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Reading list for novice

I am giving advice about financial planning to a novice who has asked me to help her learn about financial planning and investing. I told her that I would give her a very short reading list to help her learn about savings and investing. I want her to learn about Boglehead principles, but right now, ...
by jim47
Wed Jul 31, 2013 7:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: Reading list for novice
Replies: 6
Views: 433

Re: What age did you reach 100K networth?

Getting $100,000 is quite easy. Start with $200,000 and work your way down. There is a moral to this paraphrase of an old joke. It is not what you make so much as it is how much you avoid losing through bad investments. Just save regularly, be a passive buy and hold investor and you will do fine. Go...
by jim47
Sun Jun 16, 2013 4:21 pm
 
Forum: Personal Finance (Not Investing)
Topic: What age did you reach 100K networth?
Replies: 264
Views: 31148

Re: Grok's tip #14: Avoid long-term corporate bonds

I have put, since I became a Boglehead investor, a substantial amount into the total bond market index fund. As you know, although it's overall terms intermediate it does contain a number of long bonds. What is your recommendation as to what I should do with this particular fund? Thank you in advance.
by jim47
Tue May 28, 2013 7:59 pm
 
Forum: Investing - Theory, News & General
Topic: Grok's tip #14: Avoid long-term corporate bonds
Replies: 44
Views: 5683

Transfer of Guardian Variable Annuity to Vanguard

Before I learned about Boglehead investing, I established small annuities-- a variable annuity at Guardian Life and a fixed annuity at Metlife. At the Guardian Annuity, the costs are higher than at Vanguard. Does anyone on the board know about transferring annuities? From the little bit I have been ...
by jim47
Sun May 26, 2013 11:11 am
 
Forum: Investing - Help with Personal Investments
Topic: Transfer of Guardian Variable Annuity to Vanguard
Replies: 3
Views: 201

Re: How do I find a good investment adviser in MA?

What is an AUM? I am looking for advice--- perhaps management not sure . Roth conversion ? SS questions? Fixed income, pension rollover etc. I have far too many funds and need help consolidating dealing with capital gains. I will check out the reference above and I thank you.
by jim47
Sat May 18, 2013 11:46 am
 
Forum: Investing - Help with Personal Investments
Topic: How do I find a good investment adviser in MA?
Replies: 6
Views: 371

How do I find a good investment adviser in MA?

I would like to hire a good financial planner and investment adviser who generally shares the Boglehead point of view. Can any of you point me in the right direction? Do you have any specific advisers you can recommend (if that is allowed on this blog.) I live in MA. I would prefer fee only. I need ...
by jim47
Sat May 18, 2013 10:12 am
 
Forum: Investing - Help with Personal Investments
Topic: How do I find a good investment adviser in MA?
Replies: 6
Views: 371

Re: Anothet

Thank you! Very helpful advice.
by jim47
Wed May 15, 2013 10:30 pm
 
Forum: Investing - Help with Personal Investments
Topic: Anothet [Another - Bonds to short term index funds and CDs?]
Replies: 5
Views: 443

Another worried bond investor

Couple of months ago I discovered the Boglehead concept of investing. I put a good deal of money into the total stock market index fund and into the total bond market index fund. Since then, I have been reading Dr. William Bernstein's books and posts online. I am extremely nervous about the total bo...
by jim47
Wed May 15, 2013 6:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Another worried bond investor
Replies: 50
Views: 3103

Anothet [Another - Bonds to short term index funds and CDs?]

Couple of months ago I discovered the Boglehead concept of investing. I put a good deal of money into the total stock market index fund and into the total bond market index fund. Since then, I have been reading Dr. William Bernstein's books and posts online. I am extremely nervous about the total bo...
by jim47
Wed May 15, 2013 6:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Anothet [Another - Bonds to short term index funds and CDs?]
Replies: 5
Views: 443

Re: THANKS, BOGLEHEADS, FROM JACK BOGLE

Thanks Mr. Bogle ! When I watched the show I was proud to be a beginner Boglehead. I was amazed at how inarticulate the spokespeople for the other companies were.
by jim47
Wed May 15, 2013 6:09 pm
 
Forum: Investing - Theory, News & General
Topic: THANKS, BOGLEHEADS, FROM JACK BOGLE
Replies: 39
Views: 5155

Re: Conversion to Roth IRA

Thanks, this is quite helpful. When I said I wish they had "this" 20 years ago, I should have been more specific. I meant this forum, not the Roth IRA's. I thought I knew a lot about investing until I started reading Bogle's books a few month's ago and then stumbled across this forum. Here...
by jim47
Thu May 02, 2013 6:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Conversion to Roth IRA
Replies: 5
Views: 637

Conversion to Roth IRA

I have been reading Ed Slott's book on IRA's and am considering converting my traditional IRA to a Roth IRA. I have more money in my IRA than I will realistically need for retirement. I have two questions for Bogleheads. 1. Do you know any good tax advisers, preferably in Massachusetts, who can advi...
by jim47
Thu May 02, 2013 9:07 am
 
Forum: Investing - Help with Personal Investments
Topic: Conversion to Roth IRA
Replies: 5
Views: 637

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