Search found 6 matches

by zenmusic
Sun Jul 23, 2017 8:53 am
Forum: Investing - Help with Personal Investments
Topic: Newbie with Portfolio help needed
Replies: 14
Views: 1279

Re: Newbie with Portfolio help needed

For the taxable account, should I reinvest dividends or have them transferred to money market so you can use lump sum to rebalance annually?
by zenmusic
Sat Jul 22, 2017 9:23 pm
Forum: Investing - Help with Personal Investments
Topic: Newbie with Portfolio help needed
Replies: 14
Views: 1279

Re: Newbie with Portfolio help needed

Thank you! Love your clarity.

Couple of questions:
1. Any advantage in placing international equities in Taxable account?
2. For the 6 month emergency fund (~50k) what are the best funds? Money market vs Munis.. any suggestions?
by zenmusic
Sat Jul 22, 2017 4:58 pm
Forum: Investing - Help with Personal Investments
Topic: Newbie with Portfolio help needed
Replies: 14
Views: 1279

Re: Newbie with Portfolio help needed

I will be putting 50k (all qualified stock) to taxable. One of the questions I had was should I spread the contributions over a period of time as opposed to one time fund purchase as per my portfolio allocation in taxable?
by zenmusic
Sat Jul 15, 2017 10:49 pm
Forum: Investing - Help with Personal Investments
Topic: Newbie with Portfolio help needed
Replies: 14
Views: 1279

Re: Newbie with Portfolio help needed

Thank you guys! Your replies mean a lot. I have updated my original post with more information as requested.
by zenmusic
Fri Jul 14, 2017 4:46 pm
Forum: Investing - Help with Personal Investments
Topic: Newbie with Portfolio help needed
Replies: 14
Views: 1279

Newbie with Portfolio help needed

**** Updated with missing information ***** Hi guys, I became a huge fan of this forum when I started reading few weeks ago. This forum made me realize how wrong my whole approach to investing was. **** Updated **** Emergency funds: 6 months of expenses Debt: None Tax Filing Status: Married Filing J...