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Portfolio Review Request (inherited testamentary trust with many individual stocks & high-expense funds)

Last post by kweb « Mon Sep 25, 2023 10:53 pm
Posted in Personal Investments
Replies: 2
by kweb » Mon Sep 25, 2023 4:46 pm » in Personal Investments

2 Replies

155 Views

Last post by kweb
Mon Sep 25, 2023 10:53 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by sc9182 « Mon Sep 25, 2023 10:53 pm
Posted in Investing - Theory, News & General
Replies: 6345
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6345 Replies

895846 Views

Last post by sc9182
Mon Sep 25, 2023 10:53 pm
Now that long TIPS have surged past 2.25% I will…

Last post by Joey Jo Jo Jr « Mon Sep 25, 2023 10:52 pm
Posted in Investing - Theory, News & General
Replies: 1336
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1336 Replies

152322 Views

Last post by Joey Jo Jo Jr
Mon Sep 25, 2023 10:52 pm
Does Threatening to Quit Work

Last post by random_walker_77 « Mon Sep 25, 2023 10:50 pm
Posted in Personal Finance (Not Investing)
Replies: 75
by LaramieWind » Mon Sep 25, 2023 1:42 pm » in Personal Finance (Not Investing)
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75 Replies

4379 Views

Last post by random_walker_77
Mon Sep 25, 2023 10:50 pm
Investing funny money but not laughing anymore

Last post by aristotelian « Mon Sep 25, 2023 10:47 pm
Posted in Personal Investments
Replies: 9
by Jack Frost » Mon Sep 25, 2023 7:23 pm » in Personal Investments

9 Replies

1143 Views

Last post by aristotelian
Mon Sep 25, 2023 10:47 pm
Cost basis of inherited brokerage account

Last post by gavinsiu « Mon Sep 25, 2023 10:46 pm
Posted in Personal Investments
Replies: 9
by cashmoney » Sun Sep 24, 2023 9:30 pm » in Personal Investments

9 Replies

861 Views

Last post by gavinsiu
Mon Sep 25, 2023 10:46 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by Nathan Drake « Mon Sep 25, 2023 10:45 pm
Posted in Investing - Theory, News & General
Replies: 3029
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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3029 Replies

136833 Views

Last post by Nathan Drake
Mon Sep 25, 2023 10:45 pm
Eggs

Last post by Bogle-007 « Mon Sep 25, 2023 10:42 pm
Posted in Personal Consumer Issues
Replies: 13
by Beensabu » Mon Sep 25, 2023 9:02 pm » in Personal Consumer Issues

13 Replies

703 Views

Last post by Bogle-007
Mon Sep 25, 2023 10:42 pm
Post your Financial Milestone Announcements Here

Last post by familythriftmd « Mon Sep 25, 2023 10:42 pm
Posted in US Chapters
Replies: 3277
by VAslim16 » Wed May 17, 2017 6:42 am » in US Chapters
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3277 Replies

448942 Views

Last post by familythriftmd
Mon Sep 25, 2023 10:42 pm
Navigating sticker shock moving to HCOL area

Last post by anoop « Mon Sep 25, 2023 10:37 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by oppotuss » Mon Sep 25, 2023 2:14 pm » in Personal Finance (Not Investing)

16 Replies

1798 Views

Last post by anoop
Mon Sep 25, 2023 10:37 pm
Costco business health insurance plans - any users?

Last post by nyclon « Mon Sep 25, 2023 10:36 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by nyclon » Mon Sep 25, 2023 12:52 pm » in Personal Finance (Not Investing)

2 Replies

416 Views

Last post by nyclon
Mon Sep 25, 2023 10:36 pm
Email address found on the "Dark web"

Last post by student « Mon Sep 25, 2023 10:33 pm
Posted in Personal Consumer Issues
Replies: 22
by JD2775 » Mon Sep 25, 2023 10:38 am » in Personal Consumer Issues

22 Replies

1935 Views

Last post by student
Mon Sep 25, 2023 10:33 pm
Questions Before I Invest in T-Bills

Last post by arca « Mon Sep 25, 2023 10:31 pm
Posted in Personal Investments
Replies: 12
by arca » Mon Sep 25, 2023 1:28 am » in Personal Investments

12 Replies

1544 Views

Last post by arca
Mon Sep 25, 2023 10:31 pm
Quicken 2019 and forward

Last post by CardinalRule « Mon Sep 25, 2023 10:31 pm
Posted in Personal Finance (Not Investing)
Replies: 855
by Scorpion » Tue Nov 27, 2018 9:06 am » in Personal Finance (Not Investing)
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855 Replies

86464 Views

Last post by CardinalRule
Mon Sep 25, 2023 10:31 pm
When should one move to a lower cost of living area in retirement?

Last post by Cruise « Mon Sep 25, 2023 10:29 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by frose2 » Mon Sep 25, 2023 3:12 pm » in Personal Finance (Not Investing)

17 Replies

1309 Views

Last post by Cruise
Mon Sep 25, 2023 10:29 pm
Renting vs. buying in current situation

Last post by Darwin « Mon Sep 25, 2023 10:25 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by FlaLove » Mon Sep 25, 2023 8:33 am » in Personal Finance (Not Investing)

10 Replies

947 Views

Last post by Darwin
Mon Sep 25, 2023 10:25 pm
My Elderly Parents Can't Resist Answering the Phone

Last post by PottedPlant « Mon Sep 25, 2023 10:25 pm
Posted in Personal Consumer Issues
Replies: 53
by PescadorPete » Sun Sep 24, 2023 5:03 pm » in Personal Consumer Issues
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53 Replies

4930 Views

Last post by PottedPlant
Mon Sep 25, 2023 10:25 pm
Long real recovery periods for stocks

Last post by invest2bfree « Mon Sep 25, 2023 10:21 pm
Posted in Investing - Theory, News & General
Replies: 129
by txaggie » Sun Sep 24, 2023 12:19 am » in Investing - Theory, News & General
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129 Replies

7237 Views

Last post by invest2bfree
Mon Sep 25, 2023 10:21 pm
Bill Ackman: "Long-term rates will rise further"

Last post by nedsaid « Mon Sep 25, 2023 10:14 pm
Posted in Investing - Theory, News & General
Replies: 74
by Sleepless » Fri Sep 22, 2023 9:00 pm » in Investing - Theory, News & General
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74 Replies

9018 Views

Last post by nedsaid
Mon Sep 25, 2023 10:14 pm
Visa denial and California tax residency

Last post by dick_dastardly « Mon Sep 25, 2023 10:10 pm
Posted in Personal Finance (Not Investing)

by dick_dastardly » Mon Sep 25, 2023 10:10 pm » in Personal Finance (Not Investing)

0 Replies

136 Views

Last post by dick_dastardly
Mon Sep 25, 2023 10:10 pm
Complicated Trust/Successor Trustee - how to handle?

Last post by RetiredAL « Mon Sep 25, 2023 10:09 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by investingholder » Mon Sep 25, 2023 12:53 pm » in Personal Finance (Not Investing)

4 Replies

445 Views

Last post by RetiredAL
Mon Sep 25, 2023 10:09 pm
How long does a bond fund take to recover after an increase in yields?

Last post by nedsaid « Mon Sep 25, 2023 10:08 pm
Posted in Investing - Theory, News & General
Replies: 45
by StillGoing » Sat Sep 23, 2023 1:59 am » in Investing - Theory, News & General

45 Replies

4652 Views

Last post by nedsaid
Mon Sep 25, 2023 10:08 pm
Ben Carlson: 24 Things I Believe About Investing

Last post by yules « Mon Sep 25, 2023 10:07 pm
Posted in Investing - Theory, News & General
Replies: 12
by exodusing » Mon Sep 25, 2023 6:15 am » in Investing - Theory, News & General

12 Replies

1910 Views

Last post by yules
Mon Sep 25, 2023 10:07 pm
What delayed gratification choices have you made lately?

Last post by Normchad « Mon Sep 25, 2023 10:06 pm
Posted in Personal Finance (Not Investing)
Replies: 58
by Impulsebuyking » Sun Sep 24, 2023 1:35 pm » in Personal Finance (Not Investing)
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58 Replies

4298 Views

Last post by Normchad
Mon Sep 25, 2023 10:06 pm
Best business banking option for sole proprietor?

Last post by mvcjones « Mon Sep 25, 2023 10:05 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by rage_phish » Mon Sep 25, 2023 6:05 pm » in Personal Finance (Not Investing)

4 Replies

284 Views

Last post by mvcjones
Mon Sep 25, 2023 10:05 pm
Assumptions for SS when planning

Last post by privateID « Mon Sep 25, 2023 10:05 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by privateID » Sat Sep 23, 2023 3:14 pm » in Personal Finance (Not Investing)

33 Replies

2477 Views

Last post by privateID
Mon Sep 25, 2023 10:05 pm
Retirement dreams and reality

Last post by heyyou « Mon Sep 25, 2023 10:03 pm
Posted in Investing - Theory, News & General
Replies: 102
by Genuinesarcasm » Tue May 24, 2022 9:35 pm » in Investing - Theory, News & General
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102 Replies

21285 Views

Last post by heyyou
Mon Sep 25, 2023 10:03 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by plmd « Mon Sep 25, 2023 10:00 pm
Posted in Personal Finance (Not Investing)
Replies: 5833
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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5833 Replies

665404 Views

Last post by plmd
Mon Sep 25, 2023 10:00 pm
HSA Tax Disaster - Suggestions/Advice?

Last post by RetiredAL « Mon Sep 25, 2023 9:55 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by Finridge » Mon Sep 25, 2023 12:50 am » in Personal Finance (Not Investing)

19 Replies

1780 Views

Last post by RetiredAL
Mon Sep 25, 2023 9:55 pm
Larry Swedroe: Stocks Have Been a Poor Inflation Hedge

Last post by sc9182 « Mon Sep 25, 2023 9:53 pm
Posted in Investing - Theory, News & General
Replies: 11
by RationalWalk » Mon Sep 25, 2023 8:37 am » in Investing - Theory, News & General

11 Replies

1594 Views

Last post by sc9182
Mon Sep 25, 2023 9:53 pm
Finance solar or pay cash?

Last post by DonIce « Mon Sep 25, 2023 9:52 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by penguinrocket » Sun Sep 24, 2023 11:09 am » in Personal Finance (Not Investing)

42 Replies

2377 Views

Last post by DonIce
Mon Sep 25, 2023 9:52 pm
4% rule variances

Last post by heyyou « Mon Sep 25, 2023 9:51 pm
Posted in Investing - Theory, News & General
Replies: 42
by Molson7 » Mon Sep 25, 2023 11:22 am » in Investing - Theory, News & General

42 Replies

1892 Views

Last post by heyyou
Mon Sep 25, 2023 9:51 pm
My annual “should I get out of REITs” question?

Last post by Money_Badger « Mon Sep 25, 2023 9:49 pm
Posted in Personal Investments
Replies: 18
by Iorek » Mon Sep 25, 2023 8:36 am » in Personal Investments

18 Replies

1391 Views

Last post by Money_Badger
Mon Sep 25, 2023 9:49 pm
How fast does the dividend increase in a rising rate environment

Last post by ram « Mon Sep 25, 2023 9:48 pm
Posted in Investing - Theory, News & General
Replies: 4
by metalworking » Mon Sep 25, 2023 12:29 pm » in Investing - Theory, News & General

4 Replies

572 Views

Last post by ram
Mon Sep 25, 2023 9:48 pm
Wyoming County PA Question

Last post by Carno « Mon Sep 25, 2023 9:44 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Carno » Mon Sep 25, 2023 8:19 pm » in Personal Finance (Not Investing)

4 Replies

335 Views

Last post by Carno
Mon Sep 25, 2023 9:44 pm
Confused by Fidelity Transaction for TIPS (at auction)

Last post by JSparks « Mon Sep 25, 2023 9:40 pm
Posted in Investing - Theory, News & General
Replies: 8
by JSparks » Mon Sep 25, 2023 9:40 am » in Investing - Theory, News & General

8 Replies

601 Views

Last post by JSparks
Mon Sep 25, 2023 9:40 pm
Help with deed

Last post by cchrissyy « Mon Sep 25, 2023 9:37 pm
Posted in Personal Finance (Not Investing)
Replies: 14
by rvt » Thu Sep 21, 2023 3:11 pm » in Personal Finance (Not Investing)

14 Replies

1166 Views

Last post by cchrissyy
Mon Sep 25, 2023 9:37 pm
Economic Rules of Thumb for Solar Panel Purchase vs Lease

Last post by stuper1 « Mon Sep 25, 2023 9:33 pm
Posted in Personal Consumer Issues
Replies: 8
by stuper1 » Mon Sep 25, 2023 3:38 pm » in Personal Consumer Issues

8 Replies

494 Views

Last post by stuper1
Mon Sep 25, 2023 9:33 pm
TOD on VG Joint Accounts

Last post by bsteiner « Mon Sep 25, 2023 9:32 pm
Posted in Personal Finance (Not Investing)
Replies: 16
by vgletdown » Fri Sep 22, 2023 4:17 pm » in Personal Finance (Not Investing)

16 Replies

1796 Views

Last post by bsteiner
Mon Sep 25, 2023 9:32 pm
How are you self-insuring for long-term care?

Last post by ondarvr « Mon Sep 25, 2023 9:30 pm
Posted in Personal Finance (Not Investing)
Replies: 92
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Personal Finance (Not Investing)
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92 Replies

9279 Views

Last post by ondarvr
Mon Sep 25, 2023 9:30 pm
Treasuries (longer dated)

Last post by mikeyzito22 « Mon Sep 25, 2023 9:30 pm
Posted in Personal Investments
Replies: 2
by mikeyzito22 » Mon Sep 25, 2023 8:29 pm » in Personal Investments

2 Replies

335 Views

Last post by mikeyzito22
Mon Sep 25, 2023 9:30 pm
Treasury Hunt

Last post by daehelgob48 « Mon Sep 25, 2023 9:26 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by nonnie » Sun Sep 24, 2023 7:47 pm » in Personal Finance (Not Investing)

6 Replies

1023 Views

Last post by daehelgob48
Mon Sep 25, 2023 9:26 pm
First Time Snowboarding..Should I?

Last post by StevieG72 « Mon Sep 25, 2023 9:15 pm
Posted in Personal Consumer Issues
Replies: 25
by zeldak » Thu Sep 21, 2023 7:38 pm » in Personal Consumer Issues

25 Replies

1975 Views

Last post by StevieG72
Mon Sep 25, 2023 9:15 pm
Fidelity as a one stop shop

Last post by MrJedi « Mon Sep 25, 2023 9:13 pm
Posted in Personal Finance (Not Investing)
Replies: 5088
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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5088 Replies

709929 Views

Last post by MrJedi
Mon Sep 25, 2023 9:13 pm
Question on purchasing Vanguard Mutual Funds at Fidelity.

Last post by AlwaysLearningMore « Mon Sep 25, 2023 9:13 pm
Posted in Personal Investments
Replies: 3
by Chv396 » Mon Sep 25, 2023 8:50 pm » in Personal Investments

3 Replies

252 Views

Last post by AlwaysLearningMore
Mon Sep 25, 2023 9:13 pm
Investing Club at Work - Topic Ideas?

Last post by AlwaysLearningMore « Mon Sep 25, 2023 9:08 pm
Posted in Investing - Theory, News & General
Replies: 34
by learning30 » Fri Sep 15, 2023 5:09 pm » in Investing - Theory, News & General

34 Replies

3051 Views

Last post by AlwaysLearningMore
Mon Sep 25, 2023 9:08 pm
Is the HSA the only tax deferred option for unearned/investment income?

Last post by vmsx « Mon Sep 25, 2023 8:58 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by vmsx » Mon Sep 25, 2023 8:35 pm » in Personal Finance (Not Investing)

3 Replies

230 Views

Last post by vmsx
Mon Sep 25, 2023 8:58 pm
Rollover IRA to Roth Conversion

Last post by celia « Mon Sep 25, 2023 8:52 pm
Posted in Personal Investments
Replies: 7
by tACKJAYE » Mon Sep 25, 2023 6:56 pm » in Personal Investments

7 Replies

402 Views

Last post by celia
Mon Sep 25, 2023 8:52 pm
REIT's & DIVIDENDS

Last post by smooth_rough « Mon Sep 25, 2023 8:48 pm
Posted in Personal Investments
Replies: 2
by Sandman11154 » Mon Sep 25, 2023 7:30 pm » in Personal Investments

2 Replies

310 Views

Last post by smooth_rough
Mon Sep 25, 2023 8:48 pm
bond fund help

Last post by grabiner « Mon Sep 25, 2023 8:46 pm
Posted in Personal Investments
Replies: 50
by hudson4351 » Wed Aug 23, 2023 10:52 am » in Personal Investments
1

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50 Replies

5187 Views

Last post by grabiner
Mon Sep 25, 2023 8:46 pm

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