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Re: Spreadsheet for backtesting (includes TrevH's data)

Thanks to the people who created this neat spreadsheet. I have one suggestion. There are formulas such as "=IF(SUM(C3:C39)<>100%,"ERROR","")" (cell D40 of Portfolio tab) to check that the portfolio is fully invested. Because of rounding errors, this condition is not ro...
by LadyGeek
Tue Jul 29, 2014 4:00 pm
 
Forum: Investing - Theory, News & General
Topic: Spreadsheet for backtesting (includes TrevH's data)
Replies: 604
Views: 365928

Re: favorite bogleheads posts?

I think you mean this one: A different approach to asset allocation
by LadyGeek
Mon Jul 28, 2014 11:35 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: favorite bogleheads posts?
Replies: 50
Views: 3822

Re: What Book Are You Currently Reading? Part V

Double Star, by Robert A. Heinlein.

This book was given a Hugo award, but I was not impressed. While the writing style was excellent, the plot (and ending) seemed predictable. The protagonist's background was shallow.

Next up, I Will Fear No Evil - in paperback.
by LadyGeek
Mon Jul 28, 2014 11:32 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part V
Replies: 3113
Views: 1009264

Re: Help with "Cost Basis Adjustment Form for Inherited Shar

Yes, my father. The amount was set by Vanguard and appeared to be close to 100% of the value. I have full agent authorization, so I saw the statements.

Has the OP's question has been answered?
by LadyGeek
Mon Jul 28, 2014 11:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with "Cost Basis Adjustment Form for Inherited Shares"
Replies: 23
Views: 643

Re: favorite bogleheads posts?

Nisiprius, there's an entire thread for one of your posts: Ode to Nisiprius, investing, AA, and, other life choices.
by LadyGeek
Mon Jul 28, 2014 11:04 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: favorite bogleheads posts?
Replies: 50
Views: 3822

Re: Help with "Cost Basis Adjustment Form for Inherited Shar

I was going by 26 U.S. Code § 1014 - Basis of property acquired from a decedent (a) In general Except as otherwise provided in this section, the basis of property in the hands of a person acquiring the property from a decedent or to whom the property passed from a decedent shall, if not sold, exchan...
by LadyGeek
Mon Jul 28, 2014 9:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with "Cost Basis Adjustment Form for Inherited Shares"
Replies: 23
Views: 643

Re: Ode to Nisiprius, investing, AA, and, other life choices

Here's the original: Subject: Monday around the corner... cold feet Mon Jun 27, 2011 My answer to all such questions is: do it slowly and gradually. If you never make a start, you just remain confronted with the same problem and the same anxiety forever. The problem is: it's an important decision, a...
by LadyGeek
Mon Jul 28, 2014 9:02 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Ode to Nisiprius, investing, AA, and, other life choices.
Replies: 5
Views: 672

Re: Help with "Cost Basis Adjustment Form for Inherited Shar

Thanks LadyGeek. That was another question I was going to ask them. I'm sure my parent will want to send this with a tracking number, not in a bunch of prepaid envelopes of various sizes. So I'm clear, what should the cost basis be, the same that it was before my parent died (original amount) or th...
by LadyGeek
Mon Jul 28, 2014 8:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with "Cost Basis Adjustment Form for Inherited Shares"
Replies: 23
Views: 643

Re: Advice wanted on first computer purchase since 1982!

It's only been a few days, you can return it. OTOH, it's an open box subject to restocking fee. Like investing, just ignore the noise. You made the best decision based on available information - at that time - and have done just fine. Don't worry, there is always something newer in the pipeline. A n...
by LadyGeek
Mon Jul 28, 2014 8:36 pm
 
Forum: Personal Consumer Issues
Topic: Advice wanted on first computer purchase since 1982!
Replies: 103
Views: 5020

Re: Help with "Cost Basis Adjustment Form for Inherited Shar

One of my parents died in late April, the parent who controlled and managed all investments. I’m starting the process with the surviving parent to switch over a traditional, rollover and Roth and change a non-retirement that was jointly held. Vanguard sent 4 forms after our initial call. I’m stuck ...
by LadyGeek
Mon Jul 28, 2014 8:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with "Cost Basis Adjustment Form for Inherited Shares"
Replies: 23
Views: 643

Re: Vanguard sued for charging too little

knowmad - I merged your thread into here. For clarification, the article link is to MarketWatch.com (subsidiary of WSJ).
by LadyGeek
Mon Jul 28, 2014 5:25 pm
 
Forum: Personal Finance (Not Investing)
Topic: Vanguard sued for charging too little
Replies: 105
Views: 9547

Re: Vanguard eliminates fee on FTSE All-World ex-US Small-Ca

I removed a few off-topic comments. As a reminder, see: Forum Policy

We expect this forum to be a place where people can feel comfortable asking questions and where debates and discussions are conducted in civil tones.
by LadyGeek
Mon Jul 28, 2014 4:38 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard eliminates fee on FTSE All-World ex-US Small-Cap
Replies: 24
Views: 3410

Re: CD interest payments

...Early withdrawals are paid for by reducing the amount of interest paid to you. Your principal can never go below the purchase amount , but you'll lose the last 6 months or so (depends on the terms) when the CD is redeemed. The "Details and Disclosures" section goes into exact detail he...
by LadyGeek
Mon Jul 28, 2014 4:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: CD interest payments
Replies: 19
Views: 1364

Re: Bloomberg rates Large Company 401k plans

FYI - I merged Taylor Larimore's thread into here, which is in the Personal Finance (Not Investing) forum (401(k) ranking).
by LadyGeek
Sun Jul 27, 2014 8:36 pm
 
Forum: Personal Finance (Not Investing)
Topic: Bloomberg rates Large Company 401k plans
Replies: 22
Views: 2234

Re: Vanguard sued for charging too little

According to the complaint ... Maybe I missed it but can someone post a link to the complaint itself? I went to the obvious place: New York State Supreme Court Records OnLine Library SCROLL . I could not locate the case. Actually, the suit invokes New York State's False Claims Act, not the federal ...
by LadyGeek
Sun Jul 27, 2014 8:21 pm
 
Forum: Personal Finance (Not Investing)
Topic: Vanguard sued for charging too little
Replies: 105
Views: 9547

Re: Vanguard sued for charging too little

The Vanguard mutual funds own a subsidiary because Jack Bogle needed a job. After Bogle was fired from Wellington Capital he persuaded the other directors of the Wellington funds to use assets of the funds to start a company for him to run. The wiki has additional background: Wellington Management ...
by LadyGeek
Sun Jul 27, 2014 7:48 pm
 
Forum: Personal Finance (Not Investing)
Topic: Vanguard sued for charging too little
Replies: 105
Views: 9547

Re: CD interest payments

Thanks LG :happy Add dividends to certificate. Same interest rate as CD? I'm sure there are some subtle differences, but a money market is the same thing as a CD. From the wiki: Certificate of deposit CDs at credit unions are sometimes called money market certificates. Unlike a money market fund, t...
by LadyGeek
Sun Jul 27, 2014 7:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: CD interest payments
Replies: 19
Views: 1364

Re: Health Care Sharing Ministry

This thread is now in the Personal Finance (Not Investing) forum (Health Care).

As wageoghe suggested, feel free to continue the discussion in: Health-Sharing Ministry as ACA Insurance Alternative
by LadyGeek
Sun Jul 27, 2014 5:02 pm
 
Forum: Personal Finance (Not Investing)
Topic: Health Care Sharing Ministry
Replies: 3
Views: 451

Re: CD interest payments

Don't feel bad about asking a question. You don't have to know everything, I certainly don't. First, read the wiki: Certificate of deposit See this example at PenFed: Money Market Certificates - PenFed , scroll to the "Details and Disclosures" part. You choose how the interest is paid, whi...
by LadyGeek
Sun Jul 27, 2014 4:52 pm
 
Forum: Investing - Help with Personal Investments
Topic: CD interest payments
Replies: 19
Views: 1364

Re: What shoe size should I buy?

This thread has run its course and is locked (below discretionary threshold). See: Forum Policy ...Note that this subforum has a much lower threshold for locking or removing posts than the financial and investing subforums. Note that this subforum has a much lower threshold for locking or removing ...
by LadyGeek
Sun Jul 27, 2014 4:11 pm
 
Forum: Personal Consumer Issues
Topic: What shoe size should I buy?
Replies: 10
Views: 674

Re: favorite bogleheads posts?

At the time, we did send an email to the address on record requesting information. There was no reply. For an anonymous internet forum, that's the most we should do.
by LadyGeek
Sun Jul 27, 2014 3:00 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: favorite bogleheads posts?
Replies: 50
Views: 3822

Re: Do Bogleheads Ladder CDs Anymore?

I got a 7 x 7-year CD ladder at 3.49% with PenFed a few years ago. The idea was that I could break one early if the rates went up, or I could hold if the rates when down. I'm still holding.
by LadyGeek
Sun Jul 27, 2014 1:59 pm
 
Forum: Investing - Help with Personal Investments
Topic: Do Bogleheads Ladder CDs Anymore?
Replies: 25
Views: 2343

Re: Vanguard sued for charging too little

OP here. The thing I hate about our lawsuit culture is the ease in which a complaint with "damning language" can be filed. Here is one from a few years ago: http://www.bogleheads.org/forum/viewtopic.php?f=10&t=22574 ... The link in human readable format: Complaint Filed Against Vangua...
by LadyGeek
Sun Jul 27, 2014 1:37 pm
 
Forum: Personal Finance (Not Investing)
Topic: Vanguard sued for charging too little
Replies: 105
Views: 9547

Re: Teacher looking for portfolio advice

FYI - Teacher88 had a duplicated thread, which I merged into here.
by LadyGeek
Sun Jul 27, 2014 12:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Teacher looking for portfolio advice
Replies: 13
Views: 548

Re: rewards checking account

This thread is now in the Personal Finance (Not Investing) forum (credit card).

amitb00 - You can fix your post by clicking on the "Edit" button in the top right corner of each post.
by LadyGeek
Sun Jul 27, 2014 12:32 pm
 
Forum: Personal Finance (Not Investing)
Topic: rewards checking account
Replies: 12
Views: 700

Re: Does severance pay reduce or relace unemployment benefit

Following sscritic, I found that googling for the right term helps. "pa definition severance pay case law" lead to a blog with the right link: Regular Session 2011-2012 Senate Bill 1030 P.N. 1365  "Severance pay" means one or more payments made by an employer to an employe on acc...
by LadyGeek
Sun Jul 27, 2014 12:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: Does severance pay reduce or relace unemployment benefits?
Replies: 49
Views: 2636

Re: Does severance pay reduce or relace unemployment benefit

You should make sure that it is technically severance that she is receiving. Some companies make you sign paperwork waving your right to sue for wrongful termination and/or reaffirm your non-compete/NDA/non-dsiparagement clause. If the company makes her "severance" contingent upon signing...
by LadyGeek
Sun Jul 27, 2014 9:54 am
 
Forum: Personal Finance (Not Investing)
Topic: Does severance pay reduce or relace unemployment benefits?
Replies: 49
Views: 2636

Re: Best On-line Portfolio trackers


Welcome!Portfolio Visualizer is developed and maintained by Bogleheads member pvguy. His Factor analysis tool is in the wiki (Fama-French three-factor model analysis).
by LadyGeek
Sun Jul 27, 2014 8:14 am
 
Forum: Investing - Help with Personal Investments
Topic: Best On-line Portfolio trackers
Replies: 16
Views: 1489

Re: favorite bogleheads posts?

Thanks, I fixed it.
by LadyGeek
Sat Jul 26, 2014 9:07 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: favorite bogleheads posts?
Replies: 50
Views: 3822

Re: Public Speaking-help

^^^ See my previous post about medical advice.

"Ask your doctor about xxxx" would be OK, but consider that some employers may have a different perspective. I think what's been said so far is sufficient, the point has been made.
by LadyGeek
Sat Jul 26, 2014 8:31 pm
 
Forum: Personal Consumer Issues
Topic: Public Speaking-help
Replies: 62
Views: 2842

Re: HELP for dying friend ...

I'm sorry for your loss. Earlier this year, my father passed away. I updated the wiki based on my experience going through this process, which will hopefully provide some insight. First, be aware of the Step-up in basis , which will impact taxes. Next: Estate and inheritance tax . Especially read th...
by LadyGeek
Sat Jul 26, 2014 8:17 pm
 
Forum: Personal Finance (Not Investing)
Topic: HELP for dying friend ...
Replies: 48
Views: 5080

Re: The Best Way To Kill Flies

This thread has run its course and is locked (below discretionary threshold). See: Forum Policy Note that this subforum has a much lower threshold for locking or removing posts than the financial and investing subforums. In general, controversial, offensive, pointless, divisive or mean-spirited pos...
by LadyGeek
Sat Jul 26, 2014 4:58 pm
 
Forum: Personal Consumer Issues
Topic: The Best Way To Kill Flies
Replies: 5
Views: 800

Re: Have a million to transfer, thinking of doing 100% stock

I removed an off-topic comment and its response. As a reminder, see: Forum Policy We expect this forum to be a place where people can feel comfortable asking questions and where debates and discussions are conducted in civil tones... Attacks on individuals, insults, name calling, trolling, baiting ...
by LadyGeek
Sat Jul 26, 2014 4:43 pm
 
Forum: Investing - Help with Personal Investments
Topic: Have a million to transfer, thinking of doing 100% stocks
Replies: 38
Views: 3638

Re: favorite bogleheads posts?

When a member is worried what others think of them, Taylor Larimore puts this in the right perspective. Subject: How to get over finance envy Paddington: At age 89, I have traveled a long road and observed a few things: In general, there are two kinds of people: "Outer-directed" who spend ...
by LadyGeek
Sat Jul 26, 2014 12:27 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: favorite bogleheads posts?
Replies: 50
Views: 3822

Re: Experimenting with LibreOffice Calc [Importing fund pric

^^^ Good point, but I'm always paranoid about that stuff and use the "Trust No One" security model. Encrypt everywhere, especially online. Computer security is discussed extensively in the Personal Consumer Issues forum.

rustymutt- That's good info. Are you using MS Windows?
by LadyGeek
Sat Jul 26, 2014 11:59 am
 
Forum: Investing - Theory, News & General
Topic: Experimenting with LibreOffice Calc [Importing fund prices]
Replies: 15
Views: 662

Re: Experimenting with LibreOffice Calc [Importing fund pric

^^^ You also don't have any privacy... I'm running Linux with LibreOffice Calc 4.2 and did some research. For those who like Linux and working with shell scripts, see: Stock Quotes for LibreOffice and OpenOffice For everyone else, try this extension: GetQuote (also download the user's guide) I was a...
by LadyGeek
Sat Jul 26, 2014 11:27 am
 
Forum: Investing - Theory, News & General
Topic: Experimenting with LibreOffice Calc [Importing fund prices]
Replies: 15
Views: 662

Re: Experimenting with LibreOffice Calc [Importing fund pric

This thread is now in the Investing - Theory, News & General forum (fund prices). I also retitled the thread to draw the attention of the spreadsheet experts.
by LadyGeek
Sat Jul 26, 2014 11:09 am
 
Forum: Investing - Theory, News & General
Topic: Experimenting with LibreOffice Calc [Importing fund prices]
Replies: 15
Views: 662

Re: Public Speaking-help

temco_rep wrote:My previous boss advised me to try the Dale Carnegie class. I did take in 1996 and was pleased with the results ,however I believe I'm right back where I started from .

Perhaps you just need a refresher. Can you get your company to pay for another course?
by LadyGeek
Sat Jul 26, 2014 10:51 am
 
Forum: Personal Consumer Issues
Topic: Public Speaking-help
Replies: 62
Views: 2842

Re: Public Speaking-help

As a reminder, medical advice (drugs and treatment techniques) is off-topic. See: Forum Policy Medical Issues Questions on medical issues are beyond the scope of the forum. If you are looking for medical information online, I'd like to suggest you start with the Medical Library Association's User's...
by LadyGeek
Sat Jul 26, 2014 10:45 am
 
Forum: Personal Consumer Issues
Topic: Public Speaking-help
Replies: 62
Views: 2842

Re: Advice wanted on first computer purchase since 1982!

... Harking back to my original experiences with the Osborne 2 in 1982, this reminds me of the so-called Osborne effect, which brought that company down... I'd like to mention that I also owned an "Ozzie" (what they were affectionately called back then). The Wikipedia article fails to men...
by LadyGeek
Sat Jul 26, 2014 10:37 am
 
Forum: Personal Consumer Issues
Topic: Advice wanted on first computer purchase since 1982!
Replies: 103
Views: 5020

Re: List of Worst financial advice (what not to do):

The discussion is wandering from taking care of aging parents to career discussions, among other topics.

Please stay on-topic, which is " 'worst financial advice' according to Bogleheads."
by LadyGeek
Fri Jul 25, 2014 11:15 pm
 
Forum: Personal Finance (Not Investing)
Topic: List of Worst financial advice (what not to do):
Replies: 144
Views: 16025

Re: Advice wanted on first computer purchase since 1982!

...And when we had difficulties with our in-home networking (and some other electronics), we found one very unhelpful Geek, so we just requested a different Geek. Geeks are not universally interchangeable! I certainly hope not. :wink: dodecahedron - Congrats on making a decision and following throu...
by LadyGeek
Fri Jul 25, 2014 11:08 pm
 
Forum: Personal Consumer Issues
Topic: Advice wanted on first computer purchase since 1982!
Replies: 103
Views: 5020

Re: Anyone use Fido as your bank?

This thread is now in the Personal Finance (Not Investing) forum (banking).
by LadyGeek
Fri Jul 25, 2014 10:51 pm
 
Forum: Personal Finance (Not Investing)
Topic: Anyone use Fido as your bank?
Replies: 11
Views: 1465

Re: Celebrity Bogleheads?

This thread has run its course and is locked (not personal nor actionable). See: A reminder that non-investing general comment threads are OT - It must be personal . In other words, you must be asking about your own situation. You can also ask on behalf of someone specific, such as a family member....
by LadyGeek
Fri Jul 25, 2014 10:05 pm
 
Forum: Personal Consumer Issues
Topic: Celebrity Bogleheads?
Replies: 3
Views: 949

Re: Vanguard eliminates fee on FTSE All-World ex-US Small-Ca

I merged camper's thread into here. The software does the sorting, Kevin M is the winner by 2 minutes.
by LadyGeek
Fri Jul 25, 2014 7:34 pm
 
Forum: Investing - Theory, News & General
Topic: Vanguard eliminates fee on FTSE All-World ex-US Small-Cap
Replies: 24
Views: 3410

Re: Rich Spouse, Poor Spouse [Tax filing apportionment]

Divorce is also off the table for further discussion (off-topic).

Please stay on-topic.
by LadyGeek
Fri Jul 25, 2014 5:44 pm
 
Forum: Personal Finance (Not Investing)
Topic: Rich Spouse, Poor Spouse [Tax filing apportionment]
Replies: 77
Views: 5058
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