Search found 14 matches

by shirleyj62
Thu May 03, 2012 2:21 pm
Forum: Personal Investments
Topic: AA help- TIAA CREF mess!
Replies: 75
Views: 4779

Re: AA help- TIAA CREF mess!

We are planning on using her account solely for fixed income assets (bonds). The TIAA Traditional Annuity is offered but after reading about it, I still don't understand what it is, and I don't feel comfortable investing in something I don't understand. Basically TIAA Trad Annuity is similar to a s...
by shirleyj62
Thu May 03, 2012 1:58 pm
Forum: Personal Investments
Topic: AA help- TIAA CREF mess!
Replies: 75
Views: 4779

Re: AA help- TIAA CREF mess!

You might want to read the following thread that appeared in the Morningstar TIAA-CREF forum:

T-C Model Portfolios
http://socialize.morningstar.com/NewSoc ... px#3232881

It may help you decide how to split up your TIAA-CREF portfolio. :happy

Shirley
by shirleyj62
Thu Apr 19, 2012 4:18 pm
Forum: Personal Finance (Not Investing)
Topic: PenFed Platinum Rewards Credit Card
Replies: 33
Views: 8870

Re: PenFed Platinum Rewards Credit Card

I just filled out the online form during lunch hour today and managed to get the card without a hassle (I guess). They just asked my monthly salary and house payment.

They claimed I've been approved. We'll see if I get the card in a weeks time.

Shirley
by shirleyj62
Mon Feb 18, 2008 3:27 pm
Forum: Personal Finance (Not Investing)
Topic: Broadband Internet Access For Laptop Software Question
Replies: 3
Views: 1315

Dave,

Actually I've been posting this question all over the place.

The connectivity issue is driving me nuts!


Shirley
by shirleyj62
Mon Feb 18, 2008 4:02 am
Forum: Personal Finance (Not Investing)
Topic: Broadband Internet Access For Laptop Software Question
Replies: 3
Views: 1315

Broadband Internet Access For Laptop Software Question

We recently bought a Mac Pro Laptop and Verizon's Broadband Internet Access (USB card) for it. In general it appears to work really well. One thing that we have noticed, however, if we leave the USB card in the laptop when we are not using it, when we try to connect again after 5 or 10 minutes, we h...
by shirleyj62
Fri Feb 15, 2008 11:17 am
Forum: Personal Investments
Topic: TIAA Real Estate Annuity as REIT Option
Replies: 4
Views: 1492

I know a person shouldn't pick a fund based on performance, but I can honestly say the TIAA Real Estate fund is still performing wonderfully in this down market. If you go to the TIAA-CREF website and research the fund, you will see that the price per unit on July 2, 2007 was $294.4692. As of 2/14/0...
by shirleyj62
Fri Feb 15, 2008 1:44 am
Forum: Personal Finance (Not Investing)
Topic: Which version of Turbo Tax?
Replies: 18
Views: 4947

jg,

Thanks for the advice. I did file my taxes using the Deluxe version and it worked well. Definitely saved some $$$ not having to buy the premiere version.

Thanks again,

Shirley
by shirleyj62
Thu Feb 14, 2008 12:13 am
Forum: Personal Finance (Not Investing)
Topic: Which version of Turbo Tax?
Replies: 18
Views: 4947

Which version of Turbo Tax?

For those of you who use Turbo Tax, can a person use Basic or Deluxe to handle investments (capital gains/losses) or is the Premiere required?

Also can you file electronically with the CD version or only with the online version?

Thanks,
Shirley
by shirleyj62
Mon Dec 17, 2007 10:55 am
Forum: Personal Finance (Not Investing)
Topic: Indoor Exercise - Need Advice
Replies: 57
Views: 17170

I have a "stepper" (Reebocks). Basically a 6" high platform (that can be raised) to do "stepping". There are some great stepping video's out there. After 30-40 minutes on one of them, I'm totally wasted. They are relatively cheap -- the Reebocks goes for about $100. You want...
by shirleyj62
Fri Dec 14, 2007 12:12 pm
Forum: Personal Finance (Not Investing)
Topic: Website that follows Mortgage Rates?
Replies: 3
Views: 1301

Website that follows Mortgage Rates?

My son needs to refinance his home within the next two years. Interest rates are currently down, but we have noticed daily fluctuations. Does anyone know of a website that tracks mortgage rates on a daily basis? I realize the daily changes aren't that much different, but to him, a 5.75% rate is quit...
by shirleyj62
Mon Nov 19, 2007 12:05 pm
Forum: Investing - Theory, News & General
Topic: selling specific shares?
Replies: 2
Views: 1039

selling specific shares?

Can I tell a mutual fund company to sell only specific shares? If I have a fund that I have diced and spliced into over a timeframe, can I sell the "high" priced shares so that I can take a tax loss? If so, how do I tell them which shares to sell? Can I then turn around and buy the shares ...
by shirleyj62
Tue Oct 30, 2007 12:39 pm
Forum: Investing - Theory, News & General
Topic: historical performance
Replies: 8
Views: 2211

Wow -- Thanks guys. I looked all over the Vanguard site, but did not see those. I guess I have to get my glasses changed. :o I did get those numbers off of the spreadsheet that Simba pointed me to.

Thank you all.

Shirley
by shirleyj62
Mon Oct 29, 2007 11:13 am
Forum: Investing - Theory, News & General
Topic: historical performance
Replies: 8
Views: 2211

That's the Info I need

Simba,

Thank you. That is exactly the info I needed.


Shirley
by shirleyj62
Sun Oct 28, 2007 9:46 pm
Forum: Investing - Theory, News & General
Topic: historical performance
Replies: 8
Views: 2211

historical performance

Does anyone have the annual performance returns from 1987 to 1996 on the following funds:

VPMCX - PrimeCap Fund
VWIGX - International Growth
VBMFX - Total Bond Market
VWINX - Wellesley

I've looked at the Vanguard's prospectuses online, but they start with 1997.

Thanks.

Shirley