Search found 22 matches

by YoungJediInvestor
Thu Apr 19, 2018 7:42 am
Forum: Personal Finance (Not Investing)
Topic: Investment Dashboard Software to Consolidate Accts
Replies: 10
Views: 1672

Re: Investment Dashboard Software to Consolidate Accts

Sounds like Personal Capital is the way to go. I need to give this a try. I'm sold on the free part too :D
I use Mint now for day to day expenses and it makes life easier. If this is similar to Mint, but for investments it will be exactly what I'm looking for.

Thanks guys!
by YoungJediInvestor
Thu Apr 19, 2018 7:40 am
Forum: Personal Finance (Not Investing)
Topic: Investment Dashboard Software to Consolidate Accts
Replies: 10
Views: 1672

Re: Investment Dashboard Software to Consolidate Accts

Taz wrote: Fri Mar 09, 2018 5:37 pm Here is my homemade dashboard.
So you found the CSV export from all sources: Roth TIRA, 401k and dump them into one together? Do they all output in different formats? Then pivot tables and charts on the data dump
by YoungJediInvestor
Mon Feb 26, 2018 2:23 pm
Forum: Personal Finance (Not Investing)
Topic: Investment Dashboard Software to Consolidate Accts
Replies: 10
Views: 1672

Investment Dashboard Software to Consolidate Accts

Looking to cut out my current adviser, but one area of value I actually like is the quarterly statement where I have a dashboard of charts and graphs on progress, allocation and account summaries. Is there a good software tool for me to do this on my own? Basically the accounts would be Fidelity, TD...
by YoungJediInvestor
Thu Apr 06, 2017 12:32 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

really interesting there is such a divide between "IT" and "developer". I feel naive to think they worked hand in hand now. I'm not dismissing the cloud, like it seems like this topic has veered to. I also don't rack and stack servers and work in infrastructure where I think they...
by YoungJediInvestor
Thu Apr 06, 2017 7:22 am
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

I'm a CIO in a mid-sized private company (<$1B). I agree with the others that 4 years is fine to make a switch, but think you should be selective and have a 5-7 year time horizon before you move again. Your next move, if necessary, should be a 10+ horizon. Some movement is healthy, too much has neg...
by YoungJediInvestor
Wed Apr 05, 2017 2:57 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

the industry is moving wholesale away from managing compute infrastructure locally to just putting it all into AWS & Azure. Costs are still way to high for putting it all in the cloud for medium-to-large companies. But costs are dropping. We determined it was 4x as expensive to host everything ...
by YoungJediInvestor
Wed Apr 05, 2017 12:55 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

Have you considered learning Salesforce.com? I picked it up about 4 years ago and couldn't be happier. I met someone I graduated with who ended up there and loves it, he sounded more sales and consulting Sounds like an great company. What I know now is my current company is focused on insourcing ev...
by YoungJediInvestor
Wed Apr 05, 2017 12:43 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

In your 20s with decent experience? You are at prime hiring age. Go for the gold and find a gov't job. There are even federal civilian jobs in IT in the agencies where there is no hiring freeze. Gov't jobs are like winning the lottery. You can look in any state, so even look all over for state jobs...
by YoungJediInvestor
Wed Apr 05, 2017 12:42 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

Do you have mentors that have moved on and up? I was in IT back in 95-2000 - and basically you would follow your Sr peers and move into different companies into different positions - ex either IT or Product specific ex Consulting or development. Not sure how it is today. I'm sure its still like tha...
by YoungJediInvestor
Wed Apr 05, 2017 12:33 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

In addition to a degree (I also have a CS degree) the popular vendor certifications open up a *lot* of opportunity for technical jobs. I obtained the “Cisco Certified Network professional” (CCNP) certification. Impressive, the CCNP is a tough one. My degree was actually focused on networking and I ...
by YoungJediInvestor
Wed Apr 05, 2017 12:29 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

What are your goals for getting a masters in Computer Science? The reason that I ask is that there are very few jobs that require a masters in CS and it may make you overqualified for some positions. That isn't to say that there are not some niches in the corporate world for advanced CS degrees wou...
by YoungJediInvestor
Wed Apr 05, 2017 12:12 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

I've been going IT (tech support, client-facing) work for the last 10 years and would be glad to assist with any specific questions. I've done Help desk, software support, executive IT support, and now tech support at a law firm.) In your 20s and 4yrs at the same place --> it's time to move on. Hon...
by YoungJediInvestor
Wed Apr 05, 2017 12:04 pm
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Re: Career advice in IT

I have worked at Megacorp business support functions for IT for awhile. Finance, supplier management, now project management. For me, I found Supplier management enjoyable, and there was a lot of analysis, a lot of high-profile deals and deadlines. But it was not a great role with a family. For you...
by YoungJediInvestor
Wed Apr 05, 2017 8:56 am
Forum: Personal Finance (Not Investing)
Topic: Career advice in IT
Replies: 99
Views: 10680

Career advice in IT

In my 20's with almost 4 years in the same company and team. MIS undergrad, going back to school for a CS masters. I've been kind of bored and feeling stuck at my current position and want to do find something new. I've been looking internally without much success yet. Large fortune 50, without gett...
by YoungJediInvestor
Sat Mar 25, 2017 7:28 pm
Forum: Personal Consumer Issues
Topic: thoughts on in-ceiling speakers?
Replies: 48
Views: 10464

Re: thoughts on in-ceiling speakers?

Re-read your post and I wonder if it's at all possible to have some slim floor standing speakers and the rest as in-ceiling. I have an in-ceiling for center channel and I don't hate it. I had to do it since it's a tv above the fireplace setup.
by YoungJediInvestor
Sat Mar 25, 2017 7:25 pm
Forum: Personal Consumer Issues
Topic: thoughts on in-ceiling speakers?
Replies: 48
Views: 10464

Re: thoughts on in-ceiling speakers?

Speakers are something that don't really diminish like a tv or cellphone. That said, I wired for them in my new house and love them. I wouldn't want to be tied to a specific platform like Sonos and have them all wired to a multi channel matrix amp in a central closet. I have background music in the ...
by YoungJediInvestor
Mon Mar 20, 2017 9:03 pm
Forum: Personal Finance (Not Investing)
Topic: Inlaw Suddenly Wants Financial Security in 60's..
Replies: 31
Views: 6644

Re: Inlaw Suddenly Wants Financial Security in 60's..

I'm going through the same thing, but my parents in their 60's and my dad who found "a really nice guy" at Edward Jones.

Sometimes you can just lay out everything and let them make their own choices. It usually always ends up in an argument for me.
by YoungJediInvestor
Mon Mar 06, 2017 8:53 pm
Forum: Personal Investments
Topic: New Investor Portfolio Help...when to ditch the advisor?
Replies: 11
Views: 1679

Re: New Investor Portfolio Help...when to ditch the advisor?

Thanks for all the responses! This was my first post here and think the main message is I will keep learning here and soon enough be able to do it DIY. The fees are not hurting too bad since they are a little below .5% now, but looking to go on my own sooner than later since i don't really see the R...
by YoungJediInvestor
Fri Mar 03, 2017 5:15 pm
Forum: Personal Investments
Topic: New Investor Portfolio Help...when to ditch the advisor?
Replies: 11
Views: 1679

Re: New Investor Portfolio Help...when to ditch the advisor?

Aim fees are usually bad in and of themselves, but 1.95% is highway robbery. If you are set on XDA, u can certainly find a much cheaper fa. Do you know what is about average or a more fair number? I liked the approach, but the fee is way too high. Fortunately, I don't pay anywhere close to that wit...
by YoungJediInvestor
Fri Mar 03, 2017 1:13 pm
Forum: Personal Investments
Topic: New Investor Portfolio Help...when to ditch the advisor?
Replies: 11
Views: 1679

Re: New Investor Portfolio Help...when to ditch the advisor?

Thanks for the response duckie, really appreciate the feedback! 0% bonds is very aggressive. Probably one of my early investing mistakes coming into investing after the 2008 market I want to cash in on gains, started at 90/10 and my advisor was okay with the 100% and said he is even at 100% still tr...
by YoungJediInvestor
Fri Mar 03, 2017 8:31 am
Forum: Personal Investments
Topic: Ever dip your feet into individual stocks?
Replies: 63
Views: 5770

Ever dip your feet into individual stocks?

Almost not an "investing" question because at this point I know the theory and individual stocks seem more like gambling then investing, but anyone invest a couple thousand of disposable income after investing in retirement and savings. Kind of want to try for fun with the expectation it i...
by YoungJediInvestor
Thu Mar 02, 2017 12:32 pm
Forum: Personal Investments
Topic: New Investor Portfolio Help...when to ditch the advisor?
Replies: 11
Views: 1679

New Investor Portfolio Help...when to ditch the advisor?

Emergency funds: 4 months, building to 6 Debt: $155,000 mortgage ($1,200/month 15 year fixed at 3.75%), car loan ($250/month 2.04%), $14,000 401k loan ($300/month at 3.75%) Tax Filing Status: Single Tax Rate: 25% Federal, 4.25% State State of Residence: MI Age: 27 Desired Asset allocation: 100% stoc...