

Last post by RyeBourbon « Fri Jun 02, 2023 4:15 pm
Replies: 6
by theplayer11 » Fri Jun 02, 2023 10:54 am

6 Replies

590 Views

Last post by RyeBourbon
Fri Jun 02, 2023 4:15 pm
Anyone using LendingTree for an HYSA?

Last post by exodusNH « Fri Jun 02, 2023 3:53 pm
Replies: 3
by Cougartrace » Fri Jun 02, 2023 6:55 am

3 Replies

258 Views

Last post by exodusNH
Fri Jun 02, 2023 3:53 pm
New Zealand taxation of US retirement accounts?

Last post by sperry8 « Fri Jun 02, 2023 3:43 pm
Replies: 24
by Stereo1687 » Wed May 31, 2023 4:56 pm

24 Replies

3439 Views

Last post by sperry8
Fri Jun 02, 2023 3:43 pm
Covered calls

Last post by JazzTime « Fri Jun 02, 2023 2:12 pm
Replies: 27
by isaachemingway » Sun May 21, 2023 2:24 pm

27 Replies

1526 Views

Last post by JazzTime
Fri Jun 02, 2023 2:12 pm
Fidelity statement - complaint

Last post by erp « Fri Jun 02, 2023 1:28 pm
Replies: 4
by Dregob » Thu Jun 01, 2023 10:42 pm

4 Replies

822 Views

Last post by erp
Fri Jun 02, 2023 1:28 pm
Analyst Estimates

Last post by DetroitRick « Fri Jun 02, 2023 1:03 pm
Replies: 11
by miamivice » Wed May 31, 2023 9:15 pm

11 Replies

994 Views

Last post by DetroitRick
Fri Jun 02, 2023 1:03 pm
When to sell in taxable account?

Last post by the_wiki « Fri Jun 02, 2023 12:56 pm
Replies: 7
by shepherd » Thu Jun 01, 2023 7:36 pm

7 Replies

1232 Views

Last post by the_wiki
Fri Jun 02, 2023 12:56 pm
eTrade to Fidelity transfer - lowest cost options

Last post by MrJones « Fri Jun 02, 2023 12:50 pm
Replies: 13
by stocknoob4111 » Fri Jun 02, 2023 9:18 am

13 Replies

499 Views

Last post by MrJones
Fri Jun 02, 2023 12:50 pm
Is a smart-beta portfolio worth it for 200+ bp fee?

Last post by Hacksawdave « Fri Jun 02, 2023 11:12 am
Replies: 10
by anxon h. » Thu Jun 01, 2023 9:55 pm

10 Replies

822 Views

Last post by Hacksawdave
Fri Jun 02, 2023 11:12 am
After maxing 401K, save the rest in taxable or after-tax Roth?

Last post by luckybamboo « Fri Jun 02, 2023 10:57 am
Replies: 5
by luckybamboo » Thu Jun 01, 2023 11:07 pm

5 Replies

703 Views

Last post by luckybamboo
Fri Jun 02, 2023 10:57 am
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by GaryA505 « Fri Jun 02, 2023 10:38 am
Replies: 1574
by Stinky » Thu Dec 31, 2020 6:46 am
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1574 Replies

172745 Views

Last post by GaryA505
Fri Jun 02, 2023 10:38 am
Can I retire at 50?

Last post by lane7068 « Fri Jun 02, 2023 10:20 am
Replies: 81
by UU37CN13 » Sun Jun 12, 2022 7:43 am
1

2
81 Replies

8781 Views

Last post by lane7068
Fri Jun 02, 2023 10:20 am
Poor Publix employee seeking 401k investment advice - no longer have Publix stock

Last post by ruralavalon « Fri Jun 02, 2023 9:17 am
Replies: 272
by ralphboy » Wed Apr 06, 2022 10:00 pm
1

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3

4

5

6
272 Replies

22864 Views

Last post by ruralavalon
Fri Jun 02, 2023 9:17 am
Tax Treatment of Brokerage Account Interest Over Time, Etc.

Last post by Eda44 « Fri Jun 02, 2023 8:48 am
Replies: 6
by Eda44 » Mon May 29, 2023 1:27 am

6 Replies

1038 Views

Last post by Eda44
Fri Jun 02, 2023 8:48 am
what to do with money for passive income

Last post by RJC « Fri Jun 02, 2023 8:24 am
Replies: 2
by investor456 » Fri Jun 02, 2023 7:56 am

2 Replies

403 Views

Last post by RJC
Fri Jun 02, 2023 8:24 am
What do you do for bonds?

Last post by arcticpineapplecorp. « Fri Jun 02, 2023 8:15 am
Replies: 49
by Incendiary » Wed May 31, 2023 1:47 pm

49 Replies

3973 Views

Last post by arcticpineapplecorp.
Fri Jun 02, 2023 8:15 am
Fire FA for not being alert re First Republic?

Last post by jefmafnl « Fri Jun 02, 2023 7:18 am
Replies: 15
by jefmafnl » Thu Jun 01, 2023 7:50 am

15 Replies

1873 Views

Last post by jefmafnl
Fri Jun 02, 2023 7:18 am
Portfolio Review Request

Last post by James.534 « Fri Jun 02, 2023 7:05 am
Replies: 8
by dekecarver » Wed May 31, 2023 6:06 pm

8 Replies

1091 Views

Last post by James.534
Fri Jun 02, 2023 7:05 am
Schwab SNAXX

Last post by sodastream « Fri Jun 02, 2023 12:25 am
Replies: 5
by PatrickA5 » Thu Jun 01, 2023 12:33 pm

5 Replies

908 Views

Last post by sodastream
Fri Jun 02, 2023 12:25 am
Short term investment ideas

Last post by LeftCoastIV « Thu Jun 01, 2023 9:55 pm
Replies: 10
by johnkgan » Sun May 28, 2023 12:44 pm

10 Replies

1235 Views

Last post by LeftCoastIV
Thu Jun 01, 2023 9:55 pm
2024 401(k) and Roth IRA projected max

Last post by AerialP « Thu Jun 01, 2023 9:20 pm
Replies: 1
by TarHeel2002 » Thu Jun 01, 2023 9:16 pm

1 Replies

344 Views

Last post by AerialP
Thu Jun 01, 2023 9:20 pm
Is it time to buy the dip in regional banks?

Last post by retire2022 « Thu Jun 01, 2023 9:08 pm
Replies: 69
by PapaB » Thu May 11, 2023 1:15 pm
1

2
69 Replies

7284 Views

Last post by retire2022
Thu Jun 01, 2023 9:08 pm
Can I rollover my current employer 401K

Last post by krow36 « Thu Jun 01, 2023 9:01 pm
Replies: 2
by pepperjack13 » Thu Jun 01, 2023 7:55 pm

2 Replies

330 Views

Last post by krow36
Thu Jun 01, 2023 9:01 pm
Do Treasury Bills (or something else) make sense for me?

Last post by coachd50 « Thu Jun 01, 2023 7:46 pm
Replies: 7
by Bob Sacamano » Wed May 31, 2023 5:50 pm

7 Replies

1123 Views

Last post by coachd50
Thu Jun 01, 2023 7:46 pm
is this a bad HSA investment option?

Last post by meadowrue « Thu Jun 01, 2023 7:14 pm
Replies: 10
by meadowrue » Thu Jun 01, 2023 11:57 am

10 Replies

696 Views

Last post by meadowrue
Thu Jun 01, 2023 7:14 pm
Preparing for a brokerage transfer - a few questions

Last post by miket29 « Thu Jun 01, 2023 6:43 pm
Replies: 3
by UncleLeo » Thu Jun 01, 2023 12:55 pm

3 Replies

512 Views

Last post by miket29
Thu Jun 01, 2023 6:43 pm
Holding foreign currency in Fidelity

Last post by FinanceDad « Thu Jun 01, 2023 4:31 pm
Replies: 5
by FinanceDad » Wed May 31, 2023 5:20 pm

5 Replies

551 Views

Last post by FinanceDad
Thu Jun 01, 2023 4:31 pm
Understanding Return on Cash Postions (SPAXX and FDRXX)

Last post by bioscienceguy « Thu Jun 01, 2023 4:15 pm
Replies: 2
by bioscienceguy » Thu Jun 01, 2023 3:17 pm

2 Replies

450 Views

Last post by bioscienceguy
Thu Jun 01, 2023 4:15 pm
Fidelity share settlement didn't cover MMF purchase?

Last post by HueyLD « Thu Jun 01, 2023 4:15 pm
Replies: 12
by hkcj » Wed May 31, 2023 11:12 am

12 Replies

870 Views

Last post by HueyLD
Thu Jun 01, 2023 4:15 pm

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