Search found 6 matches

by irl
Tue May 30, 2017 11:16 am
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 13
Views: 1578

Re: New-ish Investor--Advice on strategy

Awesome, thank you all for your help! Its been invaluable.
by irl
Sun May 28, 2017 12:04 am
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 13
Views: 1578

Re: New-ish Investor--Advice on strategy

@retiredjg:

The Roth has $26K
The taxable has $10K

We haven't looked too closely into a 401(k)/SIMPLE IRA for the business because we're a small business in the arts and it would have to be super minimal in terms of costs to the company.
by irl
Tue May 23, 2017 11:18 am
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 13
Views: 1578

Re: New-ish Investor--Advice on strategy

Hey @retiredjg: I fall into the 15% tax bracket. Unrealized gains in my taxable account: FBRGX: + $60 (most gains are long-term) TRVLX: + $196 (short-term gains) VHDYX: - $79 (short-term gains) I think this means that my capital gains tax will be 15% either way, right? Thanks for your help! I'm lear...
by irl
Fri May 19, 2017 6:44 pm
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 13
Views: 1578

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 any way to r...
by irl
Mon May 15, 2017 9:20 am
Forum: Investing - Help with Personal Investments
Topic: New-ish Investor--Advice on strategy
Replies: 13
Views: 1578

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: 13
Views: 1578

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 ...