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Please offer portfolio guidance & suggestion for fund(s)

My son is a software engineer in San Francisco working for a tiny start up. 1. Please critique his portfolio (~$900K) and offer suggestions for improvement. 2. He has received a direct rollover of his 401(K) assets at a previous employer of roughly $150K and is looking for guidance as to which Vangu...
by rupalb9
Tue Sep 02, 2014 11:31 am
 
Forum: Investing - Help with Personal Investments
Topic: Please offer portfolio guidance & suggestion for fund(s)
Replies: 2
Views: 231

Re: San Francisco Restaurant Recommendations

Tartine Bakery, 600 Guerrero St
http://www.tartinebakery.com/
There's a Delfina Pizzeria (mentioned by another respondent) next door.
by rupalb9
Tue Apr 29, 2014 10:13 am
 
Forum: Personal Consumer Issues
Topic: San Francisco Restaurant Recommendations
Replies: 44
Views: 2910

Suggestions for 4 day trip to Santa Fe, Taos, Albuquerque?

Hello, My wife and I are heading out to NM for a vacation early in May. We are interested in sightseeing and enjoying New Mexico cuisine. About 20 years ago, I got a chance to go to Albuquerque on a business trip and remember enjoying meals with 'chiles' very much. I'd appreciate any suggestions for...
by rupalb9
Tue Apr 29, 2014 10:05 am
 
Forum: Personal Consumer Issues
Topic: Suggestions for 4 day trip to Santa Fe, Taos, Albuquerque?
Replies: 9
Views: 545

Re: Costco Men's Kirkland Signature Athletic Shoes

I had purchased an earlier version of these sneakers and found them to be unsatisfactory. However, a recent article in the Costco magazine about the most recent incarnation made by Fila convinced me to get another pair. I have had them for a couple of months and they are quite comfortable. They may ...
by rupalb9
Thu Oct 10, 2013 1:40 pm
 
Forum: Personal Consumer Issues
Topic: Costco Men's Kirkland Signature Athletic Shoes
Replies: 8
Views: 3016

83(b) election. Should my son do it & when?

My son, a software engineer, received stock options in his new employer a few months ago. The company has some promise and has received funding from a prominent VC. The option grant is on a 4-year vesting cycle with the first 25% vesting after 12 months of employment. He has been given an opportunit...
by rupalb9
Mon Jul 15, 2013 10:00 am
 
Forum: Personal Finance (Not Investing)
Topic: 83(b) election. Should my son do it & when?
Replies: 1
Views: 165

Got my Mac repaired at Apple Store

I have had a 15" MacBook Pro (early-2008 model) as my primary computer for 4 years. I had noticed about 2 years ago that the machine had become noisy . I figured that it was either the hard drive or the fans. A couple of months ago, I successfully upgraded the hard drive to 750GB. The noise rem...
by rupalb9
Mon Jan 28, 2013 3:57 pm
 
Forum: Personal Consumer Issues
Topic: Got my Mac repaired at Apple Store
Replies: 1
Views: 821

Re: Where to buy a house/condo in SF? Suggestions?

Thanks to everyone who has posted and provided their views.
Best wishes,
Rupert
by rupalb9
Thu Dec 27, 2012 11:12 pm
 
Forum: Personal Finance (Not Investing)
Topic: Where to buy a house/condo in SF? Suggestions?
Replies: 9
Views: 1316

Re: Where to buy a house/condo in SF? Suggestions?

jhd > Thank you for your very detailed and valuable response. E.g. why do you want a second home in San Francisco? - One of our sons is a renter in SF and has a job as a software engineer in downtown SF. He leases a room in a house. Our logic is to help him get better situated and to have a weekend ...
by rupalb9
Tue Dec 25, 2012 5:58 pm
 
Forum: Personal Finance (Not Investing)
Topic: Where to buy a house/condo in SF? Suggestions?
Replies: 9
Views: 1316

Where to buy a house/condo in SF? Suggestions?

My wife and I have been talking about buying a second home in San Francisco. Our budget tops out at $750K although we'd prefer to pay less. We have lived in the Bay area for over a decade but don't have much of an idea about the neighborhoods of San Francisco. We are interested in finding out about ...
by rupalb9
Tue Dec 25, 2012 3:06 pm
 
Forum: Personal Finance (Not Investing)
Topic: Where to buy a house/condo in SF? Suggestions?
Replies: 9
Views: 1316

Re: Cataract diag - let the upsell begin!

I am in Silicon Valley. I had both eyes operated upon for cataracts recently by http://www.changcataract.com/ A relative who is an ophthalmologist suggested that I go to him because he is very well known as an expert and innovator. My eyes were operated upon 2 weeks apart. I chose simple lenses and ...
by rupalb9
Tue Dec 13, 2011 9:24 pm
 
Forum: Personal Consumer Issues
Topic: Cataract diag - let the upsell begin!
Replies: 19
Views: 1656

Paying mortgage w. Trad IRA withdrawals. Flaws in my logic?

Hello I am 62 and have a large mortgage balance with a 24 year term left on it. I also have about the same amount in a Traditional IRA account. I plan to make payments on my mortgage using monthly withdrawals from that IRA. I believe that the amount of withdrawal will be reported as ordinary income....
by rupalb9
Mon Nov 08, 2010 9:25 pm
 
Forum: Personal Finance (Not Investing)
Topic: Paying mortgage w. Trad IRA withdrawals. Flaws in my logic?
Replies: 8
Views: 1540

Suggestions for handling incentive stock options & RSUs?

We are hoping to do it better this time around. Background : I exercised stock options during the crazy Internet bubble days, hung on to them past the date when the shares had turned long term, did not have any orders in place to trigger a sale should there have been a serious decline. I lost a few ...
by rupalb9
Mon Aug 02, 2010 3:07 am
 
Forum: Personal Finance (Not Investing)
Topic: Suggestions for handling incentive stock options & RSUs?
Replies: 3
Views: 1123

Recommendations for a week in Seattle, Vancouver, BC?

Hello, My wife and I are getting ready to take a week off and fly to Seattle in the 3rd week of August. We will spend three days in Seattle and then drive to the Vancouver, BC area for 2/3 days in a rental car. I'd appreciate any recommendations for accommodations and places to see. [I notice that d...
by rupalb9
Mon Aug 10, 2009 10:38 am
 
Forum: Personal Consumer Issues
Topic: Recommendations for a week in Seattle, Vancouver, BC?
Replies: 12
Views: 1703

Recommendations for short-term housing near UCLA?

Hello, I need to find a room near UCLA to be near my son during his summer session for a month (7/6 - ). Weekly rental would also work. I have found Craigslist a bit hard to navigate because search by neighborhood capability is not there and I am not familiar with area. Santa Monica/Venice/Brentwood...
by rupalb9
Sun Jul 05, 2009 1:04 pm
 
Forum: Personal Consumer Issues
Topic: Recommendations for short-term housing near UCLA?
Replies: 2
Views: 935

Earthquake Insurance in California?

Hello, I have had earthquake insurance with Geovera on my house in the SF Bay area since 1999. The most recent renewal notice shows a premium of about $1,870 with a policy limit (insured value) of $970K. There is a 15% deductible. After years of ignoring this sizable outlay, I want to take look at d...
by rupalb9
Mon May 11, 2009 3:57 pm
 
Forum: Personal Finance (Not Investing)
Topic: Earthquake Insurance in California?
Replies: 55
Views: 7912

Order in which to sell I-Bonds?

Hello, Q 1. I need to raise some cash and need to sell a portion of my I-Bonds. All of my holdings are over 5 year old. I have classified them in 5 buckets: Bucket ------------ Rate -------------- Yield A. ----------------- 6.11% ------------ 5.64% B. ----------------- 5.09% ------------ 4.61% C. --...
by rupalb9
Tue Jun 03, 2008 12:02 am
 
Forum: Personal Finance (Not Investing)
Topic: Order in which to sell I-Bonds?
Replies: 2
Views: 947

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