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Re: Help with Rebalancing

Do these recommendations still meet my goal for international stock allocation of 25-30%?
by jjordan
Sun Jan 27, 2013 6:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Rebalancing
Replies: 7
Views: 1140

Re: Help with Rebalancing

I'm still very much a rookie but have just ordered several of the books recommended in the this forum. What I like about this forum is the advice given is consistent among members. I'm learning not to chase performance and pay more attention to expense ratios. Is this primarily why VBTSX is recommen...
by jjordan
Sun Jan 27, 2013 10:03 am
 
Forum: Investing - Help with Personal Investments
Topic: Help with Rebalancing
Replies: 7
Views: 1140

Re: Help with Rebalancing

What percentages should I allocate my current balances to VBTSX and FUSVX? Future contributions?
by jjordan
Sat Jan 26, 2013 5:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Rebalancing
Replies: 7
Views: 1140

Help with Rebalancing

Hi All, I’m currently reviewing my investments and would value your advice on rebalancing and simplifying my portfolio. I’m 49 years old and have an 8 yr old son. I’m currently investing 18% of my income into my 401k ($17,500) with a 2.5% company match ($2400) and contributing the max to my Roth. I ...
by jjordan
Thu Jan 24, 2013 12:08 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with Rebalancing
Replies: 7
Views: 1140

I am very sorry for your loss. I was in a similar situation. My wife died young also, at age 32, and our son was only 2 at the time. This was just 4 years ago. I've read many self help books and been to several grief support groups. One of the first things you learn is not to make any major decision...
by jjordan
Fri Mar 25, 2011 1:50 pm
 
Forum: Investing - Help with Personal Investments
Topic: 33 yo single mom husband died, ? on life insurance $
Replies: 24
Views: 3404

Thanks again Laura and SamLJ! I really appreciate this forum. I've been very skeptical of some of the commission based advice I've been given by others!
by jjordan
Tue Nov 11, 2008 5:37 pm
 
Forum: Investing - Help with Personal Investments
Topic: Boglehead trainee has questions!
Replies: 7
Views: 1750

Can I convert my two existing traditional IRAs into a single Roth, and also contribute $5000 taxable to it for 2008?
SamLJ wrote:Regarding the Roth IRAs, you can open them anytime before April 5th to contribute for 2008. You could average your money in every month or just lump sum it in straight away.
by jjordan
Mon Nov 10, 2008 4:23 pm
 
Forum: Investing - Help with Personal Investments
Topic: Boglehead trainee has questions!
Replies: 7
Views: 1750

Hi Sam, thanks for the quick response and kind condolences. Here are some followup questions - I apologize in advance if they seem basic! Taxable I had considered paying down the home equity loan some or all to reduce/eliminate the monthly payment, but was unsure since I can currently deduct the int...
by jjordan
Wed Oct 22, 2008 3:09 pm
 
Forum: Investing - Help with Personal Investments
Topic: Boglehead trainee has questions!
Replies: 7
Views: 1750

Boglehead trainee has questions!

Hi All, I’ve been studying the forum a lot the last 2-3 months and hope I’m ready to overhaul my portfolio. I’m 45 years old, widowed as of Jan ’07, putting one child thru college and saving for the other’ child’s education. Currently able to invest 17% of my income into my 401k with a 2.5% company ...
by jjordan
Tue Oct 21, 2008 3:42 pm
 
Forum: Investing - Help with Personal Investments
Topic: Boglehead trainee has questions!
Replies: 7
Views: 1750

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