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Looking for advice? Advisor proposing 1% on $3M AUM

Last post by Mr.BB « Thu Jun 08, 2023 11:01 am
Posted in Personal Investments
Replies: 8
by boltonguy » Thu Jun 08, 2023 10:07 am » in Personal Investments

8 Replies

201 Views

Last post by Mr.BB
Thu Jun 08, 2023 11:01 am
Stay in easy (but volatile) WFH gig? Or be proactive about my future?

Last post by Pizza_and_Beer « Thu Jun 08, 2023 11:01 am
Posted in Personal Finance (Not Investing)
Replies: 1
by vgc303 » Thu Jun 08, 2023 10:50 am » in Personal Finance (Not Investing)

1 Replies

52 Views

Last post by Pizza_and_Beer
Thu Jun 08, 2023 11:01 am
HYSA vs MMA rates.

Last post by OSUperu « Thu Jun 08, 2023 11:01 am
Posted in Investing - Theory, News & General

by OSUperu » Thu Jun 08, 2023 11:01 am » in Investing - Theory, News & General

0 Replies

4 Views

Last post by OSUperu
Thu Jun 08, 2023 11:01 am
Pension or Lump Sum Consideration

Last post by AJS « Thu Jun 08, 2023 11:00 am
Posted in Personal Finance (Not Investing)
Replies: 9
by Understudy » Wed Jun 07, 2023 7:30 am » in Personal Finance (Not Investing)

9 Replies

551 Views

Last post by AJS
Thu Jun 08, 2023 11:00 am
Elder Care and Gifting to Children

Last post by Jimbo Moneybags « Thu Jun 08, 2023 10:58 am
Posted in Personal Finance (Not Investing)
Replies: 6
by mtnrider » Thu Jun 08, 2023 10:34 am » in Personal Finance (Not Investing)

6 Replies

158 Views

Last post by Jimbo Moneybags
Thu Jun 08, 2023 10:58 am
Total Bond, Treasuries, and TIPS since 2001

Last post by jeffyscott « Thu Jun 08, 2023 10:58 am
Posted in Investing - Theory, News & General
Replies: 9
by 000 » Thu Jun 08, 2023 1:12 am » in Investing - Theory, News & General

9 Replies

709 Views

Last post by jeffyscott
Thu Jun 08, 2023 10:58 am
Anyone Opted out of Paying Union Dues (SIEU 925)?

Last post by Jeepergeo « Thu Jun 08, 2023 10:58 am
Posted in Personal Consumer Issues
Replies: 1
by ruanddu » Thu Jun 08, 2023 10:17 am » in Personal Consumer Issues

1 Replies

101 Views

Last post by Jeepergeo
Thu Jun 08, 2023 10:58 am
Still trying to believe in bonds

Last post by Marseille07 « Thu Jun 08, 2023 10:57 am
Posted in Personal Investments
Replies: 58
by JMK909er » Tue Jun 06, 2023 10:04 am » in Personal Investments
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58 Replies

4252 Views

Last post by Marseille07
Thu Jun 08, 2023 10:57 am
How has 60/40 worked out in retirement ?

Last post by Vivbet « Thu Jun 08, 2023 10:53 am
Posted in Personal Investments
Replies: 41
by Vivbet » Wed Jun 07, 2023 5:57 pm » in Personal Investments

41 Replies

3495 Views

Last post by Vivbet
Thu Jun 08, 2023 10:53 am
Medallion Guarantee limits

Last post by jebmke « Thu Jun 08, 2023 10:53 am
Posted in Personal Investments
Replies: 1
by misterjohnny » Thu Jun 08, 2023 10:43 am » in Personal Investments

1 Replies

57 Views

Last post by jebmke
Thu Jun 08, 2023 10:53 am
my understanding is that tilting to small caps adds diversification and tilting to value reduces diversification?

Last post by alluringreality « Thu Jun 08, 2023 10:52 am
Posted in Investing - Theory, News & General
Replies: 57
by linate » Wed Jun 07, 2023 9:54 am » in Investing - Theory, News & General
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57 Replies

2443 Views

Last post by alluringreality
Thu Jun 08, 2023 10:52 am
Ramit Sethi on the usefulness of advisors

Last post by deltaneutral83 « Thu Jun 08, 2023 10:51 am
Posted in Investing - Theory, News & General
Replies: 17
by hnd » Wed Jun 07, 2023 9:58 am » in Investing - Theory, News & General

17 Replies

1832 Views

Last post by deltaneutral83
Thu Jun 08, 2023 10:51 am
Last Week Tonight on timeshares

Last post by ResearchMed « Thu Jun 08, 2023 10:49 am
Posted in Personal Consumer Issues
Replies: 126
by themesrob » Tue Mar 21, 2023 9:27 am » in Personal Consumer Issues
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126 Replies

13927 Views

Last post by ResearchMed
Thu Jun 08, 2023 10:49 am
Was moving from a no income tax state to an income tax state really that bad?

Last post by VoiceOfReason « Thu Jun 08, 2023 10:48 am
Posted in Personal Finance (Not Investing)
Replies: 240
by MikeZ » Thu Dec 15, 2022 12:22 pm » in Personal Finance (Not Investing)
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240 Replies

22229 Views

Last post by VoiceOfReason
Thu Jun 08, 2023 10:48 am
Possible gas leaks? (Update and new questions)

Last post by wilked « Thu Jun 08, 2023 10:48 am
Posted in Personal Consumer Issues
Replies: 55
by student » Fri Jun 02, 2023 1:54 pm » in Personal Consumer Issues
1

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55 Replies

2964 Views

Last post by wilked
Thu Jun 08, 2023 10:48 am
Portfolio Review - I know I have enough but now what?

Last post by Hacksawdave « Thu Jun 08, 2023 10:47 am
Posted in Personal Investments
Replies: 2
by Jman21 » Wed Jun 07, 2023 10:34 am » in Personal Investments

2 Replies

522 Views

Last post by Hacksawdave
Thu Jun 08, 2023 10:47 am
Beginner please help!

Last post by ruralavalon « Thu Jun 08, 2023 10:45 am
Posted in Personal Investments
Replies: 19
by Chris333 » Sun Jun 04, 2023 1:45 am » in Personal Investments

19 Replies

1629 Views

Last post by ruralavalon
Thu Jun 08, 2023 10:45 am
Improving your risk tolerance

Last post by martincmartin « Thu Jun 08, 2023 10:45 am
Posted in Investing - Theory, News & General
Replies: 4
by martincmartin » Sat Jun 03, 2023 5:59 pm » in Investing - Theory, News & General

4 Replies

426 Views

Last post by martincmartin
Thu Jun 08, 2023 10:45 am
New or used car in today's market?

Last post by Jags4186 « Thu Jun 08, 2023 10:45 am
Posted in Personal Consumer Issues
Replies: 84
by Bikes4life » Mon Jun 05, 2023 8:44 pm » in Personal Consumer Issues
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84 Replies

4982 Views

Last post by Jags4186
Thu Jun 08, 2023 10:45 am
Paying Off Mortgage vs Investing Extra Money

Last post by bligh « Thu Jun 08, 2023 10:44 am
Posted in Personal Finance (Not Investing)
Replies: 9
by gardn202926 » Thu Jun 08, 2023 7:19 am » in Personal Finance (Not Investing)

9 Replies

472 Views

Last post by bligh
Thu Jun 08, 2023 10:44 am
Question reg. Vanguard transition from Legacy platform to Brokerage

Last post by jebmke « Thu Jun 08, 2023 10:44 am
Posted in Personal Investments
Replies: 15
by chestnut » Wed Jun 07, 2023 12:51 pm » in Personal Investments

15 Replies

973 Views

Last post by jebmke
Thu Jun 08, 2023 10:44 am
IRS asking about Roth IRA withdrawal

Last post by arcticpineapplecorp. « Thu Jun 08, 2023 10:41 am
Posted in Personal Investments
Replies: 24
by SpaniardInChicago » Mon Jun 05, 2023 2:59 pm » in Personal Investments

24 Replies

2981 Views

Last post by arcticpineapplecorp.
Thu Jun 08, 2023 10:41 am
Value of Emergency Fund with high Taxable account?

Last post by OSUperu « Thu Jun 08, 2023 10:41 am
Posted in Personal Investments
Replies: 20
by OSUperu » Wed Jun 07, 2023 11:26 pm » in Personal Investments

20 Replies

1201 Views

Last post by OSUperu
Thu Jun 08, 2023 10:41 am
Xfinity’s policy in upgrading equipment

Last post by jebmke « Thu Jun 08, 2023 10:40 am
Posted in Personal Consumer Issues
Replies: 34
by gavinsiu » Sun Jun 04, 2023 1:04 am » in Personal Consumer Issues

34 Replies

1896 Views

Last post by jebmke
Thu Jun 08, 2023 10:40 am
Quicken 2019 and forward

Last post by michaeljc70 « Thu Jun 08, 2023 10:40 am
Posted in Personal Finance (Not Investing)
Replies: 779
by Scorpion » Tue Nov 27, 2018 9:06 am » in Personal Finance (Not Investing)
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779 Replies

79580 Views

Last post by michaeljc70
Thu Jun 08, 2023 10:40 am
Planning for Cost of Care in Later Years

Last post by DrStanK « Thu Jun 08, 2023 10:40 am
Posted in Personal Finance (Not Investing)
Replies: 20
by DrStanK » Wed Jun 07, 2023 8:51 pm » in Personal Finance (Not Investing)

20 Replies

1109 Views

Last post by DrStanK
Thu Jun 08, 2023 10:40 am
Newbie want to help 62 year old dad grow 30k

Last post by HomeStretch « Thu Jun 08, 2023 10:38 am
Posted in Personal Investments
Replies: 17
by Moneytrail » Thu Jun 08, 2023 4:29 am » in Personal Investments

17 Replies

935 Views

Last post by HomeStretch
Thu Jun 08, 2023 10:38 am
To dividend reinvest or not in taxable accounts?

Last post by barnaclebob « Thu Jun 08, 2023 10:35 am
Posted in Investing - Theory, News & General
Replies: 31
by hiddenpower » Tue Jun 06, 2023 11:16 am » in Investing - Theory, News & General

31 Replies

1613 Views

Last post by barnaclebob
Thu Jun 08, 2023 10:35 am
Taxable Alternatives to VTEB, VWIUX, and VWLUX (Vanguard Tax-exempt Bond Funds)

Last post by muffins14 « Thu Jun 08, 2023 10:32 am
Posted in Investing - Theory, News & General
Replies: 17
by zero_coupon » Sun Apr 02, 2023 11:57 pm » in Investing - Theory, News & General

17 Replies

1338 Views

Last post by muffins14
Thu Jun 08, 2023 10:32 am
"Should couples combine finances or keep personal accounts?"

Last post by BrooklynInvest « Thu Jun 08, 2023 10:30 am
Posted in Personal Finance (Not Investing)
Replies: 185
by Taylor Larimore » Mon May 29, 2023 7:19 pm » in Personal Finance (Not Investing)
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185 Replies

16806 Views

Last post by BrooklynInvest
Thu Jun 08, 2023 10:30 am
New Zealand taxation of US retirement accounts?

Last post by MoonOrb « Thu Jun 08, 2023 10:29 am
Posted in Personal Investments
Replies: 26
by Stereo1687 » Wed May 31, 2023 4:56 pm » in Personal Investments

26 Replies

3895 Views

Last post by MoonOrb
Thu Jun 08, 2023 10:29 am
Investing proceeds from house sale for aging parent

Last post by time916 « Thu Jun 08, 2023 10:29 am
Posted in Investing - Theory, News & General

by time916 » Thu Jun 08, 2023 10:29 am » in Investing - Theory, News & General

0 Replies

42 Views

Last post by time916
Thu Jun 08, 2023 10:29 am
AQR warning: time to rotate to International?

Last post by Nathan Drake « Thu Jun 08, 2023 10:28 am
Posted in Investing - Theory, News & General
Replies: 39
by steve321 » Sun Jun 04, 2023 8:37 am » in Investing - Theory, News & General

39 Replies

3441 Views

Last post by Nathan Drake
Thu Jun 08, 2023 10:28 am
What Movie Have You Recently Watched?

Last post by ruralavalon « Thu Jun 08, 2023 10:27 am
Posted in Personal Consumer Issues
Replies: 9821
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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9821 Replies

1804476 Views

Last post by ruralavalon
Thu Jun 08, 2023 10:27 am
Before Bogle: How much could the ordinary investor have got?

Last post by MarkRoulo « Thu Jun 08, 2023 10:26 am
Posted in Investing - Theory, News & General
Replies: 56
by McQ » Mon Jun 05, 2023 10:50 pm » in Investing - Theory, News & General
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56 Replies

4279 Views

Last post by MarkRoulo
Thu Jun 08, 2023 10:26 am
Cliff Asness on bonds and stock telling a different story

Last post by Wolframius « Thu Jun 08, 2023 10:25 am
Posted in Investing - Theory, News & General
Replies: 88
by steve321 » Fri Jun 02, 2023 9:33 am » in Investing - Theory, News & General
1

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88 Replies

6510 Views

Last post by Wolframius
Thu Jun 08, 2023 10:25 am
401k Roth vs Deferred Compensation

Last post by milktoast « Thu Jun 08, 2023 10:24 am
Posted in Personal Finance (Not Investing)
Replies: 8
by gardn202926 » Thu Jun 08, 2023 7:30 am » in Personal Finance (Not Investing)

8 Replies

308 Views

Last post by milktoast
Thu Jun 08, 2023 10:24 am
Home Warranty

Last post by LazyFinanceJunkie « Thu Jun 08, 2023 10:14 am
Posted in Personal Finance (Not Investing)
Replies: 16
by Sho » Wed Jun 07, 2023 6:51 pm » in Personal Finance (Not Investing)

16 Replies

806 Views

Last post by LazyFinanceJunkie
Thu Jun 08, 2023 10:14 am
Vanguard Cash Plus Account Pilot

Last post by manlymatt83 « Thu Jun 08, 2023 10:12 am
Posted in Investing - Theory, News & General
Replies: 212
by ScroogeMcDuck » Fri Sep 02, 2022 12:08 am » in Investing - Theory, News & General
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212 Replies

37339 Views

Last post by manlymatt83
Thu Jun 08, 2023 10:12 am
$2.3M in mortgage/business/student loans. How should I allocate extra funds? A rental property?

Last post by LiveItUpBySaving « Thu Jun 08, 2023 10:06 am
Posted in Personal Investments
Replies: 21
by CalculatedRisk » Wed Jun 07, 2023 2:12 pm » in Personal Investments

21 Replies

1976 Views

Last post by LiveItUpBySaving
Thu Jun 08, 2023 10:06 am
How to Compare Yields on These Two MM Funds?

Last post by JSparks « Thu Jun 08, 2023 10:04 am
Posted in Investing - Theory, News & General

by JSparks » Thu Jun 08, 2023 10:04 am » in Investing - Theory, News & General

0 Replies

65 Views

Last post by JSparks
Thu Jun 08, 2023 10:04 am
Printers in 2023?

Last post by urban « Thu Jun 08, 2023 10:03 am
Posted in Personal Consumer Issues
Replies: 39
by LaurenRose » Wed Jun 07, 2023 12:30 pm » in Personal Consumer Issues

39 Replies

1856 Views

Last post by urban
Thu Jun 08, 2023 10:03 am
Update.Portfolio after reading here

Last post by cadinkis « Thu Jun 08, 2023 10:02 am
Posted in Personal Investments
Replies: 50
by KellyInBaconville » Tue Mar 21, 2023 5:40 am » in Personal Investments
1

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50 Replies

4837 Views

Last post by cadinkis
Thu Jun 08, 2023 10:02 am
Fidelity Freedom Index fund

Last post by the_wiki « Thu Jun 08, 2023 9:58 am
Posted in Personal Investments
Replies: 26
by johnkgan » Sat Jun 03, 2023 7:21 pm » in Personal Investments

26 Replies

2144 Views

Last post by the_wiki
Thu Jun 08, 2023 9:58 am
Don't Store Significant Amounts of Cash in Payment App Accounts

Last post by JackoC « Thu Jun 08, 2023 9:57 am
Posted in Personal Finance (Not Investing)
Replies: 31
by Northern Flicker » Sat Jun 03, 2023 6:51 pm » in Personal Finance (Not Investing)

31 Replies

3473 Views

Last post by JackoC
Thu Jun 08, 2023 9:57 am
Deciding on loan or no loan

Last post by bsquared « Thu Jun 08, 2023 9:55 am
Posted in Personal Finance (Not Investing)

by bsquared » Thu Jun 08, 2023 9:55 am » in Personal Finance (Not Investing)

0 Replies

65 Views

Last post by bsquared
Thu Jun 08, 2023 9:55 am
So what are you cooking

Last post by LadyGeek « Thu Jun 08, 2023 9:47 am
Posted in Personal Consumer Issues
Replies: 864
by Skeeter1 » Sat Mar 21, 2020 2:23 pm » in Personal Consumer Issues
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864 Replies

84810 Views

Last post by LadyGeek
Thu Jun 08, 2023 9:47 am
Taxable Distributions from Muni Funds

Last post by Hacksawdave « Thu Jun 08, 2023 9:42 am
Posted in Investing - Theory, News & General
Replies: 10
by zero_coupon » Mon May 22, 2023 3:12 am » in Investing - Theory, News & General

10 Replies

782 Views

Last post by Hacksawdave
Thu Jun 08, 2023 9:42 am
Honda Odyssey or Lexus NX or others?

Last post by joelly « Thu Jun 08, 2023 9:40 am
Posted in Personal Consumer Issues
Replies: 28
by joelly » Tue Jun 06, 2023 3:52 pm » in Personal Consumer Issues

28 Replies

1879 Views

Last post by joelly
Thu Jun 08, 2023 9:40 am
Small Cap Value heads Rejoice !!!

Last post by Random Walker « Thu Jun 08, 2023 9:36 am
Posted in Investing - Theory, News & General
Replies: 5555
by hdas » Mon Jun 03, 2019 1:52 pm » in Investing - Theory, News & General
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5555 Replies

565285 Views

Last post by Random Walker
Thu Jun 08, 2023 9:36 am

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