Search found 3 matches

by dc11
Sun Feb 10, 2019 8:12 pm
Forum: Personal Investments
Topic: New portfolio advice
Replies: 8
Views: 530

Re: New portfolio advice

Thanks for your responses. I failed to mention that the past 8 years I have also invested $1,200,000 in a private ancillary paying 20%. All my excess cash was put there over the past 8 years which is why my taxable account is so low. I am now fully bought in and will have excess income to invest mov...
by dc11
Sun Feb 10, 2019 5:26 pm
Forum: Personal Investments
Topic: New portfolio advice
Replies: 8
Views: 530

New portfolio advice

I am new to the forum and would appreciate any advice on a few things. I apologize in advance for any missing info. Emergency funds: $75,000 local bank Debt: home mortgage 3.88% 30 yrs (total payment is $7500/month) 26 years left. (I pay 1-2 extra principal payments per year) Tax Filing Status: Marr...
by dc11
Sun Feb 18, 2018 10:54 pm
Forum: Personal Investments
Topic: Money market accounts
Replies: 3
Views: 1010

Money market accounts

Looking for advice regarding moving some cash to a money market account at a bank (ie.Ally) versus a money market account at Vanguard vs a municipal money market. Some factors would include easy accessibility and other factors would be with regards to taxes.