Search found 8 matches

by Unwinder
Wed Aug 19, 2020 5:34 pm
Forum: Personal Investments
Topic: Over-allocated (70%) to well performing company stock
Replies: 33
Views: 1798

Re: Over-allocated (70%) to well performing company stock

Summary - when/how/if to reduce my tax-able over-allocated position in DOCU (which is currently spiking in value) ? Details: I have ~2,500 shares of DOCU stock from previous employment there. I have no future grants of this stock coming. This is about 70% of my stock/bond/cash assets (not including...
by Unwinder
Mon Aug 17, 2020 3:56 pm
Forum: Investing - Theory, News & General
Topic: 2020 Bogleheads Conference Update
Replies: 75
Views: 11493

Re: 2020 Bogleheads Conference Update

I can appreciate everyone's hard work to make this conference happen. I just don't do well with virtual conferences. I appreciate the challenging times that we live in and I've been impressed with businesses and organizations ability to adapt to these challenges, but I just can't focus for virtual c...
by Unwinder
Fri Aug 14, 2020 8:50 am
Forum: Personal Investments
Topic: Dentist seeking portfolio advice
Replies: 11
Views: 1904

Re: Dentist seeking portfolio advice

HSA to put away a little more - you need an eligible medical plan. If all your employees are at least contributing up to your simple IRA match (assume 3%), then doing a safe harbor with non-elective 3% will cost the same in match, and thus will not cost you too much more. A company like guideline.c...
by Unwinder
Mon Jun 01, 2020 2:50 pm
Forum: Personal Consumer Issues
Topic: What is your most luxury/expensive hobby.
Replies: 264
Views: 20806

Re: What is your most luxury/expensive hobby.

Guns and hunting. Not just the guns but the ammo and optics. 2-3k per year and it’s probably going to get worse because I’m starting to look at hunting out of state I love shooting guns but it's crazy how expensive it is. Just to go to the range and have fun for an hour or two costs a fair amount j...
by Unwinder
Mon Jun 01, 2020 2:45 pm
Forum: Personal Consumer Issues
Topic: Stand Up PaddleBoard Recommendation?
Replies: 16
Views: 2622

Re: Stand Up PaddleBoard Recommendation?

I ride an SUP almost daily. It is great exercise. My current board is an SIC Bullet Single Carbon. I have never owned an inflatable, but have tried some and personally prefer a standard board. Like others have said, there is a lot that goes into choosing the proper board. You should always start wi...
by Unwinder
Sat May 30, 2020 7:12 pm
Forum: Investing - Theory, News & General
Topic: What Is the Stock Market Even for Anymore?
Replies: 25
Views: 3805

Re: What Is the Stock Market Even for Anymore?

https://www.nytimes.com/interactive/2020/05/26/magazine/stock-market-coronavirus-pandemic.html He then pointed out that people confused by the market’s recovery were overlooking something else: The sector of the economy being hit hardest by the crisis, the small-business community, was not represen...
by Unwinder
Sat May 30, 2020 7:05 pm
Forum: Personal Finance (Not Investing)
Topic: Pros/Cons on Retiring to Florida Gulf Coast & Recommended Areas Input Please
Replies: 33
Views: 3709

Re: Pros/Cons on Retiring to Florida Gulf Coast & Recommended Areas Input Please

Hello all, first hope everyone is safe during this trying time. With time on my hands to do some research, and just returning from wintering in Florida and now sitting home n dreary dead midwest Illinois (no sun has shown since we returned ten days ago , which is typical for months during winter an...
by Unwinder
Sun May 24, 2020 10:09 am
Forum: Personal Investments
Topic: Has anyone ever used their Emergency Fund?
Replies: 92
Views: 7712

Re: Has anyone ever used their Emergency Fund?

Hello all - Newbie here with a bit of a market research question... I will preface this topic by saying that I 100% agree with having an Emergency Fund and currently have 6 months saved up in a "high-yield" savings account and have been thinking that my wife and I should beef that fund up to about ...