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My mom's portfolio under the guidance of a CFP/CFA

Last post by Macaroni2629 « Sat Apr 01, 2023 8:24 am
Posted in Personal Investments
Replies: 7
by Macaroni2629 » Sat Apr 01, 2023 7:27 am » in Personal Investments

7 Replies

354 Views

Last post by Macaroni2629
Sat Apr 01, 2023 8:24 am
Investing in VT

Last post by muffins14 « Sat Apr 01, 2023 8:24 am
Posted in Personal Investments
Replies: 33
by longshower024 » Fri Mar 31, 2023 12:51 am » in Personal Investments

33 Replies

2927 Views

Last post by muffins14
Sat Apr 01, 2023 8:24 am
bogleheads were wrong

Last post by rkhusky « Sat Apr 01, 2023 8:23 am
Posted in Investing - Theory, News & General
Replies: 9
by SashaWalpole » Sat Apr 01, 2023 8:13 am » in Investing - Theory, News & General

9 Replies

294 Views

Last post by rkhusky
Sat Apr 01, 2023 8:23 am
Are ETFs Just Plain Superior To Mutual Funds?

Last post by NYCaviator « Sat Apr 01, 2023 8:23 am
Posted in Investing - Theory, News & General
Replies: 121
by Random Walker » Wed Mar 29, 2023 11:49 am » in Investing - Theory, News & General
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121 Replies

8592 Views

Last post by NYCaviator
Sat Apr 01, 2023 8:23 am
How much do you keep in true cash vs cash equivalents?

Last post by anon_investor « Sat Apr 01, 2023 8:20 am
Posted in Personal Investments
Replies: 62
by aboose » Wed Mar 29, 2023 6:14 pm » in Personal Investments
1

2
62 Replies

4916 Views

Last post by anon_investor
Sat Apr 01, 2023 8:20 am
Where do I put my emergency fund?

Last post by lthenderson « Sat Apr 01, 2023 8:20 am
Posted in Personal Finance (Not Investing)
Replies: 9
by 2ball » Fri Mar 31, 2023 8:33 pm » in Personal Finance (Not Investing)

9 Replies

852 Views

Last post by lthenderson
Sat Apr 01, 2023 8:20 am
TIAA (liquid) annuity question

Last post by crefwatch « Sat Apr 01, 2023 8:20 am
Posted in Personal Investments
Replies: 39
by Owlette678 » Thu Mar 02, 2023 10:54 pm » in Personal Investments

39 Replies

2537 Views

Last post by crefwatch
Sat Apr 01, 2023 8:20 am
How to look up PPP loan info (fraud suspected)

Last post by Broszy « Sat Apr 01, 2023 8:20 am
Posted in Personal Finance (Not Investing)
Replies: 10
by ljb » Sat Apr 01, 2023 1:09 am » in Personal Finance (Not Investing)

10 Replies

686 Views

Last post by Broszy
Sat Apr 01, 2023 8:20 am
Travel in Central France: Modes of Transportation?

Last post by clemrick « Sat Apr 01, 2023 8:19 am
Posted in Personal Consumer Issues
Replies: 5
by bhwabeck3533 » Fri Mar 31, 2023 8:57 am » in Personal Consumer Issues

5 Replies

483 Views

Last post by clemrick
Sat Apr 01, 2023 8:19 am
Is the FERS pension actuarially neutral?

Last post by MnD « Sat Apr 01, 2023 8:19 am
Posted in Investing - Theory, News & General
Replies: 50
by Stang70 » Thu Mar 16, 2023 1:02 pm » in Investing - Theory, News & General
1

2
50 Replies

3296 Views

Last post by MnD
Sat Apr 01, 2023 8:19 am
Vanguard Brokered CD Buy

Last post by CenTexan « Sat Apr 01, 2023 8:18 am
Posted in Personal Investments
Replies: 9
by Diaperman1 » Sat Apr 01, 2023 5:35 am » in Personal Investments

9 Replies

490 Views

Last post by CenTexan
Sat Apr 01, 2023 8:18 am
Unsolicited "sapphire" arrived in the mail

Last post by lthenderson « Sat Apr 01, 2023 8:17 am
Posted in Personal Consumer Issues
Replies: 3
by snackdog » Fri Mar 31, 2023 8:10 pm » in Personal Consumer Issues

3 Replies

934 Views

Last post by lthenderson
Sat Apr 01, 2023 8:17 am
Parents' financial advisor recommends my 74 year old dad convert traditional IRA to Roth?

Last post by Macaroni2629 « Sat Apr 01, 2023 8:15 am
Posted in Personal Finance (Not Investing)
Replies: 23
by Macaroni2629 » Fri Mar 31, 2023 5:14 pm » in Personal Finance (Not Investing)

23 Replies

2114 Views

Last post by Macaroni2629
Sat Apr 01, 2023 8:15 am
Does it make sense to move if they are going to building 12 story building next to you?

Last post by iljets10 « Sat Apr 01, 2023 8:14 am
Posted in Personal Consumer Issues
Replies: 15
by catnamedspot » Fri Mar 31, 2023 8:53 pm » in Personal Consumer Issues

15 Replies

1393 Views

Last post by iljets10
Sat Apr 01, 2023 8:14 am
Pillow Materials?

Last post by lthenderson « Sat Apr 01, 2023 8:14 am
Posted in Personal Consumer Issues
Replies: 1
by MrWasabi65 » Sat Apr 01, 2023 8:03 am » in Personal Consumer Issues

1 Replies

63 Views

Last post by lthenderson
Sat Apr 01, 2023 8:14 am
Don't pay full price for SiriusXM radio

Last post by tm3 « Sat Apr 01, 2023 8:12 am
Posted in Personal Consumer Issues
Replies: 552
by catdude » Fri Aug 26, 2016 11:13 pm » in Personal Consumer Issues
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552 Replies

79759 Views

Last post by tm3
Sat Apr 01, 2023 8:12 am
McQ’s Law of Cherry Picking

Last post by smooth_rough « Sat Apr 01, 2023 8:10 am
Posted in Investing - Theory, News & General
Replies: 27
by McQ » Thu Mar 30, 2023 11:03 pm » in Investing - Theory, News & General

27 Replies

2541 Views

Last post by smooth_rough
Sat Apr 01, 2023 8:10 am
Is EA right with my taxes? I think is she is wrong!

Last post by splunk « Sat Apr 01, 2023 8:09 am
Posted in Personal Finance (Not Investing)
Replies: 17
by splunk » Sun Apr 03, 2022 11:47 pm » in Personal Finance (Not Investing)

17 Replies

2569 Views

Last post by splunk
Sat Apr 01, 2023 8:09 am
Tesla (or EVs in general) - real-world inconveniences?

Last post by stoptothink « Sat Apr 01, 2023 8:08 am
Posted in Personal Consumer Issues
Replies: 118
by SeattleLaw » Fri Mar 24, 2023 1:15 pm » in Personal Consumer Issues
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3
118 Replies

8451 Views

Last post by stoptothink
Sat Apr 01, 2023 8:08 am
Online Eyeglasses

Last post by tm3 « Sat Apr 01, 2023 8:07 am
Posted in Personal Consumer Issues
Replies: 29
by LifeIsGood » Fri Mar 31, 2023 5:17 am » in Personal Consumer Issues

29 Replies

1661 Views

Last post by tm3
Sat Apr 01, 2023 8:07 am
Translating legal description of property

Last post by lthenderson « Sat Apr 01, 2023 8:07 am
Posted in Personal Consumer Issues
Replies: 19
by michaeljc70 » Mon Mar 07, 2022 12:12 pm » in Personal Consumer Issues

19 Replies

1812 Views

Last post by lthenderson
Sat Apr 01, 2023 8:07 am
Fidelity TIPS vs US Bond Index in 401k - fees

Last post by renegade06 « Sat Apr 01, 2023 8:06 am
Posted in Personal Investments

by renegade06 » Sat Apr 01, 2023 8:06 am » in Personal Investments

0 Replies

40 Views

Last post by renegade06
Sat Apr 01, 2023 8:06 am
Sleep Solution question (Mask & Meditation)

Last post by pizzy « Sat Apr 01, 2023 8:06 am
Posted in Personal Consumer Issues
Replies: 1
by MrWasabi65 » Sat Apr 01, 2023 7:57 am » in Personal Consumer Issues

1 Replies

71 Views

Last post by pizzy
Sat Apr 01, 2023 8:06 am
Rick Ferri and Three Fund Portfolio - Rebalancing?

Last post by Charles Joseph « Sat Apr 01, 2023 8:05 am
Posted in Personal Investments
Replies: 13
by hotajax » Thu Mar 16, 2023 2:51 pm » in Personal Investments

13 Replies

2677 Views

Last post by Charles Joseph
Sat Apr 01, 2023 8:05 am
Reporting K-1 on Turbotax

Last post by Kagord « Sat Apr 01, 2023 8:05 am
Posted in Personal Finance (Not Investing)
Replies: 1
by alisonryder » Sat Apr 01, 2023 3:31 am » in Personal Finance (Not Investing)

1 Replies

105 Views

Last post by Kagord
Sat Apr 01, 2023 8:05 am
Which car to buy

Last post by Ervin « Sat Apr 01, 2023 8:04 am
Posted in Personal Consumer Issues
Replies: 15
by augustwest73 » Fri Mar 31, 2023 11:54 am » in Personal Consumer Issues

15 Replies

1176 Views

Last post by Ervin
Sat Apr 01, 2023 8:04 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by w5000 « Sat Apr 01, 2023 8:03 am
Posted in Personal Investments
Replies: 16
by mrken » Thu Mar 30, 2023 2:22 am » in Personal Investments

16 Replies

1639 Views

Last post by w5000
Sat Apr 01, 2023 8:03 am
Annuitization Conundrum – are we cheating ourselves?

Last post by bogledeedee « Sat Apr 01, 2023 8:03 am
Posted in Personal Investments
Replies: 13
by bikechuck » Wed Mar 29, 2023 2:31 pm » in Personal Investments

13 Replies

2048 Views

Last post by bogledeedee
Sat Apr 01, 2023 8:03 am
Computer ransom demands

Last post by clemrick « Sat Apr 01, 2023 8:03 am
Posted in Personal Consumer Issues
Replies: 20
by clemrick » Thu Mar 30, 2023 12:28 pm » in Personal Consumer Issues

20 Replies

2319 Views

Last post by clemrick
Sat Apr 01, 2023 8:03 am
Help Portfolio, inexperienced investor

Last post by southernlucky « Sat Apr 01, 2023 8:01 am
Posted in Personal Investments
Replies: 4
by Dsc8 » Sat Apr 01, 2023 3:53 am » in Personal Investments

4 Replies

382 Views

Last post by southernlucky
Sat Apr 01, 2023 8:01 am
Most affordable way to back-up all the photos on your iPhone?

Last post by anon_investor « Sat Apr 01, 2023 7:59 am
Posted in Personal Consumer Issues
Replies: 13
by teelainen » Fri Mar 31, 2023 10:39 pm » in Personal Consumer Issues

13 Replies

888 Views

Last post by anon_investor
Sat Apr 01, 2023 7:59 am
Dark Mode in Forum?

Last post by LadyGeek « Sat Apr 01, 2023 7:58 am
Posted in Forum Issues and Administration
Replies: 15
by Bogglehaed1 » Fri Mar 31, 2023 10:09 pm » in Forum Issues and Administration

15 Replies

959 Views

Last post by LadyGeek
Sat Apr 01, 2023 7:58 am
Portfolio Review - 50's

Last post by sc9182 « Sat Apr 01, 2023 7:56 am
Posted in Personal Investments
Replies: 12
by rene » Fri Mar 31, 2023 3:09 pm » in Personal Investments

12 Replies

1497 Views

Last post by sc9182
Sat Apr 01, 2023 7:56 am
Athletics pathway to college

Last post by stoptothink « Sat Apr 01, 2023 7:55 am
Posted in Personal Consumer Issues
Replies: 73
by vikvestor » Tue Mar 28, 2023 7:25 pm » in Personal Consumer Issues
1

2
73 Replies

5211 Views

Last post by stoptothink
Sat Apr 01, 2023 7:55 am
LTIP Specialists in New Jersey?

Last post by PlayingLife « Sat Apr 01, 2023 7:50 am
Posted in Personal Finance (Not Investing)

by PlayingLife » Sat Apr 01, 2023 7:50 am » in Personal Finance (Not Investing)

0 Replies

69 Views

Last post by PlayingLife
Sat Apr 01, 2023 7:50 am
Anyone else having an issue with Vanguard not updating in Personal Capital?

Last post by TXAGBH « Sat Apr 01, 2023 7:49 am
Posted in Personal Finance (Not Investing)
Replies: 15
by renegade06 » Sat Mar 25, 2023 11:42 am » in Personal Finance (Not Investing)

15 Replies

1288 Views

Last post by TXAGBH
Sat Apr 01, 2023 7:49 am
Bogleheads powerlifters - What equipment are you using for a home gym?

Last post by stoptothink « Sat Apr 01, 2023 7:49 am
Posted in Personal Consumer Issues
Replies: 51
by MJD » Sun Mar 19, 2023 7:58 am » in Personal Consumer Issues
1

2
51 Replies

3136 Views

Last post by stoptothink
Sat Apr 01, 2023 7:49 am
No SWAGX dividend for March?

Last post by PaunchyPirate « Sat Apr 01, 2023 7:46 am
Posted in Personal Investments
Replies: 3
by jjunk » Sat Apr 01, 2023 6:24 am » in Personal Investments

3 Replies

210 Views

Last post by PaunchyPirate
Sat Apr 01, 2023 7:46 am
Should I re-file Form 709 with additional 529 contributions?

Last post by atchn « Sat Apr 01, 2023 7:45 am
Posted in Personal Finance (Not Investing)

by atchn » Sat Apr 01, 2023 7:45 am » in Personal Finance (Not Investing)

0 Replies

44 Views

Last post by atchn
Sat Apr 01, 2023 7:45 am
Want to manage my parents' retirement, signed up for CFP course

Last post by Macaroni2629 « Sat Apr 01, 2023 7:43 am
Posted in Personal Finance (Not Investing)
Replies: 32
by Macaroni2629 » Fri Mar 31, 2023 8:21 pm » in Personal Finance (Not Investing)

32 Replies

1831 Views

Last post by Macaroni2629
Sat Apr 01, 2023 7:43 am
Primer on Paying Taxes With a Credit Card

Last post by international001 « Sat Apr 01, 2023 7:40 am
Posted in Personal Finance (Not Investing)
Replies: 621
by whodidntante » Sun Mar 24, 2019 4:50 pm » in Personal Finance (Not Investing)
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13
621 Replies

109935 Views

Last post by international001
Sat Apr 01, 2023 7:40 am
Problems paying taxes with Vanilla Gift Cards

Last post by international001 « Sat Apr 01, 2023 7:38 am
Posted in Investing - Theory, News & General

by international001 » Sat Apr 01, 2023 7:38 am » in Investing - Theory, News & General

0 Replies

82 Views

Last post by international001
Sat Apr 01, 2023 7:38 am
Expected return forecasts

Last post by tennisplyr « Sat Apr 01, 2023 7:30 am
Posted in Personal Investments
Replies: 16
by PapaGeek » Fri Mar 31, 2023 11:35 am » in Personal Investments

16 Replies

1183 Views

Last post by tennisplyr
Sat Apr 01, 2023 7:30 am
Is Costco meat worth it?

Last post by stoptothink « Sat Apr 01, 2023 7:25 am
Posted in Personal Consumer Issues
Replies: 50
by snackdog » Thu Mar 30, 2023 10:03 pm » in Personal Consumer Issues
1

2
50 Replies

5246 Views

Last post by stoptothink
Sat Apr 01, 2023 7:25 am
what to do with cash reserve and recommendation for bonds for EU investor

Last post by antonkanton « Sat Apr 01, 2023 7:24 am
Posted in Non-US Investing
Replies: 7
by antonkanton » Fri Mar 17, 2023 11:43 am » in Non-US Investing

7 Replies

1144 Views

Last post by antonkanton
Sat Apr 01, 2023 7:24 am
UK pension lifetime allowance abolished

Last post by jeeves22 « Sat Apr 01, 2023 7:16 am
Posted in Non-US Investing

by jeeves22 » Sat Apr 01, 2023 7:16 am » in Non-US Investing

0 Replies

117 Views

Last post by jeeves22
Sat Apr 01, 2023 7:16 am
ATM use ( 0BTAINING EUROS) for Trip to ITALY

Last post by theplayer11 « Sat Apr 01, 2023 7:07 am
Posted in Personal Finance (Not Investing)
Replies: 39
by mholdi1540 » Fri Mar 31, 2023 3:39 pm » in Personal Finance (Not Investing)

39 Replies

1828 Views

Last post by theplayer11
Sat Apr 01, 2023 7:07 am
Overdraft key bank

Last post by BashDash « Sat Apr 01, 2023 7:07 am
Posted in Personal Finance (Not Investing)
Replies: 2
by BashDash » Sat Apr 01, 2023 5:46 am » in Personal Finance (Not Investing)

2 Replies

178 Views

Last post by BashDash
Sat Apr 01, 2023 7:07 am
Medicare Question

Last post by Lynette « Sat Apr 01, 2023 7:06 am
Posted in Personal Finance (Not Investing)
Replies: 60
by Music Teacher Tim » Tue Mar 28, 2023 9:34 pm » in Personal Finance (Not Investing)
1

2
60 Replies

4563 Views

Last post by Lynette
Sat Apr 01, 2023 7:06 am
[What TV Show Have You Recently Watched?]

Last post by stoptothink « Sat Apr 01, 2023 7:03 am
Posted in Personal Consumer Issues
Replies: 4747
by dbCooperAir » Tue Jan 05, 2016 8:32 pm » in Personal Consumer Issues
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91

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95
4747 Replies

471226 Views

Last post by stoptothink
Sat Apr 01, 2023 7:03 am

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