BigPrince wrote:We are going to increase the bond allocation and also shrink the emergency fund a little. Once we give it more thought, I will be sure to update the post. Thanks.
Workinghard wrote:I was told funds would automatically convert to Admiral shares, but I've had to request that it be done. Easy enough to do with a phone call.
Crow Hunter wrote:I have inherited 3 individual Mortgage Backed Securities and 3 UITs in a taxable account.
WAMU 11/25/33 5.5% $15,000
GMAC 06/25/34 5.75% $8,000
BofA 03/25/35 5.05% $8,000
gkaplan wrote:I found it ironic that this article had a Raymond James ad.
asif408 wrote:Essentially I have a 3 fund portfolio + a REIT fund (Rick Ferri's Core Four Portfolio).