Search found 503 matches

by jbranx
Mon Jun 17, 2019 1:07 pm
Forum: Investing - Theory, News & General
Topic: Would a war be bullish for bearish for stocks?
Replies: 14
Views: 798

Re: Would a war be bullish for bearish for stocks?

[Topic is locked.} https://www.bogleheads.org/forum/rules#rule-4b Non-actionable (Trolling) Topics If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include: US or world economic, political, tax, health care and climate policies co...
by jbranx
Mon Jun 17, 2019 12:50 pm
Forum: Personal Finance (Not Investing)
Topic: keep me company while i wait on hold with a major firm
Replies: 5
Views: 451

Re: keep me company while i wait on hold with a major firm

This thread has run its course and is locked ( not actionable). General comment threads are off topic in the forums with "Personal" in the title. See: A reminder that non-investing general comment threads are OT - It must be actionable . You must be able to do something specific with the replies th...
by jbranx
Sun Jun 16, 2019 6:33 pm
Forum: Non-US Investing
Topic: Bond ETF Choice
Replies: 2
Views: 309

Re: Bond ETF Choice

{Topic is now in Non-US Investors} posting.php?mode=reply&f=22&t=283504
by jbranx
Sat Jun 15, 2019 6:16 pm
Forum: Investing - Theory, News & General
Topic: 5 Million Into Fixed Income
Replies: 37
Views: 5070

Re: 5 Million Into Fixed Income

{Topic is now in Investing-Theory, News&General}
by jbranx
Sat Jun 15, 2019 1:33 am
Forum: Personal Finance (Not Investing)
Topic: How to preserve $10M+ in wealth owned by unsophisticated people?
Replies: 82
Views: 14403

Re: How to preserve $10M+ in wealth owned by unsophisticated people?

This thread has run its course and is locked (topic exhausted). See: Locked Topics Moderators or site admins may lock a topic (set it so no more replies may be added) when a violation of posting policy has occurred. Occasionally, even if there are no overt violations of posting policy, a topic (or ...
by jbranx
Fri Jun 14, 2019 1:27 pm
Forum: Investing - Theory, News & General
Topic: The Case Against ETFs
Replies: 193
Views: 8266

Re: The Case Against ETFs

{I deleted two off-topic comments} Moderator Jbranx
by jbranx
Thu Jun 13, 2019 11:03 pm
Forum: Personal Investments
Topic: High net worth individual seeks portfolio advice
Replies: 80
Views: 7941

Re: High net worth individual seeks portfolio advice

I deleted a post that violates Forum Policies regarding fair use of copyrighted material. https://www.bogleheads.org/forum/rules#rule-5e. Moderator Jbranx Quoting outside material Please limit quotations and reproductions of external materials to the minimum necessary to make your point. You should...
by jbranx
Wed Jun 12, 2019 11:32 pm
Forum: Personal Consumer Issues
Topic: Toyota Sienna tire replacement at 12k miles
Replies: 65
Views: 3362

Re: Toyota Sienna tire replacement at 12k miles

{Topic is now in Personal Consumer Issues} viewforum.php?f=11
by jbranx
Wed Jun 12, 2019 6:12 pm
Forum: Personal Investments
Topic: Is my employee stock purchase plan a no brainer?
Replies: 19
Views: 1570

Re: Is my employee stock purchase plan a no brainer?

{I edited post title for clarity.} Moderator Jbranx
by jbranx
Wed Jun 12, 2019 1:52 am
Forum: Investing - Theory, News & General
Topic: Fed Impact on Market
Replies: 2
Views: 410

Re: Fed Impact on Market

Topic is locked. Not actionable. See Forum Rules on Unacceptable Topics https://www.bogleheads.org/forum/rules#rule-4b Non-actionable (Trolling) Topics If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include: US or world economic...
by jbranx
Tue Jun 11, 2019 11:41 pm
Forum: Personal Investments
Topic: Non-Profit Retirement Plans
Replies: 6
Views: 546

Re: Non-Profit Retirement Plans

{Topi is now in Personal Investments} posting.php?mode=reply&f=1&t=283163
by jbranx
Mon Jun 10, 2019 5:13 pm
Forum: Personal Consumer Issues
Topic: Luxembourg--worth visiting?
Replies: 30
Views: 2143

Re: Luxembourg--worth visiting?

Only been there once. Very nice, affluent place to visit. We stopped by the American military cemetery there where General Patton is buried. Here's a link on that one: https://luxtimes.lu/archives/3091-gener ... ly-lost-it
by jbranx
Mon Jun 10, 2019 4:43 pm
Forum: Investing - Theory, News & General
Topic: Is it bad to look at debt (student loans) like this?
Replies: 39
Views: 2951

Re: Is it bad to look at debt (student loans) like this?

{Topic is now in Investing-Theory, News and General} viewforum.php?f=10
by jbranx
Sun Jun 09, 2019 1:49 pm
Forum: Personal Investments
Topic: Wash sale clarification needed
Replies: 13
Views: 517

Re: Wash sale clarification needed

The simplest, least legalese, least contentious answer is this: It's a "wash sale" if you broker says so. Don't do something that causes your broker to declare a "wash sale" on your tax report. Call them and ask if in doubt. Livesoft is correct on, I buy it in the morning at $100 and sell it before ...
by jbranx
Sun Jun 09, 2019 1:32 pm
Forum: Personal Investments
Topic: Wash sale clarification needed
Replies: 13
Views: 517

Re: Wash sale clarification needed

The Wiki entry is pretty clear; if you want to read for yourself, it's IRS pub. 550: https://www.irs.gov/forms-pubs/about-publication-550 BH Wiki: IRS definition Link: https://www.bogleheads.org/wiki/Wash_sale A wash sale occurs when you sell or trade stock or securities at a loss and within 30 days...
by jbranx
Sun Jun 09, 2019 1:26 pm
Forum: Personal Investments
Topic: Wash sale clarification needed
Replies: 13
Views: 517

Re: Wash sale clarification needed

You are okay. IRS rule is not the most clear one, but this is far from "substantially similar." Thanks....but why you say its not "substantially similar."? is it because one is ETF and the other is stock ? and so both are totally different animals for wash sale rule even if they are both from finan...
by jbranx
Sun Jun 09, 2019 1:05 pm
Forum: Personal Investments
Topic: Wash sale clarification needed
Replies: 13
Views: 517

Re: Wash sale clarification needed

You are okay. IRS rule is not the most clear one, but this is far from "substantially similar."
by jbranx
Sun Jun 09, 2019 11:57 am
Forum: Personal Investments
Topic: Deep out of Money Puts and LEAP Puts- What am I overlooking?
Replies: 29
Views: 2294

Re: Deep out of Money Puts and LEAP Puts- What am I overlooking?

One way to think about this is that you are "buying' insurance at a pretty steep price. Every time I have ever done the calculations on this strategy and similar ones, I have concluded that they are not a good deal. And every time I think I am Taleb, I decide I'm rather mimic his exercise in the gym...
by jbranx
Sun Jun 09, 2019 11:01 am
Forum: Personal Finance (Not Investing)
Topic: Aging Parents Who Try To Control Adult Children With Money
Replies: 2
Views: 1098

Re: Aging Parents Who Try To Control Adult Children With Money

{Topic is locked. Not personal; not actionable.} https://www.bogleheads.org/forum/rules#rule-3d Personal Finance This subforum is for personal financial issues that don't involve investments. Examples of acceptable topics are: - insurance - employment issues - credit card and credit rating issues - ...
by jbranx
Sat Jun 08, 2019 3:38 am
Forum: Personal Finance (Not Investing)
Topic: Why should the Fed cut rates?
Replies: 2
Views: 664

Re: Why should the Fed cut rates?

This thread has run its course and is locked (not personal nor actionable). General comment threads are off topic in the forums with "Personal" in the title. See: A reminder that non-investing general comment threads are OT - It must be personal . In other words, you must be asking about your own s...
by jbranx
Fri Jun 07, 2019 11:13 pm
Forum: Personal Finance (Not Investing)
Topic: Money Deposited into my bank account in error
Replies: 10
Views: 1079

Re: Money Deposited into my bank account in error

This thread has run its course and is locked (topic exhausted). See: Locked Topics Moderators or site admins may lock a topic (set it so no more replies may be added) when a violation of posting policy has occurred. Occasionally, even if there are no overt violations of posting policy, a topic (or ...
by jbranx
Fri Jun 07, 2019 10:55 pm
Forum: Investing - Theory, News & General
Topic: Insights From a Long Call With Vanguard Reps Today
Replies: 74
Views: 11959

Re: Insights From a Long Call With Vanguard Reps Today

{I edited the OP's topic title slightly to better reflect the insights gained from the call}
by jbranx
Fri Jun 07, 2019 9:16 pm
Forum: Personal Consumer Issues
Topic: What Book Are You Currently Reading? Part VI
Replies: 3778
Views: 1087809

Re: What Book Are You Currently Reading? Part VI

"The Index Revolution" by Charles Ellis, introduction by B. Malkiel. Some good personal history of his transition from his DLJ days as a committed active investor and practitioner to an index fund promoter. Lots of good explanations of why index funds outperform, but not that much new for most BH's....
by jbranx
Fri Jun 07, 2019 3:21 pm
Forum: Investing - Theory, News & General
Topic: [How ETFs use "Heartbeat trades" to avoid taxes, Vanguard's patent]
Replies: 116
Views: 6078

Re: [How ETFs use "Heartbeat trades" to avoid taxes, Vanguard's patent]

{Topic merged into this ongoing thread on "heartbeat trades."} Moderator Jbranx
by jbranx
Thu Jun 06, 2019 10:56 pm
Forum: Investing - Theory, News & General
Topic: US stocks still look better than anywhere else
Replies: 100
Views: 7546

Re: US stocks still look better than anywhere else

{I removed an Off-Topic post}
by jbranx
Thu Jun 06, 2019 12:40 am
Forum: Personal Investments
Topic: Problem at Vanguard?
Replies: 42
Views: 5234

Re: Problem at Vanguard?

This thread has run its course and is locked (topic exhausted). See: Locked Topics Moderators or site admins may lock a topic (set it so no more replies may be added) when a violation of posting policy has occurred. Occasionally, even if there are no overt violations of posting policy, a topic (or ...
by jbranx
Thu Jun 06, 2019 12:06 am
Forum: Personal Consumer Issues
Topic: Filter drinking water when water softener is installed?
Replies: 5
Views: 507

Re: Filter drinking water when water softener is installed?

{Topic is now in Personal Consumer Issues}
by jbranx
Wed Jun 05, 2019 5:01 pm
Forum: Personal Investments
Topic: Problem at Vanguard?
Replies: 42
Views: 5234

Re: Problem at Vanguard?

I'm not LadyGeek, as one poster called for her, but several posts are getting testy. To keep the topic open, let's remember the Forum Rules on respecting each other's positions. They are here: https://www.bogleheads.org/forum/rules#Moderation And here: Discussions should be conducted without fondnes...
by jbranx
Wed Jun 05, 2019 12:32 am
Forum: Investing - Theory, News & General
Topic: Two books coming in.
Replies: 12
Views: 1868

Re: Two books coming in.

You have some very good books in hand and other recommended ones. I'd add Jack Bogle's "Little Book of Common Sense Investing," last edition, since he was the inspiration for this Forum. All of his books are good and you may find several others in the library. Another good one to consider is Burton ...
by jbranx
Tue Jun 04, 2019 4:12 pm
Forum: Investing - Theory, News & General
Topic: Why put money in a Tax deferred 401k if Taxes will be higher in the future?
Replies: 25
Views: 2127

Re: Why put money in a Tax deferred 401k if Taxes will be higher in the future?

Topic is unlocked following Moderator review. Please keep in mind that this is a strict "no politics" forum. Discussions of proposed changes to existing legislation are off-topic. Here's why: Political comments and proposed tax plan remain off-topic The main point is that you should invest accordin...
by jbranx
Mon Jun 03, 2019 1:13 pm
Forum: Investing - Theory, News & General
Topic: U.S. stocks in free fall
Replies: 11008
Views: 1918031

Re: U.S. stocks in free fall

{Topic is being derailed by comments about millennial's. I deleted several off-topic posts. Please stay on topic about markets in free fall} Moderator Jbranx
by jbranx
Sat Jun 01, 2019 9:43 pm
Forum: Personal Consumer Issues
Topic: What to do with a 24" analog CRT TV?
Replies: 56
Views: 2955

Re: What to do with a 24" analog CRT TV?

{I deleted an Off-Topic post.} Posts are deteriorating; stay on topic.
by jbranx
Sat Jun 01, 2019 8:56 pm
Forum: Investing - Theory, News & General
Topic: Retrospective good lessons from market crashes
Replies: 5
Views: 985

Re: Retrospective good lessons from market crashes

{Topic is now in Investing-Theory, News & General} viewforum.php?f=10
by jbranx
Sat Jun 01, 2019 3:19 pm
Forum: Personal Finance (Not Investing)
Topic: Money Magazine June issue (Last print)
Replies: 1
Views: 538

Re: Money Magazine June issue (Last print)

Topic is locked; has been locked multiple times. Do not post regarding this issue. Here's a link to a previous lock: https://www.bogleheads.org/forum/viewtopic.php?f=10&t=281890 The thread remains locked (not actionable, crimes of other people). See: Non-actionable (Trolling) Topics If readers can't...
by jbranx
Thu May 30, 2019 9:32 pm
Forum: Personal Consumer Issues
Topic: Efficient Disneyland visit for family 1-2 days
Replies: 37
Views: 2502

Re: Efficient Disneyland visit for family 1-2 days

{Topic is now in Personal Consumer Issues}
by jbranx
Thu May 30, 2019 1:41 pm
Forum: Personal Investments
Topic: Account pension as part of bond allocation
Replies: 16
Views: 822

Re: Account pension as part of bond allocation

{Topic is now in Personal Investments} viewforum.php?f=1
by jbranx
Mon May 27, 2019 1:10 am
Forum: Personal Investments
Topic: Too many eggs in one basket?
Replies: 43
Views: 4874

Re: Too many eggs in one basket?

{Topic is now in Personal Investments Forum} viewforum.php?f=1
by jbranx
Sat May 25, 2019 11:49 pm
Forum: Investing - Theory, News & General
Topic: A $2M Scam by a Former Vanguard Supervisor
Replies: 7
Views: 3373

Re: A $2M Scam by a Former Vanguard Supervisor

{Topic is locked. Previous thread on same topic was also locked: viewtopic.php?t=275832 Topic is not actionable. Crimes of other people. Forum Rule: rules#rule-4b
by jbranx
Sat May 25, 2019 11:29 pm
Forum: Investing - Theory, News & General
Topic: "A Set-It-and-Forget-It Target-Date Series From Vanguard"
Replies: 120
Views: 13480

Re: "A Set-It-and-Forget-It Target-Date Series From Vanguard"

{I deleted two off-topic posts} Remember Forum Policies on General Etiquette: rules#AlsoRequire

Moderator Jbranx
by jbranx
Fri May 24, 2019 11:39 pm
Forum: Personal Consumer Issues
Topic: Any audiophiles on this forum?
Replies: 58
Views: 4408

Re: Any audiophiles on this forum?

{Topic is now in Personal Consumer Issues}
by jbranx
Fri May 24, 2019 2:31 pm
Forum: Personal Finance (Not Investing)
Topic: [Proposed changes to 401(k) and IRAs]
Replies: 67
Views: 2771

Re: Proposed changes to 401k and IRAs

{Topic is locked, discussion of proposed legislation/regulation is off topic. Forum Rules state: Note that discussions of proposed laws or regulations are prohibited. rules#rule-4a
by jbranx
Fri May 24, 2019 1:20 pm
Forum: Personal Finance (Not Investing)
Topic: Why doesn't QCD include 401(k) or 403(b)?
Replies: 27
Views: 956

Re: Why doesn't QCD include 401(k) or 403(b)?

{Topic is now unlocked}.
by jbranx
Fri May 24, 2019 12:46 pm
Forum: Personal Finance (Not Investing)
Topic: Why doesn't QCD include 401(k) or 403(b)?
Replies: 27
Views: 956

Re: Why doesn't QCD include 401(k) or 403(b)?

{Topic is locked. Discussion of regulation and/or legislation is off topic as it inevitably leads to controversy on matters members can do nothing about. See Forum Policies here: rules#rule-4a

Update: See below.
by jbranx
Fri May 24, 2019 12:20 pm
Forum: Personal Finance (Not Investing)
Topic: [Proposed changes to 401(k) and IRAs]
Replies: 67
Views: 2771

Re: House votes to change RMDs to 72

Topic is locked. See Forum Policies Rule 4(a) which states: Note that discussions of proposed laws or regulations are prohibited. rules#rule-4a
by jbranx
Wed May 22, 2019 11:28 am
Forum: Personal Investments
Topic: 7% callable - Structured Investment/Note
Replies: 30
Views: 2422

Re: 7% callable - Structured Investment/Note

Welcome Matparah4. You may want to start here with this from the BH Wiki: https://www.bogleheads.org/wiki/Structured_products