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Direct Indexing/ Fidelity SMA etc.

Last post by drzzzzz « Mon Dec 09, 2024 10:41 pm
Posted in Personal Investments
Replies: 15
by SlowMovingInvestor » Fri Dec 06, 2024 5:59 pm » in Personal Investments

15 Replies

995 Views

Last post by drzzzzz
Mon Dec 09, 2024 10:41 pm
US Bank 4% Smartly Visa Credit Card

Last post by tfb « Mon Dec 09, 2024 10:40 pm
Posted in Personal Finance (Not Investing)
Replies: 1067
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1067 Replies

92866 Views

Last post by tfb
Mon Dec 09, 2024 10:40 pm
Vanguard Cash Plus Account

Last post by freedom5555 « Mon Dec 09, 2024 10:40 pm
Posted in Investing - Theory, News & General
Replies: 1316
by stan1 » Fri Jan 12, 2024 12:35 pm » in Investing - Theory, News & General
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1316 Replies

201799 Views

Last post by freedom5555
Mon Dec 09, 2024 10:40 pm
"Are Annuities a Better Fit for The Three-Fund Portfolio?

Last post by Johm221122 « Mon Dec 09, 2024 10:39 pm
Posted in Investing - Theory, News & General
Replies: 53
by Taylor Larimore » Fri Dec 06, 2024 7:32 pm » in Investing - Theory, News & General
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53 Replies

3265 Views

Last post by Johm221122
Mon Dec 09, 2024 10:39 pm
Thoughts on bonds vs. cash

Last post by itnetpro « Mon Dec 09, 2024 10:38 pm
Posted in Personal Investments
Replies: 161
by John3 » Wed Dec 04, 2024 9:40 am » in Personal Investments
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161 Replies

10093 Views

Last post by itnetpro
Mon Dec 09, 2024 10:38 pm
Vanguard to accelerate wealth management drive in restructuring

Last post by beyou « Mon Dec 09, 2024 10:36 pm
Posted in Investing - Theory, News & General
Replies: 10
by exodusing » Mon Dec 09, 2024 10:30 am » in Investing - Theory, News & General

10 Replies

1581 Views

Last post by beyou
Mon Dec 09, 2024 10:36 pm
Roth 401k now for ACA subsidies later

Last post by SoloWriter « Mon Dec 09, 2024 10:34 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by SoloWriter » Sun Dec 08, 2024 8:57 pm » in Personal Finance (Not Investing)

3 Replies

491 Views

Last post by SoloWriter
Mon Dec 09, 2024 10:34 pm
Early Retirement and College Financial Aid

Last post by Pdxnative « Mon Dec 09, 2024 10:33 pm
Posted in Personal Finance (Not Investing)
Replies: 143
by SnowBog » Sat Oct 30, 2021 3:53 pm » in Personal Finance (Not Investing)
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143 Replies

13499 Views

Last post by Pdxnative
Mon Dec 09, 2024 10:33 pm
High Deny Rates of United Healthcare (e.g., GEHA), Should We Switch?

Last post by mariezzz « Mon Dec 09, 2024 10:33 pm
Posted in Personal Finance (Not Investing)
Replies: 58
by RJC » Thu Dec 05, 2024 9:25 am » in Personal Finance (Not Investing)
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58 Replies

7852 Views

Last post by mariezzz
Mon Dec 09, 2024 10:33 pm
Why the case against a Roth conversion gets stronger?

Last post by Nahtanoj « Mon Dec 09, 2024 10:32 pm
Posted in Personal Investments
Replies: 120
by teniralc » Sat Dec 07, 2024 12:04 pm » in Personal Investments
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120 Replies

9739 Views

Last post by Nahtanoj
Mon Dec 09, 2024 10:32 pm
Disney Land?

Last post by scribestock « Mon Dec 09, 2024 10:31 pm
Posted in Personal Consumer Issues
Replies: 20
by BanquetBeer » Mon Dec 09, 2024 1:52 pm » in Personal Consumer Issues

20 Replies

998 Views

Last post by scribestock
Mon Dec 09, 2024 10:31 pm
Wells Fargo Preferred L (WFC.PR.L) - Too Good To Be True?

Last post by grabiner « Mon Dec 09, 2024 10:29 pm
Posted in Personal Investments
Replies: 29
by JazzTime » Thu Dec 05, 2024 1:15 pm » in Personal Investments

29 Replies

2054 Views

Last post by grabiner
Mon Dec 09, 2024 10:29 pm
Sale of Rental Property: Increase Brokerage or Pursue Other Investments?

Last post by MapleFarmer03430 « Mon Dec 09, 2024 10:28 pm
Posted in Personal Investments
Replies: 6
by MapleFarmer03430 » Sun Dec 08, 2024 11:04 pm » in Personal Investments

6 Replies

405 Views

Last post by MapleFarmer03430
Mon Dec 09, 2024 10:28 pm
Deciphering the strange ETF fund of a relative

Last post by matsci2022 « Mon Dec 09, 2024 10:28 pm
Posted in Personal Investments

by matsci2022 » Mon Dec 09, 2024 10:28 pm » in Personal Investments

0 Replies

34 Views

Last post by matsci2022
Mon Dec 09, 2024 10:28 pm
Vanguard Announces Allocation Changes for Vanguard STAR Fund - in Q1 2025

Last post by beyou « Mon Dec 09, 2024 10:25 pm
Posted in Investing - Theory, News & General
Replies: 3
by sycamore » Mon Dec 09, 2024 1:53 pm » in Investing - Theory, News & General

3 Replies

412 Views

Last post by beyou
Mon Dec 09, 2024 10:25 pm
Qualified vs non-qualified dividends (VTI, VOO and VXF)

Last post by grabiner « Mon Dec 09, 2024 10:18 pm
Posted in Personal Investments
Replies: 12
by mander75 » Sun Dec 08, 2024 2:02 pm » in Personal Investments

12 Replies

1016 Views

Last post by grabiner
Mon Dec 09, 2024 10:18 pm
Vanguard is creating a T-Bill ETF

Last post by beyou « Mon Dec 09, 2024 10:08 pm
Posted in Investing - Theory, News & General
Replies: 57
by capybara11 » Sun Dec 01, 2024 10:46 am » in Investing - Theory, News & General
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57 Replies

6291 Views

Last post by beyou
Mon Dec 09, 2024 10:08 pm
Take a pay cut to move jobs?

Last post by scribestock « Mon Dec 09, 2024 10:07 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by 62caster » Mon Dec 09, 2024 1:41 pm » in Personal Finance (Not Investing)

14 Replies

1074 Views

Last post by scribestock
Mon Dec 09, 2024 10:07 pm
Looking back were you too conservative when purchasing the home you raised your family in?

Last post by tonyfrez563 « Mon Dec 09, 2024 10:05 pm
Posted in Personal Finance (Not Investing)
Replies: 29
by MrCastaway » Mon Dec 09, 2024 2:08 pm » in Personal Finance (Not Investing)

29 Replies

2021 Views

Last post by tonyfrez563
Mon Dec 09, 2024 10:05 pm
Insurance for US driver renting vehicle in UK

Last post by Awman « Mon Dec 09, 2024 10:00 pm
Posted in Personal Consumer Issues
Replies: 10
by AliceLB » Sun Dec 08, 2024 10:48 pm » in Personal Consumer Issues

10 Replies

401 Views

Last post by Awman
Mon Dec 09, 2024 10:00 pm
Question about the reasoning of Bogle's method

Last post by whodidntante « Mon Dec 09, 2024 10:00 pm
Posted in Investing - Theory, News & General
Replies: 6
by zby123 » Mon Dec 09, 2024 9:07 pm » in Investing - Theory, News & General

6 Replies

354 Views

Last post by whodidntante
Mon Dec 09, 2024 10:00 pm
Uninsured Motorists Bodily Injury

Last post by JBTX « Mon Dec 09, 2024 9:59 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by slippinsurlies » Mon Dec 09, 2024 8:05 pm » in Personal Finance (Not Investing)

1 Replies

168 Views

Last post by JBTX
Mon Dec 09, 2024 9:59 pm
Bill Bengen: We Should Market Time & Inflation is Deadly

Last post by watchnerd « Mon Dec 09, 2024 9:59 pm
Posted in Investing - Theory, News & General
Replies: 94
by Leesbro63 » Sat Dec 07, 2024 9:40 am » in Investing - Theory, News & General
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94 Replies

6163 Views

Last post by watchnerd
Mon Dec 09, 2024 9:59 pm
401K consolidation

Last post by WeakOldGuy « Mon Dec 09, 2024 9:55 pm
Posted in Personal Investments
Replies: 3
by unvested » Mon Dec 09, 2024 6:58 pm » in Personal Investments

3 Replies

157 Views

Last post by WeakOldGuy
Mon Dec 09, 2024 9:55 pm
SECURE Act requires taking RMDs before doing any Roth conversions?

Last post by SadimTouch « Mon Dec 09, 2024 9:53 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by SadimTouch » Mon Dec 09, 2024 4:47 pm » in Personal Finance (Not Investing)

5 Replies

487 Views

Last post by SadimTouch
Mon Dec 09, 2024 9:53 pm
FAFSA Question - "IRA Rollover Into Another IRA or Qualified Plan"

Last post by secondcor521 « Mon Dec 09, 2024 9:52 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by Boglenaut » Fri Nov 22, 2024 11:04 am » in Personal Finance (Not Investing)

9 Replies

629 Views

Last post by secondcor521
Mon Dec 09, 2024 9:52 pm
Shiller PE now near 39 - 2nd highest ever

Last post by comeinvest « Mon Dec 09, 2024 9:50 pm
Posted in Investing - Theory, News & General
Replies: 607
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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607 Replies

50997 Views

Last post by comeinvest
Mon Dec 09, 2024 9:50 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by watchnerd « Mon Dec 09, 2024 9:45 pm
Posted in Investing - Theory, News & General
Replies: 7657
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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7657 Replies

1761703 Views

Last post by watchnerd
Mon Dec 09, 2024 9:45 pm
QCD - Confirm my understanding

Last post by psteinx « Mon Dec 09, 2024 9:43 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by psteinx » Mon Dec 09, 2024 4:26 pm » in Personal Finance (Not Investing)

16 Replies

598 Views

Last post by psteinx
Mon Dec 09, 2024 9:43 pm
Received stock from a trust and donated it - tax deduction question!

Last post by secondcor521 « Mon Dec 09, 2024 9:38 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by farriar400 » Mon Dec 09, 2024 6:20 pm » in Personal Finance (Not Investing)

2 Replies

115 Views

Last post by secondcor521
Mon Dec 09, 2024 9:38 pm
Taxes on TIAA Anuity?

Last post by SimpleLife_fatfe « Mon Dec 09, 2024 9:33 pm
Posted in Personal Finance (Not Investing)
Replies: 12
by ICanHasRetirement » Mon Oct 28, 2024 5:59 pm » in Personal Finance (Not Investing)

12 Replies

882 Views

Last post by SimpleLife_fatfe
Mon Dec 09, 2024 9:33 pm
Static vs Dynamic Asset Allocation; Victor Meets the Boglehead

Last post by comeinvest « Mon Dec 09, 2024 9:33 pm
Posted in Investing - Theory, News & General
Replies: 485
by Leesbro63 » Mon Nov 11, 2024 5:50 am » in Investing - Theory, News & General
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485 Replies

24561 Views

Last post by comeinvest
Mon Dec 09, 2024 9:33 pm
529 for Step Grandkids

Last post by Carolina Shagger « Mon Dec 09, 2024 9:31 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by Allan » Mon Dec 09, 2024 6:58 pm » in Personal Finance (Not Investing)

5 Replies

261 Views

Last post by Carolina Shagger
Mon Dec 09, 2024 9:31 pm
Comcast deletes comcast email

Last post by UpperNwGuy « Mon Dec 09, 2024 9:29 pm
Posted in Personal Consumer Issues
Replies: 15
by gavinsiu » Sat Dec 07, 2024 12:42 pm » in Personal Consumer Issues

15 Replies

1104 Views

Last post by UpperNwGuy
Mon Dec 09, 2024 9:29 pm
Adjust Bathtub Faucet Temperature

Last post by DarkHelmetII « Mon Dec 09, 2024 9:28 pm
Posted in Personal Consumer Issues
Replies: 7
by DarkHelmetII » Mon Dec 09, 2024 7:00 pm » in Personal Consumer Issues

7 Replies

375 Views

Last post by DarkHelmetII
Mon Dec 09, 2024 9:28 pm
Advice on Roth IRA conversions

Last post by mariezzz « Mon Dec 09, 2024 9:26 pm
Posted in Personal Investments
Replies: 61
by psychopengy » Fri Nov 22, 2024 4:23 pm » in Personal Investments
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61 Replies

6311 Views

Last post by mariezzz
Mon Dec 09, 2024 9:26 pm
burning MP3 CD from iTunes

Last post by CardinalRule « Mon Dec 09, 2024 9:24 pm
Posted in Personal Consumer Issues
Replies: 11
by familythriftmd » Mon Dec 09, 2024 1:16 pm » in Personal Consumer Issues

11 Replies

448 Views

Last post by CardinalRule
Mon Dec 09, 2024 9:24 pm
Roth Conversion - Penalty for EOY?

Last post by rkhusky « Mon Dec 09, 2024 9:23 pm
Posted in Personal Finance (Not Investing)
Replies: 86
by MoneyIsTime » Mon Nov 18, 2024 12:23 pm » in Personal Finance (Not Investing)
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86 Replies

6211 Views

Last post by rkhusky
Mon Dec 09, 2024 9:23 pm
Any Alexa/Ipad experts out there?

Last post by mhalley « Mon Dec 09, 2024 9:23 pm
Posted in Personal Consumer Issues
Replies: 1
by Tracker968 » Mon Dec 09, 2024 8:51 pm » in Personal Consumer Issues

1 Replies

116 Views

Last post by mhalley
Mon Dec 09, 2024 9:23 pm
Pralana Online Released - Impressions

Last post by samulta52 « Mon Dec 09, 2024 9:22 pm
Posted in Personal Finance (Not Investing)
Replies: 220
by Exchme » Thu Oct 03, 2024 7:17 pm » in Personal Finance (Not Investing)
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220 Replies

21144 Views

Last post by samulta52
Mon Dec 09, 2024 9:22 pm
Amortization Based Withdrawal (ABW)

Last post by siamond « Mon Dec 09, 2024 9:17 pm
Posted in Personal Finance (Not Investing)
Replies: 792
by willthrill81 » Wed Feb 27, 2019 4:47 pm » in Personal Finance (Not Investing)
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792 Replies

83585 Views

Last post by siamond
Mon Dec 09, 2024 9:17 pm
Potential transition from Defined Contribution to Defined Benefits

Last post by snowday2022 « Mon Dec 09, 2024 9:15 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by frugaltigris » Mon Dec 09, 2024 7:16 pm » in Personal Finance (Not Investing)

1 Replies

174 Views

Last post by snowday2022
Mon Dec 09, 2024 9:15 pm
[OPINION] Bond ETF x Bond Pension Fund - Portugal

Last post by jg12345 « Mon Dec 09, 2024 9:15 pm
Posted in Non-US Investing
Replies: 10
by bomfimpt » Sat Dec 07, 2024 7:36 am » in Non-US Investing

10 Replies

497 Views

Last post by jg12345
Mon Dec 09, 2024 9:15 pm
Retirement withdrawls

Last post by Garco « Mon Dec 09, 2024 9:14 pm
Posted in Investing - Theory, News & General
Replies: 11
by vDoneEnough » Fri Dec 06, 2024 2:42 pm » in Investing - Theory, News & General

11 Replies

1629 Views

Last post by Garco
Mon Dec 09, 2024 9:14 pm
Delay bridge for Social Security, retirement income plan

Last post by Airco_DH2_pilot « Mon Dec 09, 2024 9:11 pm
Posted in Personal Investments
Replies: 61
by Airco_DH2_pilot » Wed Oct 30, 2024 7:08 pm » in Personal Investments
1

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61 Replies

4952 Views

Last post by Airco_DH2_pilot
Mon Dec 09, 2024 9:11 pm
Rich, Broke or Dead? Post-Retirement FIRE Calculator: Visualizing Early Retirement Success and Longevity Risk

Last post by MrJones « Mon Dec 09, 2024 9:09 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by Kandinsky » Sat May 13, 2023 1:57 pm » in Personal Finance (Not Investing)

25 Replies

9407 Views

Last post by MrJones
Mon Dec 09, 2024 9:09 pm
Managing 529 College Costs with Scholarship

Last post by Pdxnative « Mon Dec 09, 2024 9:07 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Kiley 44 » Mon Dec 09, 2024 6:48 pm » in Personal Finance (Not Investing)

4 Replies

223 Views

Last post by Pdxnative
Mon Dec 09, 2024 9:07 pm
FYI: US passport online renewal

Last post by flyingcows « Mon Dec 09, 2024 9:01 pm
Posted in Personal Consumer Issues
Replies: 20
by preach » Sat Dec 07, 2024 5:09 pm » in Personal Consumer Issues

20 Replies

2110 Views

Last post by flyingcows
Mon Dec 09, 2024 9:01 pm
Matching on SIMPLE IRAs - do catchup contributions qualify?

Last post by teen persuasion « Mon Dec 09, 2024 9:00 pm
Posted in Personal Finance (Not Investing)

by teen persuasion » Mon Dec 09, 2024 9:00 pm » in Personal Finance (Not Investing)

0 Replies

40 Views

Last post by teen persuasion
Mon Dec 09, 2024 9:00 pm
Roth IRA with FXAIX and VXF - Simplify to FZROX?

Last post by RetiredAL « Mon Dec 09, 2024 8:58 pm
Posted in Personal Investments
Replies: 5
by mander75 » Mon Dec 09, 2024 3:37 pm » in Personal Investments

5 Replies

304 Views

Last post by RetiredAL
Mon Dec 09, 2024 8:58 pm

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