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Re: Transferring RSUs to Vanguard brokerage

That response from Vanguard is surprising to me. Perhaps they thought the RSUs were not vested? I have done something similar numerous times without difficulty. I gave my Vanguard account info to the IR/legal person at the company issuing RSUs and every time some RSUs vested, they faxed the RSU info...
by quiet_morning
Sat Aug 17, 2013 12:48 pm
 
Forum: Investing - Help with Personal Investments
Topic: Transferring RSUs to Vanguard brokerage
Replies: 11
Views: 833

Re: Need some help with my AA, particularly equity/FI

Thanks so much for your responses. @Chris - I did not have substantial assets in the 2008 market, so I do not know how I would deal with such a downturn. (I do not believe I'm prone to sell off; however, I suspect it will be challenging for me to stay the course and rebalance into a declining asset ...
by quiet_morning
Tue Jul 16, 2013 8:55 pm
 
Forum: Investing - Help with Personal Investments
Topic: Need some help with my AA, particularly equity/FI
Replies: 4
Views: 305

Need some help with my AA, particularly equity/FI

Hi - I'm having trouble finding the right AA for me and would sincerely appreciate some Boglehead comments. (I'm mid-thirties, married, with two kids. No debt, rent an apt. We make ~$200k/yr total and have about $1.8MM in investible assets, 85% of which are in taxable because we made it in a busines...
by quiet_morning
Tue Jul 16, 2013 9:22 am
 
Forum: Investing - Help with Personal Investments
Topic: Need some help with my AA, particularly equity/FI
Replies: 4
Views: 305

Re: How to sell RSUs intelligently.

I went through the same thing. I vested into a number of RSU's periodically and sold when I was first allowed. After the first few sales, the price dropped ~40% and I felt very wise. It has since risen to 2x the value of my minimum sale. Of course, I do not feel great about that. But, I stick to my ...
by quiet_morning
Fri Jul 12, 2013 6:15 pm
 
Forum: Investing - Help with Personal Investments
Topic: How to sell RSUs intelligently.
Replies: 12
Views: 1277

Tax efficiency of TBM vs new VG ex-US bond fund

. Question : Between TBM and VTABX, is one more tax efficient than the other? (My AA calls for more bonds than I can fit into my tax-advantaged accounts, therefore I hold some TBM and munis in a taxable account. I need to rebalance and increase my bond allocation and I intend to add VTABX. So, I wou...
by quiet_morning
Mon Jun 17, 2013 3:45 pm
 
Forum: Investing - Help with Personal Investments
Topic: Tax efficiency of TBM vs new VG ex-US bond fund
Replies: 1
Views: 296

Re: Engineering Degree - MIT vs UW Madison

I went to a big 10 school AND MIT for engineering degrees. Pick MIT, you'll make more money.
by quiet_morning
Thu Mar 22, 2012 8:09 pm
 
Forum: Personal Consumer Issues
Topic: Engineering Degree - MIT vs UW Madison
Replies: 280
Views: 34585

Re: Adding in this market

Well,though you say it's not a lump sum v. DCA situation, it sounds similar. Also, it's a market timing question. I suffer from the same fears and am trying to get a 7-figure sum into my AA after sale of a company. Here's how I [try with moderate success to] sleep at night. ⋅  http://www.c...
by quiet_morning
Wed Feb 29, 2012 8:01 am
 
Forum: Investing - Help with Personal Investments
Topic: Adding in this market
Replies: 10
Views: 959

Re: Boglehead moral support for struggling newbie with lump

Thanks all. How do you get over feelings of poor timing? Or guilt of losing to inflation while you DCA?
by quiet_morning
Sun Feb 26, 2012 2:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: Boglehead moral support for struggling newbie with lump sum
Replies: 15
Views: 940

Boglehead moral support for struggling newbie with lump sum

I'm having a lot of trouble not just "staying the course", but "starting the course." Analysis paralysis, etc. I'm hoping for words of wisdom to which I can refer back in moments of doubt. My situation. I sold my company last summer for (what is for me) a life-changing sum. Fortu...
by quiet_morning
Sat Feb 25, 2012 9:26 pm
 
Forum: Investing - Help with Personal Investments
Topic: Boglehead moral support for struggling newbie with lump sum
Replies: 15
Views: 940

Re: selling a company - valuation

Just went through the same experience. There are three common methods to reach a valuation: * Revenue/profit based (what you proposed, essentially an NPV or revenue multiple); * Cost based (what it would cost them to catch up with you or competing acquirer); and, * Comparable acquisitions in your ma...
by quiet_morning
Wed Feb 22, 2012 9:30 pm
 
Forum: Personal Finance (Not Investing)
Topic: selling a company - valuation
Replies: 13
Views: 867

What is above/below historical averages "these days"

I'd like to know how the values of different asset classes currently stand against their historical averages. I'm interested in both broad indices (the Dow, treasuries), as well as specific metrics (P/E ratios, market sectors, housing prices). This is not so much for market timing as it is to help m...
by quiet_morning
Wed Feb 08, 2012 2:14 pm
 
Forum: Investing - Theory, News & General
Topic: What is above/below historical averages "these days"
Replies: 4
Views: 513

People say "don't buy bond funds now". Market timing?

Everybody says now is a bad time to buy bond funds, even Bogleheads in this forum. The logic is clear: since people feel interest rates must rise, bonds purchased now will inevitably lose value.

But, why isn't this market timing? Aren't they predicting future returns?


Thx.
by quiet_morning
Sat Jan 14, 2012 9:00 am
 
Forum: Investing - Theory, News & General
Topic: People say "don't buy bond funds now". Market timing?
Replies: 59
Views: 6732

Advice needed: early 30s, 7-fig sum to invest, aspiring BH

I am a newcomer to this forum; an aspiring Boglehead; and [very fortunate] recipient of a 7-figure sum after selling my company. I intend to invest these funds and manage them in Boglehead fashion. But, I don't know how best to get started. About me: early 30s; married; 1 kid; modest lifestyle; good...
by quiet_morning
Sun Jul 03, 2011 7:33 pm
 
Forum: Investing - Help with Personal Investments
Topic: Advice needed: early 30s, 7-fig sum to invest, aspiring BH
Replies: 4
Views: 819

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