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Advisors are pressured by Fidelity, etc to put Clients in more expensive investments

Last post by WoodSpinner « Sun Jan 19, 2025 9:47 am
Posted in Investing - Theory, News & General
Replies: 28
by Parkinglotracer » Sun Jan 19, 2025 4:54 am » in Investing - Theory, News & General

28 Replies

1464 Views

Last post by WoodSpinner
Sun Jan 19, 2025 9:47 am
Tax advice: I'll work for life

Last post by Streptococcus « Sun Jan 19, 2025 9:47 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Streptococcus » Sun Jan 19, 2025 9:10 am » in Personal Finance (Not Investing)

2 Replies

200 Views

Last post by Streptococcus
Sun Jan 19, 2025 9:47 am
Should I replace my BND with SCHD?

Last post by aristotelian « Sun Jan 19, 2025 9:46 am
Posted in Personal Investments
Replies: 33
by casey2012 » Sat Jan 18, 2025 1:29 pm » in Personal Investments

33 Replies

2276 Views

Last post by aristotelian
Sun Jan 19, 2025 9:46 am
Pay for engine replacement or sell for big loss

Last post by tibbitts « Sun Jan 19, 2025 9:46 am
Posted in Personal Consumer Issues
Replies: 29
by eye.surgeon » Sat Jan 18, 2025 11:26 pm » in Personal Consumer Issues

29 Replies

1648 Views

Last post by tibbitts
Sun Jan 19, 2025 9:46 am
HVAC Labor Only Warranty - for Full Replacement of Condenser or Furnace

Last post by DarkHelmetII « Sun Jan 19, 2025 9:46 am
Posted in Personal Consumer Issues

by DarkHelmetII » Sun Jan 19, 2025 9:46 am » in Personal Consumer Issues

0 Replies

10 Views

Last post by DarkHelmetII
Sun Jan 19, 2025 9:46 am
Are you ready for the crash? change allocation?

Last post by Padlin « Sun Jan 19, 2025 9:45 am
Posted in Investing - Theory, News & General
Replies: 17
by deepvalleys » Sun Jan 19, 2025 8:58 am » in Investing - Theory, News & General

17 Replies

618 Views

Last post by Padlin
Sun Jan 19, 2025 9:45 am
Simplify my portfolio

Last post by CWRadio « Sun Jan 19, 2025 9:43 am
Posted in Investing - Theory, News & General
Replies: 3
by CWRadio » Sun Jan 19, 2025 9:25 am » in Investing - Theory, News & General

3 Replies

91 Views

Last post by CWRadio
Sun Jan 19, 2025 9:43 am
Best way to grow what little I have? (Starting solo at 50)

Last post by cdallas « Sun Jan 19, 2025 9:41 am
Posted in Personal Investments
Replies: 32
by cdallas » Sat Jan 18, 2025 5:21 pm » in Personal Investments

32 Replies

2860 Views

Last post by cdallas
Sun Jan 19, 2025 9:41 am
What Part of "Stay the Course" is So Hard for People to Understand?

Last post by gavinsiu « Sun Jan 19, 2025 9:41 am
Posted in Investing - Theory, News & General
Replies: 47
by White Coat Investor » Sat Jan 18, 2025 11:34 pm » in Investing - Theory, News & General

47 Replies

2460 Views

Last post by gavinsiu
Sun Jan 19, 2025 9:41 am
Help me understand "rolling over" spouses previous employer retirement account

Last post by retiredjg « Sun Jan 19, 2025 9:39 am
Posted in Personal Investments
Replies: 12
by Cranberry44 » Sun Jan 12, 2025 11:04 am » in Personal Investments

12 Replies

760 Views

Last post by retiredjg
Sun Jan 19, 2025 9:39 am
What Movie Have You Recently Watched?

Last post by CoAndy « Sun Jan 19, 2025 9:39 am
Posted in Personal Consumer Issues
Replies: 12731
by abuss368 » Sat Aug 30, 2014 3:35 pm » in Personal Consumer Issues
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12731 Replies

2368412 Views

Last post by CoAndy
Sun Jan 19, 2025 9:39 am
Too many stocks?

Last post by tibbitts « Sun Jan 19, 2025 9:38 am
Posted in Personal Finance (Not Investing)
Replies: 3
by drspine » Sun Jan 19, 2025 8:45 am » in Personal Finance (Not Investing)

3 Replies

201 Views

Last post by tibbitts
Sun Jan 19, 2025 9:38 am
US Bank 4% Smartly Visa Credit Card

Last post by EricGold « Sun Jan 19, 2025 9:38 am
Posted in Personal Finance (Not Investing)
Replies: 1721
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1721 Replies

147131 Views

Last post by EricGold
Sun Jan 19, 2025 9:38 am
Bank of America/Merrill Edge - Preferred Rewards

Last post by tj « Sun Jan 19, 2025 9:36 am
Posted in Personal Finance (Not Investing)
Replies: 8376
by navyitaly » Sun Nov 02, 2014 2:59 am » in Personal Finance (Not Investing)
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8376 Replies

1156513 Views

Last post by tj
Sun Jan 19, 2025 9:36 am
Unclaimed property forms help.

Last post by chemocean « Sun Jan 19, 2025 9:35 am
Posted in Personal Consumer Issues
Replies: 9
by Lemonaid56 » Fri Jan 17, 2025 4:12 pm » in Personal Consumer Issues

9 Replies

772 Views

Last post by chemocean
Sun Jan 19, 2025 9:35 am
Psychology and utility of 4% rule

Last post by tibbitts « Sun Jan 19, 2025 9:34 am
Posted in Investing - Theory, News & General
Replies: 23
by Plainviews » Sat Jan 18, 2025 8:40 pm » in Investing - Theory, News & General

23 Replies

1396 Views

Last post by tibbitts
Sun Jan 19, 2025 9:34 am
Possible WEP/GPO repeal [WEP / GPO repealed - How will affect you?]

Last post by Crimsonandclover « Sun Jan 19, 2025 9:33 am
Posted in Personal Finance (Not Investing)
Replies: 176
by Duckie » Thu Dec 19, 2024 5:11 pm » in Personal Finance (Not Investing)
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176 Replies

12294 Views

Last post by Crimsonandclover
Sun Jan 19, 2025 9:33 am
Why Doctor (PCP) won't allow self-pay?

Last post by FreddieFIRE « Sun Jan 19, 2025 9:30 am
Posted in Personal Finance (Not Investing)
Replies: 40
by FreddieFIRE » Thu Jan 16, 2025 4:54 pm » in Personal Finance (Not Investing)

40 Replies

4597 Views

Last post by FreddieFIRE
Sun Jan 19, 2025 9:30 am
Should we keep our landline phone?

Last post by BetterPaws « Sun Jan 19, 2025 9:28 am
Posted in Personal Consumer Issues
Replies: 79
by goshenBogle » Fri Jan 17, 2025 4:29 pm » in Personal Consumer Issues
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79 Replies

4054 Views

Last post by BetterPaws
Sun Jan 19, 2025 9:28 am
Sequence of returns risk for 2022 retirees

Last post by dogagility « Sun Jan 19, 2025 9:28 am
Posted in Personal Investments
Replies: 50
by ajpond » Fri Jan 17, 2025 9:56 pm » in Personal Investments
1

2
50 Replies

3476 Views

Last post by dogagility
Sun Jan 19, 2025 9:28 am
Where to find historical data for strips US912803HF35?

Last post by RyeBourbon « Sun Jan 19, 2025 9:26 am
Posted in Personal Investments
Replies: 4
by ccw » Sat Jan 18, 2025 11:27 pm » in Personal Investments

4 Replies

320 Views

Last post by RyeBourbon
Sun Jan 19, 2025 9:26 am
Just retired and have questions

Last post by dogagility « Sun Jan 19, 2025 9:20 am
Posted in Personal Investments
Replies: 16
by 1981Harry » Sat Jan 18, 2025 9:52 am » in Personal Investments

16 Replies

1963 Views

Last post by dogagility
Sun Jan 19, 2025 9:20 am
Form 5500-EZ Question

Last post by AlmstRtrd « Sun Jan 19, 2025 9:19 am
Posted in Personal Finance (Not Investing)
Replies: 10
by AlmstRtrd » Tue Jan 07, 2025 8:33 am » in Personal Finance (Not Investing)

10 Replies

751 Views

Last post by AlmstRtrd
Sun Jan 19, 2025 9:19 am
VOO earning growth

Last post by dbr « Sun Jan 19, 2025 9:16 am
Posted in Investing - Theory, News & General
Replies: 9
by starhusker » Sat Jan 18, 2025 11:14 am » in Investing - Theory, News & General

9 Replies

865 Views

Last post by dbr
Sun Jan 19, 2025 9:16 am
What have you baked recently?

Last post by Jazztonight « Sun Jan 19, 2025 9:16 am
Posted in Personal Consumer Issues
Replies: 593
by Elsebet » Tue Mar 20, 2018 4:53 pm » in Personal Consumer Issues
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593 Replies

103575 Views

Last post by Jazztonight
Sun Jan 19, 2025 9:16 am
Did I underestimate the power of pensions?

Last post by Kenkat « Sun Jan 19, 2025 9:12 am
Posted in Personal Finance (Not Investing)
Replies: 17
by RL1013 » Sat Jan 18, 2025 11:42 pm » in Personal Finance (Not Investing)

17 Replies

1998 Views

Last post by Kenkat
Sun Jan 19, 2025 9:12 am
Time for international stocks?

Last post by ScubaHogg « Sun Jan 19, 2025 9:11 am
Posted in Personal Investments
Replies: 5
by drspine » Sun Jan 19, 2025 8:31 am » in Personal Investments

5 Replies

380 Views

Last post by ScubaHogg
Sun Jan 19, 2025 9:11 am
Bonds?

Last post by howard71 « Sun Jan 19, 2025 9:11 am
Posted in Personal Investments
Replies: 72
by cubfan » Fri Jan 17, 2025 7:21 pm » in Personal Investments
1

2
72 Replies

4274 Views

Last post by howard71
Sun Jan 19, 2025 9:11 am
IRS Direct File and Roth IRA Contributions

Last post by Asyouwish « Sun Jan 19, 2025 9:05 am
Posted in Personal Finance (Not Investing)
Replies: 2
by blortchplop » Sat Jan 18, 2025 5:58 pm » in Personal Finance (Not Investing)

2 Replies

280 Views

Last post by Asyouwish
Sun Jan 19, 2025 9:05 am
Skiers - plan of action for first time skier

Last post by ETK517 « Sun Jan 19, 2025 9:03 am
Posted in Personal Consumer Issues
Replies: 49
by YeahBuddy » Thu Jan 16, 2025 6:38 am » in Personal Consumer Issues

49 Replies

2513 Views

Last post by ETK517
Sun Jan 19, 2025 9:03 am
Lost gold chain while moving to new city - what to do next

Last post by 7eight9 « Sun Jan 19, 2025 9:03 am
Posted in Personal Consumer Issues
Replies: 18
by core4portfolio » Fri Jan 17, 2025 8:10 am » in Personal Consumer Issues

18 Replies

2103 Views

Last post by 7eight9
Sun Jan 19, 2025 9:03 am
What are you listening to now

Last post by yankees60 « Sun Jan 19, 2025 9:02 am
Posted in Personal Consumer Issues
Replies: 7923
by Artful Dodger » Fri Jan 10, 2020 9:45 pm » in Personal Consumer Issues
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7923 Replies

868632 Views

Last post by yankees60
Sun Jan 19, 2025 9:02 am
Do Vanguard index fund/ETF pairs always have the EXACT same dividends/capital gains?

Last post by sycamore « Sun Jan 19, 2025 9:01 am
Posted in Investing - Theory, News & General
Replies: 3
by Helium » Sat Jan 18, 2025 4:03 pm » in Investing - Theory, News & General

3 Replies

443 Views

Last post by sycamore
Sun Jan 19, 2025 9:01 am
Fidelity ETFx

Last post by furwut « Sun Jan 19, 2025 8:56 am
Posted in Personal Investments
Replies: 3
by wilsonbh » Sun Jan 19, 2025 6:00 am » in Personal Investments

3 Replies

400 Views

Last post by furwut
Sun Jan 19, 2025 8:56 am
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by Ben Mathew « Sun Jan 19, 2025 8:52 am
Posted in Investing - Theory, News & General
Replies: 1299
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1299 Replies

331159 Views

Last post by Ben Mathew
Sun Jan 19, 2025 8:52 am
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Sun Jan 19, 2025 8:50 am
Posted in Investing - Theory, News & General
Replies: 3099
by Stinky » Thu Dec 31, 2020 6:46 am » in Investing - Theory, News & General
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3099 Replies

427804 Views

Last post by Stinky
Sun Jan 19, 2025 8:50 am
VGSH or rolling ladder of T-Bills?

Last post by hulburt1 « Sun Jan 19, 2025 8:48 am
Posted in Investing - Theory, News & General
Replies: 31
by Richard1580 » Wed Jan 15, 2025 6:15 pm » in Investing - Theory, News & General

31 Replies

2654 Views

Last post by hulburt1
Sun Jan 19, 2025 8:48 am
How to relocate

Last post by ScubaHogg « Sun Jan 19, 2025 8:48 am
Posted in Personal Consumer Issues
Replies: 24
by jjgaucho » Fri Jan 17, 2025 5:54 pm » in Personal Consumer Issues

24 Replies

2028 Views

Last post by ScubaHogg
Sun Jan 19, 2025 8:48 am
Shiller PE now near 39 - 2nd highest ever

Last post by CraigTester « Sun Jan 19, 2025 8:45 am
Posted in Investing - Theory, News & General
Replies: 1104
by RationalWalk » Wed Oct 02, 2024 5:01 pm » in Investing - Theory, News & General
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1104 Replies

94473 Views

Last post by CraigTester
Sun Jan 19, 2025 8:45 am
TurboTax 2024 software offer

Last post by Jablean « Sun Jan 19, 2025 8:44 am
Posted in Personal Finance (Not Investing)
Replies: 594
by idenbglhd » Tue Nov 05, 2024 5:40 am » in Personal Finance (Not Investing)
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594 Replies

83517 Views

Last post by Jablean
Sun Jan 19, 2025 8:44 am
[What TV Show Have You Recently Watched?]

Last post by yankees60 « Sun Jan 19, 2025 8:41 am
Posted in Personal Consumer Issues
Replies: 6815
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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6815 Replies

871721 Views

Last post by yankees60
Sun Jan 19, 2025 8:41 am
What Book Are You Currently Reading? Part VI

Last post by yankees60 « Sun Jan 19, 2025 8:37 am
Posted in Personal Consumer Issues
Replies: 8495
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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8495 Replies

1904625 Views

Last post by yankees60
Sun Jan 19, 2025 8:37 am
Impact of Ed Dept Update on SAVE on Decision to File MFJ vs MFS

Last post by AnEngineer « Sun Jan 19, 2025 8:35 am
Posted in Personal Finance (Not Investing)
Replies: 3
by JazzTime » Sat Jan 18, 2025 1:21 pm » in Personal Finance (Not Investing)

3 Replies

453 Views

Last post by AnEngineer
Sun Jan 19, 2025 8:35 am
moving cash from Vanguard to Germany

Last post by Macano « Sun Jan 19, 2025 8:32 am
Posted in Non-US Investing
Replies: 7
by petrisunset » Mon Nov 25, 2024 8:44 am » in Non-US Investing

7 Replies

2063 Views

Last post by Macano
Sun Jan 19, 2025 8:32 am
Least expensive cell plan for ONE phone

Last post by Stubbie « Sun Jan 19, 2025 8:26 am
Posted in Personal Consumer Issues
Replies: 68
by Swampy » Mon Apr 01, 2024 6:01 pm » in Personal Consumer Issues
1

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68 Replies

14648 Views

Last post by Stubbie
Sun Jan 19, 2025 8:26 am
"System issue impacting deposits, payments and transfers"--Capital One

Last post by NYHawkeye « Sun Jan 19, 2025 8:25 am
Posted in Investing - Theory, News & General
Replies: 49
by nisiprius » Thu Jan 16, 2025 8:18 pm » in Investing - Theory, News & General

49 Replies

3985 Views

Last post by NYHawkeye
Sun Jan 19, 2025 8:25 am
RMD Move Money Out Now?

Last post by Jack FFR1846 « Sun Jan 19, 2025 8:23 am
Posted in Personal Finance (Not Investing)
Replies: 3
by HighLonesome » Sun Jan 19, 2025 5:32 am » in Personal Finance (Not Investing)

3 Replies

435 Views

Last post by Jack FFR1846
Sun Jan 19, 2025 8:23 am
Portfolio Balancing

Last post by DocH « Sun Jan 19, 2025 8:19 am
Posted in Investing - Theory, News & General
Replies: 3
by 1dash1 » Sat Jan 18, 2025 3:15 am » in Investing - Theory, News & General

3 Replies

482 Views

Last post by DocH
Sun Jan 19, 2025 8:19 am
How to transfer HSA without fees?

Last post by MedEngineer « Sun Jan 19, 2025 8:17 am
Posted in Personal Investments
Replies: 24
by joneeboy3000 » Sun Jan 05, 2025 9:05 am » in Personal Investments

24 Replies

1846 Views

Last post by MedEngineer
Sun Jan 19, 2025 8:17 am
Mega backdoor and Fidelity

Last post by Longdog « Sun Jan 19, 2025 8:16 am
Posted in Investing - Theory, News & General
Replies: 18
by NorCalHiker » Sat Jan 06, 2024 6:15 pm » in Investing - Theory, News & General

18 Replies

3969 Views

Last post by Longdog
Sun Jan 19, 2025 8:16 am

Search found 850 matches

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