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Fidelity 60/40 Balanced Allocation funds - Puritan vs Balanced

Last post by Badgered « Tue Jan 21, 2025 7:42 pm
Posted in Personal Investments
Replies: 5
by Sunrise » Tue Jan 21, 2025 10:53 am » in Personal Investments

5 Replies

392 Views

Last post by Badgered
Tue Jan 21, 2025 7:42 pm
Bonds?

Last post by rkhusky « Tue Jan 21, 2025 7:41 pm
Posted in Personal Investments
Replies: 95
by cubfan » Fri Jan 17, 2025 7:21 pm » in Personal Investments
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2
95 Replies

6124 Views

Last post by rkhusky
Tue Jan 21, 2025 7:41 pm
M1Platform

Last post by ScubaHogg « Tue Jan 21, 2025 7:40 pm
Posted in Investing - Theory, News & General
Replies: 17
by Kmakkiya » Mon Jan 20, 2025 12:03 pm » in Investing - Theory, News & General

17 Replies

1152 Views

Last post by ScubaHogg
Tue Jan 21, 2025 7:40 pm
VBTLX vs VWENX or Total Bond Fund vs Wellington

Last post by Kevhenn54 « Tue Jan 21, 2025 7:38 pm
Posted in Personal Investments

by Kevhenn54 » Tue Jan 21, 2025 7:38 pm » in Personal Investments

0 Replies

28 Views

Last post by Kevhenn54
Tue Jan 21, 2025 7:38 pm
Stepped Up Basis Question

Last post by Silk McCue « Tue Jan 21, 2025 7:37 pm
Posted in Personal Investments
Replies: 1
by rossington » Tue Jan 21, 2025 7:26 pm » in Personal Investments

1 Replies

75 Views

Last post by Silk McCue
Tue Jan 21, 2025 7:37 pm
Why have asset allocation recommendations become more aggressive over the years?

Last post by quantAndHold « Tue Jan 21, 2025 7:37 pm
Posted in Investing - Theory, News & General
Replies: 16
by TrustTheMarket » Tue Jan 21, 2025 11:45 am » in Investing - Theory, News & General

16 Replies

1108 Views

Last post by quantAndHold
Tue Jan 21, 2025 7:37 pm
Best way to grow what little I have? (Starting solo at 50)

Last post by NatureBoy « Tue Jan 21, 2025 7:37 pm
Posted in Personal Investments
Replies: 61
by cdallas » Sat Jan 18, 2025 5:21 pm » in Personal Investments
1

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61 Replies

5651 Views

Last post by NatureBoy
Tue Jan 21, 2025 7:37 pm
Wife's New Trust Fund - Should I Protect My Assets Too?

Last post by curiousgeorge15 « Tue Jan 21, 2025 7:36 pm
Posted in Personal Finance (Not Investing)
Replies: 92
by curiousgeorge15 » Sun Jan 19, 2025 11:22 am » in Personal Finance (Not Investing)
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92 Replies

8841 Views

Last post by curiousgeorge15
Tue Jan 21, 2025 7:36 pm
Why does my dad have about $10k in Metlife "policyholder trust" shares at Computershare?

Last post by mkc « Tue Jan 21, 2025 7:36 pm
Posted in Personal Investments
Replies: 34
by Macaroni2314 » Thu Nov 23, 2023 6:43 am » in Personal Investments

34 Replies

8778 Views

Last post by mkc
Tue Jan 21, 2025 7:36 pm
[Rational Reminder] Podcast: The Life Cycle Model vs Safe Withdrawal Rates

Last post by ScubaHogg « Tue Jan 21, 2025 7:33 pm
Posted in Investing - Theory, News & General
Replies: 9
by dogagility » Thu Jan 16, 2025 6:02 am » in Investing - Theory, News & General

9 Replies

1100 Views

Last post by ScubaHogg
Tue Jan 21, 2025 7:33 pm
Beating accumulating with distributing etf?

Last post by steadyosmosis « Tue Jan 21, 2025 7:31 pm
Posted in Investing - Theory, News & General
Replies: 1
by cp03525 » Tue Jan 21, 2025 7:10 pm » in Investing - Theory, News & General

1 Replies

95 Views

Last post by steadyosmosis
Tue Jan 21, 2025 7:31 pm
How long should I get term life insurance for?

Last post by ScubaHogg « Tue Jan 21, 2025 7:25 pm
Posted in Personal Finance (Not Investing)
Replies: 26
by Drsteamfitter » Tue Jan 21, 2025 11:28 am » in Personal Finance (Not Investing)

26 Replies

1042 Views

Last post by ScubaHogg
Tue Jan 21, 2025 7:25 pm
Should We Pay Down Our Mortgage or Keep Paying as Is?

Last post by lepegasus « Tue Jan 21, 2025 7:25 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by lepegasus » Sat Jan 18, 2025 10:31 am » in Personal Finance (Not Investing)

20 Replies

2271 Views

Last post by lepegasus
Tue Jan 21, 2025 7:25 pm
Vanguard U.S. government obligations income info 2024

Last post by KlingKlang « Tue Jan 21, 2025 7:25 pm
Posted in Personal Investments

by KlingKlang » Tue Jan 21, 2025 7:25 pm » in Personal Investments

0 Replies

64 Views

Last post by KlingKlang
Tue Jan 21, 2025 7:25 pm
potential med school tuition help for child

Last post by WeakOldGuy « Tue Jan 21, 2025 7:25 pm
Posted in Personal Finance (Not Investing)
Replies: 13
by nannid » Tue Jan 21, 2025 12:03 pm » in Personal Finance (Not Investing)

13 Replies

892 Views

Last post by WeakOldGuy
Tue Jan 21, 2025 7:25 pm
Delay some earnings to pursue my dream?

Last post by lepegasus « Tue Jan 21, 2025 7:22 pm
Posted in Personal Finance (Not Investing)
Replies: 44
by mermlund » Mon Jan 20, 2025 8:41 pm » in Personal Finance (Not Investing)

44 Replies

3538 Views

Last post by lepegasus
Tue Jan 21, 2025 7:22 pm
What are you listening to now

Last post by sycamore « Tue Jan 21, 2025 7:21 pm
Posted in Personal Consumer Issues
Replies: 7959
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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7959 Replies

872110 Views

Last post by sycamore
Tue Jan 21, 2025 7:21 pm
32 Year Old Looking to Rebalance

Last post by stampa « Tue Jan 21, 2025 7:20 pm
Posted in Personal Investments
Replies: 3
by stampa » Mon Jan 20, 2025 10:41 pm » in Personal Investments

3 Replies

357 Views

Last post by stampa
Tue Jan 21, 2025 7:20 pm
Car’s Value if Totaled

Last post by Jack FFR1846 « Tue Jan 21, 2025 7:20 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by rbslos36 » Tue Jan 21, 2025 2:23 pm » in Personal Finance (Not Investing)

9 Replies

601 Views

Last post by Jack FFR1846
Tue Jan 21, 2025 7:20 pm
Operating a car in cold weather

Last post by spencer99 « Tue Jan 21, 2025 7:19 pm
Posted in Personal Consumer Issues
Replies: 41
by LaurenRose » Mon Jan 20, 2025 8:41 am » in Personal Consumer Issues

41 Replies

3259 Views

Last post by spencer99
Tue Jan 21, 2025 7:19 pm
Asset Location within Allocation in Retirement

Last post by NatureBoy « Tue Jan 21, 2025 7:17 pm
Posted in Personal Investments
Replies: 7
by MishaM » Sat Jan 18, 2025 7:34 pm » in Personal Investments

7 Replies

859 Views

Last post by NatureBoy
Tue Jan 21, 2025 7:17 pm
Portfolio Watch/Asset Allocation question

Last post by invest4 « Tue Jan 21, 2025 7:16 pm
Posted in Personal Investments
Replies: 2
by InvestorDN » Tue Jan 21, 2025 1:03 pm » in Personal Investments

2 Replies

182 Views

Last post by invest4
Tue Jan 21, 2025 7:16 pm
Saturna Health Savings Account

Last post by invest4 « Tue Jan 21, 2025 7:11 pm
Posted in Personal Investments
Replies: 1
by seattlereader » Tue Jan 21, 2025 5:15 pm » in Personal Investments

1 Replies

101 Views

Last post by invest4
Tue Jan 21, 2025 7:11 pm
Shiller PE now near 39 - 2nd highest ever

Last post by Capster1 « Tue Jan 21, 2025 7:11 pm
Posted in Investing - Theory, News & General
Replies: 1132
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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1132 Replies

98167 Views

Last post by Capster1
Tue Jan 21, 2025 7:11 pm
Asset mix

Last post by Almost there « Tue Jan 21, 2025 7:09 pm
Posted in Personal Investments

by Almost there » Tue Jan 21, 2025 7:09 pm » in Personal Investments

0 Replies

54 Views

Last post by Almost there
Tue Jan 21, 2025 7:09 pm
New home purchase

Last post by InvisibleAerobar « Tue Jan 21, 2025 7:08 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by DracoMagister » Tue Jan 21, 2025 8:49 am » in Personal Finance (Not Investing)

9 Replies

854 Views

Last post by InvisibleAerobar
Tue Jan 21, 2025 7:08 pm
Lump sum pension with tips or monthly - how to calculate?

Last post by retire57nh « Tue Jan 21, 2025 7:08 pm
Posted in Personal Investments
Replies: 4
by retire57nh » Mon Jan 20, 2025 9:32 am » in Personal Investments

4 Replies

585 Views

Last post by retire57nh
Tue Jan 21, 2025 7:08 pm
Medicare IRMAA - Life changing event?

Last post by LadyGeek « Tue Jan 21, 2025 7:07 pm
Posted in Personal Finance (Not Investing)
Replies: 21
by Copernicus » Mon Dec 23, 2024 1:24 pm » in Personal Finance (Not Investing)

21 Replies

2038 Views

Last post by LadyGeek
Tue Jan 21, 2025 7:07 pm
Fidelity not taking orders for this week's 4-week T-Bill auction

Last post by p1db « Tue Jan 21, 2025 7:06 pm
Posted in Personal Investments
Replies: 4
by w5000 » Tue Jan 21, 2025 2:58 pm » in Personal Investments

4 Replies

644 Views

Last post by p1db
Tue Jan 21, 2025 7:06 pm
What Part of "Stay the Course" is So Hard for People to Understand?

Last post by prioritarian « Tue Jan 21, 2025 7:02 pm
Posted in Investing - Theory, News & General
Replies: 263
by White Coat Investor » Sat Jan 18, 2025 11:34 pm » in Investing - Theory, News & General
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263 Replies

16643 Views

Last post by prioritarian
Tue Jan 21, 2025 7:02 pm
Well, that didn't take very long - resold the mortgage

Last post by InvisibleAerobar « Tue Jan 21, 2025 7:02 pm
Posted in Personal Consumer Issues
Replies: 16
by GG1273 » Tue Jan 21, 2025 11:21 am » in Personal Consumer Issues

16 Replies

1427 Views

Last post by InvisibleAerobar
Tue Jan 21, 2025 7:02 pm
Homeowners insurance and naming the trust?

Last post by LadyGeek « Tue Jan 21, 2025 6:59 pm
Posted in Personal Finance (Not Investing)
Replies: 1
by jplee3 » Tue Jan 21, 2025 2:27 pm » in Personal Finance (Not Investing)

1 Replies

204 Views

Last post by LadyGeek
Tue Jan 21, 2025 6:59 pm
Would anyone hold TRCVX? [Nuveen Large Cap Value Index Fund]

Last post by mdsluka « Tue Jan 21, 2025 6:58 pm
Posted in Personal Investments
Replies: 3
by mdsluka » Fri Jan 17, 2025 11:54 am » in Personal Investments

3 Replies

371 Views

Last post by mdsluka
Tue Jan 21, 2025 6:58 pm
Real Estate Investor - Looking for Diversification

Last post by rufflesinc « Tue Jan 21, 2025 6:57 pm
Posted in Personal Investments
Replies: 14
by BjJkH60 » Tue Jan 21, 2025 9:13 am » in Personal Investments

14 Replies

640 Views

Last post by rufflesinc
Tue Jan 21, 2025 6:57 pm
success rate of a portfolio based on [Monte Carlo] simulation

Last post by Raffert « Tue Jan 21, 2025 6:56 pm
Posted in Personal Investments
Replies: 11
by Cincy_1988 » Mon Jan 20, 2025 6:14 pm » in Personal Investments

11 Replies

1013 Views

Last post by Raffert
Tue Jan 21, 2025 6:56 pm
Estate executor/POA questions

Last post by afan « Tue Jan 21, 2025 6:54 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by headedwest » Tue Jan 21, 2025 2:48 pm » in Personal Finance (Not Investing)

25 Replies

779 Views

Last post by afan
Tue Jan 21, 2025 6:54 pm
Doctor Exceeds Medicare Part B Deductible? What Am I Missing?

Last post by Small Law Survivor « Tue Jan 21, 2025 6:54 pm
Posted in Personal Consumer Issues
Replies: 5
by Small Law Survivor » Tue Jan 21, 2025 6:13 pm » in Personal Consumer Issues

5 Replies

350 Views

Last post by Small Law Survivor
Tue Jan 21, 2025 6:54 pm
William Sharpe’s advice for younger investors?

Last post by TrustTheMarket « Tue Jan 21, 2025 6:52 pm
Posted in Investing - Theory, News & General
Replies: 2
by TrustTheMarket » Tue Jan 21, 2025 7:37 am » in Investing - Theory, News & General

2 Replies

435 Views

Last post by TrustTheMarket
Tue Jan 21, 2025 6:52 pm
Have any retirees here invested in TIAA traditional annuity? Any regrets?

Last post by crefwatch « Tue Jan 21, 2025 6:50 pm
Posted in Personal Investments
Replies: 40
by ultrastar » Mon Jan 20, 2025 2:14 pm » in Personal Investments

40 Replies

2335 Views

Last post by crefwatch
Tue Jan 21, 2025 6:50 pm
Checking Performance on Vanguard

Last post by slo-rock « Tue Jan 21, 2025 6:48 pm
Posted in Personal Consumer Issues
Replies: 2
by PinotGris » Tue Jan 21, 2025 5:13 pm » in Personal Consumer Issues

2 Replies

241 Views

Last post by slo-rock
Tue Jan 21, 2025 6:48 pm
Choose bond fund: American Funds Index vs Fidelity Total Bond

Last post by Northern Flicker « Tue Jan 21, 2025 6:44 pm
Posted in Personal Investments
Replies: 8
by crit » Tue Jan 21, 2025 2:55 pm » in Personal Investments

8 Replies

449 Views

Last post by Northern Flicker
Tue Jan 21, 2025 6:44 pm
10 yr nominal bond too long at age 60?

Last post by Vinny_in_NJ « Tue Jan 21, 2025 6:42 pm
Posted in Personal Investments
Replies: 15
by Badgered » Tue Jan 21, 2025 2:26 pm » in Personal Investments

15 Replies

806 Views

Last post by Vinny_in_NJ
Tue Jan 21, 2025 6:42 pm
RMD Tax Withholding

Last post by FullsideCoverman « Tue Jan 21, 2025 6:41 pm
Posted in Personal Finance (Not Investing)
Replies: 136
by bucky6225 » Sun Jan 14, 2024 8:13 am » in Personal Finance (Not Investing)
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136 Replies

14848 Views

Last post by FullsideCoverman
Tue Jan 21, 2025 6:41 pm
Roth IRA conversion deadline vs contribution deadline

Last post by tibbitts « Tue Jan 21, 2025 6:35 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by frugalor » Tue Jan 21, 2025 12:14 pm » in Personal Finance (Not Investing)

6 Replies

388 Views

Last post by tibbitts
Tue Jan 21, 2025 6:35 pm
Your favorite inexpensive (<$45) bourbon?

Last post by Sunny Sarkar « Tue Jan 21, 2025 6:35 pm
Posted in Personal Consumer Issues
Replies: 433
by Dead Man Walking » Sat Sep 23, 2017 1:21 am » in Personal Consumer Issues
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433 Replies

64555 Views

Last post by Sunny Sarkar
Tue Jan 21, 2025 6:35 pm
US Bank 4% Smartly Visa Credit Card

Last post by guppyguy « Tue Jan 21, 2025 6:34 pm
Posted in Personal Finance (Not Investing)
Replies: 1739
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1739 Replies

149814 Views

Last post by guppyguy
Tue Jan 21, 2025 6:34 pm
Russel 2500 approximation with Vanguard

Last post by exodusNH « Tue Jan 21, 2025 6:30 pm
Posted in Personal Investments
Replies: 5
by miter1980 » Tue Jan 21, 2025 3:29 pm » in Personal Investments

5 Replies

281 Views

Last post by exodusNH
Tue Jan 21, 2025 6:30 pm
How to chart adding International Equity?

Last post by Northern Flicker « Tue Jan 21, 2025 6:29 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by NoMoreNoise » Tue Jan 21, 2025 11:30 am » in Personal Finance (Not Investing)

5 Replies

316 Views

Last post by Northern Flicker
Tue Jan 21, 2025 6:29 pm
Bond Options in 401K Plan and Overall Strategy

Last post by Strifey « Tue Jan 21, 2025 6:28 pm
Posted in Personal Investments
Replies: 2
by Strifey » Tue Jan 21, 2025 1:49 pm » in Personal Investments

2 Replies

186 Views

Last post by Strifey
Tue Jan 21, 2025 6:28 pm
iShares iBonds Oct 2033 IBIJ

Last post by CyclingDuo « Tue Jan 21, 2025 6:21 pm
Posted in Investing - Theory, News & General
Replies: 4
by CWRadio » Tue Jan 21, 2025 11:11 am » in Investing - Theory, News & General

4 Replies

382 Views

Last post by CyclingDuo
Tue Jan 21, 2025 6:21 pm

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