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Portfolio Cleanup - Updates and Next Steps

Last post by BuckeyeAaron « Thu Mar 23, 2023 3:50 pm
Posted in Personal Investments
Replies: 44
by BuckeyeAaron » Thu Feb 16, 2023 9:50 am » in Personal Investments

44 Replies

3386 Views

Last post by BuckeyeAaron
Thu Mar 23, 2023 3:50 pm
Risk of being out of the market

Last post by AnnikaW « Thu Mar 23, 2023 3:49 pm
Posted in Investing - Theory, News & General
Replies: 22
by Stef » Wed Mar 22, 2023 1:52 am » in Investing - Theory, News & General

22 Replies

2518 Views

Last post by AnnikaW
Thu Mar 23, 2023 3:49 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by sailaway « Thu Mar 23, 2023 3:48 pm
Posted in Personal Finance (Not Investing)
Replies: 4904
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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4904 Replies

553770 Views

Last post by sailaway
Thu Mar 23, 2023 3:48 pm
Are we/me investing in the wrong things?

Last post by rockstar « Thu Mar 23, 2023 3:48 pm
Posted in Investing - Theory, News & General
Replies: 67
by Fremdon Ferndock » Tue Mar 21, 2023 3:39 pm » in Investing - Theory, News & General
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2
67 Replies

5403 Views

Last post by rockstar
Thu Mar 23, 2023 3:48 pm
Simple business checking: Azlo, Novo or Wells Fargo

Last post by fingoals « Thu Mar 23, 2023 3:47 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by fingoals » Fri Jun 19, 2020 9:04 pm » in Personal Finance (Not Investing)

23 Replies

1765 Views

Last post by fingoals
Thu Mar 23, 2023 3:47 pm
dell laptop battery replacement, oem vs non-oem?

Last post by gavinsiu « Thu Mar 23, 2023 3:47 pm
Posted in Personal Consumer Issues
Replies: 11
by gips » Thu Mar 23, 2023 2:13 pm » in Personal Consumer Issues

11 Replies

316 Views

Last post by gavinsiu
Thu Mar 23, 2023 3:47 pm
Solo Ager: who would you trust with your financial POA?

Last post by nonnie « Thu Mar 23, 2023 3:47 pm
Posted in Personal Finance (Not Investing)
Replies: 92
by Fremdon Ferndock » Sun Mar 19, 2023 10:46 am » in Personal Finance (Not Investing)
1

2
92 Replies

6946 Views

Last post by nonnie
Thu Mar 23, 2023 3:47 pm
Vanguard PAS and International Stock Allocation

Last post by unwitting_gulag « Thu Mar 23, 2023 3:47 pm
Posted in Investing - Theory, News & General
Replies: 42
by Allan Roth » Sat Mar 18, 2023 2:23 pm » in Investing - Theory, News & General

42 Replies

2938 Views

Last post by unwitting_gulag
Thu Mar 23, 2023 3:47 pm
Buying Tbills through Vanguard

Last post by LeftCoastIV « Thu Mar 23, 2023 3:46 pm
Posted in Personal Investments
Replies: 1
by cvsvm2007 » Thu Mar 23, 2023 3:42 pm » in Personal Investments

1 Replies

53 Views

Last post by LeftCoastIV
Thu Mar 23, 2023 3:46 pm
Roth Conversion and the 10% penalty

Last post by gavinsiu « Thu Mar 23, 2023 3:45 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by gavinsiu » Thu Mar 23, 2023 3:20 pm » in Personal Finance (Not Investing)

3 Replies

153 Views

Last post by gavinsiu
Thu Mar 23, 2023 3:45 pm
At what point would you stop investing in stocks?

Last post by halfnine « Thu Mar 23, 2023 3:42 pm
Posted in Investing - Theory, News & General
Replies: 39
by TinyHouse » Thu Mar 23, 2023 10:44 am » in Investing - Theory, News & General

39 Replies

2245 Views

Last post by halfnine
Thu Mar 23, 2023 3:42 pm
Gifting Brokerage Account

Last post by doobiedoo « Thu Mar 23, 2023 3:41 pm
Posted in Personal Investments
Replies: 22
by 6d1v7x3 » Thu Mar 16, 2023 8:14 pm » in Personal Investments

22 Replies

1448 Views

Last post by doobiedoo
Thu Mar 23, 2023 3:41 pm
TLH on CA tax exempt muni

Last post by 8301 « Thu Mar 23, 2023 3:39 pm
Posted in Personal Investments
Replies: 4
by 8301 » Thu Mar 23, 2023 10:37 am » in Personal Investments

4 Replies

201 Views

Last post by 8301
Thu Mar 23, 2023 3:39 pm
New Car Sanity Check - 50-90k

Last post by ExtraLegRoom « Thu Mar 23, 2023 3:38 pm
Posted in Personal Consumer Issues
Replies: 9
by ExtraLegRoom » Thu Mar 23, 2023 1:02 pm » in Personal Consumer Issues

9 Replies

665 Views

Last post by ExtraLegRoom
Thu Mar 23, 2023 3:38 pm
[Bank failure discussion mega-thread]

Last post by Jaylat « Thu Mar 23, 2023 3:37 pm
Posted in Investing - Theory, News & General
Replies: 2120
by curmudgeon » Thu Mar 09, 2023 11:40 pm » in Investing - Theory, News & General
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2120 Replies

139936 Views

Last post by Jaylat
Thu Mar 23, 2023 3:37 pm
Semi-retirement tax reduction strategies?

Last post by sailaway « Thu Mar 23, 2023 3:37 pm
Posted in Personal Investments
Replies: 5
by kjc5 » Thu Mar 23, 2023 1:34 pm » in Personal Investments

5 Replies

278 Views

Last post by sailaway
Thu Mar 23, 2023 3:37 pm
Legitimate surveys for payment/gift cards

Last post by runner3081 « Thu Mar 23, 2023 3:37 pm
Posted in Personal Consumer Issues
Replies: 4
by LilyFleur » Thu Mar 23, 2023 2:43 pm » in Personal Consumer Issues

4 Replies

170 Views

Last post by runner3081
Thu Mar 23, 2023 3:37 pm
Problem getting passport

Last post by tc101 « Thu Mar 23, 2023 3:36 pm
Posted in Personal Consumer Issues
Replies: 6
by tc101 » Thu Mar 23, 2023 11:00 am » in Personal Consumer Issues

6 Replies

509 Views

Last post by tc101
Thu Mar 23, 2023 3:36 pm
Why not follow Buffet’s mantra?

Last post by Logan Roy « Thu Mar 23, 2023 3:36 pm
Posted in Investing - Theory, News & General
Replies: 71
by ChinchillaWhiplash » Wed Mar 22, 2023 5:13 pm » in Investing - Theory, News & General
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71 Replies

4329 Views

Last post by Logan Roy
Thu Mar 23, 2023 3:36 pm
Bernstein on TIPS and T-bills

Last post by AlwaysLearningMore « Thu Mar 23, 2023 3:35 pm
Posted in Investing - Theory, News & General
Replies: 13
by quercus » Thu Mar 23, 2023 10:49 am » in Investing - Theory, News & General

13 Replies

988 Views

Last post by AlwaysLearningMore
Thu Mar 23, 2023 3:35 pm
Help me think this through - seller finance rental

Last post by twh « Thu Mar 23, 2023 3:35 pm
Posted in Personal Investments
Replies: 3
by breeves2245 » Thu Mar 23, 2023 2:54 pm » in Personal Investments

3 Replies

154 Views

Last post by twh
Thu Mar 23, 2023 3:35 pm
Do you tip at Starbucks/Dunkin Donuts?

Last post by mega317 « Thu Mar 23, 2023 3:35 pm
Posted in Personal Consumer Issues
Replies: 112
by tennisplyr » Wed Mar 22, 2023 10:08 am » in Personal Consumer Issues
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3
112 Replies

5808 Views

Last post by mega317
Thu Mar 23, 2023 3:35 pm
SOFI Bank offers $2M FDIC insurance - What’s the Big Deal

Last post by MrJedi « Thu Mar 23, 2023 3:35 pm
Posted in Personal Investments
Replies: 8
by Agent 99 » Thu Mar 23, 2023 2:39 pm » in Personal Investments

8 Replies

423 Views

Last post by MrJedi
Thu Mar 23, 2023 3:35 pm
Question about VMFXX Vanguard Federal Money Market Fund

Last post by ekid « Thu Mar 23, 2023 3:33 pm
Posted in Personal Investments
Replies: 9
by Prudence » Tue Feb 28, 2023 8:59 am » in Personal Investments

9 Replies

732 Views

Last post by ekid
Thu Mar 23, 2023 3:33 pm
Corporate taxes, turbo tax business, & unusual K1 (for me.)

Last post by EnjoyIt « Thu Mar 23, 2023 3:33 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by EnjoyIt » Thu Mar 23, 2023 11:19 am » in Personal Finance (Not Investing)

10 Replies

324 Views

Last post by EnjoyIt
Thu Mar 23, 2023 3:33 pm
Last Week Tonight on timeshares

Last post by uaeebs86 « Thu Mar 23, 2023 3:32 pm
Posted in Personal Consumer Issues
Replies: 49
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues

49 Replies

4903 Views

Last post by uaeebs86
Thu Mar 23, 2023 3:32 pm
VTSAX/VTI IN SAME ACCOUNT

Last post by FriedOkra « Thu Mar 23, 2023 3:29 pm
Posted in Personal Investments
Replies: 7
by cat5 » Thu Mar 23, 2023 10:00 am » in Personal Investments

7 Replies

426 Views

Last post by FriedOkra
Thu Mar 23, 2023 3:29 pm
Diversification a la Markowitz #3: Gold

Last post by halfnine « Thu Mar 23, 2023 3:29 pm
Posted in Investing - Theory, News & General
Replies: 103
by McQ » Sun Mar 12, 2023 10:26 pm » in Investing - Theory, News & General
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103 Replies

8029 Views

Last post by halfnine
Thu Mar 23, 2023 3:29 pm
Bogleheads and ChatGPT

Last post by Mudpuppy « Thu Mar 23, 2023 3:26 pm
Posted in Forum Issues and Administration
Replies: 139
by HockeyFan99 » Thu Dec 22, 2022 5:51 am » in Forum Issues and Administration
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139 Replies

12426 Views

Last post by Mudpuppy
Thu Mar 23, 2023 3:26 pm
Understanding Convertible Bonds

Last post by Iorek « Thu Mar 23, 2023 3:25 pm
Posted in Investing - Theory, News & General
Replies: 5
by TT » Mon Mar 20, 2023 7:13 am » in Investing - Theory, News & General

5 Replies

439 Views

Last post by Iorek
Thu Mar 23, 2023 3:25 pm
Retirement portfolio (for 77 yo mom)

Last post by peteyboy « Thu Mar 23, 2023 3:25 pm
Posted in Personal Investments
Replies: 6
by 3fundmonty » Wed Mar 22, 2023 11:26 pm » in Personal Investments

6 Replies

569 Views

Last post by peteyboy
Thu Mar 23, 2023 3:25 pm
What are some of the best grills under $750? | First time buyer

Last post by michaeljc70 « Thu Mar 23, 2023 3:24 pm
Posted in Personal Consumer Issues
Replies: 29
by YERER01 » Wed Mar 22, 2023 10:04 pm » in Personal Consumer Issues

29 Replies

1558 Views

Last post by michaeljc70
Thu Mar 23, 2023 3:24 pm
Company suggestions for Annuity

Last post by Wrench « Thu Mar 23, 2023 3:23 pm
Posted in Personal Investments
Replies: 20
by summerof42 » Sat Mar 18, 2023 2:00 pm » in Personal Investments

20 Replies

1866 Views

Last post by Wrench
Thu Mar 23, 2023 3:23 pm
Would you buy a house for 615k if you were us? UPDATE: under contract

Last post by Navillus1968 « Thu Mar 23, 2023 3:20 pm
Posted in Personal Finance (Not Investing)
Replies: 96
by Lrt12 » Mon Mar 20, 2023 6:49 pm » in Personal Finance (Not Investing)
1

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96 Replies

8174 Views

Last post by Navillus1968
Thu Mar 23, 2023 3:20 pm
Where can I find earnings-per-share (EPS) for VTSAX and other stock funds?

Last post by Ben Mathew « Thu Mar 23, 2023 3:20 pm
Posted in Investing - Theory, News & General
Replies: 11
by Ben Mathew » Sat Apr 18, 2020 11:20 am » in Investing - Theory, News & General

11 Replies

915 Views

Last post by Ben Mathew
Thu Mar 23, 2023 3:20 pm
Morgan Housel's 30 principals of money

Last post by sailaway « Thu Mar 23, 2023 3:20 pm
Posted in Investing - Theory, News & General
Replies: 1
by Carol88888 » Thu Mar 23, 2023 3:05 pm » in Investing - Theory, News & General

1 Replies

172 Views

Last post by sailaway
Thu Mar 23, 2023 3:20 pm
Deciding on Medigap vs Medicare Advantage

Last post by nisiprius « Thu Mar 23, 2023 3:19 pm
Posted in Personal Consumer Issues
Replies: 26
by Tom_T » Thu Mar 23, 2023 8:00 am » in Personal Consumer Issues

26 Replies

1416 Views

Last post by nisiprius
Thu Mar 23, 2023 3:19 pm
What Movie Have You Recently Watched?

Last post by Nicolas « Thu Mar 23, 2023 3:17 pm
Posted in Personal Consumer Issues
Replies: 9593
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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9593 Replies

1773864 Views

Last post by Nicolas
Thu Mar 23, 2023 3:17 pm
Where to buy a bicycle (with training wheels)?

Last post by stoptothink « Thu Mar 23, 2023 3:15 pm
Posted in Personal Consumer Issues
Replies: 33
by CtScrtDsse » Thu Mar 23, 2023 8:02 am » in Personal Consumer Issues

33 Replies

1111 Views

Last post by stoptothink
Thu Mar 23, 2023 3:15 pm
Best way to pay for college

Last post by twh « Thu Mar 23, 2023 3:14 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by Isabelle77 » Wed Mar 22, 2023 4:38 pm » in Personal Finance (Not Investing)

18 Replies

1547 Views

Last post by twh
Thu Mar 23, 2023 3:14 pm
Social Security and Higher Interest Rates

Last post by antiqueman « Thu Mar 23, 2023 3:12 pm
Posted in Investing - Theory, News & General

by antiqueman » Thu Mar 23, 2023 3:12 pm » in Investing - Theory, News & General

0 Replies

88 Views

Last post by antiqueman
Thu Mar 23, 2023 3:12 pm
Can I backdoor Roth after recharacterizing an incorrect roth ira contribution?

Last post by Duckie « Thu Mar 23, 2023 3:12 pm
Posted in Personal Investments
Replies: 16
by whatisgood » Wed Mar 22, 2023 7:15 am » in Personal Investments

16 Replies

741 Views

Last post by Duckie
Thu Mar 23, 2023 3:12 pm
Selling an Annuity

Last post by Stinky « Thu Mar 23, 2023 3:12 pm
Posted in Personal Investments
Replies: 15
by grumpy30000 » Sun Mar 19, 2023 6:40 am » in Personal Investments

15 Replies

1080 Views

Last post by Stinky
Thu Mar 23, 2023 3:12 pm
Tiaa vs Vanguard transfer

Last post by dogagility « Thu Mar 23, 2023 3:11 pm
Posted in Personal Investments
Replies: 26
by Zso » Tue Mar 21, 2023 5:19 pm » in Personal Investments

26 Replies

1431 Views

Last post by dogagility
Thu Mar 23, 2023 3:11 pm
submit ?s: how to pay for college [Bogleheads® Live]

Last post by wolf359 « Thu Mar 23, 2023 3:08 pm
Posted in Investing - Theory, News & General
Replies: 7
by Jon Luskin » Sat Mar 18, 2023 12:13 pm » in Investing - Theory, News & General

7 Replies

1372 Views

Last post by wolf359
Thu Mar 23, 2023 3:08 pm
TSP asset allocation

Last post by Navillus1968 « Thu Mar 23, 2023 2:56 pm
Posted in Personal Investments
Replies: 13
by rosemary11 » Thu Apr 08, 2021 8:44 am » in Personal Investments

13 Replies

1779 Views

Last post by Navillus1968
Thu Mar 23, 2023 2:56 pm
What % cash in portfolio?

Last post by Marseille07 « Thu Mar 23, 2023 2:56 pm
Posted in Personal Investments
Replies: 141
by Yesterdaysnews » Thu Feb 09, 2023 2:01 pm » in Personal Investments
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141 Replies

13024 Views

Last post by Marseille07
Thu Mar 23, 2023 2:56 pm
Lawyer fees to settle small estate

Last post by LilyFleur « Thu Mar 23, 2023 2:56 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by jay7 » Tue Mar 21, 2023 7:38 pm » in Personal Finance (Not Investing)

25 Replies

1997 Views

Last post by LilyFleur
Thu Mar 23, 2023 2:56 pm
Portfolio Review

Last post by dogagility « Thu Mar 23, 2023 2:53 pm
Posted in Personal Investments
Replies: 13
by GamerDad » Tue Mar 21, 2023 11:07 pm » in Personal Investments

13 Replies

1197 Views

Last post by dogagility
Thu Mar 23, 2023 2:53 pm
Umbilical cord blood storage service

Last post by oldcomputerguy « Thu Mar 23, 2023 2:53 pm
Posted in Personal Consumer Issues
Replies: 3
by tommy85 » Thu Mar 23, 2023 2:24 pm » in Personal Consumer Issues

3 Replies

244 Views

Last post by oldcomputerguy
Thu Mar 23, 2023 2:53 pm

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