Search found 6 matches

by Kilgore Trout
Tue Mar 21, 2017 3:19 pm
Forum: Investing - Help with Personal Investments
Topic: HSA Investment Guidance
Replies: 7
Views: 917

Re: HSA Investment Guidance

Found out some additional information from TD. Apparently they have a number of commission-free ETFs and about 30 from Vanguard. Which is good news, I think. So, being new to this, I am wondering if 3 ETFs from TD, mimicking a 3-Fund Portfolio, is the way to go? Or would it be better to go the mutua...
by Kilgore Trout
Mon Mar 20, 2017 9:48 am
Forum: Investing - Help with Personal Investments
Topic: HSA Investment Guidance
Replies: 7
Views: 917

HSA Investment Guidance

Hello! I have about $8k sitting in an HSA that is not being invested. A sin, I know! Have been trying to determine where to place the funds and hoping someone can help. My full financial picture is here. There are two options in the HSA - mutual funds through Devenir or a brokerage account through T...
by Kilgore Trout
Sun Mar 19, 2017 2:19 pm
Forum: Investing - Help with Personal Investments
Topic: Moving Money from Edward Jones - Seeking Help/Advice
Replies: 2
Views: 312

Re: Moving Money from Edward Jones - Seeking Help/Advice

Nedsaid - Thank you for the replies! To clarify: I do take the 15% discount on the company stock and right now I allocate 2% of my gross income to company stock. Would do more if I could afford it. I agree on the HSA! Was maxing my HSA until I added my domestic partner this year but am still contrib...
by Kilgore Trout
Sun Mar 19, 2017 1:38 pm
Forum: Investing - Help with Personal Investments
Topic: Moving Money from Edward Jones - Seeking Help/Advice
Replies: 2
Views: 312

Moving Money from Edward Jones - Seeking Help/Advice

Hello! Having recently discovered this forum and philosophy of investment, I am hoping to gain the counsel and advice of its members. Would really appreciate any feedback on the below and thank you in advance for your help! Hopefully, over time, I can come to give back to this site as I've already g...
by Kilgore Trout
Sun Mar 19, 2017 11:30 am
Forum: Investing - Help with Personal Investments
Topic: Hello and Thank You from New Member
Replies: 4
Views: 377

Re: Hello and Thank You from New Member

Welcome to the forum . Where are you rolling the Edward Jones IRA over to? Thank you! That is one thing I am trying to determine and will be one of my posts. Leaning towards rolling it into my 401K through Fidelity as I have access to some good Vanguard funds. Was going to post my query separately ...
by Kilgore Trout
Sun Mar 19, 2017 12:36 am
Forum: Investing - Help with Personal Investments
Topic: Hello and Thank You from New Member
Replies: 4
Views: 377

Hello and Thank You from New Member

Hello! Just registered on the site and wanted to take a moment to introduce myself and Thank You for this forum. I discovered you guys after I ran across this link. In 2012, I made a poor financial decision and, after being laid off, moved my 401K into an IRA at Edward Jones in an Advisory Solutions...