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Exercise and sell, or hold company options comprising 6% of portfolio

Last post by mrmass « Thu Dec 05, 2024 1:07 pm
Posted in Personal Investments
Replies: 6
by muffins14 » Thu Dec 05, 2024 10:47 am » in Personal Investments

6 Replies

161 Views

Last post by mrmass
Thu Dec 05, 2024 1:07 pm
What frugal thing did you do today?

Last post by AllMostThere « Thu Dec 05, 2024 1:06 pm
Posted in Personal Consumer Issues
Replies: 5174
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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5174 Replies

773926 Views

Last post by AllMostThere
Thu Dec 05, 2024 1:06 pm
US citizen living in Portugal - best practices for managing my US investments and 401k?

Last post by WinstonTeracina « Thu Dec 05, 2024 1:06 pm
Posted in Non-US Investing
Replies: 1
by grizfan » Thu Dec 05, 2024 6:27 am » in Non-US Investing

1 Replies

103 Views

Last post by WinstonTeracina
Thu Dec 05, 2024 1:06 pm
Why 100% stocks if the SWR is lower?

Last post by exodusing « Thu Dec 05, 2024 1:05 pm
Posted in Investing - Theory, News & General
Replies: 38
by alex123711 » Wed Dec 04, 2024 2:54 am » in Investing - Theory, News & General

38 Replies

2291 Views

Last post by exodusing
Thu Dec 05, 2024 1:05 pm
Did My Fidelity Rep Fire Me?

Last post by PatrickA5 « Thu Dec 05, 2024 1:05 pm
Posted in Personal Investments
Replies: 13
by AllMostThere » Thu Dec 05, 2024 4:37 am » in Personal Investments

13 Replies

1570 Views

Last post by PatrickA5
Thu Dec 05, 2024 1:05 pm
Post-NAR Settlement Buyer Commission Megathread [National Association of Realtors]

Last post by InvisibleAerobar « Thu Dec 05, 2024 1:04 pm
Posted in Personal Finance (Not Investing)
Replies: 275
by stan1 » Fri Aug 16, 2024 11:34 am » in Personal Finance (Not Investing)
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275 Replies

22528 Views

Last post by InvisibleAerobar
Thu Dec 05, 2024 1:04 pm
Wife's 401K Bond Options

Last post by jec1ny « Thu Dec 05, 2024 1:04 pm
Posted in Personal Investments
Replies: 4
by Texas50 » Wed Dec 04, 2024 10:44 pm » in Personal Investments

4 Replies

262 Views

Last post by jec1ny
Thu Dec 05, 2024 1:04 pm
Car Purchase Advice - College Kid

Last post by hoofaman « Thu Dec 05, 2024 1:02 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by hoofaman » Wed Dec 04, 2024 7:27 am » in Personal Finance (Not Investing)

23 Replies

1118 Views

Last post by hoofaman
Thu Dec 05, 2024 1:02 pm
Watch geeks - wadda ya think?

Last post by psteinx « Thu Dec 05, 2024 1:02 pm
Posted in Personal Consumer Issues
Replies: 17
by psteinx » Wed Dec 04, 2024 12:04 pm » in Personal Consumer Issues

17 Replies

937 Views

Last post by psteinx
Thu Dec 05, 2024 1:02 pm
Shiller PE now near 37 - 3rd highest ever

Last post by exodusing « Thu Dec 05, 2024 1:02 pm
Posted in Investing - Theory, News & General
Replies: 430
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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430 Replies

39928 Views

Last post by exodusing
Thu Dec 05, 2024 1:02 pm
error - can't connect to bogleheads server

Last post by clip651 « Thu Dec 05, 2024 1:00 pm
Posted in Forum Issues and Administration

by clip651 » Thu Dec 05, 2024 1:00 pm » in Forum Issues and Administration

0 Replies

25 Views

Last post by clip651
Thu Dec 05, 2024 1:00 pm
A Three Fund Factor Weighted Lazy Portfolio

Last post by rushrocker « Thu Dec 05, 2024 1:00 pm
Posted in Investing - Theory, News & General
Replies: 30
by Benjamin Buffett » Tue Nov 26, 2024 8:01 am » in Investing - Theory, News & General

30 Replies

2779 Views

Last post by rushrocker
Thu Dec 05, 2024 1:00 pm
High Deny Rates of United Healthcare (e.g., GEHA), Should We Switch?

Last post by delamer « Thu Dec 05, 2024 1:00 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by RJC » Thu Dec 05, 2024 9:25 am » in Personal Finance (Not Investing)

4 Replies

667 Views

Last post by delamer
Thu Dec 05, 2024 1:00 pm
Do you keep hard copies of your account statements?

Last post by jebmke « Thu Dec 05, 2024 1:00 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by elliott1234 » Thu Dec 05, 2024 8:46 am » in Personal Finance (Not Investing)

31 Replies

938 Views

Last post by jebmke
Thu Dec 05, 2024 1:00 pm
Samsung - Trade-In

Last post by chuckwalla « Thu Dec 05, 2024 12:59 pm
Posted in Personal Consumer Issues
Replies: 6
by quizzer25 » Sun Dec 01, 2024 8:13 pm » in Personal Consumer Issues

6 Replies

728 Views

Last post by chuckwalla
Thu Dec 05, 2024 12:59 pm
Rebalancing in a stock bull market

Last post by rkhusky « Thu Dec 05, 2024 12:58 pm
Posted in Personal Investments
Replies: 4
by Visual Artist » Thu Dec 05, 2024 12:29 pm » in Personal Investments

4 Replies

167 Views

Last post by rkhusky
Thu Dec 05, 2024 12:58 pm
What if's with TurboTax?

Last post by murrays « Thu Dec 05, 2024 12:57 pm
Posted in Personal Finance (Not Investing)
Replies: 28
by Al Dente » Tue Dec 03, 2024 5:27 pm » in Personal Finance (Not Investing)

28 Replies

1781 Views

Last post by murrays
Thu Dec 05, 2024 12:57 pm
Ally Bank now blocking login when connected to VPN

Last post by jdubsdubs « Thu Dec 05, 2024 12:57 pm
Posted in Personal Consumer Issues
Replies: 37
by WoostaGal » Tue Dec 03, 2024 1:00 pm » in Personal Consumer Issues

37 Replies

1843 Views

Last post by jdubsdubs
Thu Dec 05, 2024 12:57 pm
Small cap value stock premium - isn't that info priced in already?

Last post by exodusing « Thu Dec 05, 2024 12:56 pm
Posted in Investing - Theory, News & General
Replies: 74
by Macaroni2314 » Sun Dec 01, 2024 6:25 am » in Investing - Theory, News & General
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74 Replies

3622 Views

Last post by exodusing
Thu Dec 05, 2024 12:56 pm
How Do Brokerages Price Municipal Bond Holdings?

Last post by JazzTime « Thu Dec 05, 2024 12:55 pm
Posted in Personal Investments
Replies: 3
by jameskay » Thu Dec 05, 2024 11:58 am » in Personal Investments

3 Replies

77 Views

Last post by JazzTime
Thu Dec 05, 2024 12:55 pm
Paying for rent is throwing away money...myth?

Last post by flyingcows « Thu Dec 05, 2024 12:55 pm
Posted in Personal Finance (Not Investing)
Replies: 406
by Ducksinarow » Sat Jun 08, 2019 9:15 pm » in Personal Finance (Not Investing)
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406 Replies

34148 Views

Last post by flyingcows
Thu Dec 05, 2024 12:55 pm
Thoughts on bonds vs. cash

Last post by WeakOldGuy « Thu Dec 05, 2024 12:55 pm
Posted in Personal Investments
Replies: 30
by John3 » Wed Dec 04, 2024 9:40 am » in Personal Investments

30 Replies

1727 Views

Last post by WeakOldGuy
Thu Dec 05, 2024 12:55 pm
Roth Conversion - Penalty for EOY?

Last post by Stinky « Thu Dec 05, 2024 12:55 pm
Posted in Personal Finance (Not Investing)
Replies: 81
by MoneyIsTime » Mon Nov 18, 2024 12:23 pm » in Personal Finance (Not Investing)
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81 Replies

5495 Views

Last post by Stinky
Thu Dec 05, 2024 12:55 pm
HSA 70k when would you start using it

Last post by ChrisC « Thu Dec 05, 2024 12:54 pm
Posted in Personal Finance (Not Investing)
Replies: 85
by Hillview » Mon Nov 18, 2024 2:03 pm » in Personal Finance (Not Investing)
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85 Replies

7851 Views

Last post by ChrisC
Thu Dec 05, 2024 12:54 pm
How do you ACTUALLY gift appreciated shares to your children

Last post by FireHorse « Thu Dec 05, 2024 12:53 pm
Posted in Personal Finance (Not Investing)
Replies: 48
by flyingaway » Thu Dec 01, 2022 1:37 pm » in Personal Finance (Not Investing)

48 Replies

5170 Views

Last post by FireHorse
Thu Dec 05, 2024 12:53 pm
UPDATE (6 months later): Am i ready to call it quits?

Last post by spacecadet610 « Thu Dec 05, 2024 12:52 pm
Posted in Personal Investments
Replies: 10
by spacecadet610 » Thu Dec 05, 2024 11:49 am » in Personal Investments

10 Replies

505 Views

Last post by spacecadet610
Thu Dec 05, 2024 12:52 pm
Anyone retired early?

Last post by heyyou « Thu Dec 05, 2024 12:52 pm
Posted in Personal Finance (Not Investing)
Replies: 61
by alex123711 » Wed Dec 04, 2024 6:34 am » in Personal Finance (Not Investing)
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61 Replies

4807 Views

Last post by heyyou
Thu Dec 05, 2024 12:52 pm
Non-qualified 529 disbursement below Std Deduction

Last post by Pdxnative « Thu Dec 05, 2024 12:49 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by ichee_marone » Wed Dec 04, 2024 11:23 am » in Personal Finance (Not Investing)

5 Replies

244 Views

Last post by Pdxnative
Thu Dec 05, 2024 12:49 pm
Carryover loss vs selling to offset loss

Last post by steadyosmosis « Thu Dec 05, 2024 12:46 pm
Posted in Personal Investments
Replies: 1
by BogleAlltheWay » Thu Dec 05, 2024 12:42 pm » in Personal Investments

1 Replies

37 Views

Last post by steadyosmosis
Thu Dec 05, 2024 12:46 pm
PSA: Top off your tires

Last post by chuckwalla « Thu Dec 05, 2024 12:44 pm
Posted in Personal Consumer Issues
Replies: 92
by jebmke » Sun Dec 01, 2024 9:12 am » in Personal Consumer Issues
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92 Replies

7899 Views

Last post by chuckwalla
Thu Dec 05, 2024 12:44 pm
Above what marginal tax bracket would you consider NOT consider a ROTH?

Last post by humblecoder « Thu Dec 05, 2024 12:43 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by guppyguy » Wed Dec 04, 2024 9:00 pm » in Personal Finance (Not Investing)

25 Replies

1273 Views

Last post by humblecoder
Thu Dec 05, 2024 12:43 pm
My New Retirement Thinking: LMP or 2% SWR

Last post by GP813 « Thu Dec 05, 2024 12:41 pm
Posted in Investing - Theory, News & General
Replies: 425
by Leesbro63 » Tue Oct 15, 2024 7:09 am » in Investing - Theory, News & General
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425 Replies

25117 Views

Last post by GP813
Thu Dec 05, 2024 12:41 pm
How to rollover TIAA 403b?

Last post by windyblow « Thu Dec 05, 2024 12:41 pm
Posted in Personal Investments
Replies: 8
by windyblow » Wed Dec 04, 2024 5:54 pm » in Personal Investments

8 Replies

307 Views

Last post by windyblow
Thu Dec 05, 2024 12:41 pm
US Bank 4% Smartly Visa Credit Card

Last post by midwest_bound « Thu Dec 05, 2024 12:39 pm
Posted in Personal Finance (Not Investing)
Replies: 981
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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981 Replies

86768 Views

Last post by midwest_bound
Thu Dec 05, 2024 12:39 pm
Fidelity pitching moving everything under management

Last post by ruralavalon « Thu Dec 05, 2024 12:37 pm
Posted in Personal Investments
Replies: 5
by jmac312 » Thu Dec 05, 2024 12:13 pm » in Personal Investments

5 Replies

228 Views

Last post by ruralavalon
Thu Dec 05, 2024 12:37 pm
LTC allocation

Last post by WoW2012 « Thu Dec 05, 2024 12:35 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by drspine » Wed Dec 04, 2024 9:31 am » in Personal Finance (Not Investing)

6 Replies

438 Views

Last post by WoW2012
Thu Dec 05, 2024 12:35 pm
2024 Deductible for Medigap Plans F-HD and G-HD

Last post by GaryA505 « Thu Dec 05, 2024 12:34 pm
Posted in Personal Finance (Not Investing)
Replies: 49
by ModifiedDuration » Mon Oct 16, 2023 7:51 am » in Personal Finance (Not Investing)

49 Replies

4731 Views

Last post by GaryA505
Thu Dec 05, 2024 12:34 pm
Is the “don’t invest money you need in 7-10 years” rule too conservative?

Last post by JustGotScammed « Thu Dec 05, 2024 12:31 pm
Posted in Investing - Theory, News & General
Replies: 49
by meadowrue » Wed Dec 04, 2024 5:02 pm » in Investing - Theory, News & General

49 Replies

2646 Views

Last post by JustGotScammed
Thu Dec 05, 2024 12:31 pm
Which IBRK is better Lite/Pro Fixed/Tiered?

Last post by typical.investor « Thu Dec 05, 2024 12:28 pm
Posted in Non-US Investing
Replies: 16
by international001 » Sat Nov 30, 2024 6:34 pm » in Non-US Investing

16 Replies

1280 Views

Last post by typical.investor
Thu Dec 05, 2024 12:28 pm
Wealthfront Savings and the Yotta Debacle [Fintech banking concerns]

Last post by Helium « Thu Dec 05, 2024 12:27 pm
Posted in Investing - Theory, News & General
Replies: 416
by MrM1 » Fri Jun 14, 2024 8:33 am » in Investing - Theory, News & General
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416 Replies

50499 Views

Last post by Helium
Thu Dec 05, 2024 12:27 pm
What's the Point to Rebalancing US and Ex US?

Last post by Tamalak « Thu Dec 05, 2024 12:27 pm
Posted in Investing - Theory, News & General
Replies: 2
by JMACatfish » Thu Dec 05, 2024 12:16 pm » in Investing - Theory, News & General

2 Replies

104 Views

Last post by Tamalak
Thu Dec 05, 2024 12:27 pm
Anyone shipped a small package to Belgium or EU?

Last post by InvisibleAerobar « Thu Dec 05, 2024 12:25 pm
Posted in Personal Consumer Issues
Replies: 12
by worthit » Thu Dec 05, 2024 6:40 am » in Personal Consumer Issues

12 Replies

281 Views

Last post by InvisibleAerobar
Thu Dec 05, 2024 12:25 pm
Fidelity Wealth Advisor Forum

Last post by dcabler « Thu Dec 05, 2024 12:23 pm
Posted in Personal Investments
Replies: 8
by FiveFifty » Thu Dec 05, 2024 11:30 am » in Personal Investments

8 Replies

303 Views

Last post by dcabler
Thu Dec 05, 2024 12:23 pm
How does it work when one spouse needs full-time memory care?

Last post by smitcat « Thu Dec 05, 2024 12:22 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by HomerJ » Wed Dec 04, 2024 2:39 pm » in Personal Finance (Not Investing)

14 Replies

1503 Views

Last post by smitcat
Thu Dec 05, 2024 12:22 pm
Does anyone else hold REIT VGSLX in their Roth IRA?

Last post by mrmass « Thu Dec 05, 2024 12:20 pm
Posted in Personal Investments
Replies: 4
by henry001 » Thu Dec 05, 2024 11:36 am » in Personal Investments

4 Replies

140 Views

Last post by mrmass
Thu Dec 05, 2024 12:20 pm
Inheriting Traditional & Roth IRA's - Questions & Advice

Last post by goodenyou « Thu Dec 05, 2024 12:17 pm
Posted in Personal Investments
Replies: 4
by CubsWin » Thu Dec 05, 2024 10:25 am » in Personal Investments

4 Replies

203 Views

Last post by goodenyou
Thu Dec 05, 2024 12:17 pm
Take some money off the table?

Last post by prairieman « Thu Dec 05, 2024 12:15 pm
Posted in Personal Investments
Replies: 108
by Peter Foley » Thu Nov 28, 2024 9:23 am » in Personal Investments
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108 Replies

12769 Views

Last post by prairieman
Thu Dec 05, 2024 12:15 pm
[Argentina] Looking for advice on my first investment

Last post by waskiri « Thu Dec 05, 2024 12:13 pm
Posted in Non-US Investing
Replies: 6
by fullaccess » Thu Dec 05, 2024 8:50 am » in Non-US Investing

6 Replies

157 Views

Last post by waskiri
Thu Dec 05, 2024 12:13 pm
Home Cocktail Bar Bottle Essentials -- $1K limit

Last post by Taz « Thu Dec 05, 2024 12:09 pm
Posted in Personal Consumer Issues
Replies: 148
by watchnerd » Mon May 13, 2024 11:36 pm » in Personal Consumer Issues
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148 Replies

13169 Views

Last post by Taz
Thu Dec 05, 2024 12:09 pm
Health Insurance - do you know allowed amounts?

Last post by PaunchyPirate « Thu Dec 05, 2024 12:05 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by LaurenRose » Thu Dec 05, 2024 10:15 am » in Personal Finance (Not Investing)

11 Replies

415 Views

Last post by PaunchyPirate
Thu Dec 05, 2024 12:05 pm

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