Search found 3 matches

by jus10
Wed Sep 02, 2020 12:10 am
Forum: Personal Investments
Topic: Help with messy portfolio
Replies: 9
Views: 976

Re: Help with messy portfolio

I will definitely focus my efforts on achieving 3 fund simplicity. Not all of our accounts can easily be consolidated (like SEP IRAS) so I'll have to juggle things around a bit. I had invested in the robo advisors 6 months ago out of curiosity and professional interest (some of my work revolves arou...
by jus10
Tue Sep 01, 2020 2:02 am
Forum: Personal Investments
Topic: Help with messy portfolio
Replies: 9
Views: 976

Help with messy portfolio

Hi everyone - I've read a lot of great advice here, but I rarely post. I'm looking for a little help with what has become a somewhat chaotic portfolio of retirement accounts and assets due to a variety of employment situations and experiments. We also have a sizeable amount parked in post-tax cash r...
by jus10
Thu Jun 18, 2020 11:43 am
Forum: Personal Finance (Not Investing)
Topic: Refinance Mega Thread
Replies: 8176
Views: 571067

Re: Refinance Mega Thread

I've been a longtime lurker on these amazing forums, but this is my first post. I've been checking here to make sure I'm getting the best possible refinance deal, and thought I'd share the incredible rate I got from LoanDepot (on May 30), which appears to be much better than what I've seen posted he...