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No Roth funds; am I on the right track?

Last post by TravellingTechOnFire « Fri Sep 22, 2023 7:01 am
Posted in Personal Investments
Replies: 28
by TravellingTechOnFire » Sun Apr 09, 2023 6:50 pm » in Personal Investments

28 Replies

3053 Views

Last post by TravellingTechOnFire
Fri Sep 22, 2023 7:01 am
What length of time to have Term Life Insurance?

Last post by Valuethinker « Fri Sep 22, 2023 7:00 am
Posted in Personal Finance (Not Investing)
Replies: 46
by saver1 » Wed Sep 20, 2023 10:03 am » in Personal Finance (Not Investing)

46 Replies

2422 Views

Last post by Valuethinker
Fri Sep 22, 2023 7:00 am
Job workload completely unmanageable

Last post by Parkinglotracer « Fri Sep 22, 2023 6:57 am
Posted in Personal Consumer Issues
Replies: 11
by nimo956 » Thu Sep 21, 2023 11:54 pm » in Personal Consumer Issues

11 Replies

1110 Views

Last post by Parkinglotracer
Fri Sep 22, 2023 6:57 am
Has Edward Jones changed its practices?

Last post by SmileyFace « Fri Sep 22, 2023 6:49 am
Posted in Investing - Theory, News & General
Replies: 26
by GerryL » Wed Sep 20, 2023 9:08 pm » in Investing - Theory, News & General

26 Replies

3579 Views

Last post by SmileyFace
Fri Sep 22, 2023 6:49 am
How are you self-insuring for long-term care?

Last post by Circe « Fri Sep 22, 2023 6:48 am
Posted in Investing - Theory, News & General
Replies: 49
by RationalWalk » Wed Sep 20, 2023 5:07 pm » in Investing - Theory, News & General

49 Replies

4443 Views

Last post by Circe
Fri Sep 22, 2023 6:48 am
Dr.Gold : iterating on the Golden Butterfly

Last post by Alpha4 « Fri Sep 22, 2023 6:46 am
Posted in Personal Investments
Replies: 8
by monkeywicked » Thu Sep 21, 2023 9:17 pm » in Personal Investments

8 Replies

772 Views

Last post by Alpha4
Fri Sep 22, 2023 6:46 am
Free credit reports

Last post by SmileyFace « Fri Sep 22, 2023 6:39 am
Posted in Personal Finance (Not Investing)
Replies: 2
by Tom_T » Fri Sep 22, 2023 6:16 am » in Personal Finance (Not Investing)

2 Replies

128 Views

Last post by SmileyFace
Fri Sep 22, 2023 6:39 am
Problems with a Vanguard 529 account. They closed it.

Last post by SmileyFace « Fri Sep 22, 2023 6:35 am
Posted in Personal Finance (Not Investing)
Replies: 25
by bobequus » Wed Sep 20, 2023 3:23 pm » in Personal Finance (Not Investing)

25 Replies

1994 Views

Last post by SmileyFace
Fri Sep 22, 2023 6:35 am
Why Not a Bank CD Instead of a Bond Fund?

Last post by LeslieSmiley « Fri Sep 22, 2023 6:28 am
Posted in Personal Investments
Replies: 55
by Drewski04 » Thu Sep 21, 2023 11:10 am » in Personal Investments
1

2
55 Replies

3347 Views

Last post by LeslieSmiley
Fri Sep 22, 2023 6:28 am
Irrevocable Trusts - Basis of Property Acquired From a Decedent

Last post by Ret2018 « Fri Sep 22, 2023 6:24 am
Posted in Personal Finance (Not Investing)
Replies: 5
by Grt2bOutdoors » Thu Sep 21, 2023 10:28 pm » in Personal Finance (Not Investing)

5 Replies

469 Views

Last post by Ret2018
Fri Sep 22, 2023 6:24 am
Shorting SQQQ by daily rebalancing

Last post by ragnathor « Fri Sep 22, 2023 6:24 am
Posted in Investing - Theory, News & General
Replies: 25
by erCamez » Wed Sep 20, 2023 5:22 pm » in Investing - Theory, News & General

25 Replies

1753 Views

Last post by ragnathor
Fri Sep 22, 2023 6:24 am
Whole Foods' Palm Scanning Technology: Are you all in?

Last post by Circe « Fri Sep 22, 2023 6:20 am
Posted in Personal Consumer Issues
Replies: 7
by Cruise » Fri Sep 22, 2023 1:30 am » in Personal Consumer Issues

7 Replies

716 Views

Last post by Circe
Fri Sep 22, 2023 6:20 am
FIPDX divided this year anywhere close to last year’s?

Last post by dcabler « Fri Sep 22, 2023 6:19 am
Posted in Personal Investments
Replies: 24
by Galleygal » Thu Sep 07, 2023 12:20 pm » in Personal Investments

24 Replies

1382 Views

Last post by dcabler
Fri Sep 22, 2023 6:19 am
Tips for finding and buying a high mileage car

Last post by dukeblue219 « Fri Sep 22, 2023 6:08 am
Posted in Personal Consumer Issues
Replies: 33
by ThankYouJack » Wed Sep 20, 2023 7:24 am » in Personal Consumer Issues

33 Replies

2240 Views

Last post by dukeblue219
Fri Sep 22, 2023 6:08 am
First Time Snowboarding..Should I?

Last post by halfnine « Fri Sep 22, 2023 6:07 am
Posted in Personal Consumer Issues
Replies: 18
by zeldak » Thu Sep 21, 2023 7:38 pm » in Personal Consumer Issues

18 Replies

1094 Views

Last post by halfnine
Fri Sep 22, 2023 6:07 am
Using Mint to Track your parent's spending

Last post by gavinsiu « Fri Sep 22, 2023 6:02 am
Posted in Personal Investments
Replies: 4
by gavinsiu » Fri Sep 22, 2023 12:51 am » in Personal Investments

4 Replies

411 Views

Last post by gavinsiu
Fri Sep 22, 2023 6:02 am
All my TIPS are presently in negative territory

Last post by oxothuk « Fri Sep 22, 2023 5:50 am
Posted in Investing - Theory, News & General
Replies: 50
by Always passive » Sun Sep 17, 2023 8:27 am » in Investing - Theory, News & General
1

2
50 Replies

5591 Views

Last post by oxothuk
Fri Sep 22, 2023 5:50 am
Tell Me About Your Fabulous Stove

Last post by PottedPlant « Fri Sep 22, 2023 5:49 am
Posted in Personal Consumer Issues
Replies: 46
by stargazerlily03 » Tue Sep 19, 2023 2:53 pm » in Personal Consumer Issues

46 Replies

3530 Views

Last post by PottedPlant
Fri Sep 22, 2023 5:49 am
Feeling silly for buying long term bonds

Last post by Circe « Fri Sep 22, 2023 5:38 am
Posted in Personal Investments
Replies: 11
by boringinvestor » Thu Sep 21, 2023 9:13 pm » in Personal Investments

11 Replies

1406 Views

Last post by Circe
Fri Sep 22, 2023 5:38 am
changing G plan to N supplement plan?

Last post by Tom_T « Fri Sep 22, 2023 5:17 am
Posted in Personal Finance (Not Investing)
Replies: 51
by rb5505 » Sun Sep 17, 2023 12:10 am » in Personal Finance (Not Investing)
1

2
51 Replies

4501 Views

Last post by Tom_T
Fri Sep 22, 2023 5:17 am
Where to get a signature guarantee

Last post by exodusNH « Fri Sep 22, 2023 5:08 am
Posted in Personal Investments
Replies: 11
by metalworking » Thu Sep 21, 2023 8:46 pm » in Personal Investments

11 Replies

797 Views

Last post by exodusNH
Fri Sep 22, 2023 5:08 am
Portfolio Review - how to optimize for retirement

Last post by invest4 « Fri Sep 22, 2023 4:59 am
Posted in Personal Investments
Replies: 2
by AdvertisingPretend98 » Thu Sep 21, 2023 8:55 pm » in Personal Investments

2 Replies

461 Views

Last post by invest4
Fri Sep 22, 2023 4:59 am
Transitioning from Debt to Retirement

Last post by sailaway « Fri Sep 22, 2023 4:48 am
Posted in Personal Investments
Replies: 3
by myartman » Fri Sep 22, 2023 1:58 am » in Personal Investments

3 Replies

445 Views

Last post by sailaway
Fri Sep 22, 2023 4:48 am
Portfolio derisking and SORR in a high real-rate environment: A scenario

Last post by Valuethinker « Fri Sep 22, 2023 4:20 am
Posted in Investing - Theory, News & General
Replies: 8
by mamster » Tue Sep 19, 2023 9:21 am » in Investing - Theory, News & General

8 Replies

868 Views

Last post by Valuethinker
Fri Sep 22, 2023 4:20 am
Recent ER Reductions

Last post by meowcat « Fri Sep 22, 2023 4:20 am
Posted in Investing - Theory, News & General
Replies: 22
by Cocoa Beach Bum » Mon Sep 18, 2023 6:35 pm » in Investing - Theory, News & General

22 Replies

3231 Views

Last post by meowcat
Fri Sep 22, 2023 4:20 am
Premium for 2 million umbrella policy

Last post by mcregis « Fri Sep 22, 2023 4:12 am
Posted in Personal Finance (Not Investing)
Replies: 106
by A440 » Mon Jul 31, 2023 4:00 pm » in Personal Finance (Not Investing)
1

2

3
106 Replies

13034 Views

Last post by mcregis
Fri Sep 22, 2023 4:12 am
Investing/Withdrawal Strategy for Non-Spouse Beneficiary IRA

Last post by celia « Fri Sep 22, 2023 4:12 am
Posted in Personal Investments
Replies: 2
by Investordude » Fri Sep 22, 2023 12:01 am » in Personal Investments

2 Replies

288 Views

Last post by celia
Fri Sep 22, 2023 4:12 am
Aren't you an above-average investor?

Last post by burritoLover « Fri Sep 22, 2023 4:11 am
Posted in Investing - Theory, News & General
Replies: 77
by simpleisbest » Thu Sep 21, 2023 9:29 am » in Investing - Theory, News & General
1

2
77 Replies

3992 Views

Last post by burritoLover
Fri Sep 22, 2023 4:11 am
IBKR fixed vs tiered pricing

Last post by daviddem « Fri Sep 22, 2023 3:54 am
Posted in Non-US Investing
Replies: 2
by daviddem » Fri Sep 22, 2023 3:00 am » in Non-US Investing

2 Replies

241 Views

Last post by daviddem
Fri Sep 22, 2023 3:54 am
Pension denied with Northrop Grumman

Last post by chassis « Fri Sep 22, 2023 3:30 am
Posted in Personal Finance (Not Investing)
Replies: 31
by Frankfurter123 » Tue Sep 19, 2023 2:38 pm » in Personal Finance (Not Investing)

31 Replies

7275 Views

Last post by chassis
Fri Sep 22, 2023 3:30 am
Costco - Executive Membership for big purchases

Last post by 3000 « Fri Sep 22, 2023 3:21 am
Posted in Personal Consumer Issues
Replies: 14
by michaeljc70 » Thu Sep 21, 2023 5:55 pm » in Personal Consumer Issues

14 Replies

1649 Views

Last post by 3000
Fri Sep 22, 2023 3:21 am
STRIPS vs. TIPS vs. Treasuries

Last post by JayB « Fri Sep 22, 2023 2:59 am
Posted in Personal Investments
Replies: 21
by DesertInvestor » Fri Jul 29, 2022 6:56 pm » in Personal Investments

21 Replies

3060 Views

Last post by JayB
Fri Sep 22, 2023 2:59 am
The AMD/NVDA chip stocks are driving me crazy

Last post by Valuethinker « Fri Sep 22, 2023 2:49 am
Posted in Personal Investments
Replies: 8
by cutebean » Thu Sep 21, 2023 11:25 pm » in Personal Investments

8 Replies

796 Views

Last post by Valuethinker
Fri Sep 22, 2023 2:49 am
Ireland domiciled ETFs and IBKR Stock Yield Enhancement Program

Last post by daviddem « Fri Sep 22, 2023 2:39 am
Posted in Non-US Investing
Replies: 1
by hkung » Thu Sep 21, 2023 7:56 am » in Non-US Investing

1 Replies

303 Views

Last post by daviddem
Fri Sep 22, 2023 2:39 am
Is it possible to time a favorable currency conversion? Euro to USD.

Last post by daviddem « Fri Sep 22, 2023 2:21 am
Posted in Non-US Investing
Replies: 12
by Bogle-007 » Sun Sep 17, 2023 12:04 pm » in Non-US Investing

12 Replies

1545 Views

Last post by daviddem
Fri Sep 22, 2023 2:21 am
Tax Efficient Strategy using Tax-deferred, Roth, and Taxable accounts

Last post by muffins14 « Fri Sep 22, 2023 2:18 am
Posted in Personal Investments
Replies: 49
by smartinvestor2020 » Sat Aug 05, 2023 5:49 pm » in Personal Investments

49 Replies

3846 Views

Last post by muffins14
Fri Sep 22, 2023 2:18 am
Now that long TIPS have surged past 2.25% I will…

Last post by McQ « Fri Sep 22, 2023 1:56 am
Posted in Investing - Theory, News & General
Replies: 1290
by McQ » Sun Sep 18, 2022 11:08 pm » in Investing - Theory, News & General
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26
1290 Replies

144967 Views

Last post by McQ
Fri Sep 22, 2023 1:56 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by unemployed_pysicist « Fri Sep 22, 2023 1:49 am
Posted in Investing - Theory, News & General
Replies: 2748
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
1

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51

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55
2748 Replies

297550 Views

Last post by unemployed_pysicist
Fri Sep 22, 2023 1:49 am
Safe Withdrawal Rates: Does it matter if the bond component is short, intermediate, or long?

Last post by StillGoing « Fri Sep 22, 2023 1:45 am
Posted in Investing - Theory, News & General
Replies: 33
by StillGoing » Sat Sep 16, 2023 1:58 am » in Investing - Theory, News & General

33 Replies

4202 Views

Last post by StillGoing
Fri Sep 22, 2023 1:45 am
Gnucash - how do you setup brokerage accounts and houses

Last post by gavinsiu « Fri Sep 22, 2023 1:24 am
Posted in Personal Investments
Replies: 2
by gavinsiu » Fri Sep 22, 2023 12:33 am » in Personal Investments

2 Replies

269 Views

Last post by gavinsiu
Fri Sep 22, 2023 1:24 am
HR Block: Home office deduction not reported on Sched C?

Last post by nalor511 « Fri Sep 22, 2023 1:18 am
Posted in Personal Finance (Not Investing)
Replies: 23
by Raspberry-503 » Wed Sep 20, 2023 4:57 pm » in Personal Finance (Not Investing)

23 Replies

1221 Views

Last post by nalor511
Fri Sep 22, 2023 1:18 am
Value Investing Forums / Websites ?

Last post by Nathan Drake « Fri Sep 22, 2023 1:07 am
Posted in Investing - Theory, News & General
Replies: 18
by Fat-Tailed Contagion » Wed Sep 20, 2023 6:35 pm » in Investing - Theory, News & General

18 Replies

1523 Views

Last post by Nathan Drake
Fri Sep 22, 2023 1:07 am
International large value etf options

Last post by muffins14 « Fri Sep 22, 2023 12:45 am
Posted in Personal Investments
Replies: 15
by placeholder » Sun Oct 09, 2022 9:44 pm » in Personal Investments

15 Replies

1709 Views

Last post by muffins14
Fri Sep 22, 2023 12:45 am
Mass Emailing Service

Last post by twh « Fri Sep 22, 2023 12:44 am
Posted in Personal Consumer Issues
Replies: 6
by clemrick » Thu Sep 21, 2023 4:08 pm » in Personal Consumer Issues

6 Replies

523 Views

Last post by twh
Fri Sep 22, 2023 12:44 am
Ways to take advantage of unemployment

Last post by placeholder « Fri Sep 22, 2023 12:44 am
Posted in Personal Investments
Replies: 2
by acejacksingh » Thu Sep 21, 2023 7:31 pm » in Personal Investments

2 Replies

503 Views

Last post by placeholder
Fri Sep 22, 2023 12:44 am
IRS Form 1116 (foreign income tax paid)

Last post by twh « Fri Sep 22, 2023 12:38 am
Posted in Personal Finance (Not Investing)
Replies: 6
by redeem_ct » Thu Sep 21, 2023 1:33 am » in Personal Finance (Not Investing)

6 Replies

734 Views

Last post by twh
Fri Sep 22, 2023 12:38 am
Deflation protection with TIPS

Last post by Northern Flicker « Fri Sep 22, 2023 12:33 am
Posted in Investing - Theory, News & General
Replies: 34
by strongboy2005 » Wed Sep 20, 2023 5:50 pm » in Investing - Theory, News & General

34 Replies

2819 Views

Last post by Northern Flicker
Fri Sep 22, 2023 12:33 am
Dollar Cost Averaging and Tax Loss Harvesting

Last post by placeholder « Fri Sep 22, 2023 12:24 am
Posted in Personal Investments
Replies: 3
by mander75 » Tue Sep 12, 2023 5:39 pm » in Personal Investments

3 Replies

543 Views

Last post by placeholder
Fri Sep 22, 2023 12:24 am
Federal pension for older folks

Last post by gclancer « Fri Sep 22, 2023 12:18 am
Posted in Personal Finance (Not Investing)
Replies: 3
by vk22 » Thu Sep 21, 2023 9:35 pm » in Personal Finance (Not Investing)

3 Replies

644 Views

Last post by gclancer
Fri Sep 22, 2023 12:18 am
What is the risk of using Vanguard's 4-hour log-in option?

Last post by typical.investor « Fri Sep 22, 2023 12:03 am
Posted in Personal Consumer Issues
Replies: 15
by CenTexan » Fri Sep 15, 2023 9:29 am » in Personal Consumer Issues

15 Replies

2590 Views

Last post by typical.investor
Fri Sep 22, 2023 12:03 am

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