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Re: Need opinions about my broker's strategy

This brings to mind the old joke about how to get [XYZ dollars --admin LadyGeek] in the stock market -- start with [more than XYZ! --admin LadyGeek]
by jnsickler
Thu May 23, 2013 12:18 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need opinions about my broker's strategy
Replies: 45
Views: 2419

Re: I'm thinking of this Allocation (Any suggestions?)

Good portfolio, plain and simple. My personal preference would be for higher allocation in international, but that's splitting hairs.

DON"T FORGET TO REBALANCE! ... when allocations get out of whack.
by jnsickler
Fri May 17, 2013 11:18 am
 
Forum: Investing - Help with Personal Investments
Topic: I'm thinking of this Allocation (Any suggestions?)
Replies: 19
Views: 1558

Re: Use taxable account to prepay mortgage?

Easy question. If you can't 2.4% in your taxable account then pay off the loan. Otherwise, rejoice that you're able to keep some bank's money for the next 20+ years at a ridiculous rate.
by jnsickler
Sat May 11, 2013 10:36 pm
 
Forum: Investing - Help with Personal Investments
Topic: Use taxable account to prepay mortgage?
Replies: 24
Views: 1528

Re: Thrift Savings Plan rollover to IRA?

Hi, I'm recently retired who's faced a lot of similar thought processes. I too think very highly of the G Fund to fill a ST fixed income allocation. As for the rest, I decided to make a partial transfer so I could get into some of the Dimensional Funds. While it's true that I'm now facing higher exp...
by jnsickler
Thu May 09, 2013 10:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: Thrift Savings Plan rollover to IRA?
Replies: 5
Views: 783

What's a Canadian to do? [Canadian living in US]

I can't quite figure this out. My wife is Canadian living in the states. She has (and has had) an ugly mix of investments -- high fees, high turnover, etc. in both RSP's (The Canadian equivalent of our IRA's) and outside investments. These are held with a "financial advisor" -- adding to t...
by jnsickler
Thu May 09, 2013 4:54 pm
 
Forum: Investing - Help with Personal Investments
Topic: What's a Canadian to do? [Canadian living in US]
Replies: 4
Views: 641

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