Search found 7 matches

by dudemize
Wed Dec 09, 2020 12:49 pm
Forum: Investing - Theory, News & General
Topic: Why not 100% PSLDX?
Replies: 826
Views: 93758

Re: Why not 100% PSLDX?

Yeah, it's really not a big deal. As you said, the fund price will just drop that much. If you reinvest you'll just be back to where you were before the distribution. Sucks if you hold it in a taxable account though (which is not advised).
by dudemize
Wed Dec 09, 2020 12:20 pm
Forum: Investing - Theory, News & General
Topic: Why not 100% PSLDX?
Replies: 826
Views: 93758

Re: Why not 100% PSLDX?

Looks like .46/sh (.25 st, .21 lt). Just under 5% of NAV.
by dudemize
Mon Jul 27, 2020 6:31 am
Forum: Personal Investments
Topic: A low-risk idea to take advantage of low mortgage rates
Replies: 29
Views: 2677

Re: A low-risk idea to take advantage of low mortgage rates

I believe there would also be a 10% penalty on the annuity withdrawal if you were under 59.5 at the end of the 5 years.
by dudemize
Fri Mar 06, 2020 10:34 am
Forum: Investing - Theory, News & General
Topic: Grok's LMP-4: The 3-legged stool approach to retirement planning
Replies: 160
Views: 21228

Re: Grok's LMP-4: The 3-legged stool approach to retirement planning

So congratulations to all those folks who built their long term tips ladders in advance of the current bond rally. Somebody must have done that? Right? :) Can’t say that I’ve done that, but do have decent sized positions in SPIP, GOVT, and SWRSX. It has definitely softened the blow recently. 10 yr ...
by dudemize
Sun Feb 16, 2020 9:59 pm
Forum: Personal Investments
Topic: Alternatives to Edward Jones
Replies: 44
Views: 4325

Re: Alternatives to Edward Jones

As someone who used to work for EJ, the only acceptable option at EJ (IMHO) is to invest in A-share American Funds. Any of their Advisory products (Advisory Solutions, Guided Solutions, etc) are way too expensive and not worth the cost. If you can’t stop someone from going with EJ, at least tell th...
by dudemize
Sun Feb 16, 2020 8:42 pm
Forum: Personal Investments
Topic: Alternatives to Edward Jones
Replies: 44
Views: 4325

Re: Alternatives to Edward Jones

As someone who used to work for EJ, the only acceptable option at EJ (IMHO) is to invest in A-share American Funds. Any of their Advisory products (Advisory Solutions, Guided Solutions, etc) are way too expensive and not worth the cost. If you can’t stop someone from going with EJ, at least tell the...
by dudemize
Tue Dec 17, 2013 2:16 pm
Forum: Personal Finance (Not Investing)
Topic: Edward Jones as an employer [UPDATED]
Replies: 54
Views: 15373

Re: Edward Jones as an employer [UPDATED]

Congrats Cuzz35! I'm in the EJ interview process and I too do not think I will accept an offer if/when I get one. I'm coming out of the military and have completed all the CFP coursework and passed the exam. I just do not want to sell products that I personally would not invest in. I have considered...