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Is a smart-beta portfolio worth it for 200+ bp fee?

Last post by Parkinglotracer « Fri Jun 02, 2023 3:22 am
Posted in Personal Investments
Replies: 7
by anxon h. » Thu Jun 01, 2023 9:55 pm » in Personal Investments

7 Replies

414 Views

Last post by Parkinglotracer
Fri Jun 02, 2023 3:22 am
US citizen in Germany seeking portfolio advice

Last post by TedSwippet « Fri Jun 02, 2023 3:16 am
Posted in Non-US Investing
Replies: 55
by ConfusedInGermany » Thu Apr 13, 2023 7:15 am » in Non-US Investing
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55 Replies

5541 Views

Last post by TedSwippet
Fri Jun 02, 2023 3:16 am
How to generate $120m/year from investments

Last post by Always passive « Fri Jun 02, 2023 3:14 am
Posted in Personal Investments
Replies: 12
by Always passive » Thu Jun 01, 2023 11:44 pm » in Personal Investments

12 Replies

901 Views

Last post by Always passive
Fri Jun 02, 2023 3:14 am
REIT vs Landlord

Last post by seajay « Fri Jun 02, 2023 3:12 am
Posted in Investing - Theory, News & General
Replies: 20
by lilemme » Wed May 31, 2023 6:42 pm » in Investing - Theory, News & General

20 Replies

1736 Views

Last post by seajay
Fri Jun 02, 2023 3:12 am
Seeking advice on SS withdrawal timeline

Last post by Parkinglotracer « Fri Jun 02, 2023 3:12 am
Posted in Personal Finance (Not Investing)
Replies: 10
by arch496 » Tue May 30, 2023 7:36 pm » in Personal Finance (Not Investing)

10 Replies

1155 Views

Last post by Parkinglotracer
Fri Jun 02, 2023 3:12 am
Why are no REIT funds attempting to proxy the real estate market?

Last post by DoctorE « Fri Jun 02, 2023 3:10 am
Posted in Investing - Theory, News & General
Replies: 9
by cat_guy » Thu Jun 01, 2023 9:18 pm » in Investing - Theory, News & General

9 Replies

629 Views

Last post by DoctorE
Fri Jun 02, 2023 3:10 am
Inheriting US assets from non-citizen

Last post by TedSwippet « Fri Jun 02, 2023 3:08 am
Posted in Personal Finance (Not Investing)
Replies: 4
by unclescrooge » Thu Jun 01, 2023 2:40 pm » in Personal Finance (Not Investing)

4 Replies

314 Views

Last post by TedSwippet
Fri Jun 02, 2023 3:08 am
How to Help a Spendthrift Relative (retiree case)

Last post by halfnine « Fri Jun 02, 2023 2:53 am
Posted in Personal Finance (Not Investing)
Replies: 26
by McQ » Thu Jun 01, 2023 12:01 am » in Personal Finance (Not Investing)

26 Replies

2261 Views

Last post by halfnine
Fri Jun 02, 2023 2:53 am
"Should couples combine finances or keep personal accounts?"

Last post by Cruise « Fri Jun 02, 2023 2:43 am
Posted in Personal Finance (Not Investing)
Replies: 165
by Taylor Larimore » Mon May 29, 2023 7:19 pm » in Personal Finance (Not Investing)
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165 Replies

13783 Views

Last post by Cruise
Fri Jun 02, 2023 2:43 am
no new issued treasury bill on June 1

Last post by kshuey « Fri Jun 02, 2023 2:31 am
Posted in Personal Investments
Replies: 17
by hihillary » Thu Jun 01, 2023 10:51 am » in Personal Investments

17 Replies

1723 Views

Last post by kshuey
Fri Jun 02, 2023 2:31 am
Banking: Chase, Wells Fargo, or BoA?

Last post by placeholder « Fri Jun 02, 2023 2:31 am
Posted in Personal Finance (Not Investing)
Replies: 29
by SeattleLaw » Thu Jun 01, 2023 2:31 pm » in Personal Finance (Not Investing)

29 Replies

1548 Views

Last post by placeholder
Fri Jun 02, 2023 2:31 am
Mega-backdoor Roth with TurboTax Online

Last post by slalom « Fri Jun 02, 2023 2:24 am
Posted in Personal Finance (Not Investing)

by slalom » Fri Jun 02, 2023 2:24 am » in Personal Finance (Not Investing)

0 Replies

46 Views

Last post by slalom
Fri Jun 02, 2023 2:24 am
CA homes becoming un-insurable?

Last post by smooth_rough « Fri Jun 02, 2023 2:18 am
Posted in Personal Finance (Not Investing)
Replies: 6
by smooth_rough » Thu Jun 01, 2023 8:34 pm » in Personal Finance (Not Investing)

6 Replies

848 Views

Last post by smooth_rough
Fri Jun 02, 2023 2:18 am
Amazon Alexa & others

Last post by khangaroo « Fri Jun 02, 2023 2:09 am
Posted in Personal Consumer Issues
Replies: 37
by LaurenRose » Sat May 27, 2023 6:30 am » in Personal Consumer Issues

37 Replies

2213 Views

Last post by khangaroo
Fri Jun 02, 2023 2:09 am
Best resources for planning a trip to Iceland

Last post by halfnine « Fri Jun 02, 2023 1:52 am
Posted in Personal Consumer Issues
Replies: 21
by Calico » Tue May 30, 2023 8:35 pm » in Personal Consumer Issues

21 Replies

1356 Views

Last post by halfnine
Fri Jun 02, 2023 1:52 am
Defense against the dark arts - Pickpockets!

Last post by Cruise « Fri Jun 02, 2023 1:36 am
Posted in Personal Consumer Issues
Replies: 56
by A. L. Breguet » Wed May 31, 2023 11:01 pm » in Personal Consumer Issues
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56 Replies

3749 Views

Last post by Cruise
Fri Jun 02, 2023 1:36 am
How much International allocation is good insurance?

Last post by km91 « Fri Jun 02, 2023 1:31 am
Posted in Investing - Theory, News & General
Replies: 251
by gavinsiu » Mon Apr 24, 2023 8:50 am » in Investing - Theory, News & General
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251 Replies

14934 Views

Last post by km91
Fri Jun 02, 2023 1:31 am
How many are holding cash right now?

Last post by anoop « Fri Jun 02, 2023 1:26 am
Posted in Investing - Theory, News & General
Replies: 149
by Yesterdaysnews » Thu Apr 27, 2023 7:40 pm » in Investing - Theory, News & General
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149 Replies

16796 Views

Last post by anoop
Fri Jun 02, 2023 1:26 am
Fidelity as a one stop shop

Last post by 3000 « Fri Jun 02, 2023 1:18 am
Posted in Personal Finance (Not Investing)
Replies: 4611
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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4611 Replies

634053 Views

Last post by 3000
Fri Jun 02, 2023 1:18 am
Family Member Asking About Fidelity Balanced Fund

Last post by EngCapt1 « Fri Jun 02, 2023 1:16 am
Posted in Investing - Theory, News & General
Replies: 24
by Charles Joseph » Sat May 27, 2023 11:40 am » in Investing - Theory, News & General

24 Replies

2214 Views

Last post by EngCapt1
Fri Jun 02, 2023 1:16 am
Is it worth keeping credit card debt if you can "beat" the interest rate?

Last post by fujiters « Fri Jun 02, 2023 1:14 am
Posted in Personal Finance (Not Investing)
Replies: 32
by myrongains » Thu Jun 01, 2023 12:48 pm » in Personal Finance (Not Investing)

32 Replies

1574 Views

Last post by fujiters
Fri Jun 02, 2023 1:14 am
When to sell in taxable account?

Last post by Watty « Fri Jun 02, 2023 1:13 am
Posted in Personal Investments
Replies: 4
by shepherd » Thu Jun 01, 2023 7:36 pm » in Personal Investments

4 Replies

627 Views

Last post by Watty
Fri Jun 02, 2023 1:13 am
Thinkpad X1 Nano? And compatibility with iCloud Drive?

Last post by anoop « Fri Jun 02, 2023 1:09 am
Posted in Personal Consumer Issues
Replies: 2
by NYCaviator » Sat Feb 04, 2023 4:47 pm » in Personal Consumer Issues

2 Replies

242 Views

Last post by anoop
Fri Jun 02, 2023 1:09 am
Planning East Coast Trip (NYC, Boston)

Last post by 22twain « Fri Jun 02, 2023 1:00 am
Posted in Personal Consumer Issues
Replies: 43
by Tirebiter » Tue May 30, 2023 11:39 am » in Personal Consumer Issues

43 Replies

2294 Views

Last post by 22twain
Fri Jun 02, 2023 1:00 am
Wash sale

Last post by placeholder « Fri Jun 02, 2023 12:43 am
Posted in Investing - Theory, News & General
Replies: 16
by tACKJAYE » Thu Jun 01, 2023 8:56 am » in Investing - Theory, News & General

16 Replies

770 Views

Last post by placeholder
Fri Jun 02, 2023 12:43 am
Schwab Information Thread with FAQ, Links, Tips and Q&A

Last post by typical.investor « Fri Jun 02, 2023 12:34 am
Posted in Investing - Theory, News & General
Replies: 639
by galawdawg » Thu Aug 05, 2021 8:53 am » in Investing - Theory, News & General
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639 Replies

88138 Views

Last post by typical.investor
Fri Jun 02, 2023 12:34 am
Real estate sales contract question

Last post by hachiko « Fri Jun 02, 2023 12:30 am
Posted in Personal Finance (Not Investing)
Replies: 22
by 511east » Mon May 22, 2023 11:46 pm » in Personal Finance (Not Investing)

22 Replies

1494 Views

Last post by hachiko
Fri Jun 02, 2023 12:30 am
Schwab SNAXX

Last post by sodastream « Fri Jun 02, 2023 12:25 am
Posted in Personal Investments
Replies: 5
by PatrickA5 » Thu Jun 01, 2023 12:33 pm » in Personal Investments

5 Replies

744 Views

Last post by sodastream
Fri Jun 02, 2023 12:25 am
What do you do for bonds?

Last post by sodastream « Fri Jun 02, 2023 12:14 am
Posted in Personal Investments
Replies: 43
by Incendiary » Wed May 31, 2023 1:47 pm » in Personal Investments

43 Replies

3343 Views

Last post by sodastream
Fri Jun 02, 2023 12:14 am
After maxing 401K, save the rest in taxable or after-tax Roth?

Last post by luckybamboo « Fri Jun 02, 2023 12:14 am
Posted in Personal Investments
Replies: 2
by luckybamboo » Thu Jun 01, 2023 11:07 pm » in Personal Investments

2 Replies

278 Views

Last post by luckybamboo
Fri Jun 02, 2023 12:14 am
Brokerage Fee now $25 per account if < 5 million?

Last post by lostcoast2023 « Fri Jun 02, 2023 12:13 am
Posted in Personal Investments
Replies: 5
by trailmk » Thu Jun 01, 2023 8:48 pm » in Personal Investments

5 Replies

1381 Views

Last post by lostcoast2023
Fri Jun 02, 2023 12:13 am
42 yrs old - How are we doing?

Last post by Smartbutnotenough « Fri Jun 02, 2023 12:02 am
Posted in Personal Finance (Not Investing)
Replies: 35
by Smartbutnotenough » Wed May 26, 2021 11:21 pm » in Personal Finance (Not Investing)

35 Replies

10546 Views

Last post by Smartbutnotenough
Fri Jun 02, 2023 12:02 am
Covered calls

Last post by bombcar « Fri Jun 02, 2023 12:00 am
Posted in Personal Investments
Replies: 15
by isaachemingway » Sun May 21, 2023 2:24 pm » in Personal Investments

15 Replies

850 Views

Last post by bombcar
Fri Jun 02, 2023 12:00 am
Wifi for Whole House - Your Recommendations?

Last post by Hoosier CPA « Thu Jun 01, 2023 11:59 pm
Posted in Personal Consumer Issues
Replies: 16
by ruanddu » Thu Jun 01, 2023 10:19 am » in Personal Consumer Issues

16 Replies

951 Views

Last post by Hoosier CPA
Thu Jun 01, 2023 11:59 pm
Substituting broad portfolio with growth in taxable account?

Last post by digitalchampion « Thu Jun 01, 2023 11:58 pm
Posted in Investing - Theory, News & General
Replies: 4
by digitalchampion » Wed May 31, 2023 4:31 pm » in Investing - Theory, News & General

4 Replies

403 Views

Last post by digitalchampion
Thu Jun 01, 2023 11:58 pm
Is it safe to assume that RMDs won't deplete one's portfolio?

Last post by capran « Thu Jun 01, 2023 11:54 pm
Posted in Personal Finance (Not Investing)
Replies: 54
by Mestk5593 » Fri Dec 16, 2022 8:13 am » in Personal Finance (Not Investing)
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54 Replies

6744 Views

Last post by capran
Thu Jun 01, 2023 11:54 pm
Interactive Brokers Stock ETFs protection

Last post by michoco911 « Thu Jun 01, 2023 11:53 pm
Posted in Non-US Investing
Replies: 3
by michoco911 » Sun May 07, 2023 2:55 pm » in Non-US Investing

3 Replies

766 Views

Last post by michoco911
Thu Jun 01, 2023 11:53 pm
Credit card limbo

Last post by bombcar « Thu Jun 01, 2023 11:50 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by michaeljc70 » Thu Jun 01, 2023 10:24 am » in Personal Finance (Not Investing)

8 Replies

981 Views

Last post by bombcar
Thu Jun 01, 2023 11:50 pm
How much down payment?

Last post by grabiner « Thu Jun 01, 2023 11:45 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by iamspartacus » Wed May 31, 2023 10:14 pm » in Personal Finance (Not Investing)

2 Replies

413 Views

Last post by grabiner
Thu Jun 01, 2023 11:45 pm
PayPal Savings

Last post by bombcar « Thu Jun 01, 2023 11:44 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by joelly » Thu Jun 01, 2023 7:11 pm » in Personal Finance (Not Investing)

5 Replies

375 Views

Last post by bombcar
Thu Jun 01, 2023 11:44 pm
Anyone Switching to Apple Savings?

Last post by manlymatt83 « Thu Jun 01, 2023 11:42 pm
Posted in Personal Finance (Not Investing)
Replies: 67
by Tyrobi » Mon Apr 17, 2023 8:19 pm » in Personal Finance (Not Investing)
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67 Replies

6196 Views

Last post by manlymatt83
Thu Jun 01, 2023 11:42 pm
Transitioning to Bonds

Last post by michoco911 « Thu Jun 01, 2023 11:42 pm
Posted in Non-US Investing
Replies: 7
by Aaron14 » Thu Jun 01, 2023 4:01 pm » in Non-US Investing

7 Replies

647 Views

Last post by michoco911
Thu Jun 01, 2023 11:42 pm
[What TV Show Have You Recently Watched?]

Last post by rockstar « Thu Jun 01, 2023 11:34 pm
Posted in Personal Consumer Issues
Replies: 4933
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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4933 Replies

491824 Views

Last post by rockstar
Thu Jun 01, 2023 11:34 pm
What Movie Have You Recently Watched?

Last post by mhalley « Thu Jun 01, 2023 11:29 pm
Posted in Personal Consumer Issues
Replies: 9808
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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9808 Replies

1802356 Views

Last post by mhalley
Thu Jun 01, 2023 11:29 pm
Poor Publix employee seeking 401k investment advice - no longer have Publix stock

Last post by ralphboy « Thu Jun 01, 2023 11:27 pm
Posted in Personal Investments
Replies: 271
by ralphboy » Wed Apr 06, 2022 10:00 pm » in Personal Investments
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271 Replies

22666 Views

Last post by ralphboy
Thu Jun 01, 2023 11:27 pm
Saving for Next Home Options

Last post by bombcar « Thu Jun 01, 2023 11:20 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by scgamecocks29466 » Thu Jun 01, 2023 2:16 pm » in Personal Finance (Not Investing)

11 Replies

678 Views

Last post by bombcar
Thu Jun 01, 2023 11:20 pm
Fidelity statement - complaint

Last post by jebmke « Thu Jun 01, 2023 11:15 pm
Posted in Personal Investments
Replies: 3
by Dregob » Thu Jun 01, 2023 10:42 pm » in Personal Investments

3 Replies

380 Views

Last post by jebmke
Thu Jun 01, 2023 11:15 pm
Doctor says my mom should be in an assisted living facility but we can't afford it

Last post by ralphboy « Thu Jun 01, 2023 11:13 pm
Posted in Personal Consumer Issues
Replies: 129
by ralphboy » Wed May 17, 2023 9:53 pm » in Personal Consumer Issues
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129 Replies

18342 Views

Last post by ralphboy
Thu Jun 01, 2023 11:13 pm
Ford EVs (and other EVs?) switching to Tesla chargers

Last post by mark_in_denver « Thu Jun 01, 2023 10:58 pm
Posted in Personal Consumer Issues
Replies: 21
by harikaried » Thu May 25, 2023 6:04 pm » in Personal Consumer Issues

21 Replies

3359 Views

Last post by mark_in_denver
Thu Jun 01, 2023 10:58 pm
A day in Barcelona for football fans

Last post by Wannaretireearly « Thu Jun 01, 2023 10:51 pm
Posted in Personal Consumer Issues

by Wannaretireearly » Thu Jun 01, 2023 10:51 pm » in Personal Consumer Issues

0 Replies

90 Views

Last post by Wannaretireearly
Thu Jun 01, 2023 10:51 pm

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