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My mom's portfolio under the guidance of a CFP/CFA

Last post by Macaroni2629 « Sat Apr 01, 2023 7:23 pm
Posted in Personal Investments
Replies: 38
by Macaroni2629 » Sat Apr 01, 2023 7:27 am » in Personal Investments

38 Replies

2111 Views

Last post by Macaroni2629
Sat Apr 01, 2023 7:23 pm
Searching for Lost Contributors

Last post by Beensabu « Sat Apr 01, 2023 7:22 pm
Posted in US Chapters
Replies: 401
by RovenSkyfall » Wed Apr 28, 2021 10:16 am » in US Chapters
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401 Replies

68209 Views

Last post by Beensabu
Sat Apr 01, 2023 7:22 pm
Everything in Vanguard?

Last post by Normchad « Sat Apr 01, 2023 7:21 pm
Posted in Investing - Theory, News & General
Replies: 16
by Jocko » Fri Mar 31, 2023 2:57 pm » in Investing - Theory, News & General

16 Replies

1555 Views

Last post by Normchad
Sat Apr 01, 2023 7:21 pm
1099-K for reselling tickets on Stubhub/Ticketmaster/etc

Last post by tig519 « Sat Apr 01, 2023 7:17 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by tig519 » Sat Apr 01, 2023 5:27 pm » in Personal Finance (Not Investing)

3 Replies

203 Views

Last post by tig519
Sat Apr 01, 2023 7:17 pm
Fidelity as a one stop shop

Last post by anon_investor « Sat Apr 01, 2023 7:16 pm
Posted in Personal Finance (Not Investing)
Replies: 4159
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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4159 Replies

580059 Views

Last post by anon_investor
Sat Apr 01, 2023 7:16 pm
Parents with kids in colleges? What does it take?

Last post by jackholloway « Sat Apr 01, 2023 7:15 pm
Posted in Personal Finance (Not Investing)
Replies: 51
by Sho » Sat Apr 01, 2023 9:42 am » in Personal Finance (Not Investing)
1

2
51 Replies

2616 Views

Last post by jackholloway
Sat Apr 01, 2023 7:15 pm
Bill Sharpe's preferred portfolio

Last post by watchnerd « Sat Apr 01, 2023 7:14 pm
Posted in Investing - Theory, News & General
Replies: 551
by Quark » Mon Jan 09, 2017 8:29 pm » in Investing - Theory, News & General
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551 Replies

121653 Views

Last post by watchnerd
Sat Apr 01, 2023 7:14 pm
Bond

Last post by chrisdds98 « Sat Apr 01, 2023 7:13 pm
Posted in Personal Investments
Replies: 34
by mudd » Wed Mar 29, 2023 8:34 pm » in Personal Investments

34 Replies

2559 Views

Last post by chrisdds98
Sat Apr 01, 2023 7:13 pm
Global Entry Interview Challenge

Last post by nanciT « Sat Apr 01, 2023 7:11 pm
Posted in Personal Consumer Issues
Replies: 35
by mikephfl » Fri Mar 31, 2023 2:30 pm » in Personal Consumer Issues

35 Replies

2536 Views

Last post by nanciT
Sat Apr 01, 2023 7:11 pm
Medicare Question

Last post by nonnie « Sat Apr 01, 2023 7:10 pm
Posted in Personal Finance (Not Investing)
Replies: 70
by Music Teacher Tim » Tue Mar 28, 2023 9:34 pm » in Personal Finance (Not Investing)
1

2
70 Replies

5253 Views

Last post by nonnie
Sat Apr 01, 2023 7:10 pm
Reaching Goals, Anticlimactic?

Last post by KlangFool « Sat Apr 01, 2023 7:09 pm
Posted in Personal Finance (Not Investing)
Replies: 26
by rich126 » Sat Apr 01, 2023 9:25 am » in Personal Finance (Not Investing)

26 Replies

1763 Views

Last post by KlangFool
Sat Apr 01, 2023 7:09 pm
[Assessing Deflation Risk in VAIPX - Vanguard Inflation-Protected Securities fund]

Last post by Carsson3 « Sat Apr 01, 2023 7:09 pm
Posted in Investing - Theory, News & General
Replies: 93
by Carsson3 » Thu Mar 30, 2023 11:18 am » in Investing - Theory, News & General
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93 Replies

4821 Views

Last post by Carsson3
Sat Apr 01, 2023 7:09 pm
Set It and Forget It, or ……

Last post by gotoparks « Sat Apr 01, 2023 7:07 pm
Posted in Investing - Theory, News & General
Replies: 32
by Diaperman1 » Fri Mar 31, 2023 10:25 am » in Investing - Theory, News & General

32 Replies

2736 Views

Last post by gotoparks
Sat Apr 01, 2023 7:07 pm
1099-K for reselling tickets on Stubhub/Ticketmaster/etc

Last post by toddthebod « Sat Apr 01, 2023 7:00 pm
Posted in Personal Finance (Not Investing)
Replies: 147
by goonie » Tue Feb 08, 2022 10:19 am » in Personal Finance (Not Investing)
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147 Replies

20780 Views

Last post by toddthebod
Sat Apr 01, 2023 7:00 pm
Leaving long-term job

Last post by Beensabu « Sat Apr 01, 2023 6:55 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by meadowrue » Sat Apr 01, 2023 3:33 pm » in Personal Finance (Not Investing)

9 Replies

824 Views

Last post by Beensabu
Sat Apr 01, 2023 6:55 pm
Fidelity vs Schwab CMA

Last post by CletusCaddy « Sat Apr 01, 2023 6:54 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by hotelcalifornia » Sat Apr 01, 2023 1:16 pm » in Personal Finance (Not Investing)

11 Replies

740 Views

Last post by CletusCaddy
Sat Apr 01, 2023 6:54 pm
Roth Conversion and 5 year waiting period.

Last post by CRC_Volunteer « Sat Apr 01, 2023 6:54 pm
Posted in Personal Investments
Replies: 9
by CRC_Volunteer » Sat Apr 01, 2023 6:04 pm » in Personal Investments

9 Replies

366 Views

Last post by CRC_Volunteer
Sat Apr 01, 2023 6:54 pm
Professionally Cleaning and Sealing Floor Tiles

Last post by Supergrover « Sat Apr 01, 2023 6:50 pm
Posted in Personal Consumer Issues
Replies: 1
by Carefreeap » Sat Apr 01, 2023 3:34 pm » in Personal Consumer Issues

1 Replies

160 Views

Last post by Supergrover
Sat Apr 01, 2023 6:50 pm
Savings - Investment FDIC covered and + 7% APY. How?

Last post by gotoparks « Sat Apr 01, 2023 6:49 pm
Posted in Investing - Theory, News & General
Replies: 4
by ChinchillaWhiplash » Sat Apr 01, 2023 6:00 pm » in Investing - Theory, News & General

4 Replies

384 Views

Last post by gotoparks
Sat Apr 01, 2023 6:49 pm
How much to allocate towards retirement at 25 years old

Last post by JakeyLee « Sat Apr 01, 2023 6:49 pm
Posted in Personal Investments
Replies: 58
by muitu » Tue Mar 28, 2023 2:40 pm » in Personal Investments
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58 Replies

4560 Views

Last post by JakeyLee
Sat Apr 01, 2023 6:49 pm
Joint CC post-divorce

Last post by AvoToast « Sat Apr 01, 2023 6:47 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by AvoToast » Sat Apr 01, 2023 6:21 am » in Personal Finance (Not Investing)

16 Replies

1232 Views

Last post by AvoToast
Sat Apr 01, 2023 6:47 pm
Spouse of Federal retiree /Medicare/HSA

Last post by chalet « Sat Apr 01, 2023 6:47 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by test123 » Sat Apr 01, 2023 5:34 pm » in Personal Finance (Not Investing)

1 Replies

117 Views

Last post by chalet
Sat Apr 01, 2023 6:47 pm
Likely wash sale not on Fidelity tax documents [wash sales in IRAs]

Last post by DoTheMath « Sat Apr 01, 2023 6:47 pm
Posted in Personal Finance (Not Investing)
Replies: 31
by DebiT » Fri Feb 24, 2023 3:59 pm » in Personal Finance (Not Investing)

31 Replies

2319 Views

Last post by DoTheMath
Sat Apr 01, 2023 6:47 pm
Android phones: do you use an encrypted texting app?

Last post by aboose « Sat Apr 01, 2023 6:44 pm
Posted in Personal Consumer Issues
Replies: 3
by biscuit5 » Sat Apr 01, 2023 2:03 pm » in Personal Consumer Issues

3 Replies

297 Views

Last post by aboose
Sat Apr 01, 2023 6:44 pm
Have until Dec. to decide on a new 3-row car

Last post by Fpdesignco « Sat Apr 01, 2023 6:42 pm
Posted in Personal Consumer Issues
Replies: 77
by welloiledinvestor » Thu Feb 16, 2023 8:20 pm » in Personal Consumer Issues
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77 Replies

7281 Views

Last post by Fpdesignco
Sat Apr 01, 2023 6:42 pm
Where do I put my emergency fund?

Last post by RandomPointer « Sat Apr 01, 2023 6:40 pm
Posted in Personal Finance (Not Investing)
Replies: 22
by 2ball » Fri Mar 31, 2023 8:33 pm » in Personal Finance (Not Investing)

22 Replies

1744 Views

Last post by RandomPointer
Sat Apr 01, 2023 6:40 pm
Best way to track expenses? Quicken or …?

Last post by meebers « Sat Apr 01, 2023 6:38 pm
Posted in Personal Finance (Not Investing)
Replies: 24
by NYCaviator » Fri Mar 31, 2023 6:34 pm » in Personal Finance (Not Investing)

24 Replies

1354 Views

Last post by meebers
Sat Apr 01, 2023 6:38 pm
Relative in hospital - wife in dementia - kids need info to help them

Last post by Sandwich « Sat Apr 01, 2023 6:38 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by freddie2011 » Fri Mar 31, 2023 8:51 pm » in Personal Finance (Not Investing)

16 Replies

1979 Views

Last post by Sandwich
Sat Apr 01, 2023 6:38 pm
Miami Cruise, where to stay?

Last post by stan1 « Sat Apr 01, 2023 6:37 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by sksbog » Sat Apr 01, 2023 6:24 pm » in Personal Finance (Not Investing)

6 Replies

210 Views

Last post by stan1
Sat Apr 01, 2023 6:37 pm
Online Eyeglasses

Last post by nalor511 « Sat Apr 01, 2023 6:30 pm
Posted in Personal Consumer Issues
Replies: 39
by LifeIsGood » Fri Mar 31, 2023 5:17 am » in Personal Consumer Issues

39 Replies

2230 Views

Last post by nalor511
Sat Apr 01, 2023 6:30 pm
Is EA right with my taxes? I think is she is wrong!

Last post by Duckie « Sat Apr 01, 2023 6:28 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by splunk » Sun Apr 03, 2022 11:47 pm » in Personal Finance (Not Investing)

20 Replies

3032 Views

Last post by Duckie
Sat Apr 01, 2023 6:28 pm
Watch suggestions for solo backpacking - Garmin or other? Solar/topo/health/emergency monitoring?

Last post by livesoft « Sat Apr 01, 2023 6:28 pm
Posted in Personal Consumer Issues
Replies: 8
by YoungSisyphus » Sat Apr 01, 2023 11:49 am » in Personal Consumer Issues

8 Replies

501 Views

Last post by livesoft
Sat Apr 01, 2023 6:28 pm
What's Your Credit Card Rewards Strategy?

Last post by TravelGeek « Sat Apr 01, 2023 6:26 pm
Posted in Personal Finance (Not Investing)
Replies: 6331
by guitarguy » Wed May 25, 2016 10:15 am » in Personal Finance (Not Investing)
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6331 Replies

1194997 Views

Last post by TravelGeek
Sat Apr 01, 2023 6:26 pm
Best resources for the decumulation stage?

Last post by Florida Orange « Sat Apr 01, 2023 6:25 pm
Posted in Investing - Theory, News & General
Replies: 2
by Intrepyd » Sat Apr 01, 2023 2:17 pm » in Investing - Theory, News & General

2 Replies

298 Views

Last post by Florida Orange
Sat Apr 01, 2023 6:25 pm
The One-Fund Portfolio as a default suggestion

Last post by longinvest « Sat Apr 01, 2023 6:23 pm
Posted in Investing - Theory, News & General
Replies: 652
by longinvest » Mon Aug 12, 2019 8:10 am » in Investing - Theory, News & General
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652 Replies

162092 Views

Last post by longinvest
Sat Apr 01, 2023 6:23 pm
Retiree Portfolio Model

Last post by BigFoot48 « Sat Apr 01, 2023 6:23 pm
Posted in Personal Finance (Not Investing)
Replies: 1577
by BigFoot48 » Thu May 31, 2012 7:13 pm » in Personal Finance (Not Investing)
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1577 Replies

460312 Views

Last post by BigFoot48
Sat Apr 01, 2023 6:23 pm
A tale of a large deductible

Last post by Stinky « Sat Apr 01, 2023 6:21 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by RussianInNYC » Fri Mar 31, 2023 2:36 pm » in Personal Finance (Not Investing)

13 Replies

1612 Views

Last post by Stinky
Sat Apr 01, 2023 6:21 pm
Paris dinner cruise recommendations?

Last post by Afty « Sat Apr 01, 2023 6:19 pm
Posted in Personal Consumer Issues
Replies: 11
by Afty » Sun Mar 05, 2023 5:18 pm » in Personal Consumer Issues

11 Replies

799 Views

Last post by Afty
Sat Apr 01, 2023 6:19 pm
switch from MFJ to MFS for student loan benefits?

Last post by Bikes4life « Sat Apr 01, 2023 6:19 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by Bikes4life » Sat Apr 01, 2023 4:26 pm » in Personal Finance (Not Investing)

2 Replies

187 Views

Last post by Bikes4life
Sat Apr 01, 2023 6:19 pm
anonymous cash thru mail? (or other method)

Last post by delamer « Sat Apr 01, 2023 6:12 pm
Posted in Personal Consumer Issues
Replies: 34
by ekid » Fri Mar 31, 2023 12:21 pm » in Personal Consumer Issues

34 Replies

2252 Views

Last post by delamer
Sat Apr 01, 2023 6:12 pm
Virginia Beach swimming in August?

Last post by andypanda « Sat Apr 01, 2023 6:01 pm
Posted in Personal Consumer Issues
Replies: 27
by VictoriaF » Sat Apr 01, 2023 12:16 pm » in Personal Consumer Issues

27 Replies

894 Views

Last post by andypanda
Sat Apr 01, 2023 6:01 pm
Should/Must my 17yo daughter file separate taxes

Last post by FiveK « Sat Apr 01, 2023 5:55 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by dokeeffe » Sat Apr 01, 2023 2:57 pm » in Personal Finance (Not Investing)

5 Replies

445 Views

Last post by FiveK
Sat Apr 01, 2023 5:55 pm
Campervan, campershell/truck, camper trailers, etc

Last post by OnlyADad « Sat Apr 01, 2023 5:54 pm
Posted in Personal Consumer Issues
Replies: 31
by jplee3 » Tue Mar 21, 2023 2:05 am » in Personal Consumer Issues

31 Replies

1916 Views

Last post by OnlyADad
Sat Apr 01, 2023 5:54 pm
End of Life Directives Based on Finances and Age?

Last post by Lee_WSP « Sat Apr 01, 2023 5:49 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by MrCheapo » Fri Mar 31, 2023 2:18 pm » in Personal Finance (Not Investing)

7 Replies

770 Views

Last post by Lee_WSP
Sat Apr 01, 2023 5:49 pm
What to do-Tax Return Lost in Mail

Last post by CAsage « Sat Apr 01, 2023 5:44 pm
Posted in Personal Finance (Not Investing)
Replies: 11
by clcarter » Sat Apr 01, 2023 9:07 am » in Personal Finance (Not Investing)

11 Replies

806 Views

Last post by CAsage
Sat Apr 01, 2023 5:44 pm
Diversification a la Markowitz #3: Gold

Last post by seajay « Sat Apr 01, 2023 5:42 pm
Posted in Investing - Theory, News & General
Replies: 126
by McQ » Sun Mar 12, 2023 10:26 pm » in Investing - Theory, News & General
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126 Replies

10463 Views

Last post by seajay
Sat Apr 01, 2023 5:42 pm
NJ HSA Bank Question

Last post by retiringwhen « Sat Apr 01, 2023 5:38 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by marathonfi » Thu Mar 30, 2023 9:31 pm » in Personal Finance (Not Investing)

3 Replies

251 Views

Last post by retiringwhen
Sat Apr 01, 2023 5:38 pm
How long have you been in your current house?

Last post by SuzBanyan « Sat Apr 01, 2023 5:35 pm
Posted in Personal Consumer Issues
Replies: 88
by A440 » Fri Mar 31, 2023 6:07 am » in Personal Consumer Issues
1

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88 Replies

3806 Views

Last post by SuzBanyan
Sat Apr 01, 2023 5:35 pm
Has anyone used Income Strategy website/software?

Last post by Exchme « Sat Apr 01, 2023 5:34 pm
Posted in Personal Finance (Not Investing)
Replies: 96
by busdriver » Tue Jan 02, 2018 3:23 pm » in Personal Finance (Not Investing)
1

2
96 Replies

24830 Views

Last post by Exchme
Sat Apr 01, 2023 5:34 pm
I bought a rental, what if I bought an S&P 500 instead?

Last post by Robert20 « Sat Apr 01, 2023 5:32 pm
Posted in Personal Investments
Replies: 8
by booch221 » Sat Apr 01, 2023 1:19 pm » in Personal Investments

8 Replies

1207 Views

Last post by Robert20
Sat Apr 01, 2023 5:32 pm

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