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Re: Bond Fund vs CDs - which to use?

Let me offer a different type of guidance, which is to adjust your investments according to your time horizon . From the wiki: Financial planning 1. Investment goals. The investment objectives (what the money is for) and time horizon (when you will need it) define the securities used to create the i...
by LadyGeek
Fri Dec 19, 2014 11:43 am
 
Forum: Investing - Theory, News & General
Topic: Bond Fund vs CDs - which to use?
Replies: 16
Views: 1264

Re: myRA is now open

I'd like to address previous comments which implied that many members of this forum are over-qualified for a myRA account. The purpose of this forum is to help anyone who asks, regardless of income level. If a reader needs help setting up a MyRA, or needs any other type of help with their finances, ...
by LadyGeek
Fri Dec 19, 2014 11:34 am
 
Forum: Personal Finance (Not Investing)
Topic: myRA is now open
Replies: 31
Views: 1603

Re: White Coat Investor in Forbes

I agree, it's better to use the same photo everywhere. I'll leave the goofy one in place.
by LadyGeek
Thu Dec 18, 2014 10:32 pm
 
Forum: Investing - Theory, News & General
Topic: White Coat Investor in Forbes
Replies: 33
Views: 5003

Re: White Coat Investor in Forbes

...As far as the stethoscope picture, yes, I know it's cheesy. It's from a photo shoot that was used for another publication and the publication REQUIRED the stethoscope. Not my choice. My preferred pictures usually involve wet suits, harnesses etc, like this one: http://whitecoatinvestor.com/wp-co...
by LadyGeek
Thu Dec 18, 2014 9:24 pm
 
Forum: Investing - Theory, News & General
Topic: White Coat Investor in Forbes
Replies: 33
Views: 5003

Re: Tax Loss Carryover Schedule D

This thread is now in the Personal Finance (Not Investing) forum (taxes).
by LadyGeek
Thu Dec 18, 2014 9:19 pm
 
Forum: Personal Finance (Not Investing)
Topic: Tax Loss Carryover Schedule D
Replies: 8
Views: 637

Re: Lockheed Martin Case Puts 401(k) Plans On Trial

I did a quick google search. The Lockheed Martin case settled, avoiding a jury trial: Lockheed reaches settlement agreement in 401(k) fee case

Their Stable value fund was highlighted.
by LadyGeek
Thu Dec 18, 2014 8:18 pm
 
Forum: Investing - Theory, News & General
Topic: Lockheed Martin Case Puts 401(k) Plans On Trial
Replies: 6
Views: 1377

Re: Lockheed Martin Case Puts 401(k) Plans On Trial

FYI - I merged CABob's thread into here.
by LadyGeek
Thu Dec 18, 2014 7:38 pm
 
Forum: Investing - Theory, News & General
Topic: Lockheed Martin Case Puts 401(k) Plans On Trial
Replies: 6
Views: 1377

Re: We made our own Will

This thread is now in the Personal Finance (Not Investing) forum (estate planning).
by LadyGeek
Thu Dec 18, 2014 5:48 pm
 
Forum: Personal Finance (Not Investing)
Topic: We made our own Will
Replies: 29
Views: 1806

Re: [Why did my fund suddenly drop in value?]

FYI - I merged Stratton's 2011 thread into here. Somebody bumpity bumped it; must be a bumpity day. OK, let's do it this way.
by LadyGeek
Thu Dec 18, 2014 5:24 pm
 
Forum: Investing - Theory, News & General
Topic: [Why did my fund suddenly drop in value?]
Replies: 110
Views: 9320

Re: myRA is now open

FYI - I merged rob's thread into here and moved the whole thing into the Personal Finance (Not Investing) forum (retirement plans).

Let's keep all discussion about myRA accounts and sign-ups in this thread.
by LadyGeek
Thu Dec 18, 2014 4:14 pm
 
Forum: Personal Finance (Not Investing)
Topic: myRA is now open
Replies: 31
Views: 1603

Re: Vanguard cd question [Brokered CDs]

^^^ This. See the fine print in my previous post. Vanguard does not guarantee a buyer for your brokered CDs - that's what the secondary market is for.
by LadyGeek
Thu Dec 18, 2014 3:59 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard cd question [Brokered CDs]
Replies: 22
Views: 2444

Re: Bond Fund vs CDs - which to use?

FYI - The OP is asking help with his portfolio here: How can I transition to 3-funds?
by LadyGeek
Thu Dec 18, 2014 3:55 pm
 
Forum: Investing - Theory, News & General
Topic: Bond Fund vs CDs - which to use?
Replies: 16
Views: 1264

Re: SS Delay Question

Perhaps a picture would help. See the wiki: Social Security https://www.bogleheads.org/w/images/3/31/Imbox_notice.png The Social Security Administration has an illustrative table which shows the effects of early or late retirement. See: Early or delayed retirement For example, you were born in 1951....
by LadyGeek
Thu Dec 18, 2014 3:46 pm
 
Forum: Personal Finance (Not Investing)
Topic: SS Delay Question
Replies: 14
Views: 1528

Re: SS Delay Question

This thread is now in the Personal Finance (Not Investing) forum (Social Security).
by LadyGeek
Wed Dec 17, 2014 10:57 pm
 
Forum: Personal Finance (Not Investing)
Topic: SS Delay Question
Replies: 14
Views: 1528

Re: How can I transition to 3-funds?

allroads wrote:...US Stock Fund, which I own: FSKAX with .05%ER

I updated my prior post with this info. You've previously stated that you own FSTVX, which appears to be in conflict with FSKAX "which I own".

What did I miss?

Update: See below, he owns FSTVX. I updated my prior post.
by LadyGeek
Wed Dec 17, 2014 10:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: How can I transition to 3-funds?
Replies: 36
Views: 2041

Re: White Coat Investor in Forbes

livesoft wrote:Do doctors ever have their photograph taken without a stethoscope?

No. Jim Dahle

(Congrats, EmergDoc!)
by LadyGeek
Wed Dec 17, 2014 10:39 pm
 
Forum: Investing - Theory, News & General
Topic: White Coat Investor in Forbes
Replies: 33
Views: 5003

Re: What desktop should I buy.

...Actually, the problem is not with my wireless router but the laptop's wirless button. When the laptop is started, it is red and takes several re-boots before it turns blue....and once it turns blue, it easily picks up the internet. And when the laptop is in idle mode or not used for a while, the...
by LadyGeek
Wed Dec 17, 2014 10:13 pm
 
Forum: Personal Consumer Issues
Topic: What desktop should I buy.
Replies: 36
Views: 2305

Re: TLH and Potential Wash Sale [Tax Loss Harvesting]

You're welcome.

If you've recently gotten an inheritance, this wiki article might be of interest: Managing a windfall
by LadyGeek
Wed Dec 17, 2014 10:01 pm
 
Forum: Investing - Help with Personal Investments
Topic: TLH and Potential Wash Sale [Tax Loss Harvesting]
Replies: 7
Views: 657

Re: How can I transition to 3-funds?

Thank you for your help. I hope I answered the questions needed in the original post. Yes, but it's a bit confusing to piece the info together. I took a stab at it. Now, we can easily see what's going on. (Updated from posts below.) ================================================== Single (engaged...
by LadyGeek
Wed Dec 17, 2014 9:04 pm
 
Forum: Investing - Help with Personal Investments
Topic: How can I transition to 3-funds?
Replies: 36
Views: 2041

Re: How can I transition to 3-funds?

allroads, welcome! To get you pointed in the right direction, can you please provide your information in this format? Asking Portfolio Questions The format will give us the information we need to answer your questions while making you think about the "big picture". (This is what Taylor Lar...
by LadyGeek
Wed Dec 17, 2014 8:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: How can I transition to 3-funds?
Replies: 36
Views: 2041

Re: How to create a company

This thread is now in the Personal Finance (Not Investing) forum (starting a business).
by LadyGeek
Wed Dec 17, 2014 5:00 pm
 
Forum: Personal Finance (Not Investing)
Topic: How to create a company
Replies: 6
Views: 887

Re: Does it matter where you refill an RX.....

This thread is now in the Personal Consumer Issues forum (prescription costs).
by LadyGeek
Wed Dec 17, 2014 4:56 pm
 
Forum: Personal Consumer Issues
Topic: Does it matter where you refill an RX.....
Replies: 4
Views: 968

Re: When to discuss finances with teens/young adults

Please stay on-topic, which is when to discuss finances with teens and young adults.

Socio-economic status is off-topic.
by LadyGeek
Wed Dec 17, 2014 4:51 pm
 
Forum: Personal Finance (Not Investing)
Topic: When to discuss finances with teens/young adults
Replies: 24
Views: 1780

Re: U.S. stocks in freefall

Please stay on topic, which is tracking the US stock market.

Comments related to the recent meeting of the US Fed are off-topic (political).
by LadyGeek
Wed Dec 17, 2014 4:43 pm
 
Forum: Investing - Theory, News & General
Topic: U.S. stocks in freefall
Replies: 1054
Views: 185314

Re: Better inflation-indexed guaranteed options?

We're straying into a discussion of economic policy, public debt, and some hints of government default - all of which are off-topic.

Please stay on-topic, which is selecting investments to hedge against inflation.
by LadyGeek
Wed Dec 17, 2014 4:33 pm
 
Forum: Investing - Theory, News & General
Topic: Better inflation-indexed guaranteed options?
Replies: 31
Views: 2381

Re: Can I do a *Roth 401k* to *Roth IRA* Rollover?

Meg77 wrote:... Look up "Mega backdoor Roth IRA" on this forum for lots of discussion. The loopholes for high income folks to get into Roth IRAs are quite large.

Here's the thread: The Mega Backdoor Roth IRA
by LadyGeek
Wed Dec 17, 2014 4:15 pm
 
Forum: Personal Finance (Not Investing)
Topic: Can I do a *Roth 401k* to *Roth IRA* Rollover?
Replies: 6
Views: 683

Re: TLH and Potential Wash Sale

Here's the wiki article: Wash sale The actual benefits of their tax loss harvesting methods are unclear and are discussed in this forum. Here's a recent thread: My 30-day trial experience with Betterment (You can also search the forum for more threads.) If you're not happy, why not try managing your...
by LadyGeek
Tue Dec 16, 2014 11:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: TLH and Potential Wash Sale [Tax Loss Harvesting]
Replies: 7
Views: 657

Re: What's your withdrawl rate for 2014?

This thread is now in the Personal Finance (Not Investing) forum (withdrawal rate). I also fixed a typo in the title ("withdrawl").
by LadyGeek
Tue Dec 16, 2014 10:27 pm
 
Forum: Personal Finance (Not Investing)
Topic: What's your withdrawal rate for 2014?
Replies: 25
Views: 2312

Re: Selling Vehicle of Deceased

This could be an easy solution. Call a notary and tags place in Iowa and ask. Pick one that's near the location where you'll be selling the car. This is their business - they know the laws very well. My Dad passed away earlier thie year. In PA, all my Mom needed was a death certificate to transfer t...
by LadyGeek
Tue Dec 16, 2014 10:12 pm
 
Forum: Personal Finance (Not Investing)
Topic: Selling Vehicle of Deceased
Replies: 26
Views: 2057

Re: Any negative outlooks on healthcare industry's future

Please stay focused on investing. We're straying into opinions of the health care system and the cost of health care.
by LadyGeek
Tue Dec 16, 2014 9:00 pm
 
Forum: Investing - Theory, News & General
Topic: Any negative outlooks on healthcare industry's future
Replies: 43
Views: 2343

Re: Can I do a *Roth 401k* to *Roth IRA* Rollover?

This thread is now in the Personal Finance (Not Investing) (rollover retirement plans). There's no need for Mr. Google, it's in the wiki: IRA rollovers and transfers Your answer is in the bottom left corner of the rollover chart. The definitive source for IRA information is Publication 590 (2013), I...
by LadyGeek
Tue Dec 16, 2014 8:45 pm
 
Forum: Personal Finance (Not Investing)
Topic: Can I do a *Roth 401k* to *Roth IRA* Rollover?
Replies: 6
Views: 683

Re: Any negative outlooks on healthcare industry's future

Please stay focused on the investing aspects.

We're discussing investing by sector, which is also covered in: Energy sector

Here's the Bogleheads philosophy: Diversify
by LadyGeek
Tue Dec 16, 2014 7:37 pm
 
Forum: Investing - Theory, News & General
Topic: Any negative outlooks on healthcare industry's future
Replies: 43
Views: 2343

Re: Energy sector

This thread is now in the Investing - Theory, News & General (sector investing).

Also see: Any negative outlooks on healthcare industry's future

Here's the Bogleheads philosophy: Diversify
by LadyGeek
Tue Dec 16, 2014 7:35 pm
 
Forum: Investing - Theory, News & General
Topic: Energy sector
Replies: 55
Views: 4177

Re: The Mega Backdoor Roth IRA

ddurrett896 is now merged into here, which is in the Personal Finance (Not Investing) forum (IRA).

Also see: IRS Relents! Notice 2014-54 permits Basis Isolation
by LadyGeek
Tue Dec 16, 2014 5:56 pm
 
Forum: Personal Finance (Not Investing)
Topic: The Mega Backdoor Roth IRA
Replies: 205
Views: 34208

Re: The Mega Backdoor Roth IRA

FYI - I merged richard37's thread into here.
by LadyGeek
Tue Dec 16, 2014 5:16 pm
 
Forum: Personal Finance (Not Investing)
Topic: The Mega Backdoor Roth IRA
Replies: 205
Views: 34208

Re: Dilbert: Everything you need to know

Dilbert is on a roll! http://dilbert.com/strips/comic/2014-12-16/ Here's the image, which is an embedded link directly to the site: http://dilbert.com/dyn/str_strip/000000000/00000000/0000000/200000/30000/5000/100/235195/235195.strip.gif Source: Dilbert comic strip for 12/16/2014 from the official ...
by LadyGeek
Tue Dec 16, 2014 5:03 pm
 
Forum: Investing - Theory, News & General
Topic: Dilbert: Everything you need to know
Replies: 20
Views: 2934

Re: Should I buy house with a crack?

This thread is now in the Personal Consumer Issues forum (buying a home).
by LadyGeek
Mon Dec 15, 2014 10:55 pm
 
Forum: Personal Consumer Issues
Topic: Should I buy house with a crack?
Replies: 29
Views: 3195

Re: How do you figure out the best location to buy a house?

This thread is now in the Personal Consumer Issues forum (buying a house).
by LadyGeek
Mon Dec 15, 2014 9:46 pm
 
Forum: Personal Consumer Issues
Topic: How do you figure out the best location to buy a house?
Replies: 40
Views: 2870

Re: Is total return investing right for me? [European invest

You may be interested in this wiki article: EU investing

It doesn't answer your question directly, but it might contain be some helpful advice.

I retitled your thread to attract the attention of our EU experts.
by LadyGeek
Mon Dec 15, 2014 9:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Is total return investing right for me? [European investor]
Replies: 5
Views: 583

Re: "Vanguard converting mutual fund accounts to brokerage?

I merged stephenshearon's thread into here, which is in the Investing - Theory, News & General forum (general investing). Welcome!
by LadyGeek
Mon Dec 15, 2014 9:07 pm
 
Forum: Investing - Theory, News & General
Topic: "Vanguard converting mutual fund accounts to brokerage?
Replies: 251
Views: 15752

Re: Dilbert: Everything you need to know

Is there a copyright issue to post the image like this? I was considering using it on my blog, but thought I probably ought to have permission to do so. Great strip either way. Excellent question.* Take a close look at the image link itself: [ing]http://www.dilbert.com/dyn/str_strip/000000000/00000...
by LadyGeek
Mon Dec 15, 2014 8:54 pm
 
Forum: Investing - Theory, News & General
Topic: Dilbert: Everything you need to know
Replies: 20
Views: 2934

Re: Master Thread for Philadelphia PA Area Bogleheads Chapte

Here's the link: Any interest in a Baltimore/Southern PA Chapter?

PapaGeek - I don't think they'll mind you wearing a Ravens jersey.
by LadyGeek
Mon Dec 15, 2014 7:46 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for Philadelphia PA Area Bogleheads Chapter
Replies: 85
Views: 3230

Re: What Movie Have You Recently Watched?

Hercules. Not bad.
by LadyGeek
Mon Dec 15, 2014 7:23 pm
 
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 254
Views: 27264

Re: What do you splurge on?

I wish I had bought a lighter mirrorless camera instead of my Nikon D7100 DSLR. I also have a D7100, but my lenses are under $500. Unless I get tempted. Like you, I need to spend more time to learn all of the features. Once you get comfortable, getting the camera to do what you want (and not vice v...
by LadyGeek
Mon Dec 15, 2014 7:14 pm
 
Forum: Personal Consumer Issues
Topic: What do you splurge on?
Replies: 231
Views: 19544

Re: Master Thread for Philadelphia PA Area Bogleheads Chapte

I understand Geek Speak and also plan to attend. :) My trading strategy is to rebalance once a year, we can discuss at the meeting. Would love to spend the hour and a half on the road to attend the next meeting, please contact me to let me know where and when! Ravens fan and driving an hour and half...
by LadyGeek
Mon Dec 15, 2014 7:05 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Master Thread for Philadelphia PA Area Bogleheads Chapter
Replies: 85
Views: 3230

Re: What do you splurge on?

I hope you're splurging on some equally good DSLR lenses. Also, a flash (with diffuser) and a sturdy tripod.
by LadyGeek
Mon Dec 15, 2014 4:50 pm
 
Forum: Personal Consumer Issues
Topic: What do you splurge on?
Replies: 231
Views: 19544

Re: Dilbert: Everything you need to know

I merged FreemanB's thread into here.

I was wondering how many threads I'd have to merge today. :)
by LadyGeek
Mon Dec 15, 2014 4:19 pm
 
Forum: Investing - Theory, News & General
Topic: Dilbert: Everything you need to know
Replies: 20
Views: 2934
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