Search found 6 matches

by vk8216
Wed Jan 11, 2017 11:34 am
Forum: Investing - Help with Personal Investments
Topic: Another try at getting Portfolio Advice
Replies: 17
Views: 1108

Re: Another try at getting Portfolio Advice

Thank you all for your responses. I was hoping to get some thoughts on whether saving the advisor fee (1% per year) was worth incurring the capital gains taxes now vs. leaving that money invested with my advisor and not paying the taxes.
by vk8216
Wed Jan 11, 2017 10:54 am
Forum: Investing - Help with Personal Investments
Topic: Another try at getting Portfolio Advice
Replies: 17
Views: 1108

Re: Another try at getting Portfolio Advice

I thought I would edit this post in hopes of getting a few more responses to my portfolio questions. Thank you again.
by vk8216
Fri Jan 06, 2017 3:53 pm
Forum: Investing - Help with Personal Investments
Topic: Another try at getting Portfolio Advice
Replies: 17
Views: 1108

Re: Leaving Merrill and Portfolio help please :)

Thank you all for weighing in on transferring the account. The information is very helpful.
by vk8216
Fri Jan 06, 2017 1:17 pm
Forum: Investing - Help with Personal Investments
Topic: Another try at getting Portfolio Advice
Replies: 17
Views: 1108

Another try at getting Portfolio Advice

Hi Everyone, Happy New Year! I have been reading this forum for over a year now and it has been incredibly helpful. I am very grateful for all of the advice that I have read and now I would like your advice on our overall financial picture. Emergency funds: 1-2 months in checking account Debt: Mortg...
by vk8216
Fri Jun 03, 2016 2:18 pm
Forum: Investing - Theory, News & General
Topic: "6 Reasons The Rich Should Pay-Off Their Mortgage"
Replies: 76
Views: 10732

Re: "6 Reasons The Rich Should Pay-Off Their Mortgage"

This article is helpful as we have been trying to figure out whether to invest in the market or recast our mortgage to lower our payments to give ourselves more job flexibility. Thanks for posting.
by vk8216
Wed May 18, 2016 12:25 pm
Forum: Investing - Help with Personal Investments
Topic: Recast a mortgage right at the begining
Replies: 25
Views: 2235

Re: Recast a mortgage right at the begining

My husband and I just bought a house and our lender was very strict about knowing where our down payment funds were originating from which I think is standard practice these days. We just spoke to our lender (Wells Fargo) about recasting our loan and we can recast our mortgage at any time without a ...

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