Now, let's not get carried away...
Cheers
I have a spreadsheet that I manually update every Saturday morning. I enter the resulting portfolio balance I use the planner.Ben Mathew wrote: ↑Thu Mar 14, 2024 1:23 am
Thanks for this feedback. I'm curious to learn how you update the portfolio balance. Do you use an account aggregator that keeps track of your balances across accounts? Or do you log in to different accounts and add up the balances yourself? I do the latter and I have several different accounts, so it's somewhat time consuming and not something I do most of the times that I visit the planner.
I believe the approach using annuity pricing is called the "Annually Recalculated Variable Annuity" approach (ARVA)Designairohio wrote: ↑Thu Mar 07, 2024 9:32 am
Very interesting idea, is this a similar idea to VPW but using current data as opposed to historical data?
Does "all" happen to fall within 10 years for you? Just curious.
Is this not just another way of saying "all you can do is adjust the slider to increase risk"?ConstantChrysalis wrote: ↑Sat Mar 02, 2024 9:40 am
So, if you believe the Conservative Estimate best reflects your view of the market today, then all you can do is adjust the slider to find the spending curve that makes you the happiest, even if it falls short of your goal.
I would definitely tune in for THAT!!!Oicuryy wrote: ↑Fri Mar 01, 2024 11:24 pm If Buckley gets replaced on the board will that trigger a vote on the trustees? Anyone care enough about how Vanguard is run to put up an alternate slate of trustees?
Maybe Rick Ferri could invite Mr. Loughridge and the other trustees to appear on his podcast and campaign for reelection.
Ron
You know, I think you might be right about that!Random Poster wrote: ↑Fri Mar 01, 2024 2:30 pm$50 says that the majority of people here would respond to his Portfolio Review request by suggesting that he keep working a few more years just to be safe, since he might live to 115, want to take 14 world cruises, need 24/7 medical assistance for 3 years, and pay off the loans of 6000 med school students.Harry Livermore wrote: ↑Fri Mar 01, 2024 7:27 am I'm guessing his annual remuneration was many multiples of my net worth, so he's probably good to go after 6 years.
Maybe he could post a "Portfolio Review" thread and we can advise him?
Cheers
Those two examples came to my mind as well...stan1 wrote: ↑Fri Mar 01, 2024 10:37 amAdd in the demise of GE after the fawning over Jack Welch and his disciples for decades.Diluted Waters wrote: ↑Fri Mar 01, 2024 10:24 am I can’t help but see a similarity here with Boeing hiring bean counters as CEO instead of engineers.
And this thread is a message itself: not one post that’s sorry to see him go.
Prior Boeing CEO McNerny (who led 737 Max) was one such disciple. He left GE when he was passed over to replace Welch.
Great! Perhaps follow up with the group here, if that works? I have a basic Dropbox subscription, and am not a power user, but I certainly am always interested in new tricks.Jaylat wrote: ↑Fri Mar 01, 2024 8:39 amThanks. A commenter above recommends Dropbox Selective Sync function, which would accomplish this. I'm now thinking that could be the best option.Harry Livermore wrote: ↑Fri Mar 01, 2024 5:28 am How about two different Dropbox accounts? Account "A" for folder A. Account "B" for folder B.
Pricey.
But might be a solve.
Cheers
I'm guessing his annual remuneration was many multiples of my net worth, so he's probably good to go after 6 years.MishkaWorries wrote: ↑Fri Mar 01, 2024 6:50 am
That's a shocking number and probably explains a lot. But we're talking about the age of an CEO that "retired" after only six years in that role.
They also have a category called "other". I used to be able to adjust my target AA to include some "other". They recently deleted this as an option in the manual AA target window. So now my AA is always "wrong" in the dashboard.
Excellent point. Although I'm not a musician, I do often travel for work. Some years I have to do an additional state tax return or two. One year I had to do six!livesoft wrote: ↑Mon Feb 12, 2024 8:03 am
If a musician self-employed with work in many states, then you have to file tax returns for many states, too.
See also: https://www.irs.gov/businesses/small-bu ... f-employed
https://oncoursefp.com