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Direct Indexing-personal situation and question

Last post by prioritarian « Fri Sep 13, 2024 4:16 pm
Posted in Investing - Theory, News & General
Replies: 20
by socraticquestions » Thu Sep 12, 2024 10:26 am » in Investing - Theory, News & General

20 Replies

907 Views

Last post by prioritarian
Fri Sep 13, 2024 4:16 pm
Why "traditional" asset allocation may be very WRONG

Last post by HMSVictory « Fri Sep 13, 2024 4:15 pm
Posted in Investing - Theory, News & General
Replies: 76
by HMSVictory » Fri Sep 13, 2024 9:40 am » in Investing - Theory, News & General
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76 Replies

2986 Views

Last post by HMSVictory
Fri Sep 13, 2024 4:15 pm
Best book for 34 y o novice about investing

Last post by Sandtrap « Fri Sep 13, 2024 4:15 pm
Posted in Investing - Theory, News & General
Replies: 60
by protagonist » Thu Sep 12, 2024 3:47 pm » in Investing - Theory, News & General
1

2
60 Replies

1800 Views

Last post by Sandtrap
Fri Sep 13, 2024 4:15 pm
Understanding NIIT Tax

Last post by SpideyIndexer « Fri Sep 13, 2024 4:15 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by jeef » Fri Sep 13, 2024 8:52 am » in Personal Finance (Not Investing)

8 Replies

637 Views

Last post by SpideyIndexer
Fri Sep 13, 2024 4:15 pm
Trailer Tire advice please.

Last post by Nicolas « Fri Sep 13, 2024 4:14 pm
Posted in Personal Consumer Issues
Replies: 2
by Sandtrap » Fri Sep 13, 2024 4:04 pm » in Personal Consumer Issues

2 Replies

33 Views

Last post by Nicolas
Fri Sep 13, 2024 4:14 pm
Timing investments in IRA

Last post by retiredjg « Fri Sep 13, 2024 4:13 pm
Posted in Personal Investments
Replies: 2
by LitProf2020 » Fri Sep 13, 2024 4:07 pm » in Personal Investments

2 Replies

29 Views

Last post by retiredjg
Fri Sep 13, 2024 4:13 pm
Timing of estimated income tax payments in connection with taking RMD as in-kind transfer

Last post by earlyout « Fri Sep 13, 2024 4:12 pm
Posted in Investing - Theory, News & General
Replies: 1
by JustNewton » Fri Sep 13, 2024 4:03 pm » in Investing - Theory, News & General

1 Replies

34 Views

Last post by earlyout
Fri Sep 13, 2024 4:12 pm
Indoor Plants

Last post by Sandtrap « Fri Sep 13, 2024 4:11 pm
Posted in Personal Consumer Issues
Replies: 8
by Fillmore » Fri Sep 13, 2024 9:10 am » in Personal Consumer Issues

8 Replies

326 Views

Last post by Sandtrap
Fri Sep 13, 2024 4:11 pm
Invest Via a Target Date Fund for Beneficiaries?

Last post by delamer « Fri Sep 13, 2024 4:09 pm
Posted in Personal Investments
Replies: 8
by Wolfpacker » Wed Sep 11, 2024 1:29 pm » in Personal Investments

8 Replies

560 Views

Last post by delamer
Fri Sep 13, 2024 4:09 pm
Frequency of rollovers high fee 401k

Last post by retiredjg « Fri Sep 13, 2024 4:08 pm
Posted in Personal Investments
Replies: 14
by sschoe2 » Fri Sep 13, 2024 10:14 am » in Personal Investments

14 Replies

383 Views

Last post by retiredjg
Fri Sep 13, 2024 4:08 pm
DFA Vector ETFs

Last post by sycamore « Fri Sep 13, 2024 4:05 pm
Posted in Investing - Theory, News & General
Replies: 16
by phoroner » Wed Sep 04, 2024 9:41 pm » in Investing - Theory, News & General

16 Replies

2305 Views

Last post by sycamore
Fri Sep 13, 2024 4:05 pm
Lodging for a family of 6 - Santa Barbara, CA/wedding

Last post by SpaghettiLegs « Fri Sep 13, 2024 4:05 pm
Posted in Personal Consumer Issues
Replies: 10
by LaurenRose » Fri Sep 13, 2024 7:37 am » in Personal Consumer Issues

10 Replies

456 Views

Last post by SpaghettiLegs
Fri Sep 13, 2024 4:05 pm
First car for a new driver

Last post by random_walker_77 « Fri Sep 13, 2024 4:03 pm
Posted in Personal Consumer Issues
Replies: 66
by YeahBuddy » Thu Sep 12, 2024 6:31 am » in Personal Consumer Issues
1

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66 Replies

2612 Views

Last post by random_walker_77
Fri Sep 13, 2024 4:03 pm
Denied comprehensive auto insurance claim (hitting a raccoon

Last post by Squirrel208 « Fri Sep 13, 2024 4:01 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by mesaverde » Thu Sep 12, 2024 8:42 pm » in Personal Finance (Not Investing)

25 Replies

2078 Views

Last post by Squirrel208
Fri Sep 13, 2024 4:01 pm
Bernstein article - Why Should You Care When Stocks Plunge?

Last post by HootingSloth « Fri Sep 13, 2024 4:00 pm
Posted in Investing - Theory, News & General
Replies: 104
by quercus » Wed Sep 11, 2024 9:54 pm » in Investing - Theory, News & General
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3
104 Replies

7402 Views

Last post by HootingSloth
Fri Sep 13, 2024 4:00 pm
Calculate fair payments when different payments on mortgage

Last post by jjshoe « Fri Sep 13, 2024 3:59 pm
Posted in Personal Finance (Not Investing)

by jjshoe » Fri Sep 13, 2024 3:59 pm » in Personal Finance (Not Investing)

0 Replies

24 Views

Last post by jjshoe
Fri Sep 13, 2024 3:59 pm
Mid Course correction

Last post by delamer « Fri Sep 13, 2024 3:58 pm
Posted in Personal Investments
Replies: 22
by trjack57 » Fri Sep 13, 2024 9:59 am » in Personal Investments

22 Replies

1107 Views

Last post by delamer
Fri Sep 13, 2024 3:58 pm
How best to get rid of my financial adviser?

Last post by billfromct « Fri Sep 13, 2024 3:50 pm
Posted in Personal Investments
Replies: 4
by aadc » Fri Sep 13, 2024 12:21 pm » in Personal Investments

4 Replies

421 Views

Last post by billfromct
Fri Sep 13, 2024 3:50 pm
How do I get an unbiased assessment of my backyard drainage and erosion situation?

Last post by prairieman « Fri Sep 13, 2024 3:50 pm
Posted in Personal Consumer Issues
Replies: 26
by panpsych » Thu Sep 12, 2024 1:04 pm » in Personal Consumer Issues

26 Replies

1214 Views

Last post by prairieman
Fri Sep 13, 2024 3:50 pm
401k question

Last post by arcticpineapplecorp. « Fri Sep 13, 2024 3:50 pm
Posted in Personal Investments
Replies: 3
by FFD » Fri Sep 13, 2024 1:59 pm » in Personal Investments

3 Replies

89 Views

Last post by arcticpineapplecorp.
Fri Sep 13, 2024 3:50 pm
Senior planning?

Last post by delamer « Fri Sep 13, 2024 3:50 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by hevysrf » Fri Sep 13, 2024 12:12 pm » in Personal Finance (Not Investing)

4 Replies

293 Views

Last post by delamer
Fri Sep 13, 2024 3:50 pm
Need help on Gold

Last post by LitProf2020 « Fri Sep 13, 2024 3:49 pm
Posted in Personal Investments
Replies: 26
by Bennie » Thu Sep 12, 2024 7:37 pm » in Personal Investments

26 Replies

1291 Views

Last post by LitProf2020
Fri Sep 13, 2024 3:49 pm
Wiki - Prioritizing investments (proposed updates)

Last post by FiveK « Fri Sep 13, 2024 3:47 pm
Posted in Investing - Theory, News & General
Replies: 496
by okwriter » Fri Jul 09, 2021 8:39 pm » in Investing - Theory, News & General
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496 Replies

44656 Views

Last post by FiveK
Fri Sep 13, 2024 3:47 pm
What brokerages allow Vanguard admiral fund purchases/redemptions without fees?

Last post by sycamore « Fri Sep 13, 2024 3:46 pm
Posted in Personal Investments
Replies: 8
by NYCaviator » Fri Sep 13, 2024 6:08 am » in Personal Investments

8 Replies

564 Views

Last post by sycamore
Fri Sep 13, 2024 3:46 pm
My 5.4% CD is getting called due to rate cuts

Last post by exodusNH « Fri Sep 13, 2024 3:36 pm
Posted in Personal Investments
Replies: 18
by devillif311 » Fri Sep 13, 2024 9:00 am » in Personal Investments

18 Replies

1975 Views

Last post by exodusNH
Fri Sep 13, 2024 3:36 pm
[What UN-frugal thing do you do? What do you splurge on?]

Last post by LaurenRose « Fri Sep 13, 2024 3:31 pm
Posted in Personal Consumer Issues
Replies: 805
by Professor Emeritus » Fri Nov 21, 2014 6:52 am » in Personal Consumer Issues
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805 Replies

91073 Views

Last post by LaurenRose
Fri Sep 13, 2024 3:31 pm
529 recontributions not coded as such

Last post by HereToLearn « Fri Sep 13, 2024 3:31 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by psteinx » Fri Sep 13, 2024 11:19 am » in Personal Finance (Not Investing)

3 Replies

167 Views

Last post by HereToLearn
Fri Sep 13, 2024 3:31 pm
UHNW Situtation

Last post by jarjarM « Fri Sep 13, 2024 3:26 pm
Posted in Personal Investments
Replies: 64
by WeathKeeper » Fri Jul 12, 2024 9:34 am » in Personal Investments
1

2
64 Replies

11881 Views

Last post by jarjarM
Fri Sep 13, 2024 3:26 pm
Fidelity SMA (Separately Managed Account) worth it?

Last post by Chv396 « Fri Sep 13, 2024 3:23 pm
Posted in Personal Investments
Replies: 42
by Fran K » Mon Jan 11, 2021 2:01 pm » in Personal Investments

42 Replies

15623 Views

Last post by Chv396
Fri Sep 13, 2024 3:23 pm
Trying to help recently widowed friend with late husband's IRA

Last post by HereToLearn « Fri Sep 13, 2024 3:21 pm
Posted in Personal Investments
Replies: 16
by CrossOverGuy » Fri Sep 13, 2024 11:02 am » in Personal Investments

16 Replies

594 Views

Last post by HereToLearn
Fri Sep 13, 2024 3:21 pm
Robinhood 3% Rewards Visa Card

Last post by Goof « Fri Sep 13, 2024 3:20 pm
Posted in Personal Finance (Not Investing)
Replies: 107
by Leesbro63 » Wed Mar 27, 2024 4:20 am » in Personal Finance (Not Investing)
1

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3
107 Replies

11149 Views

Last post by Goof
Fri Sep 13, 2024 3:20 pm
Barrons: Jack Bogle was right about ETFs

Last post by Claudia Whitten « Fri Sep 13, 2024 3:12 pm
Posted in Investing - Theory, News & General
Replies: 28
by Harmanic » Wed Sep 11, 2024 9:27 am » in Investing - Theory, News & General

28 Replies

3912 Views

Last post by Claudia Whitten
Fri Sep 13, 2024 3:12 pm
Should I do a bridge annuity?

Last post by Jmlrn « Fri Sep 13, 2024 3:10 pm
Posted in Personal Investments
Replies: 7
by Jmlrn » Fri Sep 13, 2024 11:58 am » in Personal Investments

7 Replies

354 Views

Last post by Jmlrn
Fri Sep 13, 2024 3:10 pm
Questions on getting a new desktop computer

Last post by 123 « Fri Sep 13, 2024 3:09 pm
Posted in Personal Consumer Issues
Replies: 21
by tc101 » Fri Sep 13, 2024 9:06 am » in Personal Consumer Issues

21 Replies

727 Views

Last post by 123
Fri Sep 13, 2024 3:09 pm
MyIDCare alerts - SSN on "Dark Web." Anything to do?

Last post by anoop « Fri Sep 13, 2024 3:05 pm
Posted in Personal Finance (Not Investing)
Replies: 43
by jaMichael » Wed Jul 31, 2024 2:34 pm » in Personal Finance (Not Investing)

43 Replies

19712 Views

Last post by anoop
Fri Sep 13, 2024 3:05 pm
ETRADE Vs Vanguard

Last post by normaldude « Fri Sep 13, 2024 3:03 pm
Posted in Personal Investments
Replies: 1
by Ledzep91 » Fri Sep 13, 2024 2:59 pm » in Personal Investments

1 Replies

93 Views

Last post by normaldude
Fri Sep 13, 2024 3:03 pm
Anyone take a long work hiatus?

Last post by arcsix « Fri Sep 13, 2024 3:02 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by ThankYouJack » Fri Sep 13, 2024 5:11 am » in Personal Finance (Not Investing)

20 Replies

1406 Views

Last post by arcsix
Fri Sep 13, 2024 3:02 pm
Vanguard Cash Plus Account

Last post by KendosisX « Fri Sep 13, 2024 2:55 pm
Posted in Investing - Theory, News & General
Replies: 1261
by stan1 » Fri Jan 12, 2024 12:35 pm » in Investing - Theory, News & General
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1261 Replies

179498 Views

Last post by KendosisX
Fri Sep 13, 2024 2:55 pm
Fun Question: Finding Good Trust Fund Lawyer

Last post by LadyGeek « Fri Sep 13, 2024 2:48 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by mtwistercapitalist » Thu Sep 12, 2024 8:29 pm » in Personal Finance (Not Investing)

8 Replies

633 Views

Last post by LadyGeek
Fri Sep 13, 2024 2:48 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by unwitting_gulag « Fri Sep 13, 2024 2:35 pm
Posted in Investing - Theory, News & General
Replies: 6934
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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135

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139
6934 Replies

1690527 Views

Last post by unwitting_gulag
Fri Sep 13, 2024 2:35 pm
A positive Fidelity experience

Last post by Gaston « Fri Sep 13, 2024 2:34 pm
Posted in Personal Investments
Replies: 2
by Gaston » Fri Sep 13, 2024 2:24 pm » in Personal Investments

2 Replies

280 Views

Last post by Gaston
Fri Sep 13, 2024 2:34 pm
Retire From Military or Stay In Longer?

Last post by Outer Marker « Fri Sep 13, 2024 2:34 pm
Posted in Personal Investments
Replies: 49
by brian.h » Tue Sep 10, 2024 9:12 pm » in Personal Investments

49 Replies

4232 Views

Last post by Outer Marker
Fri Sep 13, 2024 2:34 pm
Is it better to withdraw monthly or yearly for retirement

Last post by Watty « Fri Sep 13, 2024 2:32 pm
Posted in Investing - Theory, News & General
Replies: 32
by Tatala » Fri Sep 13, 2024 7:54 am » in Investing - Theory, News & General

32 Replies

1757 Views

Last post by Watty
Fri Sep 13, 2024 2:32 pm
Please Help me find my ideal town in the Pacific Northwest

Last post by DoTheMath « Fri Sep 13, 2024 2:26 pm
Posted in Personal Consumer Issues
Replies: 42
by Hot Sauce » Tue Sep 10, 2024 5:52 pm » in Personal Consumer Issues

42 Replies

3900 Views

Last post by DoTheMath
Fri Sep 13, 2024 2:26 pm
Merrill Edge Taxable Accounts

Last post by anon_investor « Fri Sep 13, 2024 2:25 pm
Posted in Personal Investments
Replies: 33
by CraneThePoet » Thu Dec 28, 2023 7:55 am » in Personal Investments

33 Replies

8157 Views

Last post by anon_investor
Fri Sep 13, 2024 2:25 pm
Pension Plan options

Last post by musicislife « Fri Sep 13, 2024 2:23 pm
Posted in Personal Investments
Replies: 19
by musicislife » Thu Sep 12, 2024 1:58 pm » in Personal Investments

19 Replies

1167 Views

Last post by musicislife
Fri Sep 13, 2024 2:23 pm
Portfolio Review - Helping Mom (61) after Dad (60) unexpectedly passed away in February

Last post by rhatfiel « Fri Sep 13, 2024 2:20 pm
Posted in Personal Investments
Replies: 11
by rhatfiel » Thu May 16, 2024 11:42 am » in Personal Investments

11 Replies

2929 Views

Last post by rhatfiel
Fri Sep 13, 2024 2:20 pm
Anyone Glad they took Social Security Early?

Last post by Claudia Whitten « Fri Sep 13, 2024 2:15 pm
Posted in Personal Investments
Replies: 123
by LaramieWind » Tue Aug 27, 2024 3:19 pm » in Personal Investments
1

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3
123 Replies

20858 Views

Last post by Claudia Whitten
Fri Sep 13, 2024 2:15 pm
EV / Hybrid basics?

Last post by prioritarian « Fri Sep 13, 2024 2:07 pm
Posted in Personal Consumer Issues
Replies: 30
by yankees60 » Thu Sep 12, 2024 1:22 pm » in Personal Consumer Issues

30 Replies

1832 Views

Last post by prioritarian
Fri Sep 13, 2024 2:07 pm
brokerage trade with tax sheltered trades

Last post by typical.investor « Fri Sep 13, 2024 2:03 pm
Posted in Investing - Theory, News & General
Replies: 4
by windpig » Fri Sep 13, 2024 1:25 pm » in Investing - Theory, News & General

4 Replies

113 Views

Last post by typical.investor
Fri Sep 13, 2024 2:03 pm

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