Search found 14 matches

by pre
Sun Jun 18, 2017 10:22 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 430
Views: 56322

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I noticed the TD offer ends soon so thinking of just starting there. They've been renewing the $1000 offer regularly, but indeed they might not. From looking a little at expired offers, it seemed to me that there used to be better bonus offers from more brokerages in the near past and they've falle...
by pre
Mon Jun 12, 2017 7:38 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 430
Views: 56322

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Schwab's the only one of the major firms that I've transferred into my previous/old account. I get my local rep to match the best competing offer at the moment, and their marketing department actually sends me a letter documenting the match (terms, amounts, etc.) a few days later. So then my rep ju...
by pre
Sun Jun 11, 2017 11:53 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 430
Views: 56322

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is a transfer from MEdge to ETrade online or is it by paper form (or does it depend on full or partial transfer)? Both support ACATS electronically, so should be fully electronic. I just did an Etrade transfer a few weeks ago, took only 2 days. CapOne Investing/Sharebuilder's one of the only/few ma...
by pre
Sun Jun 11, 2017 9:18 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 430
Views: 56322

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is a transfer from MEdge to ETrade online or is it by paper form (or does it depend on full or partial transfer)? Both support ACATS electronically, so should be fully electronic. I just did an Etrade transfer a few weeks ago, took only 2 days. CapOne Investing/Sharebuilder's one of the only/few ma...
by pre
Wed Jun 07, 2017 12:54 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 430
Views: 56322

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is a transfer from MEdge to ETrade online or is it by paper form (or does it depend on full or partial transfer)? Both support ACATS electronically, so should be fully electronic. I just did an Etrade transfer a few weeks ago, took only 2 days. CapOne Investing/Sharebuilder's one of the only/few ma...
by pre
Wed May 24, 2017 3:11 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 430
Views: 56322

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Have any folks had experience with Schwab's offers with different types of accounts, i.e. taxable and tax-deferred? Merrill Edge, for example, makes their offers available independently of each other, so I've been able to take advantage of bonuses from both types concurrently. I'd like to do the sam...
by pre
Wed Nov 18, 2015 11:39 pm
Forum: Personal Finance (Not Investing)
Topic: ATM use in Europe
Replies: 31
Views: 2409

Re: ATM use in Europe

Recently returned from a Europe trip and Schwab and Fidelity debit cards both worked well (with no ATM fees, nor additional foreign exchange transaction fees)
by pre
Tue Jun 30, 2015 4:25 pm
Forum: Personal Finance (Not Investing)
Topic: Healthcare cost - Office Visit - negotiated insurance rate higher than cash rate?
Replies: 58
Views: 7059

Re: Healthcare cost - Office Visit - negotiated insurance rate higher than cash rate?

PAMF has been playing the game quite effectively. They became a monopoly by buying Sutter Health, and so for most areas in the Bay Area, they're as you put it the monopoly. They basically can dictate to the insurance companies, to the detriment of patient finances. Of course, the care is top notch ...
by pre
Mon Dec 16, 2013 3:06 pm
Forum: Personal Finance (Not Investing)
Topic: Optimizing job offer negotiation (game theory?)
Replies: 13
Views: 1381

Re: Optimizing job offer negotiation (game theory?)

A friend has received a job offer in a sci/tech field for $60k/year, with $10k signing bonus (vests at end of year 1), and an additional $5k performance bonus if he meets criteria at the 1 year line. His current position is $70k... You don't mention what is the situation re: job location and condit...
by pre
Mon Dec 16, 2013 3:02 pm
Forum: Personal Finance (Not Investing)
Topic: Optimizing job offer negotiation (game theory?)
Replies: 13
Views: 1381

Re: Optimizing job offer negotiation (game theory?)

Hi, if your multinational is anything like those I've worked at, these tips might help... +50% counteroffer is a bit steep. Can he tell if the hiring manager agrees he is the best/only candidate for the job? Would the manager be willing to go to bat for your friend with HR? Is your friend able to g...
by pre
Mon Dec 16, 2013 2:42 am
Forum: Personal Finance (Not Investing)
Topic: Optimizing job offer negotiation (game theory?)
Replies: 13
Views: 1381

Optimizing job offer negotiation (game theory?)

A friend has received a job offer in a sci/tech field for $60k/year, with $10k signing bonus (vests at end of year 1), and an additional $5k performance bonus if he meets criteria at the 1 year line. His current position is $70k. He told prospective HR he's earning $75k including 401(k) matches (but...
by pre
Wed Dec 11, 2013 8:17 pm
Forum: Personal Finance (Not Investing)
Topic: How to respond to request for current salary in an interview
Replies: 113
Views: 10208

Re: How to respond to request for current salary in an inter

Very interesting discussion -- have folks logged into theworknumber.com to see if your salary history is already readily 'public'? I learned of the site a few years ago from the WSJ or some other publication. Many corporations/employers provide base salary information to this database, and I was sur...
by pre
Wed Feb 15, 2012 3:48 am
Forum: Personal Finance (Not Investing)
Topic: Jeremy Lin is a Boglehead...
Replies: 42
Views: 5329

Re: Jeremy Lin is a Boglehead...

Before his contract was picked up for the reminder of the season by the Knicks, he slept in his teammate and brother's couch. He didn't want to spend any of the $762,195 salary on rent until he knows he will stay. He certainly lives below his means. Interviews have shown him driving around his home...
by pre
Mon Apr 04, 2011 2:18 am
Forum: Personal Finance (Not Investing)
Topic: OT: job situation
Replies: 12
Views: 2161

Depending on where in CA, there are mountains and oceans a plenty. With your husband living at his cousin's for some time, how does he like the area? Can he envision settling down there with you? Renting more likely, assuming it's in an overpriced region (e.g. Silicon Valley) How would your career b...

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