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UHNW Situtation

Last post by skeptical « Fri Sep 13, 2024 2:38 pm
Posted in Personal Investments
Replies: 63
by WeathKeeper » Fri Jul 12, 2024 9:34 am » in Personal Investments
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63 Replies

11611 Views

Last post by skeptical
Fri Sep 13, 2024 2:38 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by unwitting_gulag « Fri Sep 13, 2024 2:35 pm
Posted in Investing - Theory, News & General
Replies: 6934
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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6934 Replies

1690460 Views

Last post by unwitting_gulag
Fri Sep 13, 2024 2:35 pm
A positive Fidelity experience

Last post by Gaston « Fri Sep 13, 2024 2:34 pm
Posted in Personal Investments
Replies: 2
by Gaston » Fri Sep 13, 2024 2:24 pm » in Personal Investments

2 Replies

110 Views

Last post by Gaston
Fri Sep 13, 2024 2:34 pm
Retire From Military or Stay In Longer?

Last post by Outer Marker « Fri Sep 13, 2024 2:34 pm
Posted in Personal Investments
Replies: 49
by brian.h » Tue Sep 10, 2024 9:12 pm » in Personal Investments

49 Replies

4136 Views

Last post by Outer Marker
Fri Sep 13, 2024 2:34 pm
Is it better to withdraw monthly or yearly for retirement

Last post by Watty « Fri Sep 13, 2024 2:32 pm
Posted in Investing - Theory, News & General
Replies: 32
by Tatala » Fri Sep 13, 2024 7:54 am » in Investing - Theory, News & General

32 Replies

1597 Views

Last post by Watty
Fri Sep 13, 2024 2:32 pm
Why "traditional" asset allocation may be very WRONG

Last post by dkturner « Fri Sep 13, 2024 2:30 pm
Posted in Investing - Theory, News & General
Replies: 58
by HMSVictory » Fri Sep 13, 2024 9:40 am » in Investing - Theory, News & General
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2
58 Replies

2297 Views

Last post by dkturner
Fri Sep 13, 2024 2:30 pm
Please Help me find my ideal town in the Pacific Northwest

Last post by DoTheMath « Fri Sep 13, 2024 2:26 pm
Posted in Personal Consumer Issues
Replies: 42
by Hot Sauce » Tue Sep 10, 2024 5:52 pm » in Personal Consumer Issues

42 Replies

3831 Views

Last post by DoTheMath
Fri Sep 13, 2024 2:26 pm
Mid Course correction

Last post by mhadden1 « Fri Sep 13, 2024 2:25 pm
Posted in Personal Investments
Replies: 18
by trjack57 » Fri Sep 13, 2024 9:59 am » in Personal Investments

18 Replies

778 Views

Last post by mhadden1
Fri Sep 13, 2024 2:25 pm
Merrill Edge Taxable Accounts

Last post by anon_investor « Fri Sep 13, 2024 2:25 pm
Posted in Personal Investments
Replies: 33
by CraneThePoet » Thu Dec 28, 2023 7:55 am » in Personal Investments

33 Replies

8110 Views

Last post by anon_investor
Fri Sep 13, 2024 2:25 pm
Pension Plan options

Last post by musicislife « Fri Sep 13, 2024 2:23 pm
Posted in Personal Investments
Replies: 19
by musicislife » Thu Sep 12, 2024 1:58 pm » in Personal Investments

19 Replies

1117 Views

Last post by musicislife
Fri Sep 13, 2024 2:23 pm
Need help on Gold

Last post by Beensabu « Fri Sep 13, 2024 2:23 pm
Posted in Personal Investments
Replies: 21
by Bennie » Thu Sep 12, 2024 7:37 pm » in Personal Investments

21 Replies

1100 Views

Last post by Beensabu
Fri Sep 13, 2024 2:23 pm
Anyone take a long work hiatus?

Last post by LegalFI « Fri Sep 13, 2024 2:20 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by ThankYouJack » Fri Sep 13, 2024 5:11 am » in Personal Finance (Not Investing)

19 Replies

1260 Views

Last post by LegalFI
Fri Sep 13, 2024 2:20 pm
Portfolio Review - Helping Mom (61) after Dad (60) unexpectedly passed away in February

Last post by rhatfiel « Fri Sep 13, 2024 2:20 pm
Posted in Personal Investments
Replies: 11
by rhatfiel » Thu May 16, 2024 11:42 am » in Personal Investments

11 Replies

2851 Views

Last post by rhatfiel
Fri Sep 13, 2024 2:20 pm
How best to get rid of my financial adviser?

Last post by niagara_guy « Fri Sep 13, 2024 2:19 pm
Posted in Personal Investments
Replies: 2
by aadc » Fri Sep 13, 2024 12:21 pm » in Personal Investments

2 Replies

168 Views

Last post by niagara_guy
Fri Sep 13, 2024 2:19 pm
Invest Via a Target Date Fund for Beneficiaries?

Last post by Harmanic « Fri Sep 13, 2024 2:19 pm
Posted in Personal Investments
Replies: 7
by Wolfpacker » Wed Sep 11, 2024 1:29 pm » in Personal Investments

7 Replies

497 Views

Last post by Harmanic
Fri Sep 13, 2024 2:19 pm
Best book for 34 y o novice about investing

Last post by protagonist « Fri Sep 13, 2024 2:16 pm
Posted in Investing - Theory, News & General
Replies: 58
by protagonist » Thu Sep 12, 2024 3:47 pm » in Investing - Theory, News & General
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58 Replies

1686 Views

Last post by protagonist
Fri Sep 13, 2024 2:16 pm
Anyone Glad they took Social Security Early?

Last post by Claudia Whitten « Fri Sep 13, 2024 2:15 pm
Posted in Personal Investments
Replies: 123
by LaramieWind » Tue Aug 27, 2024 3:19 pm » in Personal Investments
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123 Replies

20768 Views

Last post by Claudia Whitten
Fri Sep 13, 2024 2:15 pm
Bernstein article - Why Should You Care When Stocks Plunge?

Last post by CraigTester « Fri Sep 13, 2024 2:09 pm
Posted in Investing - Theory, News & General
Replies: 100
by quercus » Wed Sep 11, 2024 9:54 pm » in Investing - Theory, News & General
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100 Replies

7152 Views

Last post by CraigTester
Fri Sep 13, 2024 2:09 pm
EV / Hybrid basics?

Last post by prioritarian « Fri Sep 13, 2024 2:07 pm
Posted in Personal Consumer Issues
Replies: 30
by yankees60 » Thu Sep 12, 2024 1:22 pm » in Personal Consumer Issues

30 Replies

1776 Views

Last post by prioritarian
Fri Sep 13, 2024 2:07 pm
What brokerages allow Vanguard admiral fund purchases/redemptions without fees?

Last post by Rajsx « Fri Sep 13, 2024 2:05 pm
Posted in Personal Investments
Replies: 7
by NYCaviator » Fri Sep 13, 2024 6:08 am » in Personal Investments

7 Replies

491 Views

Last post by Rajsx
Fri Sep 13, 2024 2:05 pm
[What UN-frugal thing do you do? What do you splurge on?]

Last post by retired recently « Fri Sep 13, 2024 2:05 pm
Posted in Personal Consumer Issues
Replies: 802
by Professor Emeritus » Fri Nov 21, 2014 6:52 am » in Personal Consumer Issues
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802 Replies

90908 Views

Last post by retired recently
Fri Sep 13, 2024 2:05 pm
brokerage trade with tax sheltered trades

Last post by typical.investor « Fri Sep 13, 2024 2:03 pm
Posted in Investing - Theory, News & General
Replies: 4
by windpig » Fri Sep 13, 2024 1:25 pm » in Investing - Theory, News & General

4 Replies

87 Views

Last post by typical.investor
Fri Sep 13, 2024 2:03 pm
Understanding NIIT Tax

Last post by bongo « Fri Sep 13, 2024 2:02 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by jeef » Fri Sep 13, 2024 8:52 am » in Personal Finance (Not Investing)

6 Replies

515 Views

Last post by bongo
Fri Sep 13, 2024 2:02 pm
Trying to help recently widowed friend with late husband's IRA

Last post by mbwalker98 « Fri Sep 13, 2024 2:01 pm
Posted in Personal Investments
Replies: 15
by CrossOverGuy » Fri Sep 13, 2024 11:02 am » in Personal Investments

15 Replies

485 Views

Last post by mbwalker98
Fri Sep 13, 2024 2:01 pm
Add Spouse to Solo 401k

Last post by MP123 « Fri Sep 13, 2024 2:01 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by GloryMushroom » Thu Sep 12, 2024 6:01 am » in Personal Finance (Not Investing)

18 Replies

725 Views

Last post by MP123
Fri Sep 13, 2024 2:01 pm
Questions on getting a new desktop computer

Last post by hunoraut « Fri Sep 13, 2024 1:59 pm
Posted in Personal Consumer Issues
Replies: 19
by tc101 » Fri Sep 13, 2024 9:06 am » in Personal Consumer Issues

19 Replies

607 Views

Last post by hunoraut
Fri Sep 13, 2024 1:59 pm
Delaying paying taxes

Last post by toddthebod « Fri Sep 13, 2024 1:57 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by Name=Random » Fri Sep 13, 2024 12:41 am » in Personal Finance (Not Investing)

10 Replies

686 Views

Last post by toddthebod
Fri Sep 13, 2024 1:57 pm
Confirmation on TIPS ladder

Last post by Alex GR « Fri Sep 13, 2024 1:56 pm
Posted in Personal Investments
Replies: 4
by Alex GR » Thu Sep 12, 2024 11:37 am » in Personal Investments

4 Replies

394 Views

Last post by Alex GR
Fri Sep 13, 2024 1:56 pm
Should I do a bridge annuity?

Last post by Harmanic « Fri Sep 13, 2024 1:51 pm
Posted in Personal Investments
Replies: 6
by Jmlrn » Fri Sep 13, 2024 11:58 am » in Personal Investments

6 Replies

269 Views

Last post by Harmanic
Fri Sep 13, 2024 1:51 pm
Fun Question: Finding Good Trust Fund Laywer

Last post by afan « Fri Sep 13, 2024 1:51 pm
Posted in Personal Consumer Issues
Replies: 6
by mtwistercapitalist » Thu Sep 12, 2024 8:29 pm » in Personal Consumer Issues

6 Replies

517 Views

Last post by afan
Fri Sep 13, 2024 1:51 pm
529 Witdrawal penalty

Last post by ThankYouJack « Fri Sep 13, 2024 1:51 pm
Posted in Personal Investments
Replies: 2
by Ledzep91 » Fri Sep 13, 2024 12:57 pm » in Personal Investments

2 Replies

114 Views

Last post by ThankYouJack
Fri Sep 13, 2024 1:51 pm
Frequency of rollovers high fee 401k

Last post by retiredjg « Fri Sep 13, 2024 1:42 pm
Posted in Personal Investments
Replies: 12
by sschoe2 » Fri Sep 13, 2024 10:14 am » in Personal Investments

12 Replies

320 Views

Last post by retiredjg
Fri Sep 13, 2024 1:42 pm
Understanding bonds - example

Last post by Alex GR « Fri Sep 13, 2024 1:41 pm
Posted in Personal Investments
Replies: 18
by h2cycle » Mon Sep 09, 2024 1:11 pm » in Personal Investments

18 Replies

1817 Views

Last post by Alex GR
Fri Sep 13, 2024 1:41 pm
Dividend Income Advice Needed

Last post by arcticpineapplecorp. « Fri Sep 13, 2024 1:37 pm
Posted in Personal Investments
Replies: 8
by Bonnan » Thu Sep 12, 2024 10:31 pm » in Personal Investments

8 Replies

880 Views

Last post by arcticpineapplecorp.
Fri Sep 13, 2024 1:37 pm
Denied comprehensive auto insurance claim (hitting a raccoon

Last post by student « Fri Sep 13, 2024 1:37 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by mesaverde » Thu Sep 12, 2024 8:42 pm » in Personal Finance (Not Investing)

20 Replies

1791 Views

Last post by student
Fri Sep 13, 2024 1:37 pm
Water leak 3 months after bathroom reno

Last post by barnaclebob « Fri Sep 13, 2024 1:35 pm
Posted in Personal Consumer Issues
Replies: 24
by Train2bogle » Fri Sep 13, 2024 7:50 am » in Personal Consumer Issues

24 Replies

1072 Views

Last post by barnaclebob
Fri Sep 13, 2024 1:35 pm
Insight and Advice on My Portfolio, Insurance Needs and Estate Planning

Last post by bonesly « Fri Sep 13, 2024 1:26 pm
Posted in Personal Investments
Replies: 10
by pualius38 » Mon Sep 02, 2024 11:16 am » in Personal Investments

10 Replies

2709 Views

Last post by bonesly
Fri Sep 13, 2024 1:26 pm
The best trees and bushes part 3...

Last post by iamlucky13 « Fri Sep 13, 2024 1:22 pm
Posted in Personal Consumer Issues
Replies: 15
by _nvrltthmknwyrnxtmv » Fri Sep 13, 2024 9:02 am » in Personal Consumer Issues

15 Replies

582 Views

Last post by iamlucky13
Fri Sep 13, 2024 1:22 pm
Going From CD to Balance Funds

Last post by protagonist « Fri Sep 13, 2024 1:20 pm
Posted in Personal Investments
Replies: 4
by Thundering Man » Wed Sep 11, 2024 9:22 am » in Personal Investments

4 Replies

536 Views

Last post by protagonist
Fri Sep 13, 2024 1:20 pm
The Three-Fund Portfolio

Last post by devillif311 « Fri Sep 13, 2024 1:19 pm
Posted in Investing - Theory, News & General
Replies: 3926
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm » in Investing - Theory, News & General
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3926 Replies

2522840 Views

Last post by devillif311
Fri Sep 13, 2024 1:19 pm
HSA accounts

Last post by White Coat Investor « Fri Sep 13, 2024 1:16 pm
Posted in Investing - Theory, News & General
Replies: 19
by Paullmas » Sun Sep 08, 2024 6:42 am » in Investing - Theory, News & General

19 Replies

2169 Views

Last post by White Coat Investor
Fri Sep 13, 2024 1:16 pm
Best Retirement Calculators ?

Last post by vrr106 « Fri Sep 13, 2024 1:15 pm
Posted in Personal Investments
Replies: 28
by robindbee » Sat Sep 07, 2024 2:01 pm » in Personal Investments

28 Replies

3602 Views

Last post by vrr106
Fri Sep 13, 2024 1:15 pm
Vanguard Cash Plus Account

Last post by lemonPepper « Fri Sep 13, 2024 1:13 pm
Posted in Investing - Theory, News & General
Replies: 1260
by stan1 » Fri Jan 12, 2024 12:35 pm » in Investing - Theory, News & General
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1260 Replies

179396 Views

Last post by lemonPepper
Fri Sep 13, 2024 1:13 pm
Portfolio Review: $7M NW, Early 40s with 2 kids, targeting < 50 retirement

Last post by White Coat Investor « Fri Sep 13, 2024 1:09 pm
Posted in Personal Investments
Replies: 47
by jmac312 » Mon Aug 19, 2024 5:25 pm » in Personal Investments

47 Replies

8741 Views

Last post by White Coat Investor
Fri Sep 13, 2024 1:09 pm
Latest Roth conversion paper

Last post by smitcat « Fri Sep 13, 2024 1:07 pm
Posted in Investing - Theory, News & General
Replies: 130
by McQ » Wed Sep 04, 2024 10:59 pm » in Investing - Theory, News & General
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130 Replies

12271 Views

Last post by smitcat
Fri Sep 13, 2024 1:07 pm
529 recontributions not coded as such

Last post by SmileyFace « Fri Sep 13, 2024 1:00 pm
Posted in Personal Finance (Not Investing)
Replies: 2
by psteinx » Fri Sep 13, 2024 11:19 am » in Personal Finance (Not Investing)

2 Replies

121 Views

Last post by SmileyFace
Fri Sep 13, 2024 1:00 pm
What are you listening to now

Last post by Chv396 « Fri Sep 13, 2024 12:58 pm
Posted in Personal Consumer Issues
Replies: 6732
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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6732 Replies

791050 Views

Last post by Chv396
Fri Sep 13, 2024 12:58 pm
Does naming beneficiaries keep assets out of probate?

Last post by bsteiner « Fri Sep 13, 2024 12:53 pm
Posted in Personal Finance (Not Investing)
Replies: 30
by Myopic squirrel » Tue Sep 10, 2024 12:18 pm » in Personal Finance (Not Investing)

30 Replies

3412 Views

Last post by bsteiner
Fri Sep 13, 2024 12:53 pm
Portfolio Review

Last post by bonesly « Fri Sep 13, 2024 12:52 pm
Posted in Personal Investments
Replies: 4
by trooma7 » Tue Sep 10, 2024 7:32 pm » in Personal Investments

4 Replies

698 Views

Last post by bonesly
Fri Sep 13, 2024 12:52 pm
HSA Bank eliminating investment options

Last post by Lyrrad « Fri Sep 13, 2024 12:42 pm
Posted in Investing - Theory, News & General
Replies: 456
by nps » Mon Jul 22, 2024 4:21 pm » in Investing - Theory, News & General
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456 Replies

68188 Views

Last post by Lyrrad
Fri Sep 13, 2024 12:42 pm

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