Bogleheads.org

I have owned heinz since 2009 and I was pleasnatly surprised this morning to see a 12 dollar pop. My question is now what? Do I just sell my stock since there is a ceiling on the price or do I hold it untill until they take it from me collecting dividends since there is a floor on the price?

Quicken does not let you create new asset classes.

The fees on the spdr etfs seem reasonable. I have a new Ira at schwab and was planning on using these etfs to fill any gaps of asset classes my tsp is missing.

One more thing about Schwab, they opened their StreetSmart and StreetSmart Edge platforms to everyone with no trading requirements. The rep on the phone asked me if I wanted to add them to my account. I told him I only trade maybe 5 times a year and that is if I am rebalancing. Either way, its free ...

On Thursday, Schwab opened their OneSource for trading certain ETF's for free. I have a Schwab account and the only ETF I own in there is their Foreign small cap. All my non retirement funds are in Wells Fargo since there I can buy Stocks, funds and ETF's for free. They seem to have a ton of new bon...

I sold all my TIPS two weeks ago. Now mainly Total Bond which make ups 45% of my total portfolio. Cant really time interest rates and waiting for them to go up will have inflation bleeding your purchasing power. I did add PenFed's 3 yr CD at 1.85% last month but even at that rate I am still losing t...

For the last couple of weeks I have been using Jemstep to calculate the asset allocation of my portfolio. I signed up last year and never used them since. They are planing to become a pay site but anyone who signs up before a certain date (March?) can use for free. It seems to do good job for my por...

After I got rid of my tips last week I opened a TD account and am starting to buy savings bonds. But it will take 6 years to replace my tips with ibonds. Hope that we get some positive yields on tips over the next few years.

Sold last of my tips last week. Now mostly total bond and short term corporates.

Just noticed a few things funny about Quicken. On my savings goals, the retirement one has 500k moved to it but is shows nothing for progress. The college and cash reserve do show the progress bars. Still can't add asset classes from the defaults they setup which irritates me. My kids NYS 529 plans ...

cynbar..

I have Quicken 2013. If you are missing the planning bar you need to go to "view" on the menu bar. 8 selections down is "Tasks to Show". Planning is the fourth one down.

It will show as the fourth tab. 3rd from the right of Home.

Keep your 79.99 away from Intuit!

Been using TT so long its become second nature to me. Also, I download my TT so I get federal and state plus efile for less than 30 bucks. You can't beat that.

I seem to be heading towards a very generous pension from the Federal Reserve Bank of NY. It even has a COLA attached to it. There is a sense of security knowing that even if I screw up my personal retirement accounts some entity has my back and I wont be impoverished. I am a rare breed in my busine...

S&P 1340....plus or minus 200 points??

I used to use quicken and that had a rebalancing tool built into its investment section. Also, I used fundmanager software during a trial and it did rebalancing too. Was this quicken deluxe or premier? This was premier. You can get it pretty cheaply on eBay. I got the 2011 version a couple of month...

I used to use quicken and that had a rebalancing tool built into its investment section.
Also, I used fundmanager software during a trial and it did rebalancing too.

louis c wrote:If the CPI is at zero,

what color is the sky in your world? The CPI in the USA on planet Earth is north of that!

Count me in too!

I use the schwab investor checking which is very similar. Been doing it for close to 5 years. Do yourself a favor and try it. I will never go back to banking with a "real" bank.

I started using personal capitol which is a free site that provides account aggregation services like mint.com but I think their way of handling investments is richer than mint. Plus, they also have a cool app for the ipad/iphone just like mint.

Roughly 50%. My age is 42. I have been as high as 75% as recently as 2007. I am more conservative in my old age.

Sometimes the best bank isn't a bank! I love my schwab investor checking, free everything and atm refunds to boot! Fidelity also has the same basic account.

I have nothing against buying individual stocks. I do avoid buying stocks on severe down trends. No sense cutting yourself on a falling knife. As a previous poster mentioned, I would wait till after the lockup period. Good luck.

I have about 4% of my portfolio in physical metals and 2% in precious metals equities. I usually try to keep the totals to about 5% of my portfolio at a minimum and 10% max.

Ours has done the same thing. No new contributions and when the investments mature they are rolled into other investments in any percentage desired.

Hmmm, with a name like Levendis you or your girl must be Greek! If that's the case lay off fiddling too much with your portfolio and go to yai yai's house for some great food, baklava and stories about the old days back home. Time better spent.

Yasou!

I have been in the IT field for about 18 years. I have a bs in finance and an mba in management. Started off as a cobol programmer for 5 years before I learned java. Now I basically manage a team of 6 developers. Up until 2009 things were great. Since then the work is more intense with tighter deadl...

The Good Wife, True Blood and The Walking Dead

Used schwab for years. Free everything including atm rebates. Very low interest is that is important to you.

I used them when I first moved to NJ,but since 2003 we have been with NJ Manufacturers which is about the best insurance one can get in this state

I have been using them for nearly five years and I have had only good experiences so far. The PMA account is a decent checking account but I still use Schwab for my primary checking. The 100 free trades are really some of the best in the industry since they can be used for stocks, etf and mutual fun...

I give a little less than 2% of gross income. I also donate a lot of used clothes, kids toys and furniture that we do not need anymore.

I tried this service a few weeks ago and while I found it interesting, they were missing wells Fargo and my 401k accounts. So unless I was looking to enter these manually I can not get a clear picture or analysis of my accounts.

Hey guys! I sent an email to wells fargo to ask clarification on the fee schedule sent to me last week. Here is the second email they sent to me: Thank you for contacting Wells Fargo Advisors. This message is in response to your recent communication, which was received on 04/18/2012 and assigned Cas...

I got a similar letter but have not acted on it. There are appeal forms that you can get and fill out on your own. I think I read that the deadline is April 1st to submit an appreal in my township. On the form it mentioned that you should or can have a lawyer present. With the deadline so close I ma...

I can only manage about 16% mostly in 401k

Toilet paper! You can't have enough in case of a zombie apocalypse.

I use Norton Internet security 2012. I get it real cheap from ebay.
Microsoft Security Essentials is also very good and the price is right..free!

Try ebay. Last year I was able to get quicken 2011 for about 13 bucks.

So are you saying that gold reacts to real interest rates, so negative rates are bullish for gold and positive rates are bearish? I would assume that an ultra loose monetary policy by the Fed, ECB, BOJ and BOE have fostered a negative real interest rate environment that has been fertile ground for a...

Or ....ECB takes over and gold takes off?

I currently do not hold any positions in any commodity funds. A couple of years ago I had a position in USO but after watching the fund fall while oil prices rose I figured I needed to understand contango before I invest in these types of products again. With that said I read that usci limits or eve...

I use the schwab samll cap etf (schc)

Use and love Charles Schwab. The moblie check deposit though the IPhone is great! I used to scan my checks and deposit to Alliant CU but Schwab tops that now.

I work about 45 hours a week

I write about 25 checks a year. 4 for property taxes, 12 for church stewardship dues and about 10 more for other charitable contributes.

Even though I got a higher bonus this year, our base salaries have been stagnant for the past 3 years and overtime was eliminiated. Since 2008 my overall pay is down about 15% non inflation adjusted.

I am pretty conservation for someone at 42. At the start of this year I am approimatly 58% bonds.

No raise this year (again) but roughly a 10% bonus which was a bit higher than last year.

I use Schwab Investor checking and it gives free everything that matters to me like checks, billpay and refunds all ATM charges. I also use wells Fargo for the 100 free trades. So pretty much fee free.