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Jay69 wrote:Has Larry made a comment about this fund yet? I keep looking for his name to pop up on one of these threads.

I haven't seen anything by Larry yet but Rick posted something pretty neutral about it a few days ago
Mike

Berkshire already has a lot of Coke shares. Heinz seems to be the same type of company. Has a product that is going to be bought and used in good and bad times.
Mike

Sounds like you finally found some way that would get you to your goal. If you can put the rollover at Vanguard and you liked FFNOX, what fund are you considering at Vanguard? Target Retirement 2040, 2045, 2050 or maybe the LifeStrategy Growth ?
Boy, you were persistent.
Mike

This thread got me curious. The Chase Bank in our area now has the Private Client sign on its wall. I don't bank there but I went in. They have separated a small section of the back of the bank with glass doors ( says "Chase Private Client" over the doors) , LOTS of dark wood paneling, and...

A strange condominium question. An 83 year-old widow who is a friend of our family mentioned a strange situation on the phone yesterday. She has lived in a small six-unit group of condominium townhouses in Connecticut for about 20 years. The condo association by-laws only permit one unit (of the 6) ...

Has anyone used the trust services of BNY Mellon? I found this previous discussion and wondered if there was any more recent information on them.
Mike

I think the Economist is great..but it isn't exactly a "money" magazine. The articles are well written.
Mike

Haven't done much online with banking stuff. Pay my Navy Federal credit card by intra-account transfer from our savings account and that's about it. Otherwise, we write checks and mail them to NFCU to deposit stuff in our savings account from our Bank of America checking account. My friends tell me ...

Good information. In this area, BNY Mellon Bank also has a trust department. Anyone ever looked into them?
Mike

Seems to be pretty close to a scam. Another multilevel marketing thing, about a 40% markup on stuff you could buy at WalMart or Target. Look at the website- immune system boosters, colon cleaning stuff, herbal concoctions- all nutritional supplements. If you really need this stuff, the internet will...

These have all been great comments. Let me add a few things which came up this week on Trusts that might be helpful to other Bogleheads. I attended a annual retiree lunch club meeting this week. these thoughts were offered to me by guys and gals I used to work with who are now in their 70's ands 80'...

Munchkin man: The convenience food industry would be insulted! They would want you to know it is not a "convenience food"- it is a " home meal replacement" I actually worked for Campbell Soup for a while. They bought Swanson's Frozen Foods and were trying to "upscale" t...

John: You have a good sense of humor- no, I will not take your latest message as a personal attack! Both you and Rick bring good thoughts as well as year of experience to the Forum. We can all get a bit "snippy" (to quote Al Gore) from time to time- and Alex is there to gently guide us. I ...

This has really been a great thread of ideas- some a bit lively but all helpful and I believe well intentioned. Several questions have come up about what we- and our attorney- were trying to do. The revocable trusts were to be part of our estate plan- separate our ownership of stuff into about equal...

What I thought was a simple question about trustees seemed to have started something and what a great debate has occurred. This has REALLY been helpful to us, not that it answered our questions but it brought up a whole lot of stuff we had never considered. We were out at a family event over the wee...

Wow! What a great series of thoughts and experiences in these messages. Had some computer problems so I’m late with a reply. What I thought was a simple question really led to lots of additional questions. Let me expand on this. During our initial (and only so far) meeting with our estate attorney h...

Trustee sequence Last week, we had our first meeting with an attorney who was recommended to us as someone who has expertise in estate planning. Among the many things he suggested we consider, one was to think about a revocable trust for myself and a separate one for my wife. He thinks I should be t...

Steelersfan:
Thanks. It was too good a dream to be true!
Mike

For those of us who are veterans (but do not use the VA currently for health care), can we take a prescription (not written by a VA doctor) to a VA hospital in the area and obtain medications- assuming they have a pharmacy in the building. Or do we have to be getting the health service from the VA? ...

Parking at most Metro-North stations is free on Saturday and Sunday. It definitely i at Fairfield and Westport- starts at 5PM on Friday and goes until 5AM on Monday morning. Actually, you could do "day parking" for $6.00 starting at 9AM on Friday (they put a parking fee mailer under your w...

Do any of these asset allocation sites create a "pie-chart" which visually demonstrates the magnitude of each class of holdings? (my wife and I are Gestalt people)
Mike

I am still reading about bonds so pardon this question if it is "dumb". Isn't the AMT a consideration for some (maybe many) of the muni bond funds? I recall reading some time back that interest from the VG tax-exempt money market fund was subject to the AMT but some of the VG muni bond fun...

Actually, I've heard the law firm Shawcroft mentioned listed as:
"Huckster, Goniff, and Finagle" ( Goniff , I am told, Yiddish for thief or scoundrel)

Either way describes the situation well.
Mike

Avo: Thanks. It looks like Diversified is a subsidiary of Transamerica Insurance and I guess each organization has the option to select various mutual funds/offerings to offer to employees. My sister-in-law is going to call them today to find out what options she has to transfer her 403(b) to somepl...

I came across this thread and it brought up a thought. Our daughter will graduate from college this Spring and has been accepted to pursue a Masters degree at Northwestern University (near Chicago- I don't live anywhere close by!). She is 22 and has always been our dependent- had summer jobs which a...

Correction:
The name of the group is "Diversified Investment Advisors" and I am told they have their main office in Purchase, NY.
Mike

My wife's older sister works for a hospital out in Indiana and she will be retiring in June. In conversation this afternoon, she mentioned that her 403(b) plan was handled by Diversified Investors ( I have never heard of them) and the "nice" representative suggested she "consolidate a...

DSinvestor: Yes, I actually do know the cost of each of the shares (and fractional shares) we purchased over the years. I have been keeping track of them on a primitive speadsheet and also used AOL portfolios to sort of keep track of the average cost of the overall number of them (in each specific D...

Livesoft: Thanks. I think I get it. If I may, let me sort of restate your thoughts on the situation and then give a more specific example. (since I am a bit dense on occasion, this would be helpful). I will also go to the IRS publications which may reinforce your response. One of our DRIP plans (Ban...

My wife and I started some DRIP plans in large US companies 15 or more years ago and have begun to "wind them down". We have mostly had good results over time but a few turned out to be dogs. Oh, well, “the best laid schemes of men and mice often go awry”….. After lurking on the Boglehead ...

To all who have given some thought to my question, thanks very much! I thought my situation was unusual- seems it might be fairly common. and so I say to kaneohe, JDCPAEsq and Rager1; yes, I will see if there is something about a contingent owner on the policy ( would you believe we may not exactly ...

I've been lurking in the background and reading all these interesting posts. Recently, my wife and I have started organizing things and have come upon a question regarding life insurance policies. I have five fairly small whole life policies I got when I was in the Navy (Navy Mutual Aid Association)...