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Re: What does this mean? [1 to 2 reverse share split]

This thread is now in the Investing - Theory, News & General forum (general question). I also retitled the thread.
by LadyGeek
Fri Oct 31, 2014 10:38 pm
 
Forum: Investing - Theory, News & General
Topic: What does this mean? [1 for 2 reverse share split]
Replies: 3
Views: 567

Re: Enrolling in Medicare - Question

This thread is now in the Personal Finance (Not Investing) forum (insurance).
by LadyGeek
Fri Oct 31, 2014 10:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: Enrolling in Medicare - Question
Replies: 13
Views: 821

Re: Schwab expands no commission ETFs-no early sell fee

This thread is now in the Investing - Theory, News & General forum (general investing news).
by LadyGeek
Fri Oct 31, 2014 4:56 pm
 
Forum: Investing - Theory, News & General
Topic: Schwab expands no commission ETFs-no early sell fee
Replies: 42
Views: 2983

Re: "Schwab Intelligent Portfolios"

FYI - I merged 2 threads into here, which is in the Investing - Theory, News & General forum (investing news).
by LadyGeek
Fri Oct 31, 2014 4:55 pm
 
Forum: Investing - Theory, News & General
Topic: "Schwab Intelligent Portfolios"
Replies: 40
Views: 2765

Re: Life insurance outside work?

This thread is now in the Personal Finance (Not Investing) forum (insurance).
by LadyGeek
Fri Oct 31, 2014 4:52 pm
 
Forum: Personal Finance (Not Investing)
Topic: Life insurance outside work?
Replies: 11
Views: 489

Re: What Book Are You Currently Reading? Part VI

If Hemingway Wrote JavaScript , by Angus Croll. This is one twisted idea. I read this courtesy of my MegaEmployer's online subscription service. You can find it online, but I don't think it's worth buying. I skimmed through it in 10 minutes. Basically, write javascript code in the style of the clas...
by LadyGeek
Thu Oct 30, 2014 9:59 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 136
Views: 9867

Re: Portfolio simulation tools

Welcome! Here's one for backtesting: Simba's backtesting spreadsheet
by LadyGeek
Thu Oct 30, 2014 8:50 pm
 
Forum: Investing - Theory, News & General
Topic: Portfolio simulation tools
Replies: 3
Views: 469

Re: More Math Fun................

This thread has run its course and is locked (off-topic, not consumer or investing related). See: Forum Policy Personal Consumer Issues This subforum is focused on making informed decisions about consumer goods and services (other than investing or financial). Acceptable topics include: - consumer ...
by LadyGeek
Thu Oct 30, 2014 8:17 pm
 
Forum: Personal Consumer Issues
Topic: More Math Fun................
Replies: 16
Views: 744

Re: A Little Common Core Math problem

This thread has run its course and is locked (off-topic, not consumer or investing related). See: Forum Policy Personal Consumer Issues This subforum is focused on making informed decisions about consumer goods and services (other than investing or financial). Acceptable topics include: - consumer ...
by LadyGeek
Thu Oct 30, 2014 7:48 pm
 
Forum: Personal Consumer Issues
Topic: A Little Common Core Math problem
Replies: 97
Views: 2493

Re: Brother-in-law w/ CC Debt

I removed a few off-topic posts. 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
Thu Oct 30, 2014 7:44 pm
 
Forum: Personal Finance (Not Investing)
Topic: Brother-in-law w/ CC Debt
Replies: 38
Views: 3647

Re: Traditional Medicare vs Medicare Advantage

This thread is now in the Personal Finance (Not Investing) forum (insurance).
by LadyGeek
Thu Oct 30, 2014 2:46 pm
 
Forum: Personal Finance (Not Investing)
Topic: Traditional Medicare vs Medicare Advantage
Replies: 30
Views: 1781

Re: Good active funds to use in 401ks w/o index funds?

For the general approach, we have two wiki articles. First: How to build a lazy portfolio , which was specifically written to help investors decode their employer plan fund options. Next: Approximating Vanguard target date funds While the goal is to use low-cost index funds, you just try to make do...
by LadyGeek
Thu Oct 30, 2014 2:44 pm
 
Forum: Investing - Theory, News & General
Topic: Good active funds to use in 401ks w/o index funds?
Replies: 11
Views: 942

Re: Medicare Part D

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

If anyone disagrees with the location of the thread (wrong forum) or its content, please report the post using the "!" in the top right corner and we'll take a look.
by LadyGeek
Wed Oct 29, 2014 11:09 pm
 
Forum: Personal Finance (Not Investing)
Topic: Medicare Part D
Replies: 22
Views: 1165

Re: Good active funds to use in 401ks w/o index funds?

For the general approach, we have two wiki articles. First: How to build a lazy portfolio , which was specifically written to help investors decode their employer plan fund options. Next: Approximating Vanguard target date funds While the goal is to use low-cost index funds, you just try to make do ...
by LadyGeek
Wed Oct 29, 2014 11:03 pm
 
Forum: Investing - Theory, News & General
Topic: Good active funds to use in 401ks w/o index funds?
Replies: 11
Views: 942

Re: Vanguard's Voice Recognition

This thread is now in the Personal Consumer Issues forum (website security).
by LadyGeek
Wed Oct 29, 2014 10:59 pm
 
Forum: Personal Consumer Issues
Topic: Vanguard's Voice Recognition
Replies: 18
Views: 1167

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

Christine Benz, Morningstar's director of personal finance, interviewed Jack Bogle just before the conference started. Here are the videos: Bogleheads® 13 videos

(Another wiki editor made the entries. Click on the View history tab to see the editing activity.)
by LadyGeek
Wed Oct 29, 2014 5:19 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 48
Views: 4378

Re: 2014 Bogleheads Conference Message from Jack Bogle

This thread is now in the Local Chapters and Bogleheads Community forum (Jack Bogle).

I greatly enjoyed meeting you and hope to see you next year.
by LadyGeek
Wed Oct 29, 2014 4:57 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: 2014 Bogleheads Conference Message from Jack Bogle
Replies: 10
Views: 1425

Re: What online banks do you like for savings or MMA?

This thread is now in the Personal Finance (Not Investing) forum (banks). Savings falls under personal finance.
by LadyGeek
Wed Oct 29, 2014 3:59 pm
 
Forum: Personal Finance (Not Investing)
Topic: What online banks do you like for savings or MMA?
Replies: 44
Views: 2628

Re: shortest mortgage available

This thread is now in the Personal Finance (Not Investing) forum (mortgage).
by LadyGeek
Wed Oct 29, 2014 3:58 pm
 
Forum: Personal Finance (Not Investing)
Topic: shortest mortgage available
Replies: 14
Views: 1586

Re: What to do with 5M?

Welcome! First things first - get organized. You're shotgunning questions in every direction. Slow down, take your time, and do some reading. Start here: Getting started When you're ready, post your portfolio in the recommended Asking Portfolio Questions format. It makes you think about the "bi...
by LadyGeek
Tue Oct 28, 2014 10:51 pm
 
Forum: Investing - Help with Personal Investments
Topic: What to do with 5M?
Replies: 27
Views: 2724

Re: Can anybody to backdoor Roth IRA investments?

This thread is now in the Personal Finance (Not Investing) forum (IRA). All the mechanics and caveats are listed here: http://www.bogleheads.org/wiki/Back_door_Roth_IRA As others have said, the biggest driver of the feasibility is whether you have any existing IRAs... Eric Here's the formatted link:...
by LadyGeek
Tue Oct 28, 2014 9:03 pm
 
Forum: Personal Finance (Not Investing)
Topic: Can anybody to backdoor Roth IRA investments?
Replies: 14
Views: 1641

Re: What Book Are You Currently Reading? Part VI

T.N.T: Telzey and Trigger, by James H. Schmitz.

I'm quite enjoying this one.
by LadyGeek
Tue Oct 28, 2014 7:03 pm
 
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 136
Views: 9867

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

Back to work... :)

Feel free to discuss the details in the Tesla thread: Tesla S
by LadyGeek
Tue Oct 28, 2014 7:00 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 48
Views: 4378

Re: Central New York chapter - still active?

Email sent to the contact address listed comes back as "undeliverable". Is there an active local chapter? Thanks, Todd Welcome! I merged your post into here. Hopefully, someone will reply. I PM'd the listed chapter leader to reply in the thread. Update: TimDex is the listed chapter leader...
by LadyGeek
Tue Oct 28, 2014 6:57 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Local Bogleheads Groups [Looking for Central NY Chapter]
Replies: 8
Views: 401

Re: Local Bogleheads Groups [Looking for Central NY Chapter]

This thread is now in the Local Chapters and Bogleheads Community forum (Boglehead). I retitled the thread.

Also see the wiki: Bogleheads® Local Chapters

Click on the Google maps link, under Local chapters. Chapter 23 is in Syracuse.
by LadyGeek
Tue Oct 28, 2014 6:54 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Local Bogleheads Groups [Looking for Central NY Chapter]
Replies: 8
Views: 401

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

Next up is Jack Bogle's presentation: Bogleheads® Conferences (Bogleheads® 13 - Philadelphia) - Slides are in PDF format. Direct link: “Human Beings and Algorithms" as Vanguard’s 41st Year Begins ========================= I should have mentioned yesterday that it's better to view the slides sim...
by LadyGeek
Tue Oct 28, 2014 4:25 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 48
Views: 4378

Re: Pension Early Buyout Offer

This thread is now in the Personal Finance (Not Investing) forum (pension).
by LadyGeek
Tue Oct 28, 2014 4:01 pm
 
Forum: Personal Finance (Not Investing)
Topic: Pension Early Buyout Offer
Replies: 20
Views: 1873

Re: Donee Unable to Accept Stock

As mentioned earlier, here's the wiki article: Donor advised fund

Also: Donating appreciated securities
by LadyGeek
Mon Oct 27, 2014 10:02 pm
 
Forum: Personal Finance (Not Investing)
Topic: Donee Unable to Accept Stock
Replies: 22
Views: 1890

Re: How to teach kids about Bogleheads

This thread is now in the Personal Finance (Not Investing) forum (financial literacy). That's quite an ambitious goal, but may I suggest starting out with the "basics" first, such as how to save? Here's a relevant thread: Bank account to teach kids For adults, see the wiki: Bogleheads® fin...
by LadyGeek
Mon Oct 27, 2014 9:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: How to teach kids about Bogleheads
Replies: 12
Views: 1540

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

Gus Sauter's presentation "The Evolution of Indexing" is now available for download in the wiki: Bogleheads® convention meetings

Direct link: The Evolution of Indexing
by LadyGeek
Mon Oct 27, 2014 5:37 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 48
Views: 4378

Re: IUL VS Vanguard funds [Index Universal Life as investmen

Welcome! I retitled your thread for clarity. I don't have experience with life insurance, but the consensus is that you should never buy insurance as an investment. If you need insurance to provide an income source for your survivors, then buy it. There are other choices than IUL. I'm not an expert,...
by LadyGeek
Sun Oct 26, 2014 10:10 pm
 
Forum: Investing - Help with Personal Investments
Topic: IUL VS Vanguard funds [Index Universal Life as investment?]
Replies: 5
Views: 548

Re: "Asset Allocation, Third Edition by Roger Gibson" -- A G

There is an on-going discussion in this thread: Asset Allocation by Roger Gibson

Taylor is quoting the 3rd edition, but the fifth edition is current. I added this book to the wiki, noting this distinction: Taylor Larimore's Investment Gems

Update: Revised for wiki update.
by LadyGeek
Sun Oct 26, 2014 9:32 pm
 
Forum: Investing - Theory, News & General
Topic: "Asset Allocation, Third Edition by Roger Gibson" -- A Gem
Replies: 2
Views: 1021

Re: Who says a stock is either "value" or "growth"?

privatefarmer - I moved your duplicate thread into here, which is the Investing - Theory, News & General forum.

Rather than make a general statement, can you give a few specific examples? That way, we can deep dive into the rationale for why (or why not) the selection was made.
by LadyGeek
Sun Oct 26, 2014 8:14 pm
 
Forum: Investing - Theory, News & General
Topic: Who says a stock is either "value" or "growth"?
Replies: 25
Views: 2044

Re: DCA deposits can raise red flags with the IRS

This thread has run its course and is locked (not personally actionable, general comment - discussion is not productive). See: Forum Policy Note that topics must be directly connected to your (or your friend's or family's) financial life. General comments or complaints about these topics will be lo...
by LadyGeek
Sun Oct 26, 2014 8:08 pm
 
Forum: Personal Finance (Not Investing)
Topic: DCA deposits can raise red flags with the IRS
Replies: 7
Views: 1452

Re: Do you regret buying your home?

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
Sun Oct 26, 2014 2:01 pm
 
Forum: Personal Consumer Issues
Topic: Do you regret buying your home?
Replies: 82
Views: 6800

Re: Do I need a "tax-managed" portfolio?

I'm a newbie to this forum so please bear with me. Looks like I can't reply to individual posts (if I can, will someone explain how) so I am replying to all in this one message. The upper right corner of each post has a "Quote" button. Clicking on that will automatically start a reply. Ed...
by LadyGeek
Sun Oct 26, 2014 11:32 am
 
Forum: Investing - Help with Personal Investments
Topic: Do I need a "tax-managed" portfolio?
Replies: 10
Views: 1240

Re: Social Security 2033 and beyond

This thread has run its course and is locked (political). See: Forum Policy The idea is that that topics like this have no definitive conclusion which can be reached from the discussion, and usually result in contentious disagreements. To keep the moderators sane, we put this policy in place. It's ...
by LadyGeek
Sun Oct 26, 2014 11:07 am
 
Forum: Investing - Theory, News & General
Topic: Social Security 2033 and beyond
Replies: 15
Views: 1270

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

There was an ongoing management conference (people wearing ties) going on along with ours, I think. Hard to say who owned the Teslas, I would say... I agree. Here's the articles, by Nora Morrison: - Why Are These Vanguard 'Bogleheads' so Crazy for 'Saint' Jack Bogle? (10/22/14) - A Visit to the Van...
by LadyGeek
Sat Oct 25, 2014 8:23 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 48
Views: 4378

Re: "Vanguard converting mutual fund accounts to brokerage?

FYI - I merged Riversider's thread into here. There may be a few duplicate / similar posts mixed in (cfs, BrandonBogle).
by LadyGeek
Sat Oct 25, 2014 5:47 pm
 
Forum: Investing - Theory, News & General
Topic: "Vanguard converting mutual fund accounts to brokerage?
Replies: 104
Views: 10943

Re: Calculating Present Value of human capital

This thread is now in the Personal Finance (Not Investing) forum (retirement planning, application of Human capital to calculate the discount rate, i.e. when can I retire?).
by LadyGeek
Sat Oct 25, 2014 5:40 pm
 
Forum: Personal Finance (Not Investing)
Topic: Calculating Present Value of human capital
Replies: 7
Views: 889

Re: Store or cut up un-needed credit cards?

This thread is now in the Personal Finance (Not Investing) forum (credit cards).
by LadyGeek
Sat Oct 25, 2014 4:40 pm
 
Forum: Personal Finance (Not Investing)
Topic: Store or cut up un-needed credit cards?
Replies: 28
Views: 2465

Re: THANK YOU!!! Bogleheads Conference #13 (2014)

As many Bogleheads know, Jack Bogle thinks the Vanguard Total Bond Index fund is too overweighted in US government bonds (70%?), and that perhaps an index should be developed that more accurately reflects the US economy. I'd wait until the videos are posted, as I believe Gus Sauter had an interesti...
by LadyGeek
Sat Oct 25, 2014 2:47 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: THANK YOU!!! Bogleheads Conference #13 (2014)
Replies: 48
Views: 4378

Re: Viewing forum on iPhone - font too small

I retitled the thread to reflect the discussion. What does that mean? New features. See the Launch info. Just curious, will Bogleheads be enabling the OAuth support in v3.1 or keeping it to local logins? And it sounds like the new Notifications features for users will provide some functionality peop...
by LadyGeek
Sat Oct 25, 2014 1:23 pm
 
Forum: Forum Issues and Administration
Topic: Viewing forum on iPhone [small font - Forum software update]
Replies: 23
Views: 1591

Re: Ham and Egger's Theory? [Buy small cap when under-perfor

I retitled your thread, which I suspect will generate some interest. (Update: The OP has further retitled the thread.) Does this approach have a name? If you intend to bias your portfolio away from the percentages held by the total market approach, it's called tilting . Purchasing additional small c...
by LadyGeek
Sat Oct 25, 2014 11:00 am
 
Forum: Investing - Theory, News & General
Topic: Ham and Egger's Theory? [Buy Whatever Cap Size is lagging) ]
Replies: 38
Views: 3060

Re: Do I need a "tax-managed" portfolio?

Welcome! I merged your separate posts together, as they are related. It's best to keep all of the information in one spot so we can see the "big picture" to give you appropriate advice.
by LadyGeek
Sat Oct 25, 2014 10:46 am
 
Forum: Investing - Help with Personal Investments
Topic: Do I need a "tax-managed" portfolio?
Replies: 10
Views: 1240

Re: Subpoena

Please see the disclaimer at the bottom of every forum page.

No guarantees are made as to the accuracy of the information on this site or the appropriateness of any advice to your particular situation.

You have been advised to contact an attorney. Please follow that advice.
by LadyGeek
Sat Oct 25, 2014 10:29 am
 
Forum: Personal Consumer Issues
Topic: Subpoena [Received subpoena, how to proceed?]
Replies: 13
Views: 2234

Re: Dubai trip

This thread is now in the Personal Consumer Issues forum (travel).
by LadyGeek
Fri Oct 24, 2014 11:26 pm
 
Forum: Personal Consumer Issues
Topic: Dubai trip
Replies: 9
Views: 1011

Re: How do you wash your car?

I use Meguiar's Deep Crystal Car Wash diluted in a bucket of water per instructions. Apply with sponge using elbow grease as needed. Dry with a cloth towel.
by LadyGeek
Fri Oct 24, 2014 11:23 pm
 
Forum: Personal Consumer Issues
Topic: How do you wash your car?
Replies: 143
Views: 6841

Re: Best health insurance plan for a bad year (cancer)?

Welcome! May I suggest you delete your poll? Selecting a health plan is not something you should decide based on an anonymous poll. You have no idea who is making the selections or why . It's critical that you understand the reasons for deciding each plan, which can only come from a detailed discuss...
by LadyGeek
Fri Oct 24, 2014 10:50 pm
 
Forum: Personal Finance (Not Investing)
Topic: Best health insurance plan for a bad year (cancer)?
Replies: 30
Views: 2283
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