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Car Dilemma

Hi Bogleheads: We are a young couple having a car dilemma and thought the Bogleheads could help us. My husband's car died on Friday. Its age, condition, and cost of the repairs is far too much to try to save it. My car died in February, 2012, and it was too old and worn out to save. We replaced it w...
by ARBear
Mon Dec 23, 2013 1:17 pm
 
Forum: Personal Consumer Issues
Topic: Car Dilemma
Replies: 20
Views: 1701

Re: Going all bonds?

I forgot to say in my original post: The advisors said they are fee only and that on an account of $600,000-650,000 they would take $3,000 a year in fees. To answer one reply, the overwhelming majority of her stocks (all blue chips) are in a taxable account, as are the tax-managed bond funds. The an...
by ARBear
Fri Apr 05, 2013 6:26 pm
 
Forum: Investing - Theory, News & General
Topic: Going all bonds?
Replies: 18
Views: 1786

Going all bonds?

Hi - I hope I am posting this in the right spot. If not, I apologize. My brother-in-law is a very successful business executive, but does not have a financial background. He recommended my 71 year old mother gather up her investments, tax information, etc. and talk to the two men who manage his inve...
by ARBear
Fri Apr 05, 2013 5:02 pm
 
Forum: Investing - Theory, News & General
Topic: Going all bonds?
Replies: 18
Views: 1786

Re: Help with Choosing Funds for Taxable/ROTH Accounts

Thanks to all who have replied so far, especially about taxes/gains. Reading the "How has the Bogleheads community helped you as an investor" post a couple of days ago we noticed how many people pointed out that they learned a lot about taxes and tax efficiency placement of investments her...
by ARBear
Wed Feb 15, 2012 4:07 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Choosing Funds for Taxable/ROTH Accounts
Replies: 5
Views: 435

Help with Choosing Funds for Taxable/ROTH Accounts

Hi Bogleheads - We hope that we entered in all the information after reading Laura's "Asking Portfolio Questions" post. Let us know if you need clarification. Thanks in advance for your help! Total Portfolio Value: $60,000 Emergency Fund: 8-10 months expenses Debt: $0 debt Tax Filing Statu...
by ARBear
Tue Feb 14, 2012 9:29 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Choosing Funds for Taxable/ROTH Accounts
Replies: 5
Views: 435

Re: AA/Portfolio Advice for Newlyweds in their 30s

Thanks to everyone who replied. @retiredjg: We forgot to mention that we will be selling the Davis fund and plan on lowering our stake in Chase. @bob's not my name: As far as employer retirement plan, no. One of us works for a government entity that requires employees to work at least 5 years before...
by ARBear
Wed Jan 04, 2012 8:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA/Portfolio Advice for Newlyweds in their 30s
Replies: 4
Views: 405

AA/Portfolio Advice for Newlyweds in their 30s

Hi Bogleheads - We hope that we entered in all the information below in the correct manner after reading Laura's "Asking Portfolio Questions" post. Let us know if you need clarification. Our questions/concerns are at the bottom of the post. Thanks in advance for your help! Total Portfolio ...
by ARBear
Sun Jan 01, 2012 6:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: AA/Portfolio Advice for Newlyweds in their 30s
Replies: 4
Views: 405

Re: Help with Proposed Annuity Swap

Hi Mel, Brody, and Patrick - Thank you for your response. I thought I posted a reply earlier, but maybe it misfired. To Mel - It's in her taxable account. Here is additional information that may help: The initial purchase price for the Hartford Selected Leaders annuity in 2002 was $100,000. When my ...
by ARBear
Thu Dec 01, 2011 9:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Proposed Annuity Swap
Replies: 6
Views: 290

Help with Proposed Annuity Swap

Hi Bogleheads, My spouse and I posted last month and got some good advice. We're working our way through The Bogleheads' Guide to Investing and so far we're enjoying it. Now we have a question for a family member that we can't answer, but thought maybe you could. Our family member purchased a Hartfo...
by ARBear
Thu Dec 01, 2011 7:47 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Proposed Annuity Swap
Replies: 6
Views: 290

Re: Help with Newlywed Portfolio

Hi Paul - thank you for your advice. We will pick up some of the books on the list and start working on developing a plan. The wife's portfolio is in shambles because her much older brother originally recommended she invest with a big brokerage firm when she was in her teens. The only "smart&qu...
by ARBear
Sun Oct 30, 2011 6:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Newlywed Portfolio
Replies: 6
Views: 444

Re: Help with Newlywed Portfolio

Hi mhc - Thanks for your reply. I think you make a good point about CHASX. We have CHASX as the result of an inheritance the husband received as a teenager in the 1990s. It has remained untouched since that time. We admittedly have no idea what to do with it. I know that you can't put faith in Morni...
by ARBear
Sat Oct 29, 2011 9:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Newlywed Portfolio
Replies: 6
Views: 444

Help with Newlywed Portfolio

Hi - We are new to the Bogleheads forum and want to learn from your investing experience. We hope that we entered in all the information below in the correct manner after reading Laura's "Asking Portfolio Questions" post. Total Portfolio Value: $60,000 Emergency Fund: 8-10 months expenses ...
by ARBear
Sat Oct 29, 2011 5:50 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Newlywed Portfolio
Replies: 6
Views: 444

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