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Is this a wash sale?

Selling total international stock for a loss and buying FTSE all world ex usa. They do have different benchmarks.
by candj
Thu Feb 14, 2013 4:22 pm
 
Forum: Investing - Theory, News & General
Topic: Is this a wash sale?
Replies: 8
Views: 521

EE Savings Bond Question

I have EE Savings Bonds issued June 1989, Ap 1991, Feb 1992 and
Jan 1993. Saving bond wizard shows 4% for the rate. I thought
they should be paying 6%.
Is 6% correct?
Bob
by candj
Tue Dec 22, 2009 2:58 pm
 
Forum: Investing - Theory, News & General
Topic: EE Savings Bond Question
Replies: 2
Views: 756

chip

Thanks again. You have been very helpful.
by candj
Thu Dec 13, 2007 8:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Critique Please
Replies: 8
Views: 1718

Thanks for the replies. Thank you to the whole forum. Chip Thank you for your carefull reading of my post. I will consider your thoughts on the EE Bonds. I do compare the tax rates between munis and other FI funds. I may add the munis or Gnma's or both. Treasury Direct may be one of a few gov't prog...
by candj
Thu Dec 13, 2007 10:17 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Critique Please
Replies: 8
Views: 1718

BrandonSi

Thanks for you reply. The money in the taxable inflation protected securities is in the vanguard mutua fund so no phantom income. I do not want more than 15% in tax free bonds. The interest on the IPS is state tax free. Plus I never let taxes be the most important factor in making investment decisio...
by candj
Wed Dec 12, 2007 12:14 pm
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Critique Please
Replies: 8
Views: 1718

Portfolio Critique Please

Any and all comments are welcome. 59 years old and retired with no pension wife is 58 years old with 23K pension 28% Federal marginal tax rate 8% State tax rate Annual living expenses are less than 1% of net worth 25% Equities (60% US and 40% Int'l) 75% Fixed Income Per Larry's great books I have de...
by candj
Wed Dec 12, 2007 10:02 am
 
Forum: Investing - Help with Personal Investments
Topic: Portfolio Critique Please
Replies: 8
Views: 1718

local branch

All new people at my local branch. You can feel a change
for the better.
by candj
Tue Dec 11, 2007 9:10 pm
 
Forum: Investing - Theory, News & General
Topic: WAMU surprised me with how bad things have gotten for them
Replies: 10
Views: 2855

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