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Is it worth it to have small/mid cap index funds in Retirement portfolio?

Last post by invest4 « Tue Oct 03, 2023 2:49 am
Posted in Personal Investments
Replies: 13
by tig1 » Mon Oct 02, 2023 5:51 pm » in Personal Investments

13 Replies

871 Views

Last post by invest4
Tue Oct 03, 2023 2:49 am
Total Basis - Nondeductible Contributions to Traditional IRAs

Last post by trirod « Tue Oct 03, 2023 2:47 am
Posted in Personal Investments
Replies: 4
by Sasha » Mon Oct 02, 2023 9:22 pm » in Personal Investments

4 Replies

284 Views

Last post by trirod
Tue Oct 03, 2023 2:47 am
I decided to put about 24% of my equity holdings into top "tech" stocks

Last post by Parkinglotracer « Tue Oct 03, 2023 2:46 am
Posted in Personal Investments
Replies: 104
by livesoft » Fri Sep 01, 2023 8:15 pm » in Personal Investments
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104 Replies

10177 Views

Last post by Parkinglotracer
Tue Oct 03, 2023 2:46 am
Tax planning around ACA subsidies

Last post by trirod « Tue Oct 03, 2023 2:31 am
Posted in Personal Finance (Not Investing)
Replies: 26
by trirod » Sun Oct 01, 2023 5:31 am » in Personal Finance (Not Investing)

26 Replies

1967 Views

Last post by trirod
Tue Oct 03, 2023 2:31 am
With rising yields, owning a home looks less attractive

Last post by GuitarManFromMars « Tue Oct 03, 2023 2:31 am
Posted in Investing - Theory, News & General
Replies: 171
by tcrez » Thu Sep 28, 2023 11:43 am » in Investing - Theory, News & General
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171 Replies

11056 Views

Last post by GuitarManFromMars
Tue Oct 03, 2023 2:31 am
Question for Retired Members--life mistakes

Last post by WJAM576082 « Tue Oct 03, 2023 2:27 am
Posted in Personal Finance (Not Investing)
Replies: 72
by cresive » Wed Mar 01, 2017 8:20 am » in Personal Finance (Not Investing)
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72 Replies

13572 Views

Last post by WJAM576082
Tue Oct 03, 2023 2:27 am
Swedroe (9/27/23 Morningstar): “It’s Too Soon to Say the Value Premium Is Dead”

Last post by Bogle1984 « Tue Oct 03, 2023 2:22 am
Posted in Investing - Theory, News & General
Replies: 67
by apex84 » Fri Sep 29, 2023 6:04 am » in Investing - Theory, News & General
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67 Replies

5622 Views

Last post by Bogle1984
Tue Oct 03, 2023 2:22 am
W-8BEN

Last post by id_afstand « Tue Oct 03, 2023 2:17 am
Posted in United Arab Emirates
Replies: 4
by merryweather » Tue Mar 21, 2023 9:40 am » in United Arab Emirates

4 Replies

1997 Views

Last post by id_afstand
Tue Oct 03, 2023 2:17 am
Total portfolio allocation and withdrawal (TPAW)

Last post by Ben Mathew « Tue Oct 03, 2023 2:14 am
Posted in Investing - Theory, News & General
Replies: 403
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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403 Replies

79016 Views

Last post by Ben Mathew
Tue Oct 03, 2023 2:14 am
Capital Gains when Selling Home: Seller Credits to Buyer

Last post by cparke « Tue Oct 03, 2023 2:13 am
Posted in Personal Finance (Not Investing)
Replies: 5
by boredmember87 » Thu Jan 28, 2021 3:34 pm » in Personal Finance (Not Investing)

5 Replies

530 Views

Last post by cparke
Tue Oct 03, 2023 2:13 am
Inheritance Tax Preparer

Last post by SpideyIndexer « Tue Oct 03, 2023 1:47 am
Posted in Personal Finance (Not Investing)

by SpideyIndexer » Tue Oct 03, 2023 1:47 am » in Personal Finance (Not Investing)

0 Replies

71 Views

Last post by SpideyIndexer
Tue Oct 03, 2023 1:47 am
Large Auto Insurance Increases Coming

Last post by the_wiki « Tue Oct 03, 2023 1:41 am
Posted in Personal Finance (Not Investing)
Replies: 137
by 3feetpete » Mon Feb 21, 2022 5:26 pm » in Personal Finance (Not Investing)
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137 Replies

21068 Views

Last post by the_wiki
Tue Oct 03, 2023 1:41 am
BND vs Money Market SCOXX Short-Term Experiment

Last post by prh88 « Tue Oct 03, 2023 1:37 am
Posted in Personal Investments

by prh88 » Tue Oct 03, 2023 1:37 am » in Personal Investments

0 Replies

98 Views

Last post by prh88
Tue Oct 03, 2023 1:37 am
Lum sum payment of pension plan

Last post by Beehave « Tue Oct 03, 2023 1:15 am
Posted in Personal Investments
Replies: 6
by positive » Mon Oct 02, 2023 9:28 pm » in Personal Investments

6 Replies

475 Views

Last post by Beehave
Tue Oct 03, 2023 1:15 am
Considering Tesla model y long range, what do I need to know?

Last post by ThankYouJack « Tue Oct 03, 2023 1:13 am
Posted in Personal Consumer Issues
Replies: 46
by tommy85 » Sun Oct 01, 2023 8:47 am » in Personal Consumer Issues

46 Replies

3151 Views

Last post by ThankYouJack
Tue Oct 03, 2023 1:13 am
Family Will Be Uninsured in 30 days, Advice Appreciated

Last post by Hebell « Tue Oct 03, 2023 1:04 am
Posted in Personal Finance (Not Investing)
Replies: 36
by tacobellcow » Mon Oct 02, 2023 2:14 pm » in Personal Finance (Not Investing)

36 Replies

2357 Views

Last post by Hebell
Tue Oct 03, 2023 1:04 am
[What TV Show Have You Recently Watched?]

Last post by nonnie « Tue Oct 03, 2023 12:59 am
Posted in Personal Consumer Issues
Replies: 5358
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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5358 Replies

539384 Views

Last post by nonnie
Tue Oct 03, 2023 12:59 am
Husband cracked his iPhone screen

Last post by the_wiki « Tue Oct 03, 2023 12:53 am
Posted in Personal Consumer Issues
Replies: 48
by desigirl » Sat Aug 26, 2023 1:32 am » in Personal Consumer Issues

48 Replies

4399 Views

Last post by the_wiki
Tue Oct 03, 2023 12:53 am
Now that long TIPS have surged past 2.25% I will…

Last post by curmudgeon « Tue Oct 03, 2023 12:43 am
Posted in Investing - Theory, News & General
Replies: 1465
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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1465 Replies

167802 Views

Last post by curmudgeon
Tue Oct 03, 2023 12:43 am
BND exceeding my patience - need something different

Last post by Claudia Whitten « Tue Oct 03, 2023 12:37 am
Posted in Personal Investments
Replies: 67
by daacrusher2001 » Mon Oct 02, 2023 2:47 pm » in Personal Investments
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67 Replies

4112 Views

Last post by Claudia Whitten
Tue Oct 03, 2023 12:37 am
Home Security Cameras - Worth it?

Last post by vfinx « Tue Oct 03, 2023 12:33 am
Posted in Personal Consumer Issues
Replies: 33
by ThankYouJack » Mon Oct 02, 2023 7:52 am » in Personal Consumer Issues

33 Replies

1859 Views

Last post by vfinx
Tue Oct 03, 2023 12:33 am
Induction cooktop for indian cooking

Last post by ClaycordJCA « Tue Oct 03, 2023 12:29 am
Posted in Personal Consumer Issues
Replies: 2
by Bunty » Mon Oct 02, 2023 10:58 pm » in Personal Consumer Issues

2 Replies

308 Views

Last post by ClaycordJCA
Tue Oct 03, 2023 12:29 am
Does a Bond Fund Yield Equal Its Perpetual Withdrawal Rate?

Last post by watchnerd « Tue Oct 03, 2023 12:07 am
Posted in Investing - Theory, News & General
Replies: 28
by Random Poster » Sun Oct 01, 2023 7:08 pm » in Investing - Theory, News & General

28 Replies

1785 Views

Last post by watchnerd
Tue Oct 03, 2023 12:07 am
Please Help Me Understand What Happens When One Spouse Transitions to Medicare when Using the ACA

Last post by Northern Flicker « Mon Oct 02, 2023 11:55 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by Carefreeap » Mon Oct 02, 2023 12:25 pm » in Personal Finance (Not Investing)

19 Replies

977 Views

Last post by Northern Flicker
Mon Oct 02, 2023 11:55 pm
Staunton, VA

Last post by jlawrence01 « Mon Oct 02, 2023 11:53 pm
Posted in Personal Consumer Issues
Replies: 18
by protagonist » Fri Sep 29, 2023 9:48 pm » in Personal Consumer Issues

18 Replies

2313 Views

Last post by jlawrence01
Mon Oct 02, 2023 11:53 pm
Move to City or stay in Suburb

Last post by er999 « Mon Oct 02, 2023 11:50 pm
Posted in Personal Consumer Issues
Replies: 3
by NYGiantsFan » Mon Oct 02, 2023 4:38 pm » in Personal Consumer Issues

3 Replies

504 Views

Last post by er999
Mon Oct 02, 2023 11:50 pm
Projecting the nominal return on your TIPS purchase

Last post by billaster « Mon Oct 02, 2023 11:46 pm
Posted in Investing - Theory, News & General
Replies: 17
by McQ » Sat Sep 30, 2023 4:09 pm » in Investing - Theory, News & General

17 Replies

1946 Views

Last post by billaster
Mon Oct 02, 2023 11:46 pm
I Bond cash out timing, just checking my math

Last post by abc132 « Mon Oct 02, 2023 11:43 pm
Posted in Personal Investments
Replies: 34
by aaaaaa111111 » Sun Oct 01, 2023 7:46 am » in Personal Investments

34 Replies

3499 Views

Last post by abc132
Mon Oct 02, 2023 11:43 pm
Vegas 2023, December

Last post by jlawrence01 « Mon Oct 02, 2023 11:43 pm
Posted in Personal Consumer Issues
Replies: 2
by keith6014 » Mon Oct 02, 2023 9:46 pm » in Personal Consumer Issues

2 Replies

305 Views

Last post by jlawrence01
Mon Oct 02, 2023 11:43 pm
Who is using a personal finance app?

Last post by mrb09 « Mon Oct 02, 2023 11:38 pm
Posted in Personal Finance (Not Investing)
Replies: 19
by moneygirl3 » Mon Oct 02, 2023 6:20 am » in Personal Finance (Not Investing)

19 Replies

1539 Views

Last post by mrb09
Mon Oct 02, 2023 11:38 pm
Combining TIAA Traditional and TIPS ladder

Last post by JayB « Mon Oct 02, 2023 11:37 pm
Posted in Personal Investments
Replies: 4
by mcgarrett » Mon Oct 02, 2023 9:37 am » in Personal Investments

4 Replies

504 Views

Last post by JayB
Mon Oct 02, 2023 11:37 pm
Is owning a condo worth the risk?

Last post by quantAndHold « Mon Oct 02, 2023 11:32 pm
Posted in Personal Finance (Not Investing)
Replies: 48
by investor997 » Fri Sep 29, 2023 2:23 pm » in Personal Finance (Not Investing)

48 Replies

5066 Views

Last post by quantAndHold
Mon Oct 02, 2023 11:32 pm
Brand New Washer is tripping the GFCI

Last post by EZ James « Mon Oct 02, 2023 11:12 pm
Posted in Personal Consumer Issues
Replies: 35
by Sammy01 » Sun Feb 27, 2022 6:25 pm » in Personal Consumer Issues

35 Replies

4699 Views

Last post by EZ James
Mon Oct 02, 2023 11:12 pm
Considering Employee Stock Purchase Plan

Last post by FWF406 « Mon Oct 02, 2023 11:09 pm
Posted in Personal Investments
Replies: 6
by FunnelCakeBob » Mon Oct 02, 2023 9:39 pm » in Personal Investments

6 Replies

401 Views

Last post by FWF406
Mon Oct 02, 2023 11:09 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by Gene2001 « Mon Oct 02, 2023 11:08 pm
Posted in Investing - Theory, News & General
Replies: 6434
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm » in Investing - Theory, News & General
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6434 Replies

904403 Views

Last post by Gene2001
Mon Oct 02, 2023 11:08 pm
I have enough money, but I want a little bit more.

Last post by Peter Foley « Mon Oct 02, 2023 11:04 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by 2ball » Mon Oct 02, 2023 10:25 pm » in Personal Finance (Not Investing)

3 Replies

682 Views

Last post by Peter Foley
Mon Oct 02, 2023 11:04 pm
Three fund portfolio - Moderate risk HIGHER return than high risk?

Last post by second_grader « Mon Oct 02, 2023 11:01 pm
Posted in Investing - Theory, News & General
Replies: 3
by second_grader » Mon Oct 02, 2023 3:30 pm » in Investing - Theory, News & General

3 Replies

474 Views

Last post by second_grader
Mon Oct 02, 2023 11:01 pm
Riding HEDGEFUNDIE’s excellent adventure

Last post by corpgator « Mon Oct 02, 2023 10:55 pm
Posted in Investing - Theory, News & General
Replies: 338
by CanaBogle24 » Tue Sep 29, 2020 5:19 am » in Investing - Theory, News & General
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338 Replies

83828 Views

Last post by corpgator
Mon Oct 02, 2023 10:55 pm
Can I still go fire?

Last post by Dottie57 « Mon Oct 02, 2023 10:46 pm
Posted in Personal Investments
Replies: 9
by fireornot » Mon Oct 02, 2023 11:28 am » in Personal Investments

9 Replies

1597 Views

Last post by Dottie57
Mon Oct 02, 2023 10:46 pm
Can't realize capital losses from pre 2008 Lehman Brothers Investment

Last post by Tanelorn « Mon Oct 02, 2023 10:45 pm
Posted in Personal Investments
Replies: 11
by rationalist_ps » Sat Aug 26, 2023 5:14 pm » in Personal Investments

11 Replies

1958 Views

Last post by Tanelorn
Mon Oct 02, 2023 10:45 pm
Travel agent specializing in European river cruises.

Last post by Myopic squirrel « Mon Oct 02, 2023 10:43 pm
Posted in Personal Consumer Issues

by Myopic squirrel » Mon Oct 02, 2023 10:43 pm » in Personal Consumer Issues

0 Replies

129 Views

Last post by Myopic squirrel
Mon Oct 02, 2023 10:43 pm
Exchange similar funds without tax implication

Last post by erp « Mon Oct 02, 2023 10:42 pm
Posted in Personal Investments
Replies: 7
by java » Sat Sep 30, 2023 7:35 pm » in Personal Investments

7 Replies

680 Views

Last post by erp
Mon Oct 02, 2023 10:42 pm
Update on TIAA Income Illustrator: Loyalty bonus & payout comparison 2023 v 2022

Last post by McQ « Mon Oct 02, 2023 10:36 pm
Posted in Personal Investments
Replies: 4
by McQ » Sat Aug 12, 2023 5:40 pm » in Personal Investments

4 Replies

734 Views

Last post by McQ
Mon Oct 02, 2023 10:36 pm
Does bumping severance into next year help with taxes?

Last post by erp « Mon Oct 02, 2023 10:29 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by McCharley » Sun Oct 01, 2023 11:21 pm » in Personal Finance (Not Investing)

8 Replies

1087 Views

Last post by erp
Mon Oct 02, 2023 10:29 pm
What Book Are You Currently Reading? Part VI

Last post by FreeAtLast « Mon Oct 02, 2023 10:24 pm
Posted in Personal Consumer Issues
Replies: 7034
by Alex Frakt » Mon Sep 22, 2014 11:14 am » in Personal Consumer Issues
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7034 Replies

1560892 Views

Last post by FreeAtLast
Mon Oct 02, 2023 10:24 pm
TIPS ladder to finance retirement community costs?

Last post by esetter « Mon Oct 02, 2023 10:22 pm
Posted in Personal Finance (Not Investing)

by esetter » Mon Oct 02, 2023 10:22 pm » in Personal Finance (Not Investing)

0 Replies

136 Views

Last post by esetter
Mon Oct 02, 2023 10:22 pm
Transfer on Death TOD documents instead of a Will

Last post by SwissCoffee « Mon Oct 02, 2023 10:22 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by SwissCoffee » Sun Oct 01, 2023 10:27 pm » in Personal Finance (Not Investing)

18 Replies

1808 Views

Last post by SwissCoffee
Mon Oct 02, 2023 10:22 pm
International (Non-US) versus US Equities (The "Arguments")

Last post by Nathan Drake « Mon Oct 02, 2023 10:19 pm
Posted in Investing - Theory, News & General
Replies: 3114
by CraigTester » Sun Jul 23, 2023 3:43 pm » in Investing - Theory, News & General
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3114 Replies

143877 Views

Last post by Nathan Drake
Mon Oct 02, 2023 10:19 pm
VTI & Vanguard Bond Index -- Good for taxable brokerage?

Last post by muffins14 « Mon Oct 02, 2023 10:04 pm
Posted in Personal Investments
Replies: 12
by ccincis88 » Mon Oct 02, 2023 12:40 pm » in Personal Investments

12 Replies

994 Views

Last post by muffins14
Mon Oct 02, 2023 10:04 pm
Why are Utilities Dropping So Fast?

Last post by whodidntante « Mon Oct 02, 2023 9:54 pm
Posted in Investing - Theory, News & General
Replies: 20
by Scooter57 » Fri Mar 20, 2020 2:12 pm » in Investing - Theory, News & General

20 Replies

3068 Views

Last post by whodidntante
Mon Oct 02, 2023 9:54 pm

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