Search found 3 matches

by irl
Fri May 19, 2017 6:44 pm
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 7
Views: 641

Re: New-ish Investor--Advice on strategy

Thanks to all for the feedback! I had a feeling the picks I got from this advisor wasn't necessarily lining up with what I read in Bogleheads... So, if I wanted to convert to Fidelity passive index funds, selling and then buying within my Roth is not a "taxable event," correct? Is there an...
by irl
Mon May 15, 2017 9:20 am
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 7
Views: 641

Re: New-ish Investor--Advice on strategy

Thanks. I'm not really looking to transfer to Vanguard, just looking to see if I'm reasonably following the Bogleheads principles.
by irl
Sun May 07, 2017 6:23 pm
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 7
Views: 641

New-ish Investor--Advice on strategy

Hey there! I'm a relatively new investor (~4 years) and would like some advice on my portfolio. Some background: I've read Bogleheads guide to investing and refer to it often, so I have a pretty good grasp on the basics of asset allocation. I've tried to choose funds with low expense ratios, and in ...

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