Search found 6 matches

by jzzmn88
Thu May 18, 2017 5:35 pm
Forum: Personal Finance (Not Investing)
Topic: Question for you high net worth individuals... [real estate investments]
Replies: 82
Views: 12025

Re: Question for you high net worth individuals...

I really appreciate everyone's responses!! It is no small measure of relief to read that most everyone here does not think that RE is necessary to true wealth. I had begun to panic a bit just thinking that I would need to incorporate RE into my portfolio. Just the thought of it was stressing me out....
by jzzmn88
Thu May 18, 2017 12:59 pm
Forum: Personal Finance (Not Investing)
Topic: Question for you high net worth individuals... [real estate investments]
Replies: 82
Views: 12025

Question for you high net worth individuals... [real estate investments]

Hi all, For you high net worth individuals (talking $3 million+), how much of that was attributed to real estate investing? I always keep reading and hearing from friends that real estate is the way to true wealth. There are a few reasons why I haven't gotten into RE yet: 1. Have no experience in it...
by jzzmn88
Thu May 11, 2017 5:03 pm
Forum: Investing - Help with Personal Investments
Topic: Moving to the 3 Fund Portfolio! Help with AA.
Replies: 10
Views: 1669

Re: Moving to the 3 Fund Portfolio! Help with AA.

Retiredjg, thank you so much for your advice! I never thought to look at my portfolio's as a whole before reading these forums so having advice such as yours is so helpful to a newbie like me. I will most definitely consider having a REIT in my portfolio, not only due to wash sale issues, but it wou...
by jzzmn88
Wed May 10, 2017 5:05 pm
Forum: Investing - Help with Personal Investments
Topic: Moving to the 3 Fund Portfolio! Help with AA.
Replies: 10
Views: 1669

Re: Moving to the 3 Fund Portfolio! Help with AA.

Here's one way to allocate a 3 fund portfolio with just His accounts. Total Portfolio = $564,500 Taxable accounts 12.4% $70,000 moved to Vanguard 0% for now Total Stock Market 12.4% Total International Index His solo 401k at TDA 84.1% $475,000 46.3% Total Stock Index VTI 5.1% FTSE All World Except ...
by jzzmn88
Tue May 09, 2017 10:43 pm
Forum: Investing - Help with Personal Investments
Topic: Moving to the 3 Fund Portfolio! Help with AA.
Replies: 10
Views: 1669

Re: Moving to the 3 Fund Portfolio! Help with AA.

Tyler, I really appreciate your thoughts and opinions and will take those things into consideration. You're right, I should increase my allocation of bonds....this bull market is getting long in the tooth. As far as sticking with TD Ameritrade, I have nothing against them, just thought that it will ...
by jzzmn88
Tue May 09, 2017 2:09 pm
Forum: Investing - Help with Personal Investments
Topic: Moving to the 3 Fund Portfolio! Help with AA.
Replies: 10
Views: 1669

Moving to the 3 Fund Portfolio! Help with AA.

Hello all, New member here and I’m kicking myself for not finding this site sooner! There has been a ton of amazing information and am planning on reallocating most of my current investments into the 3 Fund Portfolio as described by Taylor Larimore. I was hoping someone could help me with allocating...