Search found 3 matches

by Bovinae
Thu Jul 13, 2017 8:17 am
Forum: Investing - Help with Personal Investments
Topic: Helping a friend transfer from EJ
Replies: 5
Views: 628

Re: Helping a friend transfer from EJ

I recently helped a relative do the same. It was a fairly high value, complicated portofolio containing individual stocks, individual bonds, and a number of mutual funds. It was difficult to even get a straight answer from EJ regarding what the fees were, but they seemed to be percentage based with ...
by Bovinae
Mon Mar 20, 2017 9:19 am
Forum: Investing - Help with Personal Investments
Topic: Purchase strategy for TLH in taxable account
Replies: 2
Views: 316

Purchase strategy for TLH in taxable account

I contribute several thousand dollars per month to a taxable account that I just opened at the beginning of this year. I am not thrilled at the thought of tax loss harvesting (simply because it seems like more work than I like to put into my investing) but I want to have it as an option. Do folks ge...
by Bovinae
Sun Jan 08, 2017 9:42 am
Forum: Investing - Help with Personal Investments
Topic: Managing a messy inherited portfolio
Replies: 9
Views: 969

Managing a messy inherited portfolio

Thanks to everyone who regularly posts and comments; this website is incredible. In searching the forums, I've had innumerable specific questions answered with varying and thoughtful perspectives. I'd like to get thoughts before I pull the trigger on rebalancing an inherited portfolio. Background: ~...