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Re: AliBaba

So I guess this means that Ali will show up in the S&P 500 and the Russell 3000 i.e. VOO and Total Stock. Right?
by mcblum
Thu Sep 25, 2014 4:16 pm
 
Forum: Investing - Theory, News & General
Topic: AliBaba
Replies: 128
Views: 8060

Re: A 'really good book' you did NOT enjoy

anything by Sir Walter Scott: Ivanhoe, etc. Most be the quill pen instead of the keyboard.... long winded!!
Marty
by mcblum
Sun Sep 07, 2014 3:41 pm
 
Forum: Personal Consumer Issues
Topic: A 'really good book' you did NOT enjoy
Replies: 226
Views: 10980

Re: When to invest in China?

I prefer Chinette instead. China to brittle....
Marty
by mcblum
Wed Sep 03, 2014 4:00 pm
 
Forum: Investing - Theory, News & General
Topic: When to invest in China?
Replies: 51
Views: 2944

Re: Motif Investing - own the S&P500 for less

I am to lazy for this. To much work!
Marty
by mcblum
Wed Aug 27, 2014 5:10 pm
 
Forum: Investing - Theory, News & General
Topic: Motif Investing - own the S&P500 for less
Replies: 91
Views: 5912

MRDs and taxes

what do you do when your MRDs push you into a higher tax bracket?
marty
by mcblum
Wed Aug 27, 2014 6:38 am
 
Forum: Investing - Help with Personal Investments
Topic: MRDs and taxes
Replies: 4
Views: 368

Re: Is a big war coming ???

I always wondered if 'The Big One' blew in Europe and we did *not* go nuclear (both low probability events) then what would the world look like by Christmas. Assume the USSR struck on 1st August in a surprise attack. Assume the greatest tank battle in history (military historian Gwyn Dyer 'I am sta...
by mcblum
Tue Aug 19, 2014 9:58 am
 
Forum: Investing - Theory, News & General
Topic: Is a big war coming ???
Replies: 37
Views: 3917

Re: The Funniest Movie Ever

Some like it Hot and Raising Arizona
Marty
by mcblum
Sat Aug 16, 2014 1:11 pm
 
Forum: Personal Consumer Issues
Topic: The Funniest Movie Ever
Replies: 227
Views: 15034

Re: Beat The Street's Permanent Portfolio

stunningly complicated. I just want to fire and forget. This looks like something that you have to steer constantly. Give me T/S,T/B and I will sleep better. Marty
by mcblum
Wed Aug 13, 2014 4:42 pm
 
Forum: Investing - Theory, News & General
Topic: Beat The Street's Permanent Portfolio
Replies: 36
Views: 3136

Re: Where do you buy clothes?

shoes and jeans at Bean. shorts ar Sears. Tee shirts at Modells. Stuff really last forever these days.
Marty
by mcblum
Mon Aug 11, 2014 10:49 am
 
Forum: Personal Consumer Issues
Topic: Where do you buy clothes?
Replies: 105
Views: 9248

Re: What is your most memorable 1 week vacation?

Is's a toss up between Yellowstone and the Alberta provincial Parks.
Marty
by mcblum
Wed Aug 06, 2014 6:29 pm
 
Forum: Personal Consumer Issues
Topic: What is your most memorable 1 week vacation?
Replies: 91
Views: 7941

Re: Do you consider your Roth as part of your EF?

Not at all. I have three tiers:
I 401k (Total Stock/Total Bond)
II Roth IRA (Total Stock/Total Bond)
III Taxable E/F which I have in the SP 500. It has grown so big in the last three years that it effects my AA. I, therefore, rebalance using my Roth IRA
AA = 50%S/50%B
Marty
by mcblum
Tue Aug 05, 2014 9:42 am
 
Forum: Personal Finance (Not Investing)
Topic: Do you consider your Roth as part of your EF?
Replies: 30
Views: 1842

Re: RBD here yet? (DOW -300points drop) [Really Bad Day]

I really don't think so. War in the Middle East; Ebola Outbreak, Missile downed plane,drought in California, Earthquakes. I don;t think is economic news, not like a scandal in the loan market ore stock/Ponzi schemes. I really won't be visible on the line in two years.
Marty
by mcblum
Sat Aug 02, 2014 9:22 am
 
Forum: Investing - Help with Personal Investments
Topic: RBD here yet? (DOW -300points drop) [Really Bad Day]
Replies: 49
Views: 5116

Re: Best Coffee Maker? What do you have?

It's is sort of interesting, but my favorite discussions on this blog, after financial, are ones about coffee and coffee tech. marty
by mcblum
Thu Jul 24, 2014 11:14 am
 
Forum: Personal Consumer Issues
Topic: Best Coffee Maker? What do you have?
Replies: 75
Views: 6138

Re: rmds [Required Minimum Distributions]

i will turn 74 on nov.17 of 2017. I have been delaying RMDs by working full time and squirreling away as much as possible in the 401k. I have a fed pension from a previous job that I have been living on. In 2017, therefore, I will pay taxes on the following: Fed pension contract earnings-401k contri...
by mcblum
Mon Jul 07, 2014 9:28 am
 
Forum: Investing - Help with Personal Investments
Topic: rmds [Required Minimum Distributions]
Replies: 10
Views: 1160

rmds [Required Minimum Distributions]

I plan on completely retiring on October 1st 2017. Does anyone know how long it will take to move my 401k from Chase to a tIRA with Vanguard? I would then like to take my 1st required withdrawal from the tIRA in December at about 4% of my total portfolio to cover expenses for the coming year (2018)....
by mcblum
Sun Jul 06, 2014 4:12 pm
 
Forum: Investing - Help with Personal Investments
Topic: rmds [Required Minimum Distributions]
Replies: 10
Views: 1160

Re: Emergency Fund Revisited

I needed two different things:
An emergency fund.
place to park extra investment money after sheltered portfolios were filled.

Using Vanguard ETF, VOO The S&P 500 and started gradually investing. That was several years ago.
Works for both. I'll sell shares if needed.
Marty
by mcblum
Tue May 20, 2014 11:10 am
 
Forum: Personal Finance (Not Investing)
Topic: Emergency Fund Revisited
Replies: 24
Views: 1867

Re: Stock markets in free fall?

I was a little heavy in stocks(53%-47%)- but not enough to re-balance, even with new money. The market did it for me.
Marty
by mcblum
Sun Apr 13, 2014 9:35 am
 
Forum: Investing - Theory, News & General
Topic: Stock markets in free fall?
Replies: 92
Views: 7322

Re: Day camps, summer camps, summer school

I sent five summers at a camp on the chesapeake bay in the fifties and five summers at the same camp as a staff member in the early sixties, It was the best time of my life. fresh air, exercise great food and good friends - what more could you ask for? I'd do it again today if my body would hold up!...
by mcblum
Fri Apr 11, 2014 11:14 am
 
Forum: Personal Consumer Issues
Topic: Day camps, summer camps, summer school
Replies: 8
Views: 668

Re: How Much of Tax Refund Do You Save/Spend..??

we overpaid on the taxes when we converted a TIRA to Roth, so we are getting back a large amount. I split it with my wife and will use my share to pay off car note about 18 months early.
Marty
by mcblum
Sun Mar 02, 2014 3:22 pm
 
Forum: Personal Finance (Not Investing)
Topic: How Much of Tax Refund Do You Save/Spend..??
Replies: 68
Views: 2741

Re: I'm feeling old today

how about Captain Video on the old Dumont Network? This was 1949
Marty
by mcblum
Wed Feb 12, 2014 5:01 pm
 
Forum: Personal Consumer Issues
Topic: I'm feeling old today
Replies: 97
Views: 7232

Re: Winter coats:

go down to your local surplus store and get a genuine navy pea-coat. Best you will ever get and need.
Marty
by mcblum
Tue Feb 04, 2014 6:38 pm
 
Forum: Personal Consumer Issues
Topic: Winter coats:
Replies: 53
Views: 4736

Re: Comfort food

Well, let's see... What makes any of these really great is not having them in the house or being hard to get or prepare. "The Science of Junk Food" Mac and Cheese. I can eat the ENTIRE six servings. Great hot or cold! dipping Fritos and good quality onion dip Blue crabs and beer. I live fa...
by mcblum
Wed Dec 04, 2013 5:29 pm
 
Forum: Personal Consumer Issues
Topic: Comfort food
Replies: 68
Views: 3994

Re: Sci-Fi Short Story Recs

Gonna Roll the Bones by Fritz Leiber
by mcblum
Thu Oct 31, 2013 9:55 am
 
Forum: Personal Consumer Issues
Topic: Sci-Fi Short Story Recs
Replies: 60
Views: 3542

A need a name and nominations for a NEW AWARD

Having seen John Carter last Spring, I decided we need a new award category:
"Worst Movie Adaptation of a Printed Work"
Any suggestions?
Marty
by mcblum
Wed Jul 31, 2013 11:10 am
 
Forum: Personal Consumer Issues
Topic: A need a name and nominations for a NEW AWARD
Replies: 6
Views: 532

Re: bitcoin bust; bitcoin etf

the whole thing sounds kind of tulippy tome.....
I don't understand. marty
by mcblum
Wed Jul 10, 2013 6:25 am
 
Forum: Investing - Theory, News & General
Topic: bitcoin bust; bitcoin etf
Replies: 52
Views: 5484

Re: What was your worst investment?

Someone earlier wrote about the '98 tech crash. Shear greed led me to invest about 10k in the Fidelity Tech Fund. I lost about 70% of it in several month before I sold. I wont do sector funds again.marty
by mcblum
Sun Jun 30, 2013 9:44 am
 
Forum: Investing - Help with Personal Investments
Topic: What was your worst investment?
Replies: 100
Views: 7631

Re: 25 years today (how long u been on the job ???)

forty-six years and counting. It is my co-workers,from all over the world, that make my job enjoyableI When I hit fifty years,will re-acess....
That will probably be it. Marty
by mcblum
Fri Jun 28, 2013 5:35 pm
 
Forum: Personal Finance (Not Investing)
Topic: 25 years today (how long u been on the job ???)
Replies: 74
Views: 5866

Re: Suggestions for the Wiki

Hi, Could you provide a little more detail on what you are looking for? We have several articles on Retirement spending , as well as Safe Withdrawal Rates , but perhaps this is not what you intended. Thanks. How to w/d your 3-4% from the various parts of your portfolio. I have taxable,tax deferred ...
by mcblum
Thu Jun 13, 2013 5:49 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Suggestions for the Wiki
Replies: 271
Views: 101452

Re: Suggestions for the Wiki

Information for post retirement distribution.
Marty
by mcblum
Thu Jun 13, 2013 4:26 pm
 
Forum: Local Chapters and Bogleheads Community
Topic: Suggestions for the Wiki
Replies: 271
Views: 101452

Re: Poll: How much cash do you carry?

It depends on what day of the week it is: I take out $100 from the ATM on Thursday for the week end. This usually lasts into the next week.Later in the week I'll have less on hand. Although I use my Credit Card to make purchases, I still but lunch and gasoline with cash. The gas companies are very s...
by mcblum
Thu Jun 13, 2013 4:23 pm
 
Forum: Personal Finance (Not Investing)
Topic: Poll: How much cash do you carry?
Replies: 103
Views: 5753

Re: The best use of an emergency fund

My e fund is VOO in taxable. Up or Down, who cares? Marty
by mcblum
Tue Jun 11, 2013 11:21 am
 
Forum: Investing - Help with Personal Investments
Topic: The best use of an emergency fund
Replies: 22
Views: 1832

Re: Help with my 81 Year old Mother's portfolio

You have an 81 year old PORTFOLIO? :D
Marty
by mcblum
Fri May 24, 2013 5:39 pm
 
Forum: Investing - Help with Personal Investments
Topic: Help with my 81 Year old Mother's portfolio
Replies: 18
Views: 1428

Re: disregarding ''daily noise"

Avoid the 6 o'clock News. It is bad for your emotional health....
Listen to Mozart, instead.
Marty
by mcblum
Fri May 17, 2013 5:45 am
 
Forum: Investing - Theory, News & General
Topic: disregarding ''daily noise"
Replies: 34
Views: 2102

Re: Fund Offer

Brian; Many thanks for pointing me in the right direction!
Marty
by mcblum
Thu May 16, 2013 2:32 pm
 
Forum: Investing - Theory, News & General
Topic: Fund Offer
Replies: 2
Views: 416

Fund Offer

Does anyone know about SSgA Russell All Cap Index Fund? It is being offered by my new carrier which is Merrill Lynch. I can't find it listed anywhere. All I have is that it is a Russell 3000 Index mirror. I would like to pair it with the SSgA US Bond Collective Investment Fund which is SSINX. It wou...
by mcblum
Wed May 15, 2013 8:37 pm
 
Forum: Investing - Theory, News & General
Topic: Fund Offer
Replies: 2
Views: 416

Re: Lessons from the last crash?

Between the greed and the Short Term Memory Loss, we WILL go round again, That is what I have learned. I will take a dip when it happens, but I have protected my self
with asset allocation and will come out of it better than before.Marty
by mcblum
Wed May 08, 2013 8:34 am
 
Forum: Investing - Help with Personal Investments
Topic: Lessons from the last crash?
Replies: 44
Views: 4180

Re: I am curious, Indexes

Thanks, marty
by mcblum
Tue May 07, 2013 7:54 am
 
Forum: Investing - Theory, News & General
Topic: I am curious, Indexes
Replies: 6
Views: 532

I am curious, Indexes

Is the S&P 500 a pure index fund? It seems that, at some time or times in the year, member corporations of the index are dropped and other companies with greater net worth are added; similar to the English Football League where the bottom two are dropped and the top two in the 2nd division are p...
by mcblum
Tue May 07, 2013 6:22 am
 
Forum: Investing - Theory, News & General
Topic: I am curious, Indexes
Replies: 6
Views: 532

Re: How many investments do you own? (clarification below)

not counting the Money Market: six.
Total Stock, Intermediate Bond and TIPS in IRA
S&P 500 and Intermediate Bond in 401K
S&P 500 in Taxable
Marty
20 shares of KO....
by mcblum
Thu May 02, 2013 4:58 pm
 
Forum: Investing - Theory, News & General
Topic: How many investments do you own? (clarification below)
Replies: 64
Views: 3109

Re: Kelly 401K

Kelly is a far sight better than ORAU which was my first contractor.
Marty
by mcblum
Wed May 01, 2013 4:20 am
 
Forum: Investing - Help with Personal Investments
Topic: Kelly 401K
Replies: 8
Views: 737

Re: Kelly 401K

I am a biologist running a small lab producing growth media for genetic research. My contract is run by Kelly Government Services. The matching will make up for the higher expense, which I expect. I just don't know what my choices will be but I'll go index as much as I can.
Marty
by mcblum
Tue Apr 30, 2013 8:32 pm
 
Forum: Investing - Help with Personal Investments
Topic: Kelly 401K
Replies: 8
Views: 737

Kelly 401K

I am a contractor working for Kelly Government Services (KGS). I just received a letter from KGS stating that the 401k carrier is being changed from JP Morgan/Chase to Merrill Lynch. My previous choices were not really great but not that bad E/Rs were a bit higher than I am used to with my Vanguard ...
by mcblum
Tue Apr 30, 2013 7:27 pm
 
Forum: Investing - Help with Personal Investments
Topic: Kelly 401K
Replies: 8
Views: 737

Re: Late Starters

I am 69.5 years old. When I remarried 25 years ago, I did not know very much about investing; did not know what a mutual fund was, let alone asset allocation and re-balancing. My new wife told me about mutual funds. She had several thousand in Vanguard and Fidelity. I had very little spare money to ...
by mcblum
Mon Apr 22, 2013 11:03 am
 
Forum: Investing - Theory, News & General
Topic: Late Starters
Replies: 2
Views: 720

Re: Any Minimalists on here?

Ah. If I could only fit into my Speedo again....
Marty
by mcblum
Fri Mar 08, 2013 11:21 am
 
Forum: Personal Consumer Issues
Topic: Any Minimalists on here?
Replies: 93
Views: 9517

Re: What % of your income are you saving for retirement?

This is strange, I am retired and also have a full time job. I am investing about 100% of my salary take home and living off my pension.
Marty
by mcblum
Tue Feb 12, 2013 12:06 pm
 
Forum: Investing - Theory, News & General
Topic: What % of your income are you saving for retirement?
Replies: 228
Views: 21255

Re: Good old days are back....

http://online.wsj.com/article/SB10001424127887323807004578286210256247312.html We are back to 2006/2007: The consumer-lending joint venture of private-equity firm Fortress Investment Group LLC FIG -1.46% and insurer American International Group Inc. AIG +0.40% is planning a rare securitization of s...
by mcblum
Wed Feb 06, 2013 6:41 pm
 
Forum: Investing - Theory, News & General
Topic: Good old days are back....
Replies: 10
Views: 2122

Re: Why would anybody use Turbotax?

I save a few bucks by mailing my return, the old fashioned way. Not in a hurry to get money back.
marty
by mcblum
Wed Jan 30, 2013 11:29 am
 
Forum: Personal Consumer Issues
Topic: Why would anybody use Turbotax?
Replies: 111
Views: 11619

Re: Thinking of moving to Switzerland

Take a look at the South Tyrol instead. marty
by mcblum
Thu Jan 17, 2013 6:51 pm
 
Forum: Personal Consumer Issues
Topic: Thinking of moving to Switzerland
Replies: 60
Views: 3518

Re: Movie recommendation - here's mine

Old Ones: The Maltese Falcoln (Bogart) Key Largo (Bogart) The Quiet Man (Wayne/O'Hara) Twelve Angry Men (all star cast) To Kill A Mockingbird (Peck) Twelve O'Clock High (Peck) Newer Ones: Waking Ned Devine Four Weddings and a Funeral The Princess Bride a cult favorite: Tremors and a soon to be cult...
by mcblum
Wed Jan 02, 2013 7:10 am
 
Forum: Personal Consumer Issues
Topic: Movie recommendation - here's mine
Replies: 52
Views: 4343

Re: Ready, aim, ... FIRE! (The poll)

Nothing on the first of J. I always allocate money for the first three months to cover taxes and will start contributing to IRA about
April 1st. If stocks go down in the first three months, it will be a good buying opportunity.
Happy New Year to All! Marty
by mcblum
Thu Dec 27, 2012 6:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Ready, aim, [Poll on Jan. 1 tax advantaged contributions]
Replies: 50
Views: 3415
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