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Re: ?Which Funds to chose in Vangaurd?

Thanks a bunch for the replies, fellas! Much obliged. Regarding my FA...yes I will be comparing apples to apples, so to speak: I will be using the same AA which is approx 80/20. He does incorporate bonds into my portfolio, but uses them in tax sheltered accounts. This is where it gets dicey as I don...
by tudpop
Sun Oct 05, 2014 7:41 am
 
Forum: Investing - Help with Personal Investments
Topic: ?Which Funds to chose in Vangaurd?
Replies: 9
Views: 831

?Which Funds to chose in Vangaurd?

Hi all.... Its been a while since I've posted, but I have a question. Currently, I use a FA for all things investment-related. He has been truly wonderful and I have no gripes about his work except the amount of funds I own. Without going to much in depth about my portfolio, I wanted to ask a "...
by tudpop
Sun Oct 05, 2014 6:47 am
 
Forum: Investing - Help with Personal Investments
Topic: ?Which Funds to chose in Vangaurd?
Replies: 9
Views: 831

Re: harvard med school vs. penn med+full tuition scholarship

My 2 cents as a young physician.... I wasn't in a similar situation by any means as I was planning on my home state school all along for med school (U of Maryland), but I will say that it seems that the "last" place you spent your time is the most important. When a patient or fellow physic...
by tudpop
Mon Apr 15, 2013 7:10 pm
 
Forum: Personal Finance (Not Investing)
Topic: harvard med school vs. penn med+full tuition scholarship
Replies: 115
Views: 10981

Re: To use Defined Benefits Program or not...

Thanks for the responses, guys....much appreciated. I still have to find out a little more information about the plan before making any moves anyway, so I shall search out that info. Thanks also for the encouragement to keep paying down the mortgage. I think I would like to keep doing that and then ...
by tudpop
Fri Mar 15, 2013 7:28 pm
 
Forum: Investing - Help with Personal Investments
Topic: To use Defined Benefits Program or not...
Replies: 6
Views: 591

To use Defined Benefits Program or not...

Hi there everyone. I had a quick question for the group from which i was hoping to get some opinions. Without going into individual funds within each account, I will give a quick and dirty layout of my overall financial status and then ask the question: taxable accounts....around 650k Profit sharing...
by tudpop
Fri Mar 15, 2013 5:37 am
 
Forum: Investing - Help with Personal Investments
Topic: To use Defined Benefits Program or not...
Replies: 6
Views: 591

Slowly becoming my own Financial Advisor

Hi there everyone.... I wanted to ask a quick question of everyone. Without going into everything, I currently have a "very good" financial advisor with whom I've worked over the past 2 years. Prior to that, I had a FA that charged 1% commission, had me in high ER funds with front loads. Y...
by tudpop
Tue Feb 26, 2013 6:56 am
 
Forum: Investing - Help with Personal Investments
Topic: Slowly becoming my own Financial Advisor
Replies: 4
Views: 666

Re: Is is wrong to give your net worth on this site?

Hey all....

Thanks for the info. I can glean from the thread that there is no best answer to my question....better to just know your own goal and try to attain it. Also, retirement calculators seem to be for the birds!! Thanks a a lot for all your input.
by tudpop
Sat Oct 29, 2011 5:38 am
 
Forum: Personal Finance (Not Investing)
Topic: Is is wrong to give your net worth on this site?
Replies: 33
Views: 3869

Is is wrong to give your net worth on this site?

I absolutely love this site, check it daily, and post rarely. I know there is no answer to the question of "how much should I have saved by age _____. But I know many of us want to know that answer, and along with that answer, how you got there. For example, someone may be 35 years old with 7 f...
by tudpop
Fri Oct 28, 2011 9:19 pm
 
Forum: Personal Finance (Not Investing)
Topic: Is is wrong to give your net worth on this site?
Replies: 33
Views: 3869

Thanks again for all of your input. It has been greatly appreciated and has given me much to think about. Cheers
by tudpop
Tue May 31, 2011 7:34 pm
 
Forum: Investing - Help with Personal Investments
Topic: Roth 401K vs Standard 401K
Replies: 19
Views: 5253

Man oh man, this site is great. I can't believe the great responses in so little a time. I think I'm erring on the side of traditional 401k based on the responses and my gut. I am in the highest tax bracket rcurrently, so I might as well take the tax break now. I know the future is uncertain and tha...
by tudpop
Sun May 29, 2011 2:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Roth 401K vs Standard 401K
Replies: 19
Views: 5253

Roth 401K vs Standard 401K

Hi there, everyone.... This is a great site. I have been following for some time now. With everyone's advice and knowledge I learned that my FA was a terrible drain on my funds and have since changed my game plan. He had me in all Class A mutual funds, almost all with 5.75 front end loads and ERs of...
by tudpop
Sun May 29, 2011 12:02 pm
 
Forum: Investing - Help with Personal Investments
Topic: Roth 401K vs Standard 401K
Replies: 19
Views: 5253

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