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Would like opinions on shifting bond assets to other fund

My general question is I'm nervous about us debt accumulation and want to move a portion of intermediate bond index fund into ssga real return asset fund and want opinions regarding % to move. Also welcome other portfolio comments as well. Here's specs: Emergency fund 3 months Debt house 7 yrs left ...
by isufan71
Sat Nov 16, 2013 10:07 am
 
Forum: Investing - Help with Personal Investments
Topic: Would like opinions on shifting bond assets to other fund
Replies: 2
Views: 525

Re: Cash Out Re-finance put in VBTLX or Put Back to Principa

bdpb wrote:
isufan71 wrote:

Do you max out all available tax preferred accounts? If not, use it to fully fund them before taxable investing. Otherwise, just pay down the mortgage.



Yes, I do. Thanks for the recommendation.
by isufan71
Sat Feb 09, 2013 4:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: Cash Out Re-finance put in VBTLX or Put Back to Principal??
Replies: 6
Views: 508

Re: Cash Out Re-finance put in VBTLX or Put Back to Principa

I fail to see how recasting is that helpful as I'm not really looking to lower my payments my idea if I choose that route would be to pay off the loan quicker (ie. make a large principal payment to reduce # of years to payoff)??
by isufan71
Fri Feb 08, 2013 11:21 pm
 
Forum: Investing - Help with Personal Investments
Topic: Cash Out Re-finance put in VBTLX or Put Back to Principal??
Replies: 6
Views: 508

Cash Out Re-finance put in VBTLX or Put Back to Principal??

Hi -- I recently did a re-finance on a mortgage and got a 2.75% 15 year fixed loan. I got some cash out as I thought I needed it to help our mother-in-law move turns out may not be needed. The house is worth about $300,000. Loan was for about $225,000 and so at closing they gave me $132,000 which I ...
by isufan71
Fri Feb 08, 2013 10:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: Cash Out Re-finance put in VBTLX or Put Back to Principal??
Replies: 6
Views: 508

Investment Advisors Recommending Company Stock in 401K???

I'm 41 and do my own finances but I have friends who have different financial advisors that tell them that keeping their retirement in P&G stock is the best option. This advice is leaving my colleagues with 50+% of retirement in single company stock that's assuming they contribute on their own i...
by isufan71
Mon Sep 10, 2012 9:29 pm
 
Forum: Investing - Help with Personal Investments
Topic: Investment Advisors Recommending Company Stock in 401K???
Replies: 17
Views: 1618

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