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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: 142611

142611 Topics

1819451 Posts

Last post Re: Asset allocation in pre-r…
by deweybogle View the latest post
Fri Mar 24, 2023 7:28 pm
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75184

75184 Topics

1826160 Posts

Last post Re: WSJ article on retiring w…
by stan1 View the latest post
Fri Mar 24, 2023 7:27 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: 95203

95203 Topics

1778864 Posts

Last post Re: Mega-backdoor Roth instea…
by TechRunnerZenDad View the latest post
Fri Mar 24, 2023 7:27 pm

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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552003 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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2249690 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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344370 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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309271 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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305117 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

618802 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

575964 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Asset allocation in pre-retirement years to mitigate sequence of returns.

Last post by deweybogle « Fri Mar 24, 2023 7:28 pm
Replies: 20
by James.534 » Fri Mar 24, 2023 11:44 am

20 Replies

909 Views

Last post by deweybogle
Fri Mar 24, 2023 7:28 pm
Mega-backdoor Roth instead of 529

Last post by TechRunnerZenDad « Fri Mar 24, 2023 7:27 pm
Replies: 3
by mulkeytown » Fri Mar 24, 2023 3:37 pm

3 Replies

173 Views

Last post by TechRunnerZenDad
Fri Mar 24, 2023 7:27 pm
How do I select, which/how CD should I choose in Fidelity CD?

Last post by dips « Fri Mar 24, 2023 7:27 pm

by dips » Fri Mar 24, 2023 7:27 pm

0 Replies

10 Views

Last post by dips
Fri Mar 24, 2023 7:27 pm
WSJ article on retiring with less than $1 million

Last post by stan1 « Fri Mar 24, 2023 7:27 pm
Replies: 50
by egri » Fri Mar 24, 2023 4:57 am
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50 Replies

5382 Views

Last post by stan1
Fri Mar 24, 2023 7:27 pm
Solo Ager: who would you trust with your financial POA?

Last post by kavm « Fri Mar 24, 2023 7:27 pm
Replies: 96
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am
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96 Replies

7509 Views

Last post by kavm
Fri Mar 24, 2023 7:27 pm
Adjusting my portfolio after starting a new job with a 401(k)

Last post by Duckie « Fri Mar 24, 2023 7:27 pm
Replies: 4
by rmstickler » Fri Mar 24, 2023 4:48 pm

4 Replies

181 Views

Last post by Duckie
Fri Mar 24, 2023 7:27 pm
Can value stocks mitigate sequence of returns risk?

Last post by HeavyChevy « Fri Mar 24, 2023 7:26 pm
Replies: 52
by HeavyChevy » Thu Mar 23, 2023 1:40 pm
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52 Replies

1925 Views

Last post by HeavyChevy
Fri Mar 24, 2023 7:26 pm
What's Your Credit Card Rewards Strategy?

Last post by mreed911 « Fri Mar 24, 2023 7:26 pm
Replies: 6303
by guitarguy » Wed May 25, 2016 10:15 am
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1191173 Views

Last post by mreed911
Fri Mar 24, 2023 7:26 pm
How to transfer a rollover IRA with CDs

Last post by Hulahoop60 « Fri Mar 24, 2023 7:25 pm
Replies: 4
by Hulahoop60 » Fri Mar 24, 2023 5:23 pm

4 Replies

134 Views

Last post by Hulahoop60
Fri Mar 24, 2023 7:25 pm
Recharacterizing 2022's i401K contribution to be a Roth 401k contribution instead

Last post by lucha « Fri Mar 24, 2023 7:25 pm
Replies: 6
by lucha » Fri Mar 24, 2023 1:21 pm

6 Replies

281 Views

Last post by lucha
Fri Mar 24, 2023 7:25 pm
Taxable account restructuring

Last post by Wannaretireearly « Fri Mar 24, 2023 7:22 pm
Replies: 14
by drramey » Mon Mar 20, 2023 8:06 pm

14 Replies

1381 Views

Last post by Wannaretireearly
Fri Mar 24, 2023 7:22 pm
Help with retirement planning

Last post by Parkinglotracer « Fri Mar 24, 2023 7:21 pm
Replies: 1
by Andy12345 » Fri Mar 24, 2023 6:08 pm

1 Replies

84 Views

Last post by Parkinglotracer
Fri Mar 24, 2023 7:21 pm
UPDATE IN THE REPLIES: Want to do a Backdoor Roth, but have a balance in my TIRA

Last post by placeholder « Fri Mar 24, 2023 7:21 pm
Replies: 19
by Pinacoladapopsicle » Tue Mar 21, 2023 11:07 am

19 Replies

1001 Views

Last post by placeholder
Fri Mar 24, 2023 7:21 pm
Why not follow Buffett’s mantra?

Last post by Apathizer « Fri Mar 24, 2023 7:20 pm
Replies: 112
by ChinchillaWhiplash » Wed Mar 22, 2023 5:13 pm
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112 Replies

7514 Views

Last post by Apathizer
Fri Mar 24, 2023 7:20 pm
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by Patzer « Fri Mar 24, 2023 7:19 pm
Replies: 66
by Patzer » Fri Mar 24, 2023 1:04 pm
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66 Replies

3656 Views

Last post by Patzer
Fri Mar 24, 2023 7:19 pm
What to do with my IRA?

Last post by arcticpineapplecorp. « Fri Mar 24, 2023 7:15 pm
Replies: 8
by LifeExplorer » Thu Mar 23, 2023 11:24 pm

8 Replies

657 Views

Last post by arcticpineapplecorp.
Fri Mar 24, 2023 7:15 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by CrisisAverted « Fri Mar 24, 2023 7:13 pm
Replies: 4933
by navyitaly » Sun Nov 02, 2014 2:59 am
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555766 Views

Last post by CrisisAverted
Fri Mar 24, 2023 7:13 pm
Effectiveness of swapping between muni & treasury money markets

Last post by Hogan773 « Fri Mar 24, 2023 7:05 pm
Replies: 42
by hkcj » Mon Feb 27, 2023 10:28 am

42 Replies

3227 Views

Last post by Hogan773
Fri Mar 24, 2023 7:05 pm
Risk premium question

Last post by simplextableau « Fri Mar 24, 2023 7:00 pm
Replies: 1
by SantaClaraSurfer » Fri Mar 24, 2023 6:26 pm

1 Replies

111 Views

Last post by simplextableau
Fri Mar 24, 2023 7:00 pm
Real Estate Sell Off

Last post by Sandtrap « Fri Mar 24, 2023 6:55 pm
Replies: 13
by DrunkHulk » Thu Mar 23, 2023 3:49 pm

13 Replies

1905 Views

Last post by Sandtrap
Fri Mar 24, 2023 6:55 pm
Landlord Condo Insurance

Last post by tj « Fri Mar 24, 2023 6:54 pm
Replies: 7
by Gatewood » Fri Mar 24, 2023 4:11 pm

7 Replies

356 Views

Last post by tj
Fri Mar 24, 2023 6:54 pm
portfolio spreadsheet apps.

Last post by FiveK « Fri Mar 24, 2023 6:52 pm
Replies: 3
by curo » Fri Mar 24, 2023 4:34 pm

3 Replies

251 Views

Last post by FiveK
Fri Mar 24, 2023 6:52 pm
Schwab floating cash? (Timing of MMF/ACH)

Last post by chinchin « Fri Mar 24, 2023 6:50 pm
Replies: 4
by SeattleLaw » Fri Mar 24, 2023 5:50 pm

4 Replies

289 Views

Last post by chinchin
Fri Mar 24, 2023 6:50 pm
Banking woes

Last post by typical.investor « Fri Mar 24, 2023 6:48 pm
Replies: 5
by viking112347 » Fri Mar 24, 2023 4:56 pm

5 Replies

641 Views

Last post by typical.investor
Fri Mar 24, 2023 6:48 pm
When stockholders get paid before bondholders.

Last post by Weathering « Fri Mar 24, 2023 6:46 pm
Replies: 8
by Northern Flicker » Thu Mar 23, 2023 11:57 pm

8 Replies

924 Views

Last post by Weathering
Fri Mar 24, 2023 6:46 pm
Fidelity advisors keep calling me

Last post by HipCoyote « Fri Mar 24, 2023 6:44 pm
Replies: 22
by MariamQ » Thu Mar 23, 2023 7:27 pm

22 Replies

1784 Views

Last post by HipCoyote
Fri Mar 24, 2023 6:44 pm
At the risk of provoking ire, could this be the 1% case? [Life insurance]

Last post by bsteiner « Fri Mar 24, 2023 6:35 pm
Replies: 37
by VanguardInvestor1972 » Sun Mar 19, 2023 5:51 pm

37 Replies

2869 Views

Last post by bsteiner
Fri Mar 24, 2023 6:35 pm
Rollover to Roth IRA Possible with Monthly Pension Payments?

Last post by stargazerlily03 « Fri Mar 24, 2023 6:32 pm
Replies: 6
by stargazerlily03 » Fri Mar 24, 2023 3:38 pm

6 Replies

302 Views

Last post by stargazerlily03
Fri Mar 24, 2023 6:32 pm
Employer t401k was auto switched to a different fund? Please help?

Last post by livesoft « Fri Mar 24, 2023 6:29 pm
Replies: 51
by Vanguard User » Thu Mar 23, 2023 8:57 pm
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51 Replies

2245 Views

Last post by livesoft
Fri Mar 24, 2023 6:29 pm
Simplification suggestions

Last post by RadAudit « Fri Mar 24, 2023 6:16 pm
Replies: 6
by cutedesi » Fri Mar 24, 2023 3:54 pm

6 Replies

273 Views

Last post by RadAudit
Fri Mar 24, 2023 6:16 pm
HSA transfer gone awry

Last post by meadowrue « Fri Mar 24, 2023 6:11 pm
Replies: 7
by bridge2benefits » Thu Mar 23, 2023 5:30 am

7 Replies

897 Views

Last post by meadowrue
Fri Mar 24, 2023 6:11 pm
Bernstein on TIPS and T-bills

Last post by Angst « Fri Mar 24, 2023 6:09 pm
Replies: 69
by quercus » Thu Mar 23, 2023 10:49 am
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69 Replies

5926 Views

Last post by Angst
Fri Mar 24, 2023 6:09 pm
All money market funds by 7-day yield

Last post by grandnexus « Fri Mar 24, 2023 6:09 pm
Replies: 37
by adamhg » Mon Mar 20, 2023 12:29 am

37 Replies

6276 Views

Last post by grandnexus
Fri Mar 24, 2023 6:09 pm
TIAA-CREF Variable Annuity income as part of retirement income strategy

Last post by crefwatch « Fri Mar 24, 2023 6:09 pm
Replies: 4
by Sampan » Fri Mar 24, 2023 12:40 pm

4 Replies

313 Views

Last post by crefwatch
Fri Mar 24, 2023 6:09 pm
TSP asset allocation

Last post by L84SUPR « Fri Mar 24, 2023 6:09 pm
Replies: 18
by rosemary11 » Thu Apr 08, 2021 8:44 am

18 Replies

2311 Views

Last post by L84SUPR
Fri Mar 24, 2023 6:09 pm
IRS Delays New Guidelines for Inherited IRAs

Last post by Tdubs « Fri Mar 24, 2023 6:05 pm
Replies: 50
by CalPoppy » Sat Oct 08, 2022 1:18 am
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50 Replies

8290 Views

Last post by Tdubs
Fri Mar 24, 2023 6:05 pm
If/when to sell an index fund at a loss.

Last post by MattB « Fri Mar 24, 2023 6:05 pm
Replies: 3
by NazgulSentient » Fri Mar 24, 2023 5:44 pm

3 Replies

240 Views

Last post by MattB
Fri Mar 24, 2023 6:05 pm
VXUS and yield

Last post by 20cm « Fri Mar 24, 2023 6:04 pm
Replies: 3
by Jackk8888 » Fri Mar 24, 2023 5:40 pm

3 Replies

297 Views

Last post by 20cm
Fri Mar 24, 2023 6:04 pm
I'm Lost Regarding Tax Consequences

Last post by VanGar+Goyle « Fri Mar 24, 2023 6:04 pm
Replies: 25
by hotajax » Wed Mar 22, 2023 12:09 pm

25 Replies

2353 Views

Last post by VanGar+Goyle
Fri Mar 24, 2023 6:04 pm
Are we/me investing in the wrong things?

Last post by Wannaretireearly « Fri Mar 24, 2023 6:02 pm
Replies: 96
by Fremdon Ferndock » Tue Mar 21, 2023 3:39 pm
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96 Replies

7916 Views

Last post by Wannaretireearly
Fri Mar 24, 2023 6:02 pm
S&P 500 concentration risk: Should we be worried?

Last post by burritoLover « Fri Mar 24, 2023 6:00 pm
Replies: 36
by fingoals » Thu Mar 23, 2023 4:34 pm

36 Replies

3154 Views

Last post by burritoLover
Fri Mar 24, 2023 6:00 pm
Defer defined benefit pensions until age 65 or roll over now (at age 50) and invest?

Last post by Grt2bOutdoors « Fri Mar 24, 2023 5:52 pm
Replies: 10
by mesaverde » Fri Mar 24, 2023 5:00 pm

10 Replies

336 Views

Last post by Grt2bOutdoors
Fri Mar 24, 2023 5:52 pm
Chase Freedom Card Upgrade

Last post by clip651 « Fri Mar 24, 2023 5:45 pm
Replies: 52
by sport » Wed Nov 24, 2021 12:41 pm
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52 Replies

5541 Views

Last post by clip651
Fri Mar 24, 2023 5:45 pm

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