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Need advice on father's portfolio that I manage

Last post by scienceguy « Mon Jan 30, 2023 12:19 pm
Posted in Personal Investments
Replies: 15
by scienceguy » Mon Jan 30, 2023 8:11 am » in Personal Investments

15 Replies

697 Views

Last post by scienceguy
Mon Jan 30, 2023 12:19 pm
Help understanding Mom's annuities

Last post by Stinky « Mon Jan 30, 2023 12:18 pm
Posted in Personal Investments
Replies: 9
by jbogler » Sun Jan 29, 2023 6:31 pm » in Personal Investments

9 Replies

769 Views

Last post by Stinky
Mon Jan 30, 2023 12:18 pm
Lifecycle Investing - Leveraging when young

Last post by skierincolorado « Mon Jan 30, 2023 12:17 pm
Posted in Investing - Theory, News & General
Replies: 1610
by Steve Reading » Fri Mar 01, 2019 12:11 am » in Investing - Theory, News & General
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1610 Replies

281399 Views

Last post by skierincolorado
Mon Jan 30, 2023 12:17 pm
Cost Basis When Selling Home

Last post by galawdawg « Mon Jan 30, 2023 12:15 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by Music Teacher Tim » Mon Jan 30, 2023 11:14 am » in Personal Finance (Not Investing)

3 Replies

264 Views

Last post by galawdawg
Mon Jan 30, 2023 12:15 pm
Fidelity as a one stop shop

Last post by Eno Deb « Mon Jan 30, 2023 12:15 pm
Posted in Personal Finance (Not Investing)
Replies: 3580
by BogleMelon » Sat Dec 15, 2018 9:33 pm » in Personal Finance (Not Investing)
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3580 Replies

512052 Views

Last post by Eno Deb
Mon Jan 30, 2023 12:15 pm
Pretax and Roth 401k overcontribution and tax

Last post by Alan S. « Mon Jan 30, 2023 12:15 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by investing engineer » Sat Mar 05, 2022 10:57 pm » in Personal Finance (Not Investing)

19 Replies

872 Views

Last post by Alan S.
Mon Jan 30, 2023 12:15 pm
50% in SPIA

Last post by Leesbro63 « Mon Jan 30, 2023 12:15 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by Johm221122 » Sun Jan 29, 2023 10:22 am » in Personal Finance (Not Investing)

42 Replies

2262 Views

Last post by Leesbro63
Mon Jan 30, 2023 12:15 pm
Multiple IRA rollovers

Last post by lws « Mon Jan 30, 2023 12:14 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by FBN2014 » Mon Jan 30, 2023 11:55 am » in Personal Finance (Not Investing)

3 Replies

82 Views

Last post by lws
Mon Jan 30, 2023 12:14 pm
Shutterfly ending the share sites

Last post by Wabbit « Mon Jan 30, 2023 12:14 pm
Posted in Personal Consumer Issues

by Wabbit » Mon Jan 30, 2023 12:14 pm » in Personal Consumer Issues

0 Replies

28 Views

Last post by Wabbit
Mon Jan 30, 2023 12:14 pm
What’s Your 2023 Budget?

Last post by CletusCaddy « Mon Jan 30, 2023 12:14 pm
Posted in Personal Finance (Not Investing)
Replies: 197
by TinyHouse » Mon Jan 16, 2023 1:01 am » in Personal Finance (Not Investing)
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197 Replies

18862 Views

Last post by CletusCaddy
Mon Jan 30, 2023 12:14 pm
What defines a bubble?

Last post by NiceUnparticularMan « Mon Jan 30, 2023 12:13 pm
Posted in Investing - Theory, News & General
Replies: 13
by ChinchillaWhiplash » Sun Jan 29, 2023 9:44 am » in Investing - Theory, News & General

13 Replies

521 Views

Last post by NiceUnparticularMan
Mon Jan 30, 2023 12:13 pm
Dentist called 6 months later to get their discount back

Last post by Carguy85 « Mon Jan 30, 2023 12:10 pm
Posted in Personal Consumer Issues
Replies: 35
by pedr0o » Fri Jan 27, 2023 12:36 pm » in Personal Consumer Issues

35 Replies

5158 Views

Last post by Carguy85
Mon Jan 30, 2023 12:10 pm
Best grocery delivery services

Last post by tc101 « Mon Jan 30, 2023 12:10 pm
Posted in Personal Consumer Issues
Replies: 14
by tc101 » Sat Jan 28, 2023 2:23 pm » in Personal Consumer Issues

14 Replies

1186 Views

Last post by tc101
Mon Jan 30, 2023 12:10 pm
Early retirement -- good to go?

Last post by EnjoyIt « Mon Jan 30, 2023 12:09 pm
Posted in Personal Investments
Replies: 75
by Morik » Fri Jan 27, 2023 12:35 pm » in Personal Investments
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75 Replies

7477 Views

Last post by EnjoyIt
Mon Jan 30, 2023 12:09 pm
2022 Tax Return vs. 2023 Tax Return

Last post by retiredjg « Mon Jan 30, 2023 12:09 pm
Posted in Personal Finance (Not Investing)
Replies: 58
by bg5 » Fri Jan 27, 2023 9:12 am » in Personal Finance (Not Investing)
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58 Replies

4159 Views

Last post by retiredjg
Mon Jan 30, 2023 12:09 pm
could chatgpt lead to a world where picking individual stocks outperforms index funds?

Last post by Logan Roy « Mon Jan 30, 2023 12:08 pm
Posted in Investing - Theory, News & General
Replies: 91
by Physician101 » Sat Jan 28, 2023 5:54 pm » in Investing - Theory, News & General
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91 Replies

6009 Views

Last post by Logan Roy
Mon Jan 30, 2023 12:08 pm
Puzzling Mitsubishi Heat Pump Data

Last post by auv-ee « Mon Jan 30, 2023 12:08 pm
Posted in Personal Consumer Issues
Replies: 2
by auv-ee » Mon Jan 30, 2023 1:32 am » in Personal Consumer Issues

2 Replies

317 Views

Last post by auv-ee
Mon Jan 30, 2023 12:08 pm
From which accounts should my mom gift a large sum of money?

Last post by ncbill « Mon Jan 30, 2023 12:08 pm
Posted in Personal Investments
Replies: 72
by VINNY » Sat Jan 28, 2023 9:39 pm » in Personal Investments
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72 Replies

4385 Views

Last post by ncbill
Mon Jan 30, 2023 12:08 pm
What bond instrument to buy after years of owning no bonds?

Last post by NiceUnparticularMan « Mon Jan 30, 2023 12:07 pm
Posted in Personal Investments
Replies: 8
by Firemenot » Mon Jan 30, 2023 11:11 am » in Personal Investments

8 Replies

343 Views

Last post by NiceUnparticularMan
Mon Jan 30, 2023 12:07 pm
Dipping my toes in EV? Tesla 3/Y Questions!

Last post by aquaman « Mon Jan 30, 2023 12:07 pm
Posted in Personal Consumer Issues
Replies: 133
by Lynx310650 » Thu Jan 19, 2023 5:17 pm » in Personal Consumer Issues
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133 Replies

10165 Views

Last post by aquaman
Mon Jan 30, 2023 12:07 pm
Understanding Mutual Fund Distributions

Last post by dbr « Mon Jan 30, 2023 12:07 pm
Posted in Investing - Theory, News & General
Replies: 5
by pp05629 » Sun Jan 29, 2023 12:20 pm » in Investing - Theory, News & General

5 Replies

438 Views

Last post by dbr
Mon Jan 30, 2023 12:07 pm
Safe place for funds during construction?

Last post by c20d « Mon Jan 30, 2023 12:06 pm
Posted in Investing - Theory, News & General
Replies: 11
by Bradford » Sun Jan 29, 2023 8:47 am » in Investing - Theory, News & General

11 Replies

808 Views

Last post by c20d
Mon Jan 30, 2023 12:06 pm
PSA - LastPass breach!

Last post by rebellovw « Mon Jan 30, 2023 12:05 pm
Posted in Personal Consumer Issues
Replies: 598
by samsoes » Thu Aug 25, 2022 8:46 pm » in Personal Consumer Issues
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598 Replies

43380 Views

Last post by rebellovw
Mon Jan 30, 2023 12:05 pm
Should people start out conservative or aggressive

Last post by AlohaBill « Mon Jan 30, 2023 12:02 pm
Posted in Investing - Theory, News & General
Replies: 14
by gavinsiu » Sun Jan 29, 2023 8:55 pm » in Investing - Theory, News & General

14 Replies

1109 Views

Last post by AlohaBill
Mon Jan 30, 2023 12:02 pm
IBKR - Regulatory Protection from outside developed countries

Last post by galeno « Mon Jan 30, 2023 12:02 pm
Posted in Non-US Investing
Replies: 5
by danbdzs » Sun Jan 29, 2023 6:57 pm » in Non-US Investing

5 Replies

350 Views

Last post by galeno
Mon Jan 30, 2023 12:02 pm
Please Review My Portfolio, New Investor Here

Last post by Watty « Mon Jan 30, 2023 12:01 pm
Posted in Personal Investments
Replies: 5
by nscott14 » Mon Jan 30, 2023 10:39 am » in Personal Investments

5 Replies

261 Views

Last post by Watty
Mon Jan 30, 2023 12:01 pm
Glide into retirement or OMY?

Last post by SchruteBucks « Mon Jan 30, 2023 11:59 am
Posted in Personal Finance (Not Investing)
Replies: 10
by SchruteBucks » Sat Jan 28, 2023 1:45 pm » in Personal Finance (Not Investing)

10 Replies

1227 Views

Last post by SchruteBucks
Mon Jan 30, 2023 11:59 am
Bad Homebuying Experience. Need Advice

Last post by michaeljc70 « Mon Jan 30, 2023 11:57 am
Posted in Personal Finance (Not Investing)
Replies: 51
by PNWpilot » Sun Jan 29, 2023 3:11 pm » in Personal Finance (Not Investing)
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51 Replies

4048 Views

Last post by michaeljc70
Mon Jan 30, 2023 11:57 am
Am I responsible for submitting my Mothers taxes who cannot do them herself?

Last post by BarbBrooklyn « Mon Jan 30, 2023 11:57 am
Posted in Personal Finance (Not Investing)
Replies: 39
by Homeby5 » Sun Jan 29, 2023 4:43 pm » in Personal Finance (Not Investing)

39 Replies

4144 Views

Last post by BarbBrooklyn
Mon Jan 30, 2023 11:57 am
How much will you get as Costco Citi reward this year?

Last post by keystone « Mon Jan 30, 2023 11:56 am
Posted in Personal Finance (Not Investing)
Replies: 49
by 8301 » Thu Jan 26, 2023 1:16 pm » in Personal Finance (Not Investing)

49 Replies

4009 Views

Last post by keystone
Mon Jan 30, 2023 11:56 am
What should I do with cash value life insurance?

Last post by smooth_rough « Mon Jan 30, 2023 11:54 am
Posted in Personal Finance (Not Investing)
Replies: 7
by CygX1 » Sun Jan 29, 2023 3:54 pm » in Personal Finance (Not Investing)

7 Replies

489 Views

Last post by smooth_rough
Mon Jan 30, 2023 11:54 am
Fidelity free Turbotax 2022

Last post by Hayden « Mon Jan 30, 2023 11:52 am
Posted in Personal Finance (Not Investing)
Replies: 424
by zeugmite » Mon Nov 07, 2022 9:43 pm » in Personal Finance (Not Investing)
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424 Replies

40889 Views

Last post by Hayden
Mon Jan 30, 2023 11:52 am
Shouldn't lifestyle creep be accepted?

Last post by daheld « Mon Jan 30, 2023 11:51 am
Posted in Investing - Theory, News & General
Replies: 24
by finance_learner » Mon Jan 30, 2023 1:31 am » in Investing - Theory, News & General

24 Replies

2196 Views

Last post by daheld
Mon Jan 30, 2023 11:51 am
Taxable account funds and tax loss harvesting

Last post by eltron « Mon Jan 30, 2023 11:49 am
Posted in Personal Investments
Replies: 3
by eltron » Mon Jan 30, 2023 9:55 am » in Personal Investments

3 Replies

212 Views

Last post by eltron
Mon Jan 30, 2023 11:49 am
Struggling to understand the value of bond funds in my situation

Last post by Dottie57 « Mon Jan 30, 2023 11:47 am
Posted in Personal Investments
Replies: 94
by tallgaijin » Sat Jan 28, 2023 12:23 pm » in Personal Investments
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94 Replies

4682 Views

Last post by Dottie57
Mon Jan 30, 2023 11:47 am
Buy vs. Rent

Last post by Admiral « Mon Jan 30, 2023 11:43 am
Posted in Personal Finance (Not Investing)
Replies: 77
by miami_renter » Sat Jan 28, 2023 4:34 pm » in Personal Finance (Not Investing)
1

2
77 Replies

4667 Views

Last post by Admiral
Mon Jan 30, 2023 11:43 am
Rolling over Roth 401K to Schwab IRA

Last post by calmaniac « Mon Jan 30, 2023 11:40 am
Posted in Personal Investments
Replies: 2
by MnD » Mon Jan 30, 2023 11:29 am » in Personal Investments

2 Replies

107 Views

Last post by calmaniac
Mon Jan 30, 2023 11:40 am
Keepass password manager questions

Last post by Marseille07 « Mon Jan 30, 2023 11:39 am
Posted in Personal Consumer Issues
Replies: 92
by K72 » Mon Dec 05, 2022 9:17 pm » in Personal Consumer Issues
1

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92 Replies

9381 Views

Last post by Marseille07
Mon Jan 30, 2023 11:39 am
Primary residence: 2 of 5 yrs rule fine, little documentation

Last post by toddthebod « Mon Jan 30, 2023 11:37 am
Posted in Personal Finance (Not Investing)
Replies: 1
by CompoundedInterest » Mon Jan 30, 2023 11:31 am » in Personal Finance (Not Investing)

1 Replies

158 Views

Last post by toddthebod
Mon Jan 30, 2023 11:37 am
[What TV Show Have You Recently Watched?]

Last post by peppers « Mon Jan 30, 2023 11:36 am
Posted in Personal Consumer Issues
Replies: 4595
by dbCooperAir » Tue Jan 05, 2016 9:32 pm » in Personal Consumer Issues
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4595 Replies

455262 Views

Last post by peppers
Mon Jan 30, 2023 11:36 am
Equifax Data Breach Settlement

Last post by Gadget « Mon Jan 30, 2023 11:35 am
Posted in Personal Finance (Not Investing)
Replies: 109
by AWCM » Tue Feb 01, 2022 2:25 pm » in Personal Finance (Not Investing)
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109 Replies

9695 Views

Last post by Gadget
Mon Jan 30, 2023 11:35 am
Bank of America/Merrill Edge - Preferred Rewards

Last post by Marseille07 « Mon Jan 30, 2023 11:35 am
Posted in Personal Finance (Not Investing)
Replies: 4341
by navyitaly » Sun Nov 02, 2014 3:59 am » in Personal Finance (Not Investing)
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4341 Replies

507964 Views

Last post by Marseille07
Mon Jan 30, 2023 11:35 am
Secure 2.0 catch-up Roth 401K

Last post by Alan S. « Mon Jan 30, 2023 11:34 am
Posted in Personal Finance (Not Investing)
Replies: 1
by xpy1999 » Mon Jan 30, 2023 10:48 am » in Personal Finance (Not Investing)

1 Replies

132 Views

Last post by Alan S.
Mon Jan 30, 2023 11:34 am
Deep history of stock and bond returns

Last post by dml130 « Mon Jan 30, 2023 11:32 am
Posted in Investing - Theory, News & General
Replies: 90
by McQ » Thu Jul 15, 2021 12:24 pm » in Investing - Theory, News & General
1

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90 Replies

11969 Views

Last post by dml130
Mon Jan 30, 2023 11:32 am
Perfect timing for EDV (Long term treasury)

Last post by Triple digit golfer « Mon Jan 30, 2023 11:32 am
Posted in Personal Investments
Replies: 6
by iCare » Mon Jan 30, 2023 7:34 am » in Personal Investments

6 Replies

465 Views

Last post by Triple digit golfer
Mon Jan 30, 2023 11:32 am
How to Find a (New) Medical Specialist

Last post by fasteddie911 « Mon Jan 30, 2023 11:31 am
Posted in Personal Consumer Issues
Replies: 48
by fishmonger » Wed Jan 18, 2023 3:49 pm » in Personal Consumer Issues

48 Replies

2912 Views

Last post by fasteddie911
Mon Jan 30, 2023 11:31 am
When to send a 1099

Last post by GeMoney « Mon Jan 30, 2023 11:27 am
Posted in Personal Finance (Not Investing)
Replies: 3
by J0721 » Fri Jan 27, 2023 2:23 pm » in Personal Finance (Not Investing)

3 Replies

356 Views

Last post by GeMoney
Mon Jan 30, 2023 11:27 am
[Want to open a self-directed Solo 401(k)]

Last post by muel87 « Mon Jan 30, 2023 11:25 am
Posted in Personal Finance (Not Investing)
Replies: 1
by MP46 » Sun Feb 28, 2021 11:26 am » in Personal Finance (Not Investing)

1 Replies

231 Views

Last post by muel87
Mon Jan 30, 2023 11:25 am
What Movie Have You Recently Watched?

Last post by peppers « Mon Jan 30, 2023 11:23 am
Posted in Personal Consumer Issues
Replies: 9324
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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9324 Replies

1746243 Views

Last post by peppers
Mon Jan 30, 2023 11:23 am
How can I..or should I...clean this up a bit?

Last post by rcmx « Mon Jan 30, 2023 11:18 am
Posted in Personal Investments
Replies: 6
by rcmx » Mon Jan 30, 2023 10:12 am » in Personal Investments

6 Replies

560 Views

Last post by rcmx
Mon Jan 30, 2023 11:18 am

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