Search found 4 matches

by arch94110
Thu Mar 16, 2017 5:04 pm
Forum: Investing - Help with Personal Investments
Topic: Planning for home purchase and simplifying investments
Replies: 4
Views: 855

Re: Planning for home purchase and simplifying investments

Thanks for the detailed reply. Let's start with the 401k / IRA Why don't you post what you are currently invested in with their expense ratios, and your desired risk level (to come up with your overall stock v bond mix), and make sure you tell us what funds and expense ratios are available in your w...
by arch94110
Thu Mar 09, 2017 12:16 pm
Forum: Local Chapters and Bogleheads Community
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 99
Views: 32021

Re: San Jose, CA Area Bogleheads Chapter

I think that we can cover these topics on this board if you repost the questions and background to the main page. a. Pick vanguard (board approved!) or fidelity or Schwab 1. Keep it in a short term bond fund or high yield savings account. Depending on your income tax rate, consider 50/50 short term...
by arch94110
Fri Mar 03, 2017 6:35 pm
Forum: Local Chapters and Bogleheads Community
Topic: San Jose, CA Area Bogleheads Chapter
Replies: 99
Views: 32021

Leaving Wells Fargo - Recommendations for fee-only financial advisor

Hello San Jose Bogleheads. I am looking for recommendations on a fee-only advisor in the Bay Area. Preferably in SF or reachable by phone. I wish I could make it to the next San Jose chapter Bogleheads meeting but it's difficult to get out in the evenings due to the kids, and I live way up in SF. Ba...
by arch94110
Fri Feb 24, 2017 3:41 pm
Forum: Investing - Help with Personal Investments
Topic: Planning for home purchase and simplifying investments
Replies: 4
Views: 855

Planning for home purchase and simplifying investments

Hello, I'm new to the forum and would appreciate any advice on the questions at the end of this post. Emergency funds: numbers below assume 5 months emergency Debt: No current debt Tax Filing Status: Married filing jointly with 2 dependent children Tax Rate: 39.6% Federal, 9.3% State State of Reside...