Search found 8 matches

by objectivefunction
Sat Jan 14, 2017 8:20 am
Forum: Investing - Theory, News & General
Topic: Is Vanguard not the best choice for I401k or Sep IRA
Replies: 13
Views: 593

Re: Is Vanguard not the best choice for I401k or Sep IRA

I don't have any personal experience with it, but one reason I've heard people prefer Fidelity over Vanguard is Fidelity's plan documents will allow rolling in funds from a rollover TIRA whereas Vanguard does not.
by objectivefunction
Thu Jan 12, 2017 6:57 am
Forum: Personal Finance (Not Investing)
Topic: New Amazon Prime card, no annual fee, 5%(!) back on Amazon purchases
Replies: 72
Views: 6653

Re: Amazon Prime Rewards Visa Signature Card

I am a household member of an Amazon Prime member. I still get the 3 percent, not 5. Can others confirm this is correct? Edit : Per Amazon chat I have checked and found that in order to get the 5% earning through your Amazon Visa Card, your amazon account should have a paid amazon prime membership....
by objectivefunction
Wed Jan 11, 2017 7:30 pm
Forum: Personal Finance (Not Investing)
Topic: New Amazon Prime card, no annual fee, 5%(!) back on Amazon purchases
Replies: 72
Views: 6653

Re: Amazon Prime Rewards Visa Signature Card

I am a household member of an Amazon Prime member. I still get the 3 percent, not 5. Can others confirm this is correct? Edit : Per Amazon chat I have checked and found that in order to get the 5% earning through your Amazon Visa Card, your amazon account should have a paid amazon prime membership....
by objectivefunction
Wed Jan 11, 2017 4:27 pm
Forum: Personal Finance (Not Investing)
Topic: New Amazon Prime card, no annual fee, 5%(!) back on Amazon purchases
Replies: 72
Views: 6653

Re: Amazon Prime Rewards Visa Signature Card

Any reason to get this over the 5% Synchrony card? I'm wondering. I have both (apparently). I signed up for a Chase Amazon Rewards Visa a while ago (I had Prime at the time), but I don't recall 5% back for a prime account. Is this new? I signed up for the Chase card to get a $50 Amazon GC, and have...
by objectivefunction
Wed Nov 23, 2016 9:21 am
Forum: Personal Finance (Not Investing)
Topic: Moving from FTE to independent small business: how to save for retirement
Replies: 8
Views: 485

Re: Moving from FTE to independent small business: how to save for retirement

I don't know that I'm an expert, but I can share a little bit of experience. I've started a couple of single member LLCs in my home state (Virginia), and they are pretty easy to start and operate compared to a corporation. I always had the belief that I would want some kind of entity to shield my pe...
by objectivefunction
Wed Nov 16, 2016 7:10 am
Forum: Personal Finance (Not Investing)
Topic: Open Enrollment, HSA, pregnancy
Replies: 5
Views: 505

Re: Open Enrollment, HSA, pregnancy

First of all, I should have mentioned before that my wife and I are in our mid-30's and the kids are 10, 7, 4, and 1. We have no chronic medical conditions or regular prescriptions among us. I think we've had 1 or 2 ER visits total. We mostly just do preventative visits, which would also be free wit...
by objectivefunction
Tue Nov 15, 2016 5:22 pm
Forum: Personal Finance (Not Investing)
Topic: Open Enrollment, HSA, pregnancy
Replies: 5
Views: 505

Open Enrollment, HSA, pregnancy

It is open enrollment at my employer, and I'm thinking about switching to a high deductible health plan with an HSA. I have been thinking about it for a little while. I'd like to use an HSA to save for (early) retirement because at the moment we are a single income family (stay-at-home mom + 4 kids ...
by objectivefunction
Wed May 04, 2016 5:04 am
Forum: Investing - Theory, News & General
Topic: Anyone try Jason Kelly's 3Sig Investing Method?
Replies: 16
Views: 2250

Re: Anyone try Jason Kelly's 3Sig Investing Method?

I've read Kelly's book, and got really interested in it and value averaging in general. It is basically a value averaging approach with a 3% per quarter value path. It seems like a simple idea at first (80% in small cap stocks with a 3% value path that pulls from/pushes to a bond fund), but then it ...

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