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Portfolio Review Request

Last post by cojan447 « Fri Feb 14, 2025 7:02 pm
Posted in Personal Investments
Replies: 5
by cojan447 » Sun Feb 09, 2025 5:37 am » in Personal Investments

5 Replies

674 Views

Last post by cojan447
Fri Feb 14, 2025 7:02 pm
Considering consulting, how to structure pay

Last post by DoubleComma « Fri Feb 14, 2025 7:01 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by corn18 » Fri Feb 14, 2025 2:56 pm » in Personal Finance (Not Investing)

8 Replies

383 Views

Last post by DoubleComma
Fri Feb 14, 2025 7:01 pm
Low-to-moderate COL areas (e.g., decent house <$1million) that have good public schools?

Last post by nimo956 « Fri Feb 14, 2025 6:59 pm
Posted in Personal Consumer Issues
Replies: 2
by phositadc » Fri Feb 14, 2025 6:50 pm » in Personal Consumer Issues

2 Replies

82 Views

Last post by nimo956
Fri Feb 14, 2025 6:59 pm
Trading Treasuries (nominal and TIPS)

Last post by Drew31 « Fri Feb 14, 2025 6:59 pm
Posted in Investing - Theory, News & General
Replies: 4677
by Kevin M » Tue May 24, 2022 7:50 pm » in Investing - Theory, News & General
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4677 Replies

596687 Views

Last post by Drew31
Fri Feb 14, 2025 6:59 pm
ACAT fraud with a twist - Vanguard

Last post by Aide0558 « Fri Feb 14, 2025 6:57 pm
Posted in Personal Investments
Replies: 96
by ww340 » Mon Feb 03, 2025 7:13 pm » in Personal Investments
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96 Replies

11394 Views

Last post by Aide0558
Fri Feb 14, 2025 6:57 pm
Static asset allocation for life (e.g., 60% stocks/40% bonds) or Glide Path (e.g., 90% stocks to 30%...)

Last post by Sandtrap « Fri Feb 14, 2025 6:54 pm
Posted in Investing - Theory, News & General
Replies: 5
by TrustTheMarket » Fri Feb 14, 2025 12:48 pm » in Investing - Theory, News & General

5 Replies

304 Views

Last post by Sandtrap
Fri Feb 14, 2025 6:54 pm
ORR - I bought an ETF with an 18% ER

Last post by Tanelorn « Fri Feb 14, 2025 6:50 pm
Posted in Personal Investments
Replies: 45
by Tanelorn » Sun Feb 02, 2025 2:46 am » in Personal Investments

45 Replies

5987 Views

Last post by Tanelorn
Fri Feb 14, 2025 6:50 pm
Quarterly earnings - Trump media group (DJT)

Last post by alec « Fri Feb 14, 2025 6:50 pm
Posted in Investing - Theory, News & General
Replies: 3
by Silly Wabbit » Fri Feb 14, 2025 6:26 pm » in Investing - Theory, News & General

3 Replies

206 Views

Last post by alec
Fri Feb 14, 2025 6:50 pm
"buying" a COLA

Last post by AlaskaTeach « Fri Feb 14, 2025 6:50 pm
Posted in Personal Investments

by AlaskaTeach » Fri Feb 14, 2025 6:50 pm » in Personal Investments

0 Replies

47 Views

Last post by AlaskaTeach
Fri Feb 14, 2025 6:50 pm
New home security - overkill?

Last post by supalong52 « Fri Feb 14, 2025 6:43 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by retire57 » Fri Feb 14, 2025 4:37 pm » in Personal Finance (Not Investing)

7 Replies

473 Views

Last post by supalong52
Fri Feb 14, 2025 6:43 pm
3 funds portfolio and "Buy, Hold, and Rebalance"

Last post by KlangFool « Fri Feb 14, 2025 6:40 pm
Posted in Investing - Theory, News & General
Replies: 58
by KlangFool » Mon Feb 10, 2025 11:48 am » in Investing - Theory, News & General
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58 Replies

4484 Views

Last post by KlangFool
Fri Feb 14, 2025 6:40 pm
Relationship banking for mortgages? Is it real?

Last post by manlymatt83 « Fri Feb 14, 2025 6:38 pm
Posted in Personal Finance (Not Investing)

by manlymatt83 » Fri Feb 14, 2025 6:38 pm » in Personal Finance (Not Investing)

0 Replies

72 Views

Last post by manlymatt83
Fri Feb 14, 2025 6:38 pm
Evaluate DC Itinerary with 3 kids

Last post by ArtMan « Fri Feb 14, 2025 6:36 pm
Posted in Personal Consumer Issues
Replies: 39
by BashDash » Fri Jan 10, 2025 9:38 am » in Personal Consumer Issues

39 Replies

4238 Views

Last post by ArtMan
Fri Feb 14, 2025 6:36 pm
Critical mass? Not saving another dollar (in theory)

Last post by fulltilt « Fri Feb 14, 2025 6:34 pm
Posted in Personal Finance (Not Investing)
Replies: 62
by TarHeel2002 » Fri Feb 14, 2025 10:19 am » in Personal Finance (Not Investing)
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62 Replies

3249 Views

Last post by fulltilt
Fri Feb 14, 2025 6:34 pm
Why Roth conversions always pay off—if you can hold on long enough [Update 2/2025]

Last post by smitcat « Fri Feb 14, 2025 6:33 pm
Posted in Investing - Theory, News & General
Replies: 447
by McQ » Thu Sep 23, 2021 12:28 pm » in Investing - Theory, News & General
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447 Replies

79276 Views

Last post by smitcat
Fri Feb 14, 2025 6:33 pm
Tax benefits VMFXX vs VUSXX for CA residents

Last post by neurosphere « Fri Feb 14, 2025 6:33 pm
Posted in Personal Investments
Replies: 24
by carbonfiberhb8 » Wed Jan 08, 2025 3:08 pm » in Personal Investments

24 Replies

1783 Views

Last post by neurosphere
Fri Feb 14, 2025 6:33 pm
“100% stocks for retirement? A new study says dump the 60/40 portfolio and target-date funds.“

Last post by quantAndHold « Fri Feb 14, 2025 6:32 pm
Posted in Investing - Theory, News & General
Replies: 159
by TrustTheMarket » Thu Feb 13, 2025 12:50 pm » in Investing - Theory, News & General
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159 Replies

9069 Views

Last post by quantAndHold
Fri Feb 14, 2025 6:32 pm
Fidelity as a one stop shop

Last post by leland « Fri Feb 14, 2025 6:31 pm
Posted in Personal Finance (Not Investing)
Replies: 7656
by BogleMelon » Sat Dec 15, 2018 8:33 pm » in Personal Finance (Not Investing)
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7656 Replies

1514667 Views

Last post by leland
Fri Feb 14, 2025 6:31 pm
How do you utilize AI (artificial intelligence)?

Last post by GeraniumLover « Fri Feb 14, 2025 6:31 pm
Posted in Personal Consumer Issues
Replies: 345
by tetractys » Mon Nov 13, 2023 11:14 pm » in Personal Consumer Issues
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345 Replies

66171 Views

Last post by GeraniumLover
Fri Feb 14, 2025 6:31 pm
WhiteCoatInvestor: At 0% LTCG, Taxable account acts almost exactly like a Roth IRA

Last post by livesoft « Fri Feb 14, 2025 6:24 pm
Posted in Investing - Theory, News & General
Replies: 29
by GrilledSardines » Thu Feb 13, 2025 4:00 pm » in Investing - Theory, News & General

29 Replies

3598 Views

Last post by livesoft
Fri Feb 14, 2025 6:24 pm
Tax Help: Date for acquisition for shares donated to a DAF

Last post by retiringwhen « Fri Feb 14, 2025 6:23 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Travelbug22 » Fri Feb 14, 2025 9:38 am » in Personal Finance (Not Investing)

4 Replies

141 Views

Last post by retiringwhen
Fri Feb 14, 2025 6:23 pm
Inherited IRA

Last post by Affable at 50 « Fri Feb 14, 2025 6:18 pm
Posted in Personal Investments
Replies: 8
by Crj414 » Wed Feb 12, 2025 8:48 pm » in Personal Investments

8 Replies

1086 Views

Last post by Affable at 50
Fri Feb 14, 2025 6:18 pm
Elm Wealth ETF ELM now available

Last post by prioritarian « Fri Feb 14, 2025 6:17 pm
Posted in Investing - Theory, News & General
Replies: 10
by medchemguy » Fri Feb 14, 2025 9:41 am » in Investing - Theory, News & General

10 Replies

592 Views

Last post by prioritarian
Fri Feb 14, 2025 6:17 pm
How to determine the cost basis for stocks with no records?

Last post by rob « Fri Feb 14, 2025 6:10 pm
Posted in Personal Finance (Not Investing)
Replies: 41
by worthit » Mon Dec 11, 2023 4:05 pm » in Personal Finance (Not Investing)

41 Replies

12518 Views

Last post by rob
Fri Feb 14, 2025 6:10 pm
Yubikey only at Vanguard now possible.

Last post by theduke « Fri Feb 14, 2025 6:06 pm
Posted in Personal Consumer Issues
Replies: 759
by pragmatist » Thu May 27, 2021 6:38 am » in Personal Consumer Issues
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759 Replies

111059 Views

Last post by theduke
Fri Feb 14, 2025 6:06 pm
UIT's - Anything good about them?

Last post by Voulsia24 « Fri Feb 14, 2025 6:01 pm
Posted in Personal Investments
Replies: 2
by Voulsia24 » Wed Feb 12, 2025 3:28 pm » in Personal Investments

2 Replies

321 Views

Last post by Voulsia24
Fri Feb 14, 2025 6:01 pm
Excess Roth Contribution, with profit. Taxes?

Last post by toddthebod « Fri Feb 14, 2025 5:59 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Johnsson » Fri Feb 14, 2025 2:16 pm » in Personal Finance (Not Investing)

3 Replies

148 Views

Last post by toddthebod
Fri Feb 14, 2025 5:59 pm
WhatsApp - messaging platform

Last post by srt7 « Fri Feb 14, 2025 5:59 pm
Posted in Personal Consumer Issues
Replies: 11
by rjbraun » Fri Feb 14, 2025 1:23 pm » in Personal Consumer Issues

11 Replies

586 Views

Last post by srt7
Fri Feb 14, 2025 5:59 pm
Cost of dental visit

Last post by LadyGeek « Fri Feb 14, 2025 5:58 pm
Posted in Personal Consumer Issues
Replies: 59
by tc101 » Wed Mar 13, 2024 3:58 pm » in Personal Consumer Issues
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59 Replies

5003 Views

Last post by LadyGeek
Fri Feb 14, 2025 5:58 pm
What Movie Have You Recently Watched?

Last post by srt7 « Fri Feb 14, 2025 5:53 pm
Posted in Personal Consumer Issues
Replies: 12913
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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12913 Replies

2458943 Views

Last post by srt7
Fri Feb 14, 2025 5:53 pm
Nighttime Driving - Oncoming Headlights

Last post by syc « Fri Feb 14, 2025 5:53 pm
Posted in Personal Consumer Issues
Replies: 62
by jayjayc » Thu Feb 13, 2025 5:02 pm » in Personal Consumer Issues
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62 Replies

4212 Views

Last post by syc
Fri Feb 14, 2025 5:53 pm
Securing financial paperwork while traveling

Last post by syc « Fri Feb 14, 2025 5:48 pm
Posted in Personal Finance (Not Investing)
Replies: 7
by faienxdcjebaaP » Fri Feb 14, 2025 1:40 pm » in Personal Finance (Not Investing)

7 Replies

352 Views

Last post by syc
Fri Feb 14, 2025 5:48 pm
Bogleheads Forum website running VERY slow?

Last post by LadyGeek « Fri Feb 14, 2025 5:37 pm
Posted in Forum Issues and Administration
Replies: 134
by Stinky » Thu Sep 05, 2024 7:25 am » in Forum Issues and Administration
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134 Replies

22576 Views

Last post by LadyGeek
Fri Feb 14, 2025 5:37 pm
What are you listening to now

Last post by enad « Fri Feb 14, 2025 5:35 pm
Posted in Personal Consumer Issues
Replies: 8185
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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8185 Replies

943468 Views

Last post by enad
Fri Feb 14, 2025 5:35 pm
Is it time to get out of TIAA Real Estate (QREARX)?

Last post by RustyShackleford « Fri Feb 14, 2025 5:31 pm
Posted in Personal Investments
Replies: 74
by matt90077 » Thu Aug 11, 2022 12:41 pm » in Personal Investments
1

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74 Replies

11192 Views

Last post by RustyShackleford
Fri Feb 14, 2025 5:31 pm
Is this is a correct way to look at paid off house

Last post by sport « Fri Feb 14, 2025 5:31 pm
Posted in Personal Finance (Not Investing)
Replies: 29
by Sho » Thu Feb 13, 2025 5:13 pm » in Personal Finance (Not Investing)

29 Replies

2540 Views

Last post by sport
Fri Feb 14, 2025 5:31 pm
Portfolio review request from a new investor

Last post by rach2025 « Fri Feb 14, 2025 5:29 pm
Posted in Personal Investments
Replies: 13
by rach2025 » Fri Feb 14, 2025 9:15 am » in Personal Investments

13 Replies

607 Views

Last post by rach2025
Fri Feb 14, 2025 5:29 pm
Need portfolio review and retirement advice please

Last post by sivpar « Fri Feb 14, 2025 5:26 pm
Posted in Personal Investments
Replies: 6
by sivpar » Thu Feb 13, 2025 5:32 pm » in Personal Investments

6 Replies

789 Views

Last post by sivpar
Fri Feb 14, 2025 5:26 pm
What to do with Passive Income Carryover from 2023

Last post by MarkNYC « Fri Feb 14, 2025 5:23 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by HoneyBee » Fri Feb 14, 2025 4:51 pm » in Personal Finance (Not Investing)

2 Replies

127 Views

Last post by MarkNYC
Fri Feb 14, 2025 5:23 pm
Are risk-based guardrails approach to retirement withdrawals even desirable?

Last post by tman9999 « Fri Feb 14, 2025 5:23 pm
Posted in Investing - Theory, News & General
Replies: 65
by silent cal » Sat Aug 26, 2023 7:51 pm » in Investing - Theory, News & General
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65 Replies

10870 Views

Last post by tman9999
Fri Feb 14, 2025 5:23 pm
First time managing my own money: More capital gains then thought...

Last post by HeelaMonster « Fri Feb 14, 2025 5:22 pm
Posted in Personal Investments
Replies: 34
by EasyC » Thu Feb 13, 2025 8:42 am » in Personal Investments

34 Replies

2621 Views

Last post by HeelaMonster
Fri Feb 14, 2025 5:22 pm
Is using an SSD external drive worth it for backups?

Last post by theac « Fri Feb 14, 2025 5:20 pm
Posted in Personal Consumer Issues
Replies: 57
by theac » Wed Feb 12, 2025 1:52 am » in Personal Consumer Issues
1

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57 Replies

3877 Views

Last post by theac
Fri Feb 14, 2025 5:20 pm
sanity check on a possible real estate investment

Last post by Roothy « Fri Feb 14, 2025 5:14 pm
Posted in Personal Investments
Replies: 40
by Roothy » Mon Jan 20, 2025 1:43 pm » in Personal Investments

40 Replies

3060 Views

Last post by Roothy
Fri Feb 14, 2025 5:14 pm
Portfolio health check-up for 32M and 36F

Last post by bonesly « Fri Feb 14, 2025 5:12 pm
Posted in Personal Investments
Replies: 19
by goblehead » Fri Jan 24, 2025 11:00 pm » in Personal Investments

19 Replies

3857 Views

Last post by bonesly
Fri Feb 14, 2025 5:12 pm
Fear, not risk, explains asset pricing

Last post by McQ « Fri Feb 14, 2025 5:04 pm
Posted in Investing - Theory, News & General
Replies: 6
by McQ » Thu Feb 13, 2025 10:20 pm » in Investing - Theory, News & General

6 Replies

871 Views

Last post by McQ
Fri Feb 14, 2025 5:04 pm
Life Insurance and Critical Insurance thru Work?

Last post by neurosphere « Fri Feb 14, 2025 5:04 pm
Posted in Personal Finance (Not Investing)
Replies: 17
by jumbo shrimp » Fri Feb 14, 2025 1:06 pm » in Personal Finance (Not Investing)

17 Replies

434 Views

Last post by neurosphere
Fri Feb 14, 2025 5:04 pm
Modifying/Redoing HVAC ducting

Last post by illumination « Fri Feb 14, 2025 5:02 pm
Posted in Personal Consumer Issues
Replies: 17
by rich126 » Wed Feb 12, 2025 10:36 am » in Personal Consumer Issues

17 Replies

1431 Views

Last post by illumination
Fri Feb 14, 2025 5:02 pm
What frugal thing did you do today?

Last post by MP173 « Fri Feb 14, 2025 5:00 pm
Posted in Personal Consumer Issues
Replies: 5360
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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5360 Replies

843036 Views

Last post by MP173
Fri Feb 14, 2025 5:00 pm
Portfolio newbie 'sortof' looking for advice/confidence

Last post by bonesly « Fri Feb 14, 2025 4:57 pm
Posted in Personal Investments
Replies: 6
by brookst20287 » Fri Feb 07, 2025 6:46 pm » in Personal Investments

6 Replies

927 Views

Last post by bonesly
Fri Feb 14, 2025 4:57 pm
IRMAA tier questions

Last post by HeelaMonster « Fri Feb 14, 2025 4:55 pm
Posted in Personal Investments
Replies: 7
by john0608 » Fri Feb 14, 2025 10:17 am » in Personal Investments

7 Replies

678 Views

Last post by HeelaMonster
Fri Feb 14, 2025 4:55 pm

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