Bogleheads.org

Given the shallow dips so far this year, would today be a RBD ?

bump I assume you bumped your post up because you are hoping to get more help. As I said in an earlier post, we can't really help you without the needed information. You have included some information, but it is all over the place. That makes it difficult for people to find what they are looking fo...

Apoligies in advance ... *** consolidating & answering additional questions *** Current financial situation: 1. mostly cash + vested stock options from prev employment = ~ $1MM --> need to move it to a diversified portfolio for retirement & college education 2. value of retirement accounts ...

It's pretty hazy but it appears you have something like $1.4M in savings, mostly cash except for $0.25M in your previous employers stock. Is that about right? Cash and one stock........ about as undiversified as anyone could imagine. I'm doubting the advisor had anything to do with this. Question, ...

save-early-often wrote:Just out of curiosity, what lead to the firing of the advisor?

long story but in short they switched firms and the new investment approach was way too complicated

Apoligies in advance ... *** consolidating & answering additional questions *** Current financial situation: 1. mostly cash + vested stock options from prev employment = ~ $1MM --> need to move it to a diversified portfolio for retirement & college education 2. value of retirement accounts s...

My apologies if i was unclear earlier. A simpler view of my current situation will be: 1. mostly cash + vested stock options from prev employment = ~ $1MM --> need to move it to a diversified portfolio for retirement 2. value of retirement accounts so far = ~ $375K --> mostly sitting in cash. So in ...

Thanks everyone for your inputs so far. A few clarifications: 1. I already have 40% equity in the home and with the mortgage, I hoping to take advantage of the low interest rates. In a perfect world, I would try to payoff the loan in the next 7-10 years 2. In regards to the emergency cash, honestly ...

I am sorry to say that I was not impressed with my FA [no offense to all the professionals] ... it just didn't work out. I am not as financially saavy and nervous to take positions myself. Therefore looking for some guidance. Here's my situation: Emergency funds: Cash: $100K Debt: Mortgage on primar...