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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: 142473

142473 Topics

1817248 Posts

Last post Re: Asking Portfolio Advice (…
by tashnewbie View the latest post
Mon Mar 20, 2023 8:03 am
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75130

75130 Topics

1824188 Posts

Last post Re: Diversification a la Mark…
by HanSolo View the latest post
Mon Mar 20, 2023 7:40 am
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: 95083

95083 Topics

1776761 Posts

Last post Re: House Buying Question
by stan1 View the latest post
Mon Mar 20, 2023 7:57 am

Active topics

Replies

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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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551278 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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3676 Replies

2248722 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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316 Replies

344053 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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309062 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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101 Replies

304914 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

618360 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

575534 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
40 Yr Old Asking Advice for Portfolio (retirement and non-retirement)

Last post by tashnewbie « Mon Mar 20, 2023 8:03 am
Replies: 4
by NewDawnGlory » Sat Mar 18, 2023 3:02 pm

4 Replies

630 Views

Last post by tashnewbie
Mon Mar 20, 2023 8:03 am
House Buying Question

Last post by stan1 « Mon Mar 20, 2023 7:57 am
Replies: 9
by Ready3Retire » Sun Mar 19, 2023 11:01 am

9 Replies

703 Views

Last post by stan1
Mon Mar 20, 2023 7:57 am
BOA Savings Account

Last post by fourwheelcycle « Mon Mar 20, 2023 7:57 am
Replies: 48
by enviroian » Fri Mar 17, 2023 4:26 pm

48 Replies

3466 Views

Last post by fourwheelcycle
Mon Mar 20, 2023 7:57 am
Spouse’s Credit History

Last post by student « Mon Mar 20, 2023 7:57 am
Replies: 5
by slippinsurlies » Mon Mar 20, 2023 1:02 am

5 Replies

459 Views

Last post by student
Mon Mar 20, 2023 7:57 am
Form 8606 has me whupped

Last post by muel87 « Mon Mar 20, 2023 7:56 am
Replies: 33
by HeelaMonster » Thu Mar 09, 2023 10:01 am

33 Replies

4095 Views

Last post by muel87
Mon Mar 20, 2023 7:56 am
Title of ownership to a newly built house

Last post by pshonore « Mon Mar 20, 2023 7:54 am
Replies: 3
by 511east » Mon Mar 20, 2023 6:14 am

3 Replies

271 Views

Last post by pshonore
Mon Mar 20, 2023 7:54 am
Solo Ager: who would you trust with your financial POA?

Last post by Circe « Mon Mar 20, 2023 7:51 am
Replies: 31
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am

31 Replies

1994 Views

Last post by Circe
Mon Mar 20, 2023 7:51 am
Doing taxes each year is really hard, is it for you?

Last post by toddthebod « Mon Mar 20, 2023 7:51 am
Replies: 72
by tcrez » Sun Mar 19, 2023 1:14 pm
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72 Replies

4744 Views

Last post by toddthebod
Mon Mar 20, 2023 7:51 am
Say your broker lost all your records…

Last post by student « Mon Mar 20, 2023 7:49 am
Replies: 11
by tcrez » Mon Mar 20, 2023 3:09 am

11 Replies

815 Views

Last post by student
Mon Mar 20, 2023 7:49 am
401k Bond Options

Last post by retiredjg « Mon Mar 20, 2023 7:49 am
Replies: 7
by sal14 » Sun Mar 19, 2023 7:15 pm

7 Replies

354 Views

Last post by retiredjg
Mon Mar 20, 2023 7:49 am
Why HCE has 401k contribution percent limited

Last post by Navillus1968 « Mon Mar 20, 2023 7:47 am
Replies: 5
by inspector00 » Sun Mar 19, 2023 9:07 pm

5 Replies

525 Views

Last post by Navillus1968
Mon Mar 20, 2023 7:47 am
American Express Customer Service Issues - Alternatives?

Last post by EagertoLearnMore « Mon Mar 20, 2023 7:47 am
Replies: 4
by NYCaviator » Mon Mar 20, 2023 7:11 am

4 Replies

195 Views

Last post by EagertoLearnMore
Mon Mar 20, 2023 7:47 am
Need Recommendations For Balanced Fund, Taxable Account

Last post by retiredjg « Mon Mar 20, 2023 7:46 am
Replies: 5
by hotajax » Mon Mar 20, 2023 12:31 am

5 Replies

392 Views

Last post by retiredjg
Mon Mar 20, 2023 7:46 am
Dividend tax rate calculation issue [FreeTaxUSA]

Last post by peteyboy « Mon Mar 20, 2023 7:44 am
Replies: 4
by indio22 » Mon Mar 20, 2023 1:14 am

4 Replies

176 Views

Last post by peteyboy
Mon Mar 20, 2023 7:44 am
Mortgage with quick approval and closing

Last post by Tavistock1 « Mon Mar 20, 2023 7:44 am
Replies: 3
by illquixote » Mon Mar 20, 2023 7:21 am

3 Replies

133 Views

Last post by Tavistock1
Mon Mar 20, 2023 7:44 am
Is my 3% mortgage worth less to the bank now?

Last post by simplesimon « Mon Mar 20, 2023 7:42 am
Replies: 9
by leaf_barn » Mon Mar 20, 2023 5:15 am

9 Replies

894 Views

Last post by simplesimon
Mon Mar 20, 2023 7:42 am
Accredited Investors - any benefit for diversification?

Last post by TomatoTomahto « Mon Mar 20, 2023 7:42 am
Replies: 32
by OldSport » Sun Mar 19, 2023 5:43 pm

32 Replies

1495 Views

Last post by TomatoTomahto
Mon Mar 20, 2023 7:42 am
Age and probability of needing long term care?

Last post by CloseEnough « Mon Mar 20, 2023 7:41 am
Replies: 167
by Fremdon Ferndock » Fri Jan 20, 2023 9:05 am
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167 Replies

13151 Views

Last post by CloseEnough
Mon Mar 20, 2023 7:41 am
With multiple accounts at TIAA, must RMDs come from each account?

Last post by dknightd « Mon Mar 20, 2023 7:41 am
Replies: 14
by Sampan » Sun Mar 19, 2023 6:52 pm

14 Replies

798 Views

Last post by dknightd
Mon Mar 20, 2023 7:41 am
Diversification a la Markowitz #3: Gold

Last post by HanSolo « Mon Mar 20, 2023 7:40 am
Replies: 49
by McQ » Sun Mar 12, 2023 10:26 pm

49 Replies

4568 Views

Last post by HanSolo
Mon Mar 20, 2023 7:40 am
TIAA Traditional instead of Bond Funds - What am i giving up?

Last post by student « Mon Mar 20, 2023 7:39 am
Replies: 5
by Gronkismy muse » Sun Mar 19, 2023 4:08 pm

5 Replies

447 Views

Last post by student
Mon Mar 20, 2023 7:39 am
Why not 100% PSLDX? [PIMCO StocksPLUS Long Duration Fund]

Last post by lawyeredCLO « Mon Mar 20, 2023 7:36 am
Replies: 1838
by TeeDee » Wed Mar 04, 2020 9:15 pm
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298845 Views

Last post by lawyeredCLO
Mon Mar 20, 2023 7:36 am
Preferred Mutual Funds and ETFs

Last post by AMG79 « Mon Mar 20, 2023 7:36 am

by AMG79 » Mon Mar 20, 2023 7:36 am

0 Replies

46 Views

Last post by AMG79
Mon Mar 20, 2023 7:36 am
Evaluating my risks

Last post by Matt48Ritchie « Mon Mar 20, 2023 7:36 am
Replies: 8
by Matt48Ritchie » Fri Mar 17, 2023 1:17 pm

8 Replies

551 Views

Last post by Matt48Ritchie
Mon Mar 20, 2023 7:36 am
Pro-rata rule for IRA conversions when it declines in value?

Last post by toddthebod « Mon Mar 20, 2023 7:35 am
Replies: 34
by muel87 » Wed Mar 15, 2023 9:51 am

34 Replies

1683 Views

Last post by toddthebod
Mon Mar 20, 2023 7:35 am
Inheritance house proceeds taxable? (1099-S)

Last post by runner9 « Mon Mar 20, 2023 7:32 am
Replies: 10
by runner9 » Sat Feb 25, 2023 1:34 pm

10 Replies

1334 Views

Last post by runner9
Mon Mar 20, 2023 7:32 am
Merrill Edge not working for me

Last post by OldSport « Mon Mar 20, 2023 7:29 am
Replies: 16
by OldSport » Sun Mar 19, 2023 9:33 pm

16 Replies

1039 Views

Last post by OldSport
Mon Mar 20, 2023 7:29 am
Understanding Convertible Bonds

Last post by alex_686 « Mon Mar 20, 2023 7:23 am
Replies: 1
by TT » Mon Mar 20, 2023 7:13 am

1 Replies

86 Views

Last post by alex_686
Mon Mar 20, 2023 7:23 am
What would you tell your elderly parent to do with more than the FDIC limit in a bank?

Last post by anon_investor « Mon Mar 20, 2023 7:14 am
Replies: 20
by busdriver11 » Sun Mar 19, 2023 9:31 pm

20 Replies

1481 Views

Last post by anon_investor
Mon Mar 20, 2023 7:14 am
If I was retiring today, I could comfortably withdraw 5% (mid-30s dad using ERN SWR Toolbox)

Last post by wfrobinette « Mon Mar 20, 2023 7:10 am
Replies: 207
by TinyHouse » Tue Mar 14, 2023 7:17 pm
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16706 Views

Last post by wfrobinette
Mon Mar 20, 2023 7:10 am
I did it, Goodbye Edward Jones

Last post by dogagility « Mon Mar 20, 2023 7:07 am
Replies: 47
by Shooting4Sixty » Fri Mar 17, 2023 2:15 pm

47 Replies

5113 Views

Last post by dogagility
Mon Mar 20, 2023 7:07 am
Can $311B invested be wrong?

Last post by dukeblue219 « Mon Mar 20, 2023 7:04 am
Replies: 11
by OverseasBH » Mon Mar 20, 2023 2:56 am

11 Replies

976 Views

Last post by dukeblue219
Mon Mar 20, 2023 7:04 am
IBC [Infinite Banking Concept] - good, bad, ugly

Last post by nisiprius « Mon Mar 20, 2023 6:56 am
Replies: 13
by smoothops » Sat Mar 18, 2023 11:14 pm

13 Replies

1352 Views

Last post by nisiprius
Mon Mar 20, 2023 6:56 am
Best Vehicles For Dry Powder in Brokerage Accounts

Last post by dogagility « Mon Mar 20, 2023 6:55 am
Replies: 10
by mrsmitt » Sun Mar 19, 2023 5:22 pm

10 Replies

1369 Views

Last post by dogagility
Mon Mar 20, 2023 6:55 am
First Republic line of credit - 100k @ 2.25%, any concerns?

Last post by Cheez-It Guy « Mon Mar 20, 2023 6:46 am
Replies: 183
by cogito » Thu Mar 04, 2021 6:48 pm
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31439 Views

Last post by Cheez-It Guy
Mon Mar 20, 2023 6:46 am
All money market funds by 7-day yield

Last post by nisiprius « Mon Mar 20, 2023 6:45 am
Replies: 3
by adamhg » Mon Mar 20, 2023 12:29 am

3 Replies

740 Views

Last post by nisiprius
Mon Mar 20, 2023 6:45 am
ETF choice for short term cash

Last post by anon_investor « Mon Mar 20, 2023 6:37 am
Replies: 30
by HappyJack » Wed Jan 23, 2019 5:41 am

30 Replies

5225 Views

Last post by anon_investor
Mon Mar 20, 2023 6:37 am
Simple business checking: Azlo, Novo or Wells Fargo

Last post by NYCaviator « Mon Mar 20, 2023 6:36 am
Replies: 22
by fingoals » Fri Jun 19, 2020 9:04 pm

22 Replies

1714 Views

Last post by NYCaviator
Mon Mar 20, 2023 6:36 am
Morningstar Comparison Chart

Last post by livesoft « Mon Mar 20, 2023 6:36 am
Replies: 7
by clemrick » Sun Mar 19, 2023 7:58 am

7 Replies

706 Views

Last post by livesoft
Mon Mar 20, 2023 6:36 am
final estate k1 shows a loss, how to claim?

Last post by cas « Mon Mar 20, 2023 6:33 am
Replies: 1
by jbinpa59 » Sun Mar 19, 2023 11:14 pm

1 Replies

175 Views

Last post by cas
Mon Mar 20, 2023 6:33 am
[Bank failure discussion mega-thread]

Last post by exodusing « Mon Mar 20, 2023 6:26 am
Replies: 1945
by curmudgeon » Thu Mar 09, 2023 11:40 pm
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126534 Views

Last post by exodusing
Mon Mar 20, 2023 6:26 am
Fidelity as a one stop shop

Last post by anon_investor « Mon Mar 20, 2023 6:22 am
Replies: 4033
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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4033 Replies

566964 Views

Last post by anon_investor
Mon Mar 20, 2023 6:22 am
MasterCard declining transactions - Card issuer shrugs

Last post by txgolfer_19 « Mon Mar 20, 2023 6:15 am
Replies: 33
by A. L. Breguet » Sat Mar 18, 2023 6:01 pm

33 Replies

3001 Views

Last post by txgolfer_19
Mon Mar 20, 2023 6:15 am

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