Search found 3 matches

by EdMP
Tue Feb 09, 2016 4:29 pm
Forum: Investing - Help with Personal Investments
Topic: Switching stocks to vanguard fund
Replies: 1
Views: 221

Switching stocks to vanguard fund

Retired, have practically all money assets in Vanguard Funds (trusts, IRAs); recently inherited three individual stocks (american express, halliburton, ameriprise financial) which have all to some extent tanked past six months (capital losses). I have no need to cash any of these for present purpose...
by EdMP
Mon Apr 04, 2011 10:36 am
Forum: Personal Finance (Not Investing)
Topic: limited partnerships: getting out of same
Replies: 7
Views: 2288

limited partnerships: getting out of same

I don't know if anyone on this forum can help answer this question but I'm not sure where else to turn at this time. Most of my assets are held with Vanguard, but about 20 years ago I had a CFP who sold me some limited partnerships which were to last "around 10 years of so". One continues to be an a...
by EdMP
Mon Jan 24, 2011 12:24 pm
Forum: Investing - Help with Personal Investments
Topic: Retirement allocations/withdrawals
Replies: 7
Views: 1622

Retirement allocations/withdrawals

I'm a long time Vanguard investor, now about one year from retirement at 63. Having taken advantage this year of the financial "plan" offered by Vanguard a situation came up which is still unresolved in my mind, and perhaps a discussion of this might help others with this issue as well. My overall a...