Search found 4 matches

by BitByBit
Fri Nov 06, 2020 12:38 am
Forum: Personal Consumer Issues
Topic: Steelcase Gesture: Headrest? Other Models? (Office Chair)
Replies: 23
Views: 1776

Re: Steelcase Gesture: Headrest? Other Models? (Office Chair)

I suggest getting the headrest - it sounds like it fits in your budget, you'll be spending an enormous amount of time in the chair, and hopefully you'll have it a long time since these chairs are supposed to last. I recently was in a similar chair-hunting situation and opted for the Gesture with the...
by BitByBit
Wed Apr 15, 2020 8:54 pm
Forum: Personal Investments
Topic: Portfolio review, late 60s
Replies: 6
Views: 567

Re: Portfolio review, late 60s

What is the total short-term and total long-term capital gain or loss on the Taxable account? Advisor accounts can have a lot of buying and selling activity which, if true in your parent’s case, might mean there is very little gain to pay taxes on if everything were to be sold. Take a look at the i...
by BitByBit
Wed Apr 15, 2020 8:22 pm
Forum: Personal Investments
Topic: Portfolio review, late 60s
Replies: 6
Views: 567

Re: Portfolio review, late 60s

BitByBit wrote: Wed Apr 15, 2020 6:58 pm
This is a very aggressive international equity allocation. Is it possible that you mean 48% VTSAX and 12% VTIAX?
Whoops! Yes, I made a copy-paste error and switched VTSAX and VTIAX. I'll edit my original post.
by BitByBit
Wed Apr 15, 2020 6:58 pm
Forum: Personal Investments
Topic: Portfolio review, late 60s
Replies: 6
Views: 567

Portfolio review, late 60s

I am writing to request input for a parent who I am closely helping to transition away from Merrill Lynch (managed, with high fees) towards a self-managed and streamlined portfolio. I have been reading the bogleheads site and several of the recommended books for a couple years now, and have shared v...