Search found 17 matches

by harlan247
Sat Aug 12, 2017 11:38 am
Forum: Investing - Help with Personal Investments
Topic: Dividend Paying stocks
Replies: 33
Views: 3415

Dividend Paying stocks

I want to add one or two dividend paying stocks to my portfolio.
Would appreciate hearing of your favorites and why. Thanks.
by harlan247
Fri Nov 11, 2016 3:46 pm
Forum: Personal Finance (Not Investing)
Topic: Required Minimum Distribution
Replies: 6
Views: 1144

Required Minimum Distribution

Both my wife and I need to withdraw additional funds to satisfy our minimum distribution requirement..Wife needs withdraw approx. $500.00. She owns Amer. Water (AWK), Coca Cola (KO), General Mills (GIS) Which stock would you sell? I need to withdraw additional $1500.00. I own Amer Water, General Mil...
by harlan247
Mon Oct 24, 2016 2:04 pm
Forum: Personal Consumer Issues
Topic: Need help on vehicle purchase
Replies: 4
Views: 610

Need help on vehicle purchase

I need to purchase a new vehicle that allows me to enter and exit easily (because of back pain).
I am considering the 2017 GMC Terrain and the 2016 Honda CRV. Would appreciate any input
re your experience with either. Thanks.
by harlan247
Fri Oct 21, 2016 9:47 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 582
Views: 92431

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is Fidelity presently offering a bonus for transfering IRA or brokerage accounts to them?
Thanks.
by harlan247
Thu Apr 28, 2016 12:07 pm
Forum: Personal Finance (Not Investing)
Topic: A/C outside unit suggestions
Replies: 9
Views: 960

A/C outside unit suggestions

Our A/C unit has crashed (compressor and other issues ) We need to replace. Would welcome suggestions
for units that have performed well for you. Ruud, Comfort Maker and Lennox have been suggested. Thank you
for any help.
by harlan247
Tue Apr 12, 2016 10:52 am
Forum: Personal Finance (Not Investing)
Topic: 1095C form
Replies: 1
Views: 249

1095C form

Please help me to understand why I am receiving form 1095-C from my
employer. I am a retired employee insured under medicare and a private
insurance plan. Not sure if I need to do anything with this. I have filed my
tax return. Thank you for your reply.
by harlan247
Fri Jan 01, 2016 4:38 pm
Forum: Investing - Theory, News & General
Topic: REGISTRATION FOR THE 2016 BOGLEHEAD CONTEST
Replies: 667
Views: 37202

Re: REGISTRATION FOR THE 2016 BOGLEHEAD CONTEST

First year to enter: 2320
by harlan247
Sun Dec 13, 2015 2:31 pm
Forum: Personal Consumer Issues
Topic: San Antonio vs. Morgantown, WV for 2 docs
Replies: 99
Views: 9017

Re: San Antonio vs. Morgantown, WV for 2 docs

I have lived in San Antonio for over 50 years and love it. Yes, we have hot weather in summer. WV has cold weather in the winter. You can adjust to both. Most summers in San Antonio are quite hot. Some days near 100 degrees, but it is not that hot all day. Weather temperature should not be your only...
by harlan247
Sun May 03, 2015 3:23 pm
Forum: Investing - Help with Personal Investments
Topic: Need suggestions [for combining funds in Fidelity IRA]
Replies: 2
Views: 361

Need suggestions [for combining funds in Fidelity IRA]

I have a small IRA with Fidelity (I have a larger one with VG) consisting of three funds: Fidelity Mega Cap, Fidelity Low Priced Stock Fund and Fidelity Spartan 500 Index Fund. All have approx same amount in each.
I am considering combining all three into Spartaan 500. What do you think? Thanks.
by harlan247
Wed Jan 14, 2015 8:37 pm
Forum: Investing - Help with Personal Investments
Topic: Edward Jones Fees
Replies: 24
Views: 5280

Re: Edward Jones Fees

Thank you, Boone.
by harlan247
Wed Jan 14, 2015 4:56 pm
Forum: Investing - Help with Personal Investments
Topic: Edward Jones Fees
Replies: 24
Views: 5280

Re: Edward Jones Fees

Sorry for delay in getting back. Busy with visit with friend in hospital. Took a while to get through all the responses. Thank you very much for taking the time to help. My EJ account has American funds Income A (AMECX) and tax free municipal bonds. I believe the expense charged is .56 plus yearly f...
by harlan247
Tue Jan 13, 2015 11:23 am
Forum: Investing - Help with Personal Investments
Topic: Edward Jones Fees
Replies: 24
Views: 5280

Re: Edward Jones Fees

Thanks to you who replied. What I would like to know is if I am being charged any fees
other than the annual custodial fee. Fund is composed of municipal funds and stocks. I know I am charged when I trade ,
Hope I am making myself clear. Thanks again.
by harlan247
Tue Jan 13, 2015 10:34 am
Forum: Investing - Help with Personal Investments
Topic: Edward Jones Fees
Replies: 24
Views: 5280

Edward Jones Fees

I have had an account with EJ for sometime - mid six figures mostly in an IRA. I also have a brokerage acct at VG comprised of mutual funds. I am charged a yearly custodial fee for EJ account. I am not aware of any other fees. Would this be better moved to VG. Your thoughts. please. Thanks in advanc...
by harlan247
Wed Jan 07, 2015 2:52 pm
Forum: Investing - Help with Personal Investments
Topic: Exchanging VEIPX for VTSMX
Replies: 2
Views: 698

Exchanging VEIPX for VTSMX

I have held VEIPX in a taxable account for some time. I am considering exchanging this fund for VTSMX
mainly because of tax and fee savings. Does this make sense? Your thoughts, please. Thanks!
by harlan247
Sun Oct 19, 2014 8:34 pm
Forum: Personal Consumer Issues
Topic: Windows XP
Replies: 64
Views: 5914

Re: Windows XP

I have used Windows XP for years and have had no problems after cutoff date. I plan to continue
to use it unless or untill I start having problems.
by harlan247
Tue Feb 11, 2014 9:01 pm
Forum: Investing - Theory, News & General
Topic: Input on Vanguard funds[Three-fund portfolio vs. Wellington]
Replies: 8
Views: 1733

Re: Input on Vanguard funds[Three-fund portfolio vs. Welling

Thanks to all who responded to my post. I appreciate it.
I have learned a lot.
by harlan247
Tue Feb 11, 2014 4:21 pm
Forum: Investing - Theory, News & General
Topic: Input on Vanguard funds[Three-fund portfolio vs. Wellington]
Replies: 8
Views: 1733

Input on Vanguard funds[Three-fund portfolio vs. Wellington]

Hi -- I have recently discovered this forum and find it very informative. So glad that so many are willing to share their investment knowledge. Just wonder what the advantage (if any) of owning a three fund portfolio (VTSMX - VGTSX - VBMFX) versus the one fund VWELX other than owning some internatio...