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Personal Investments
Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Topics: 142662

142662 Topics

1820191 Posts

Last post Re: Reducing risk
by dogagility View the latest post
Sun Mar 26, 2023 4:45 pm
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75197

75197 Topics

1826908 Posts

Last post Re: How do you reconcile your…
by Nver2Late View the latest post
Sun Mar 26, 2023 4:39 pm
Personal Finance (Not Investing)
Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
Topics: 95258

95258 Topics

1779859 Posts

Last post Re: When to drop full coverag…
by tj View the latest post
Sun Mar 26, 2023 4:40 pm

Active topics

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Last post

A time to EVALUATE your jitters

Last post by hudson « Wed Mar 08, 2023 12:09 pm
Replies: 618
by nisiprius » Sun Aug 07, 2011 7:00 am
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552213 Views

Last post by hudson
Wed Mar 08, 2023 12:09 pm
The Three-Fund Portfolio

Last post by Taylor Larimore « Tue Feb 28, 2023 3:06 pm
Replies: 3676
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm
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2250068 Views

Last post by Taylor Larimore
Tue Feb 28, 2023 3:06 pm
[Why did my fund suddenly drop in value?]

Last post by vrr106 « Tue Feb 07, 2023 12:04 pm
Replies: 316
by stratton » Fri Dec 30, 2011 4:36 pm
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344497 Views

Last post by vrr106
Tue Feb 07, 2023 12:04 pm
Collective thoughts [investing mini-reference]

Last post by drk « Fri Jun 10, 2022 1:48 pm
Replies: 71
by Robert T » Sat Oct 20, 2007 1:30 pm
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309342 Views

Last post by drk
Fri Jun 10, 2022 1:48 pm
Be Wary of Whole Life threads

Last post by flgatorray « Fri Apr 13, 2012 6:37 pm
Replies: 101
by Alex Frakt » Wed Jun 30, 2010 12:38 pm
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305205 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
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

618969 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

576121 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Reducing risk

Last post by dogagility « Sun Mar 26, 2023 4:45 pm
Replies: 6
by Opera Lover » Sun Mar 26, 2023 4:00 pm

6 Replies

216 Views

Last post by dogagility
Sun Mar 26, 2023 4:45 pm
$500k inheritance suggestions

Last post by RetiOpening « Sun Mar 26, 2023 4:43 pm
Replies: 27
by RetiOpening » Thu Mar 23, 2023 4:51 pm

27 Replies

2428 Views

Last post by RetiOpening
Sun Mar 26, 2023 4:43 pm
Help me help my mom who is in very bad financial shape.

Last post by Carl53 « Sun Mar 26, 2023 4:41 pm
Replies: 47
by Andy12345 » Sun Mar 26, 2023 11:46 am

47 Replies

2682 Views

Last post by Carl53
Sun Mar 26, 2023 4:41 pm
When to drop full coverage insurance

Last post by tj « Sun Mar 26, 2023 4:40 pm
Replies: 48
by MillennialFinance19 » Mon Feb 06, 2023 6:57 pm

48 Replies

4262 Views

Last post by tj
Sun Mar 26, 2023 4:40 pm
Help With What More Can / Should I do???

Last post by Tyrael314 « Sun Mar 26, 2023 4:40 pm
Replies: 19
by VVenti7401 » Sat Mar 25, 2023 12:06 am

19 Replies

1965 Views

Last post by Tyrael314
Sun Mar 26, 2023 4:40 pm
Store a car for a kid?

Last post by RudyS « Sun Mar 26, 2023 4:39 pm
Replies: 3
by RamblinDoc » Sun Mar 26, 2023 4:19 pm

3 Replies

149 Views

Last post by RudyS
Sun Mar 26, 2023 4:39 pm
How do you reconcile your investment account records?

Last post by Nver2Late « Sun Mar 26, 2023 4:39 pm
Replies: 3
by Rom » Sun Mar 26, 2023 4:27 pm

3 Replies

104 Views

Last post by Nver2Late
Sun Mar 26, 2023 4:39 pm
Numbers right for RSUs in TurboTax?

Last post by schrute « Sun Mar 26, 2023 4:38 pm
Replies: 14
by schrute » Sun Feb 26, 2023 1:28 pm

14 Replies

1151 Views

Last post by schrute
Sun Mar 26, 2023 4:38 pm
Should I make some basic investments and refine the details later?

Last post by Rom « Sun Mar 26, 2023 4:34 pm
Replies: 25
by Rom » Sat Mar 25, 2023 9:20 pm

25 Replies

1279 Views

Last post by Rom
Sun Mar 26, 2023 4:34 pm
Correcting an overfunded ROTH for 2022

Last post by placeholder « Sun Mar 26, 2023 4:31 pm
Replies: 3
by mzvarner » Sun Mar 26, 2023 1:45 pm

3 Replies

150 Views

Last post by placeholder
Sun Mar 26, 2023 4:31 pm
S&P 500 High Dividend ETF - SPYD

Last post by abuss368 « Sun Mar 26, 2023 4:27 pm
Replies: 66
by abuss368 » Tue Apr 06, 2021 10:29 pm
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8567 Views

Last post by abuss368
Sun Mar 26, 2023 4:27 pm
How to Move Inherited 401k that Includes Post 1986

Last post by bowtieman81 « Sun Mar 26, 2023 4:24 pm

by bowtieman81 » Sun Mar 26, 2023 4:24 pm

0 Replies

43 Views

Last post by bowtieman81
Sun Mar 26, 2023 4:24 pm
Loan from 401K to purchase house?

Last post by 260chrisb « Sun Mar 26, 2023 4:23 pm
Replies: 9
by uberme » Sat Mar 25, 2023 10:13 am

9 Replies

929 Views

Last post by 260chrisb
Sun Mar 26, 2023 4:23 pm
Social Security & divorced spouse question

Last post by Pops1860 « Sun Mar 26, 2023 4:23 pm
Replies: 9
by tph090 » Sat Mar 25, 2023 11:40 am

9 Replies

914 Views

Last post by Pops1860
Sun Mar 26, 2023 4:23 pm
Gift tax return 709 question

Last post by johnkgan « Sun Mar 26, 2023 4:19 pm
Replies: 12
by johnkgan » Sun Mar 26, 2023 12:29 am

12 Replies

775 Views

Last post by johnkgan
Sun Mar 26, 2023 4:19 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by bbrock « Sun Mar 26, 2023 4:19 pm
Replies: 4968
by navyitaly » Sun Nov 02, 2014 2:59 am
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558147 Views

Last post by bbrock
Sun Mar 26, 2023 4:19 pm
The More things Change the More They Stay the Same: 1955 article on the Retirement Crisis

Last post by Harmanic « Sun Mar 26, 2023 4:18 pm
Replies: 26
by Harmanic » Sun Mar 26, 2023 8:21 am

26 Replies

1927 Views

Last post by Harmanic
Sun Mar 26, 2023 4:18 pm
Moving On From UBS; Advice Needed On Retirement Accounts

Last post by Rosie59 « Sun Mar 26, 2023 4:13 pm
Replies: 12
by Rosie59 » Sat Mar 25, 2023 4:09 pm

12 Replies

781 Views

Last post by Rosie59
Sun Mar 26, 2023 4:13 pm
Why did the IRS return my NIIT? (Form 8960 Question)

Last post by mega317 « Sun Mar 26, 2023 4:07 pm
Replies: 4
by mega317 » Fri Mar 24, 2023 1:53 pm

4 Replies

692 Views

Last post by mega317
Sun Mar 26, 2023 4:07 pm
Which brokerage firms have the highest yielding cash sweep options?

Last post by hotpancakes « Sun Mar 26, 2023 4:07 pm
Replies: 21
by hotpancakes » Sat Mar 25, 2023 12:16 pm

21 Replies

1939 Views

Last post by hotpancakes
Sun Mar 26, 2023 4:07 pm
Tax depreciation for on-and-off market rental

Last post by degemermat « Sun Mar 26, 2023 4:05 pm
Replies: 2
by degemermat » Thu Mar 23, 2023 11:18 pm

2 Replies

303 Views

Last post by degemermat
Sun Mar 26, 2023 4:05 pm
New Rules for MegaBack Door?

Last post by lakpr « Sun Mar 26, 2023 4:04 pm
Replies: 20
by bslice » Sat Mar 25, 2023 3:08 pm

20 Replies

2036 Views

Last post by lakpr
Sun Mar 26, 2023 4:04 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by CletusCaddy « Sun Mar 26, 2023 4:04 pm
Replies: 1451
by Stinky » Thu Dec 31, 2020 6:46 am
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157639 Views

Last post by CletusCaddy
Sun Mar 26, 2023 4:04 pm
Factor Investing: The Next-Gen Boglehead frontier

Last post by nisiprius « Sun Mar 26, 2023 4:03 pm
Replies: 241
by drumboy256 » Sun Jun 12, 2022 9:41 am
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17778 Views

Last post by nisiprius
Sun Mar 26, 2023 4:03 pm
The One-Fund Portfolio as a default suggestion

Last post by longinvest « Sun Mar 26, 2023 4:02 pm
Replies: 620
by longinvest » Mon Aug 12, 2019 8:10 am
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156871 Views

Last post by longinvest
Sun Mar 26, 2023 4:02 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by placeholder « Sun Mar 26, 2023 3:59 pm
Replies: 5050
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm
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755552 Views

Last post by placeholder
Sun Mar 26, 2023 3:59 pm
Confused about inherited IRA rules

Last post by Tdubs « Sun Mar 26, 2023 3:59 pm
Replies: 19
by krafty81 » Sat Mar 25, 2023 6:43 pm

19 Replies

1233 Views

Last post by Tdubs
Sun Mar 26, 2023 3:59 pm
Mom Moving from UBS to Fidelity / New Portfolio Allocation

Last post by dogagility « Sun Mar 26, 2023 3:58 pm
Replies: 21
by WhatWillFutureHold » Sat Mar 25, 2023 6:11 pm

21 Replies

1387 Views

Last post by dogagility
Sun Mar 26, 2023 3:58 pm
1099-R question

Last post by Alan S. « Sun Mar 26, 2023 3:58 pm
Replies: 1
by doon » Sun Mar 26, 2023 1:56 pm

1 Replies

166 Views

Last post by Alan S.
Sun Mar 26, 2023 3:58 pm
Boglehead Opinions on the Vanguard Core Bond Fund

Last post by tcb1005 « Sun Mar 26, 2023 3:57 pm
Replies: 4
by tcb1005 » Sat Mar 25, 2023 6:47 pm

4 Replies

640 Views

Last post by tcb1005
Sun Mar 26, 2023 3:57 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by skierincolorado « Sun Mar 26, 2023 3:54 pm
Replies: 2398
by skierincolorado » Fri Sep 03, 2021 10:27 pm
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2398 Replies

245563 Views

Last post by skierincolorado
Sun Mar 26, 2023 3:54 pm
3-fund portfolio without the Intl fund?

Last post by abuss368 « Sun Mar 26, 2023 3:52 pm
Replies: 18
by new2bogle2 » Sat Mar 25, 2023 5:16 pm

18 Replies

1687 Views

Last post by abuss368
Sun Mar 26, 2023 3:52 pm
Washington state long term capital gains tax

Last post by suemarkp « Sun Mar 26, 2023 3:52 pm
Replies: 16
by 010101 » Sun Mar 26, 2023 12:16 pm

16 Replies

751 Views

Last post by suemarkp
Sun Mar 26, 2023 3:52 pm
Is a Total International Equity Index Fund Riskier than a Developed Markets Equity Index Fund?

Last post by Northern Flicker « Sun Mar 26, 2023 3:48 pm
Replies: 33
by Northern Flicker » Tue Mar 21, 2023 8:41 pm

33 Replies

2670 Views

Last post by Northern Flicker
Sun Mar 26, 2023 3:48 pm
What does Schwab do better than Fidelity?

Last post by LookinAround « Sun Mar 26, 2023 3:46 pm
Replies: 63
by FromAto401k » Sat Mar 25, 2023 10:05 am
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4472 Views

Last post by LookinAround
Sun Mar 26, 2023 3:46 pm
RMD: transfer in kind cost basis with spec ID weirdness

Last post by prd1982 « Sun Mar 26, 2023 3:45 pm
Replies: 6
by ee_guy » Sun Mar 26, 2023 10:16 am

6 Replies

347 Views

Last post by prd1982
Sun Mar 26, 2023 3:45 pm
Employer t401k was auto switched to a different fund? Please help?

Last post by Vanguard User « Sun Mar 26, 2023 3:44 pm
Replies: 84
by Vanguard User » Thu Mar 23, 2023 8:57 pm
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84 Replies

4233 Views

Last post by Vanguard User
Sun Mar 26, 2023 3:44 pm
WSJ article on retiring with less than $1 million

Last post by Cheyenne « Sun Mar 26, 2023 3:43 pm
Replies: 162
by egri » Fri Mar 24, 2023 4:57 am
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16789 Views

Last post by Cheyenne
Sun Mar 26, 2023 3:43 pm
Worth joining credit union just for car loan?

Last post by friar1610 « Sun Mar 26, 2023 3:43 pm
Replies: 21
by 28fe6 » Sat Mar 25, 2023 11:49 am

21 Replies

1497 Views

Last post by friar1610
Sun Mar 26, 2023 3:43 pm
Filling 24% Bracket with Roth Conversions for 2023

Last post by suemarkp « Sun Mar 26, 2023 3:41 pm
Replies: 8
by TOM1964 » Sun Mar 26, 2023 1:31 pm

8 Replies

549 Views

Last post by suemarkp
Sun Mar 26, 2023 3:41 pm
“Bucket” system for savings, how do you do it?

Last post by NYCaviator « Sun Mar 26, 2023 3:34 pm
Replies: 6
by NYCaviator » Sun Mar 26, 2023 2:07 pm

6 Replies

478 Views

Last post by NYCaviator
Sun Mar 26, 2023 3:34 pm
Making a Roth Contribution in Retirement

Last post by ClassOf2021 « Sun Mar 26, 2023 3:33 pm
Replies: 4
by ClassOf2021 » Sun Mar 26, 2023 9:17 am

4 Replies

457 Views

Last post by ClassOf2021
Sun Mar 26, 2023 3:33 pm
Move from MA to FL- Can I keep my Mass. Medigap supplement plan?

Last post by Chip Munk « Sun Mar 26, 2023 3:29 pm
Replies: 4
by protagonist » Sun Mar 26, 2023 8:22 am

4 Replies

457 Views

Last post by Chip Munk
Sun Mar 26, 2023 3:29 pm

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