Search found 8393 matches

by abuss368
Thu Sep 03, 2015 1:01 pm
Forum: Investing - Help with Personal Investments
Topic: Dividends are taxed at ?
Replies: 4
Views: 457

Re: Dividends are taxed at ?

Hi Cody, Dividends are taxed when paid regardless of whether they are reinvested or received in cash. An investor will report on their tax return each year on Schedule B. Dividends are further broken down and taxed at low qualified dividend tax rates or as ordinary income rates which may be higher. ...
by abuss368
Thu Sep 03, 2015 12:54 pm
Forum: Investing - Help with Personal Investments
Topic: slice 'n dice- achieving low correlation /w Vanguard equity/REIT ETFs
Replies: 20
Views: 1133

Re: slice 'n dice- achieving low correlation /w Vanguard equity/REIT ETFs

It is instructive to look at Paul Farrell's "Lazy Portfolios . Paul Merriman's 11-fund Ultimate Portfolio ties for the worst 10-year return. Allan Roth's 3-fund Second Grader Portfolio has the best 10-year return. Past performance does not guarantee future performance. Best wishes. Taylor Hi T...
by abuss368
Thu Sep 03, 2015 12:51 pm
Forum: Investing - Theory, News & General
Topic: "Mutual Fund Observer"
Replies: 5
Views: 669

Re: "Mutual Fund Observer"

Hi Taylor,

Interesting and thank you for sharing. We will stay the course!

Best.
by abuss368
Thu Sep 03, 2015 12:45 pm
Forum: Investing - Theory, News & General
Topic: A “Crazy Like a Fox” Idea for Managing Market Uncertainty
Replies: 8
Views: 1719

Re: A “Crazy Like a Fox” Idea for Managing Market Uncertainty

Hi Rick,

Excellent article and very timely. We will stay the course with our low cost index funds.

Best.
by abuss368
Mon Aug 31, 2015 11:02 am
Forum: Personal Finance (Not Investing)
Topic: What is Your Plan B if Quicken dies? [Intuit selling Quicken unit]
Replies: 56
Views: 5705

Re: What is Your Plan B if Quicken dies? [Intuit selling Quicken unit]

The future of Quicken is uncertain now that it is being spun off by Intuit. Is there really a viable web based alternative with staying power that matches Quicken's ability to manage investing and checking? If Quicken's days are numbered, do you have a Plan B? Thanks in advance. Roosevelt. Hi Roose...
by abuss368
Mon Aug 31, 2015 10:02 am
Forum: Investing - Theory, News & General
Topic: Why doesn't the 3 fund portfolio have TIPS?
Replies: 38
Views: 2727

Re: Why doesn't the 3 fund portfolio have TIPS?

Just reading about the three fund portfolio Total Stock Market + Total Bond Market + International Total Market Why no TIPS? Bonds look like they have inflation risk. Do they have higher expected returns to compensate? Better diversification with equities? What is the reason? Hi bh7, The Three Fund...
by abuss368
Sat Aug 29, 2015 8:01 pm
Forum: Investing - Theory, News & General
Topic: Aug 2015 correction: what Bogleheads did...
Replies: 123
Views: 6781

Re: Aug 2015 correction: what Bogleheads did...

We stayed the cours with our regular investing and purchased anything underweight.
by abuss368
Sat Aug 29, 2015 8:00 pm
Forum: Investing - Help with Personal Investments
Topic: Which tax-exempt bond fund ??
Replies: 34
Views: 4315

Re: Which tax-exempt bond fund ??

baw703916 wrote:Taylor, best of investment success to your friend.

Brad


Agreed!
by abuss368
Sat Aug 29, 2015 6:27 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177571

Re: What Movie Have You Recently Watched?

Rules of Engagement on Netflix.
by abuss368
Fri Aug 28, 2015 10:05 pm
Forum: Investing - Help with Personal Investments
Topic: Which tax-exempt bond fund ??
Replies: 34
Views: 4315

Re: Which tax-exempt bond fund ??

Good stuff Taylor!
by abuss368
Fri Aug 28, 2015 7:24 pm
Forum: Investing - Help with Personal Investments
Topic: If stocks dropped 30% next Monday, would you rebalance?
Replies: 103
Views: 6000

Re: If stocks dropped 30% next Monday, would you rebalance?

Since we are accumulating we would probably rebalance.
by abuss368
Thu Aug 27, 2015 10:00 pm
Forum: Investing - Theory, News & General
Topic: New Vanguard AMT-free National Municipal Bond Fund
Replies: 126
Views: 18127

Re: New Vanguard AMT-free National Municipal Bond Fund

Bogleheads,

Will this new fund be paying dividends monthly?
by abuss368
Thu Aug 27, 2015 9:59 pm
Forum: Investing - Help with Personal Investments
Topic: international bond fund
Replies: 4
Views: 729

Re: international bond fund

Based on the information you provided, Vanguard has recommended a very good portfolio.
by abuss368
Thu Aug 27, 2015 9:56 pm
Forum: Investing - Theory, News & General
Topic: Where are John Bogle and Warren Buffett
Replies: 18
Views: 2801

Re: Where are John Bogle and Warren Buffett

Jack Bogle recently provided an excellent interview.

Is this really a trying time? Compared to the Financial Crisis?
by abuss368
Thu Aug 27, 2015 11:31 am
Forum: Investing - Help with Personal Investments
Topic: Which tax-exempt bond fund ??
Replies: 34
Views: 4315

Re: Good suggestions

Taylor Larimore wrote:baw703916:

The new fund will be more than $50,000. Good point about using an ETF to avoid the purchase fee.

Thank you (and others).

More suggestions are welcome.

Best wishes
Taylor


With ETF's (I do not own any), are there not additional "fees" in the form of the bid/ask spread?
by abuss368
Thu Aug 27, 2015 11:28 am
Forum: Investing - Theory, News & General
Topic: What to do in this market environment
Replies: 3
Views: 1464

Re: What to do in this market environment

Hi Rick,

Well said!

Thanks!
by abuss368
Thu Aug 27, 2015 11:22 am
Forum: Investing - Help with Personal Investments
Topic: Which tax-exempt bond fund ??
Replies: 34
Views: 4315

Re: Which tax-exempt bond fund ??

Bogleheads: I have a friend who intends to invest a large amount of money in Vanguard's Tax-Exempt Intermediate-Term Bond Fund (VWIUX) with an expense ratio of 0.12% and with a duration of 5 years. This week Vanguard introduced a new Tax-Exempt Intermediate-Term Index Fund (VTEAX) with an expense r...
by abuss368
Thu Aug 27, 2015 11:01 am
Forum: Investing - Help with Personal Investments
Topic: Which tax-exempt bond fund ??
Replies: 34
Views: 4315

Re: Which tax-exempt bond fund ??

Bogleheads,

I was reviewing the new fund on Vanguard's website. However, there is not much, if any, information yet. The yield, duration, and so forth, has not been updated.

I did notice the fund is classified as a long term fund and not an intermediate term fund.

Best.
by abuss368
Thu Aug 27, 2015 10:59 am
Forum: Personal Consumer Issues
Topic: Ant Control
Replies: 67
Views: 6090

Re: Ant Control

Flame thrower?
by abuss368
Thu Aug 27, 2015 10:59 am
Forum: Investing - Theory, News & General
Topic: Rick Ferri looking to internationalize his portfolio
Replies: 419
Views: 80280

Re: Rick Ferri looking to internationalize his portfolio

timmy wrote:Rick - And folks were calling you a market timer. Such nonsense. Keep up the good work. I always enjoy you, Will B and Larry S. Good stuff!


Hi timmy,

Agreed! I have learned a wealth of investing knowledge from Rick over the years. I appreciate his posts and thoughts.

Best.
by abuss368
Thu Aug 27, 2015 7:01 am
Forum: Investing - Theory, News & General
Topic: U.S. stocks in freefall
Replies: 2003
Views: 383600

Re: U.S. stocks in freefall

We did our regular buying yesterday and will stay the course.
by abuss368
Wed Aug 26, 2015 3:26 pm
Forum: Investing - Theory, News & General
Topic: Individual Stocks Does it Ever Make Sense?
Replies: 81
Views: 7358

Re: Individual Stocks Does it Ever Make Sense?

Invest in total market index funds and stay the course.

Best.
by abuss368
Wed Aug 26, 2015 3:25 pm
Forum: Investing - Help with Personal Investments
Topic: Which tax-exempt bond fund ??
Replies: 34
Views: 4315

Re: Which tax-exempt bond fund ??

Hi Taylor,

I thought their would be more responses to your question and the new fund launch.

Best.
by abuss368
Wed Aug 26, 2015 12:14 am
Forum: Investing - Help with Personal Investments
Topic: Which tax-exempt bond fund ??
Replies: 34
Views: 4315

Re: Which tax-exempt bond fund ??

I am learning about the new fund and also open to suggestions.

Best.
by abuss368
Wed Aug 26, 2015 12:06 am
Forum: Investing - Theory, News & General
Topic: How to Be a Better Investor Than Donald Trump
Replies: 3
Views: 568

Re: How to Be a Better Investor Than Donald Trump

But the index fund would not have the "Trump" name in the title!
by abuss368
Tue Aug 25, 2015 6:12 am
Forum: Investing - Theory, News & General
Topic: Rick Ferri looking to internationalize his portfolio
Replies: 419
Views: 80280

Re: Rick Ferri looking to internationalize his portfolio

LiveSimple wrote:http://www.amazon.com/Apptitude-Mystic-Crystal-Ball/dp/B00D8QZHWY/ref=sr_1_2?ie=UTF8&qid=1440479538&sr=8-2&keywords=Fortune+teller


That was good!
by abuss368
Mon Aug 24, 2015 10:32 pm
Forum: Personal Consumer Issues
Topic: Ant Control
Replies: 67
Views: 6090

Re: Ant Control

Try Napalm.
by abuss368
Mon Aug 24, 2015 10:32 pm
Forum: Investing - Theory, News & General
Topic: Are international bonds necessary?
Replies: 17
Views: 1423

Re: Are international bonds necessary?

I was curious how the Total International Bond Index Fund would perform over the last month with the market pullback. Appears to be fine and paying dividends.
by abuss368
Sun Aug 23, 2015 8:48 pm
Forum: Investing - Help with Personal Investments
Topic: Investing in Bonds in Taxable Accounts
Replies: 8
Views: 948

Re: Investing in Bonds in Taxable Accounts

TIPS and Treasury bonds are not taxed for both state and local purposes.
by abuss368
Sun Aug 23, 2015 8:46 pm
Forum: Investing - Theory, News & General
Topic: [Jim] Cramer: Worst mistake you can make in a selloff
Replies: 9
Views: 2702

Re: [Jim] Cramer: Worst mistake you can make in a selloff

Worst mistake we can make in a selloff?

Watch "Mad Money"!
by abuss368
Sun Aug 23, 2015 8:24 pm
Forum: Investing - Theory, News & General
Topic: "Golfers Are Better Investors. . . Right?
Replies: 15
Views: 2035

Re: "Golfers Are Better Investors. . . Right?

Hi Taylor,

I have taken up golf over the past year or more and really enjoy it. I will however stay with our Vanguard total market index funds.

Best.
by abuss368
Sun Aug 23, 2015 8:21 pm
Forum: Investing - Theory, News & General
Topic: Stage Analysis for Picking Stocks/Mutual Funds
Replies: 3
Views: 323

Re: Stage Analysis for Picking Stocks/Mutual Funds

I've just finished Stan Weinstein's Secrets to Profiting in Bull and Bear Markets and have quite a bit of money to invest. What is the general perception of his "stage analysis"? I know it's not a new theory by any means, but wanted to know if anyone out there has had success/disappointme...
by abuss368
Sun Aug 23, 2015 8:20 pm
Forum: Investing - Theory, News & General
Topic: The Three Fund Portfolio
Replies: 1206
Views: 581045

Re: "Winning the Loser's Game" with The Three Fund (Market) Portfolio

Bogleheads: I recently added The Loser's Game by Charles Ellis to our Investment Gems . Mr. Ellis strongly recommends the market portfolio. These are excerpts: "Successful investing does not depend on "beating the market." "Trying to beat the market is so extraordinarily difficu...
by abuss368
Sun Aug 23, 2015 8:16 pm
Forum: Investing - Theory, News & General
Topic: Tips on answering the question - What Should I Do?
Replies: 163
Views: 205525

Re: Tips on answering the question - What Should I Do?

Total Bond Index is an excellent one fund choice for many investors. This fund is low cost and diversified holding thousands of bonds. This fund is also the largest bond fund in the world now.

As a two fund option, Vanguard now recommends Total Bond Index with Total International Bond Index.

Best.
by abuss368
Sun Aug 23, 2015 8:11 pm
Forum: Personal Consumer Issues
Topic: What Movie Have You Recently Watched?
Replies: 1049
Views: 177571

Re: What Movie Have You Recently Watched?

Nicholas Cage "Lord of War" on Netflix. Very good and I recommend it.
by abuss368
Fri Aug 21, 2015 11:54 pm
Forum: Personal Consumer Issues
Topic: Orange is the New Black
Replies: 17
Views: 2620

Re: Orange is the New Black

We are starting season 3.
by abuss368
Fri Aug 21, 2015 11:51 pm
Forum: Personal Finance (Not Investing)
Topic: Intuit to Sell off Quicken
Replies: 26
Views: 2849

Re: Intuit to Sell off Quicken

We stopped using Quicken 7 years ago and do not miss it.
by abuss368
Fri Aug 21, 2015 10:40 pm
Forum: Investing - Theory, News & General
Topic: Are international bonds necessary?
Replies: 17
Views: 1423

Re: Are international bonds necessary?

Excellent post!
by abuss368
Fri Aug 21, 2015 10:42 am
Forum: Personal Consumer Issues
Topic: Applecare+ for new iPhone?
Replies: 17
Views: 1412

Re: Applecare+ for new iPhone?

I have never purchased Apple Care for any of our Apple products.

We purchase the iPhone through the wireless provider over the years. We typically purchase one model behind for a lot less cost. This has worked very well this far.
by abuss368
Thu Aug 20, 2015 11:51 pm
Forum: Investing - Theory, News & General
Topic: Got a Question for the Jack Bogle Q&A @ Bogleheads Conference?
Replies: 49
Views: 9817

Re: Got a Question for the Jack Bogle Q&A @ Bogleheads Conference?

Perhaps Mr. Bogle could expand on the dividend advice.
by abuss368
Wed Aug 19, 2015 8:40 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Brokerage Roth IRA vs Roth IRA
Replies: 7
Views: 904

Re: Vanguard Brokerage Roth IRA vs Roth IRA

I did notice this and I am unsure as well.
by abuss368
Wed Aug 19, 2015 7:07 pm
Forum: Investing - Theory, News & General
Topic: Bogle: retirees should focus on dividends
Replies: 157
Views: 15591

Re: Bogle: retirees should focus on dividends

This would be an excellent question to ask Mr. Bogle at the next Bogleheads conference. Can we include on the list?
by abuss368
Wed Aug 19, 2015 6:45 pm
Forum: Investing - Theory, News & General
Topic: Bogle: retirees should focus on dividends
Replies: 157
Views: 15591

Re: Bogle: retirees should focus on dividends

mickeyd wrote:
We have always listened to Mr. Boyle


Who?


Darn spell check!
by abuss368
Wed Aug 19, 2015 6:24 pm
Forum: Investing - Theory, News & General
Topic: Bogle: retirees should focus on dividends
Replies: 157
Views: 15591

Re: Bogle: retirees should focus on dividends

I absolutely love it! Thank you Jack as this has been our goal for years. An index fund investment portfolio that provides more income of than we will need. We have always listened to Mr. Bogle and it has worked very well for us. This has been a big reason why I question TIPS. After Vanguard removed...
by abuss368
Wed Aug 19, 2015 9:54 am
Forum: Investing - Theory, News & General
Topic: Should you own foreign stocks?
Replies: 67
Views: 4352

Re: Should you own foreign stocks?

Bogleheads,

This is the exact same argument/point Vanguard has been making in terms of international bonds.

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