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My Current Investment Policy (A Bit Unique Perhaps)

Last post by Valuethinker « Wed Oct 04, 2023 5:15 am
Posted in Investing - Theory, News & General
Replies: 4
by jnw » Wed Oct 04, 2023 2:42 am » in Investing - Theory, News & General

4 Replies

350 Views

Last post by Valuethinker
Wed Oct 04, 2023 5:15 am
I have 500k to invest but keep procrastinating

Last post by Tom_T « Wed Oct 04, 2023 5:12 am
Posted in Personal Investments
Replies: 262
by Reuben1980 » Wed Aug 03, 2022 2:37 am » in Personal Investments
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262 Replies

40864 Views

Last post by Tom_T
Wed Oct 04, 2023 5:12 am
Roth Conversion & Down Markets

Last post by samsoes « Wed Oct 04, 2023 5:10 am
Posted in Investing - Theory, News & General
Replies: 18
by markgardner » Tue Oct 03, 2023 7:01 pm » in Investing - Theory, News & General

18 Replies

1069 Views

Last post by samsoes
Wed Oct 04, 2023 5:10 am
US Treasury 30Y bond to offset mortgage interest

Last post by Valuethinker « Wed Oct 04, 2023 5:08 am
Posted in Investing - Theory, News & General
Replies: 1
by keith6014 » Wed Oct 04, 2023 3:27 am » in Investing - Theory, News & General

1 Replies

207 Views

Last post by Valuethinker
Wed Oct 04, 2023 5:08 am
About to set up TIPS ladder using bond funds

Last post by dcabler « Wed Oct 04, 2023 5:03 am
Posted in Personal Investments
Replies: 2
by CletusCaddy » Tue Oct 03, 2023 10:11 pm » in Personal Investments

2 Replies

335 Views

Last post by dcabler
Wed Oct 04, 2023 5:03 am
Winterizing irrigation system, DIY or pay someone?

Last post by mtmingus « Wed Oct 04, 2023 4:56 am
Posted in Personal Consumer Issues

by mtmingus » Wed Oct 04, 2023 4:56 am » in Personal Consumer Issues

0 Replies

51 Views

Last post by mtmingus
Wed Oct 04, 2023 4:56 am
Please Help Me Understand What Happens When One Spouse Transitions to Medicare when Using the ACA

Last post by Conch55 « Wed Oct 04, 2023 4:54 am
Posted in Personal Finance (Not Investing)
Replies: 24
by Carefreeap » Mon Oct 02, 2023 12:25 pm » in Personal Finance (Not Investing)

24 Replies

1697 Views

Last post by Conch55
Wed Oct 04, 2023 4:54 am
My stock has lost 17% in 5 days without any announcement: what to do?

Last post by Lauretta « Wed Oct 04, 2023 4:53 am
Posted in Investing - Theory, News & General
Replies: 65
by Lauretta » Fri Sep 29, 2023 5:41 am » in Investing - Theory, News & General
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65 Replies

7939 Views

Last post by Lauretta
Wed Oct 04, 2023 4:53 am
Hybrid or non-hybrid vehicle?

Last post by Valuethinker « Wed Oct 04, 2023 3:23 am
Posted in Personal Consumer Issues
Replies: 39
by mymoneyresearch » Mon Oct 02, 2023 1:27 pm » in Personal Consumer Issues

39 Replies

2397 Views

Last post by Valuethinker
Wed Oct 04, 2023 3:23 am
Tesla savings vs used ICE cars

Last post by hunoraut « Wed Oct 04, 2023 3:21 am
Posted in Personal Consumer Issues
Replies: 169
by jplee3 » Sat Sep 16, 2023 1:00 pm » in Personal Consumer Issues
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169 Replies

14007 Views

Last post by hunoraut
Wed Oct 04, 2023 3:21 am
Considering Tesla model y long range, what do I need to know?

Last post by hunoraut « Wed Oct 04, 2023 3:17 am
Posted in Personal Consumer Issues
Replies: 60
by tommy85 » Sun Oct 01, 2023 8:47 am » in Personal Consumer Issues
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60 Replies

4322 Views

Last post by hunoraut
Wed Oct 04, 2023 3:17 am
Longest periods of zero real returns on typical portfolios

Last post by Valuethinker « Wed Oct 04, 2023 3:01 am
Posted in Investing - Theory, News & General
Replies: 4
by Phyneas » Tue Oct 03, 2023 1:52 pm » in Investing - Theory, News & General

4 Replies

745 Views

Last post by Valuethinker
Wed Oct 04, 2023 3:01 am
Merrill Edge - sweep fund, transfer times, and BoA checking?

Last post by MCST « Wed Oct 04, 2023 2:35 am
Posted in Personal Finance (Not Investing)
Replies: 6
by MCST » Wed Oct 04, 2023 1:39 am » in Personal Finance (Not Investing)

6 Replies

297 Views

Last post by MCST
Wed Oct 04, 2023 2:35 am
How lower can TLT drop from here? [iShares 20+ Year Treasury Bond ETF]

Last post by Northern Flicker « Wed Oct 04, 2023 2:29 am
Posted in Investing - Theory, News & General
Replies: 54
by dimbmw » Tue Oct 03, 2023 11:35 am » in Investing - Theory, News & General
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54 Replies

2808 Views

Last post by Northern Flicker
Wed Oct 04, 2023 2:29 am
Senior Wanting to Abandon Current Investing

Last post by Grt2bOutdoors « Wed Oct 04, 2023 2:25 am
Posted in Personal Investments
Replies: 5
by investjack019 » Tue Oct 03, 2023 11:18 pm » in Personal Investments

5 Replies

636 Views

Last post by Grt2bOutdoors
Wed Oct 04, 2023 2:25 am
Fidelity as a one stop shop

Last post by LazyFinanceJunkie « Wed Oct 04, 2023 2:20 am
Posted in Personal Finance (Not Investing)
Replies: 5142
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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5142 Replies

716989 Views

Last post by LazyFinanceJunkie
Wed Oct 04, 2023 2:20 am
Were you nervous when you retired?

Last post by Dottie57 « Wed Oct 04, 2023 2:18 am
Posted in Investing - Theory, News & General
Replies: 117
by 4nursebee » Sat Sep 26, 2020 11:26 am » in Investing - Theory, News & General
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117 Replies

13888 Views

Last post by Dottie57
Wed Oct 04, 2023 2:18 am
What brokerages allow TurboTax to import tax statements from a UTMA account?

Last post by Finridge « Wed Oct 04, 2023 1:31 am
Posted in Personal Finance (Not Investing)

by Finridge » Wed Oct 04, 2023 1:31 am » in Personal Finance (Not Investing)

0 Replies

135 Views

Last post by Finridge
Wed Oct 04, 2023 1:31 am
Conflicting entry and exit charge information for Vanguard bond ETF

Last post by palesco « Wed Oct 04, 2023 1:26 am
Posted in Non-US Investing

by palesco » Wed Oct 04, 2023 1:26 am » in Non-US Investing

0 Replies

160 Views

Last post by palesco
Wed Oct 04, 2023 1:26 am
Long Treasuries down 55%. Time to bottom fish?

Last post by Beensabu « Wed Oct 04, 2023 1:22 am
Posted in Investing - Theory, News & General
Replies: 298
by McQ » Fri Oct 21, 2022 11:58 am » in Investing - Theory, News & General
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298 Replies

34583 Views

Last post by Beensabu
Wed Oct 04, 2023 1:22 am
Vegas 2023, December

Last post by JBTX « Wed Oct 04, 2023 1:17 am
Posted in Personal Consumer Issues
Replies: 12
by keith6014 » Mon Oct 02, 2023 9:46 pm » in Personal Consumer Issues

12 Replies

1242 Views

Last post by JBTX
Wed Oct 04, 2023 1:17 am
Should I stay or go?

Last post by Beensabu « Wed Oct 04, 2023 1:12 am
Posted in Personal Finance (Not Investing)
Replies: 6
by Figaro » Wed Oct 04, 2023 12:19 am » in Personal Finance (Not Investing)

6 Replies

489 Views

Last post by Beensabu
Wed Oct 04, 2023 1:12 am
VTI vs BRK [Berkshire Hathaway]

Last post by Grt2bOutdoors « Wed Oct 04, 2023 1:01 am
Posted in Investing - Theory, News & General
Replies: 136
by Leesbro63 » Thu Jan 16, 2020 1:34 pm » in Investing - Theory, News & General
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136 Replies

15215 Views

Last post by Grt2bOutdoors
Wed Oct 04, 2023 1:01 am
Should I give up on college?

Last post by mortfree « Wed Oct 04, 2023 12:51 am
Posted in Personal Consumer Issues
Replies: 18
by Impulsebuyking » Tue Oct 03, 2023 8:34 pm » in Personal Consumer Issues

18 Replies

1370 Views

Last post by mortfree
Wed Oct 04, 2023 12:51 am
Now that long TIPS have pushed past 2.50% I will…

Last post by watchnerd « Wed Oct 04, 2023 12:48 am
Posted in Investing - Theory, News & General
Replies: 1529
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1529 Replies

172282 Views

Last post by watchnerd
Wed Oct 04, 2023 12:48 am
Investment ideas

Last post by CuriousIndexer « Wed Oct 04, 2023 12:45 am
Posted in Personal Investments
Replies: 2
by proudowner333 » Wed Oct 04, 2023 12:19 am » in Personal Investments

2 Replies

241 Views

Last post by CuriousIndexer
Wed Oct 04, 2023 12:45 am
Sell everything

Last post by Beensabu « Wed Oct 04, 2023 12:43 am
Posted in Personal Investments
Replies: 33
by capen2468 » Tue Oct 03, 2023 6:45 pm » in Personal Investments

33 Replies

3394 Views

Last post by Beensabu
Wed Oct 04, 2023 12:43 am
BND exceeding my patience - need something different

Last post by Beensabu « Wed Oct 04, 2023 12:42 am
Posted in Personal Investments
Replies: 132
by daacrusher2001 » Mon Oct 02, 2023 2:47 pm » in Personal Investments
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132 Replies

9347 Views

Last post by Beensabu
Wed Oct 04, 2023 12:42 am
Has Vanguard changed it's "round trip" aka 30 days out-in policy for mutual funds?

Last post by redcliff « Wed Oct 04, 2023 12:41 am
Posted in Personal Investments
Replies: 16
by Tramper Al » Wed Jul 12, 2023 9:37 am » in Personal Investments

16 Replies

1657 Views

Last post by redcliff
Wed Oct 04, 2023 12:41 am
EE bonds

Last post by Mel Lindauer « Wed Oct 04, 2023 12:40 am
Posted in Personal Investments
Replies: 6
by ReadyOne » Tue Oct 03, 2023 6:35 pm » in Personal Investments

6 Replies

643 Views

Last post by Mel Lindauer
Wed Oct 04, 2023 12:40 am
Stocks are sinking, bonds are sinking.. where is the benefit of diversification ?

Last post by Beensabu « Wed Oct 04, 2023 12:40 am
Posted in Investing - Theory, News & General
Replies: 74
by sjar » Tue Oct 03, 2023 10:25 am » in Investing - Theory, News & General
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74 Replies

5894 Views

Last post by Beensabu
Wed Oct 04, 2023 12:40 am
Medicaid eligibility lumpy income

Last post by Hebell « Wed Oct 04, 2023 12:37 am
Posted in Personal Finance (Not Investing)
Replies: 4
by Patrick584 » Mon Oct 18, 2021 11:18 am » in Personal Finance (Not Investing)

4 Replies

714 Views

Last post by Hebell
Wed Oct 04, 2023 12:37 am
Medicare Part D Choices for 2024 available

Last post by single2019 « Wed Oct 04, 2023 12:29 am
Posted in Personal Consumer Issues
Replies: 62
by EagertoLearnMore » Fri Sep 29, 2023 11:37 am » in Personal Consumer Issues
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62 Replies

5345 Views

Last post by single2019
Wed Oct 04, 2023 12:29 am
What to do with the 529 plan portfolios having bond funds in a rising rate environment?

Last post by cmr79 « Wed Oct 04, 2023 12:21 am
Posted in Personal Investments
Replies: 1
by Jimsad » Tue Oct 03, 2023 8:54 pm » in Personal Investments

1 Replies

291 Views

Last post by cmr79
Wed Oct 04, 2023 12:21 am
Saving vs spending

Last post by Thesaints « Wed Oct 04, 2023 12:18 am
Posted in Personal Finance (Not Investing)
Replies: 24
by Finot3 » Tue Oct 03, 2023 10:42 am » in Personal Finance (Not Investing)

24 Replies

1797 Views

Last post by Thesaints
Wed Oct 04, 2023 12:18 am
What did work in the late 60's?

Last post by Ari « Wed Oct 04, 2023 12:17 am
Posted in Investing - Theory, News & General
Replies: 71
by gavinsiu » Mon Sep 25, 2023 10:55 pm » in Investing - Theory, News & General
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71 Replies

9780 Views

Last post by Ari
Wed Oct 04, 2023 12:17 am
Austria, expat, 36yo - Long and short-term saving recommendations.

Last post by nomadboglenoob « Wed Oct 04, 2023 12:16 am
Posted in Non-US Investing
Replies: 1
by nomadboglenoob » Sat Sep 30, 2023 3:48 pm » in Non-US Investing

1 Replies

584 Views

Last post by nomadboglenoob
Wed Oct 04, 2023 12:16 am
Help with length of dollar cost averaging lump sum

Last post by Thesaints « Wed Oct 04, 2023 12:11 am
Posted in Personal Investments
Replies: 4
by dcarste » Tue Oct 03, 2023 1:26 pm » in Personal Investments

4 Replies

375 Views

Last post by Thesaints
Wed Oct 04, 2023 12:11 am
Multiple Employers and 401k Limits and Overcontributions

Last post by TR2047 « Wed Oct 04, 2023 12:04 am
Posted in Personal Investments

by TR2047 » Wed Oct 04, 2023 12:04 am » in Personal Investments

0 Replies

148 Views

Last post by TR2047
Wed Oct 04, 2023 12:04 am
I might be overdoing the Mega Backdoor Roth

Last post by placeholder « Wed Oct 04, 2023 12:01 am
Posted in Personal Investments
Replies: 14
by brew » Tue Oct 03, 2023 8:52 am » in Personal Investments

14 Replies

1322 Views

Last post by placeholder
Wed Oct 04, 2023 12:01 am
Expected return for holding TIPS as a portfolio asset

Last post by Circe « Wed Oct 04, 2023 12:01 am
Posted in Investing - Theory, News & General
Replies: 22
by McQ » Sat Sep 30, 2023 4:09 pm » in Investing - Theory, News & General

22 Replies

2713 Views

Last post by Circe
Wed Oct 04, 2023 12:01 am
Chocolatebar's Portfolio

Last post by clip651 « Wed Oct 04, 2023 12:00 am
Posted in Personal Investments
Replies: 144
by Chocolatebar » Thu Apr 20, 2023 8:32 am » in Personal Investments
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144 Replies

10787 Views

Last post by clip651
Wed Oct 04, 2023 12:00 am
Bank of America/Merrill Edge - Preferred Rewards

Last post by Lacrocious « Wed Oct 04, 2023 12:00 am
Posted in Personal Finance (Not Investing)
Replies: 5885
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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5885 Replies

672977 Views

Last post by Lacrocious
Wed Oct 04, 2023 12:00 am
Eggs

Last post by aquinas « Tue Oct 03, 2023 11:44 pm
Posted in Personal Consumer Issues
Replies: 147
by Beensabu » Mon Sep 25, 2023 9:02 pm » in Personal Consumer Issues
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147 Replies

13158 Views

Last post by aquinas
Tue Oct 03, 2023 11:44 pm
Who is using a personal finance app?

Last post by mrb09 « Tue Oct 03, 2023 11:32 pm
Posted in Personal Finance (Not Investing)
Replies: 33
by moneygirl3 » Mon Oct 02, 2023 6:20 am » in Personal Finance (Not Investing)

33 Replies

2911 Views

Last post by mrb09
Tue Oct 03, 2023 11:32 pm
Any clients of Timothy Financial Counsel out there?

Last post by aquinas « Tue Oct 03, 2023 11:29 pm
Posted in Personal Investments
Replies: 22
by Tonygis » Thu Jul 08, 2021 5:24 pm » in Personal Investments

22 Replies

4423 Views

Last post by aquinas
Tue Oct 03, 2023 11:29 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by tj « Tue Oct 03, 2023 11:29 pm
Posted in Investing - Theory, News & General
Replies: 6443
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6443 Replies

905608 Views

Last post by tj
Tue Oct 03, 2023 11:29 pm
Is it worth it to have small/mid cap index funds in Retirement portfolio?

Last post by tig1 « Tue Oct 03, 2023 11:26 pm
Posted in Personal Investments
Replies: 24
by tig1 » Mon Oct 02, 2023 5:51 pm » in Personal Investments

24 Replies

2129 Views

Last post by tig1
Tue Oct 03, 2023 11:26 pm
Real Estate - Partial Release/Title Insurance help

Last post by Soaker « Tue Oct 03, 2023 11:15 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Bogleer » Tue Oct 03, 2023 5:52 pm » in Personal Finance (Not Investing)

3 Replies

333 Views

Last post by Soaker
Tue Oct 03, 2023 11:15 pm
Yen denominated investors -> Currency hedging?

Last post by Kanto « Tue Oct 03, 2023 11:12 pm
Posted in Non-US Investing
Replies: 7
by Kanto » Tue Sep 26, 2023 11:56 pm » in Non-US Investing

7 Replies

1355 Views

Last post by Kanto
Tue Oct 03, 2023 11:12 pm

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