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Personal: HNW $10M, how did you do it? [High Net Worth]

Last post by carminered2019 « Sat Aug 13, 2022 6:43 pm
Posted in Personal Finance (Not Investing)
Replies: 73
by glashutte » Fri Aug 12, 2022 1:37 pm » in Personal Finance (Not Investing)
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73 Replies

6980 Views

Last post by carminered2019
Sat Aug 13, 2022 6:43 pm
Lifecycle Investing - Leveraging when young

Last post by skierincolorado « Sat Aug 13, 2022 6:41 pm
Posted in Investing - Theory, News & General
Replies: 1450
by Steve Reading » Fri Mar 01, 2019 12:11 am » in Investing - Theory, News & General
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1450 Replies

250836 Views

Last post by skierincolorado
Sat Aug 13, 2022 6:41 pm
Proposed Traditional vs. Roth automated tool (in Excel/VB)

Last post by fyre4ce « Sat Aug 13, 2022 6:40 pm
Posted in Personal Finance (Not Investing)
Replies: 37
by fyre4ce » Tue Jul 06, 2021 2:45 pm » in Personal Finance (Not Investing)

37 Replies

3968 Views

Last post by fyre4ce
Sat Aug 13, 2022 6:40 pm
Long(ish) term storage for computer files?

Last post by JayB « Sat Aug 13, 2022 6:40 pm
Posted in Personal Consumer Issues
Replies: 9
by NYCaviator » Sat Aug 13, 2022 5:22 pm » in Personal Consumer Issues

9 Replies

271 Views

Last post by JayB
Sat Aug 13, 2022 6:40 pm
Jeremy Grantham (Jan 26, 2022) being asked a lot of tough questions about his super bubble call...

Last post by InvestInPasta « Sat Aug 13, 2022 6:37 pm
Posted in Investing - Theory, News & General
Replies: 538
by CraigTester » Thu Jan 27, 2022 2:50 pm » in Investing - Theory, News & General
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538 Replies

53509 Views

Last post by InvestInPasta
Sat Aug 13, 2022 6:37 pm
Will and Beneficiary questions?

Last post by delamer « Sat Aug 13, 2022 6:36 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by Vanguard User » Sat Aug 13, 2022 1:53 pm » in Personal Finance (Not Investing)

20 Replies

823 Views

Last post by delamer
Sat Aug 13, 2022 6:36 pm
Why is 100% stock portfolio considered high risk?

Last post by KlangFool « Sat Aug 13, 2022 6:34 pm
Posted in Investing - Theory, News & General
Replies: 47
by Pepper11 » Fri Aug 12, 2022 8:56 pm » in Investing - Theory, News & General

47 Replies

2874 Views

Last post by KlangFool
Sat Aug 13, 2022 6:34 pm
iPad Mini for Travel (in lieu of Laptop)?

Last post by like2read « Sat Aug 13, 2022 6:34 pm
Posted in Personal Consumer Issues
Replies: 7
by Small Law Survivor » Sat Aug 13, 2022 3:12 pm » in Personal Consumer Issues

7 Replies

378 Views

Last post by like2read
Sat Aug 13, 2022 6:34 pm
Wash sale situation

Last post by student « Sat Aug 13, 2022 6:33 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by usindus2022 » Sat Aug 13, 2022 1:54 pm » in Personal Finance (Not Investing)

4 Replies

216 Views

Last post by student
Sat Aug 13, 2022 6:33 pm
Hard decision to make, but good problem to have

Last post by rgs92 « Sat Aug 13, 2022 6:32 pm
Posted in Personal Investments
Replies: 13
by mopman78 » Sat Aug 13, 2022 1:53 pm » in Personal Investments

13 Replies

1105 Views

Last post by rgs92
Sat Aug 13, 2022 6:32 pm
How to utilize non-refundable tax credits

Last post by secondcor521 « Sat Aug 13, 2022 6:28 pm
Posted in Personal Finance (Not Investing)
Replies: 18
by bmelikia » Sat Aug 13, 2022 4:41 pm » in Personal Finance (Not Investing)

18 Replies

509 Views

Last post by secondcor521
Sat Aug 13, 2022 6:28 pm
What are you up YTD? [Year To Date]

Last post by AnnetteLouisan « Sat Aug 13, 2022 6:26 pm
Posted in Investing - Theory, News & General
Replies: 4359
by InvestorNewb » Tue Aug 26, 2014 10:19 am » in Investing - Theory, News & General
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4359 Replies

708650 Views

Last post by AnnetteLouisan
Sat Aug 13, 2022 6:26 pm
Factor Gurus- How does quality factor help?

Last post by Random Walker « Sat Aug 13, 2022 6:26 pm
Posted in Investing - Theory, News & General
Replies: 10
by buckeye7983 » Sat Aug 13, 2022 8:39 am » in Investing - Theory, News & General

10 Replies

516 Views

Last post by Random Walker
Sat Aug 13, 2022 6:26 pm
Disposal of sports collectable items

Last post by camaro327 « Sat Aug 13, 2022 6:25 pm
Posted in Personal Consumer Issues
Replies: 3
by MP173 » Sat Aug 13, 2022 5:48 pm » in Personal Consumer Issues

3 Replies

202 Views

Last post by camaro327
Sat Aug 13, 2022 6:25 pm
Does Fidelity Offer A Business Banking Account?

Last post by mhalley « Sat Aug 13, 2022 6:25 pm
Posted in Personal Investments
Replies: 1
by Bones212 » Sat Aug 13, 2022 5:28 pm » in Personal Investments

1 Replies

88 Views

Last post by mhalley
Sat Aug 13, 2022 6:25 pm
Calculating true annualized return

Last post by danstelter « Sat Aug 13, 2022 6:24 pm
Posted in Personal Investments
Replies: 18
by danstelter » Sat Jul 23, 2022 7:19 pm » in Personal Investments

18 Replies

1532 Views

Last post by danstelter
Sat Aug 13, 2022 6:24 pm
Walmart Moneycard received unsolicited

Last post by stocknoob4111 « Sat Aug 13, 2022 6:21 pm
Posted in Personal Consumer Issues

by stocknoob4111 » Sat Aug 13, 2022 6:21 pm » in Personal Consumer Issues

0 Replies

64 Views

Last post by stocknoob4111
Sat Aug 13, 2022 6:21 pm
Financially Independent considering Retiring Early

Last post by BruinBones « Sat Aug 13, 2022 6:20 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by Emptykeg » Wed Aug 10, 2022 5:47 pm » in Personal Finance (Not Investing)

42 Replies

5337 Views

Last post by BruinBones
Sat Aug 13, 2022 6:20 pm
Making Qualified Charitable Donations To Your *Own* Charity?

Last post by NewMoneyMustBeSmart « Sat Aug 13, 2022 6:19 pm
Posted in Personal Finance (Not Investing)
Replies: 52
by MrCheapo » Thu Aug 11, 2022 6:08 pm » in Personal Finance (Not Investing)
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52 Replies

2825 Views

Last post by NewMoneyMustBeSmart
Sat Aug 13, 2022 6:19 pm
More "Conservative Asset Allocation"--yet bond funds down nearly as much?

Last post by seajay « Sat Aug 13, 2022 6:14 pm
Posted in Investing - Theory, News & General
Replies: 81
by coachd50 » Wed Jul 20, 2022 7:53 am » in Investing - Theory, News & General
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81 Replies

4715 Views

Last post by seajay
Sat Aug 13, 2022 6:14 pm
International in Taxable

Last post by mikeyzito22 « Sat Aug 13, 2022 6:13 pm
Posted in Personal Investments
Replies: 8
by mikeyzito22 » Sat Aug 13, 2022 4:11 pm » in Personal Investments

8 Replies

358 Views

Last post by mikeyzito22
Sat Aug 13, 2022 6:13 pm
New fee for Vanguard mutual accounts

Last post by Kenkat « Sat Aug 13, 2022 6:09 pm
Posted in Investing - Theory, News & General
Replies: 374
by Iorek » Mon Aug 08, 2022 11:25 am » in Investing - Theory, News & General
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374 Replies

25600 Views

Last post by Kenkat
Sat Aug 13, 2022 6:09 pm
Why is stock market return so consistent over time?

Last post by nisiprius « Sat Aug 13, 2022 6:05 pm
Posted in Investing - Theory, News & General
Replies: 76
by mffl » Wed Aug 10, 2022 11:57 pm » in Investing - Theory, News & General
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76 Replies

6311 Views

Last post by nisiprius
Sat Aug 13, 2022 6:05 pm
Series EE Savings Bond - Taxation Question

Last post by cubs1999 « Sat Aug 13, 2022 6:05 pm
Posted in Personal Investments
Replies: 20
by ceejay185 » Fri Aug 12, 2022 9:17 pm » in Personal Investments

20 Replies

1237 Views

Last post by cubs1999
Sat Aug 13, 2022 6:05 pm
Bank Transfer Utility Broken on Vanguard Website

Last post by Cheez-It Guy « Sat Aug 13, 2022 6:04 pm
Posted in Investing - Theory, News & General
Replies: 12
by LMK5 » Sat Aug 13, 2022 12:27 pm » in Investing - Theory, News & General

12 Replies

625 Views

Last post by Cheez-It Guy
Sat Aug 13, 2022 6:04 pm
Liquidity Event for 82-year old

Last post by delamer « Sat Aug 13, 2022 6:01 pm
Posted in Personal Investments
Replies: 9
by epoche » Sat Aug 13, 2022 3:07 pm » in Personal Investments

9 Replies

650 Views

Last post by delamer
Sat Aug 13, 2022 6:01 pm
I'm 22 and unable to work anymore, how much can I get from my $690k portfolio?

Last post by momvesting « Sat Aug 13, 2022 6:01 pm
Posted in Personal Investments
Replies: 64
by Beyondsc » Fri Aug 12, 2022 7:18 pm » in Personal Investments
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64 Replies

8927 Views

Last post by momvesting
Sat Aug 13, 2022 6:01 pm
Brokers - Europe - Trustworthiness [Greece]

Last post by TheExtraterrestrial_ « Sat Aug 13, 2022 6:00 pm
Posted in Non-US Investing
Replies: 7
by TheExtraterrestrial_ » Fri Jul 29, 2022 7:21 am » in Non-US Investing

7 Replies

903 Views

Last post by TheExtraterrestrial_
Sat Aug 13, 2022 6:00 pm
How to invest generational wealth

Last post by petulant « Sat Aug 13, 2022 5:58 pm
Posted in Personal Investments
Replies: 26
by Bremsstrahlung » Tue Aug 02, 2022 5:48 pm » in Personal Investments

26 Replies

4470 Views

Last post by petulant
Sat Aug 13, 2022 5:58 pm
Buying Exterior Screws in Bulk

Last post by Kagord « Sat Aug 13, 2022 5:57 pm
Posted in Personal Consumer Issues
Replies: 6
by mutuAL BUNDY » Sat Aug 13, 2022 12:33 pm » in Personal Consumer Issues

6 Replies

363 Views

Last post by Kagord
Sat Aug 13, 2022 5:57 pm
What is the use for Fidelity Cash Management Account when I already have the brokerage account?

Last post by student « Sat Aug 13, 2022 5:53 pm
Posted in Personal Finance (Not Investing)
Replies: 46
by frugalor » Mon Nov 22, 2021 2:13 pm » in Personal Finance (Not Investing)

46 Replies

4252 Views

Last post by student
Sat Aug 13, 2022 5:53 pm
So what are you cooking

Last post by jebmke « Sat Aug 13, 2022 5:50 pm
Posted in Personal Consumer Issues
Replies: 737
by Skeeter1 » Sat Mar 21, 2020 2:23 pm » in Personal Consumer Issues
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737 Replies

67294 Views

Last post by jebmke
Sat Aug 13, 2022 5:50 pm
Car dealer tried to penalize for paying in cash

Last post by jabberwockOG « Sat Aug 13, 2022 5:50 pm
Posted in Personal Consumer Issues
Replies: 48
by windaar » Thu Aug 11, 2022 6:12 pm » in Personal Consumer Issues

48 Replies

6053 Views

Last post by jabberwockOG
Sat Aug 13, 2022 5:50 pm
Is this estate plan reasonable?

Last post by marcopolo « Sat Aug 13, 2022 5:49 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by Chip » Sat Aug 13, 2022 1:29 pm » in Personal Finance (Not Investing)

4 Replies

403 Views

Last post by marcopolo
Sat Aug 13, 2022 5:49 pm
Overall savings between Gas, Hybrid and EV vehicles

Last post by billaster « Sat Aug 13, 2022 5:49 pm
Posted in Personal Consumer Issues
Replies: 814
by Nvielbig » Fri Jul 29, 2022 9:24 am » in Personal Consumer Issues
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814 Replies

37662 Views

Last post by billaster
Sat Aug 13, 2022 5:49 pm
Financial Health Check

Last post by JS-Elcano « Sat Aug 13, 2022 5:43 pm
Posted in Personal Investments
Replies: 8
by ranchox » Sat Aug 13, 2022 1:48 pm » in Personal Investments

8 Replies

522 Views

Last post by JS-Elcano
Sat Aug 13, 2022 5:43 pm
Do you use a password manager?

Last post by SnowBog « Sat Aug 13, 2022 5:41 pm
Posted in Personal Finance (Not Investing)
Replies: 244
by meadowrue » Tue Jul 19, 2022 2:10 pm » in Personal Finance (Not Investing)
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244 Replies

15649 Views

Last post by SnowBog
Sat Aug 13, 2022 5:41 pm
Marginal risks of owning ETFs

Last post by equn « Sat Aug 13, 2022 5:41 pm
Posted in Investing - Theory, News & General
Replies: 50
by equn » Mon Jul 25, 2022 6:00 pm » in Investing - Theory, News & General
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50 Replies

3379 Views

Last post by equn
Sat Aug 13, 2022 5:41 pm
Question on VYMI - Vanguard International High Dividend Yield ETF

Last post by Activesloth « Sat Aug 13, 2022 5:39 pm
Posted in Investing - Theory, News & General
Replies: 3
by invest2bfree » Sat Aug 13, 2022 4:23 pm » in Investing - Theory, News & General

3 Replies

163 Views

Last post by Activesloth
Sat Aug 13, 2022 5:39 pm
Are capital gains tax exempt in France for a US Citizen?

Last post by ShadowCat « Sat Aug 13, 2022 5:38 pm
Posted in Non-US Investing
Replies: 44
by assyadh » Wed Mar 23, 2022 3:25 pm » in Non-US Investing

44 Replies

4734 Views

Last post by ShadowCat
Sat Aug 13, 2022 5:38 pm
What frugal thing did you do today?

Last post by Itster « Sat Aug 13, 2022 5:36 pm
Posted in Personal Consumer Issues
Replies: 2203
by Nectarineman » Sun Dec 24, 2017 12:05 pm » in Personal Consumer Issues
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2203 Replies

264395 Views

Last post by Itster
Sat Aug 13, 2022 5:36 pm
Sharing my fancy portfolio management/asset allocation management/rebalance planner spreadsheet with lots of features

Last post by Morik « Sat Aug 13, 2022 5:35 pm
Posted in Personal Finance (Not Investing)
Replies: 6
by Morik » Thu Aug 11, 2022 12:23 pm » in Personal Finance (Not Investing)

6 Replies

1079 Views

Last post by Morik
Sat Aug 13, 2022 5:35 pm
Back door Roth conversion when newly married

Last post by xivzgrev « Sat Aug 13, 2022 5:35 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by xivzgrev » Sat Aug 13, 2022 3:25 am » in Personal Finance (Not Investing)

3 Replies

254 Views

Last post by xivzgrev
Sat Aug 13, 2022 5:35 pm
US RSU and bonus taxation for nonresidents [Restricted Stock Units]

Last post by Lazerr « Sat Aug 13, 2022 5:32 pm
Posted in Non-US Investing
Replies: 9
by Lazerr » Fri Aug 12, 2022 11:48 pm » in Non-US Investing

9 Replies

491 Views

Last post by Lazerr
Sat Aug 13, 2022 5:32 pm
Stop Contributing to IRAs After 40?

Last post by FreddieFIRE « Sat Aug 13, 2022 5:27 pm
Posted in Investing - Theory, News & General
Replies: 34
by leo383 » Sat Aug 13, 2022 8:01 am » in Investing - Theory, News & General

34 Replies

2041 Views

Last post by FreddieFIRE
Sat Aug 13, 2022 5:27 pm
Sale of house to child

Last post by Lee_WSP « Sat Aug 13, 2022 5:26 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by Phil8352 » Fri Aug 12, 2022 6:02 am » in Personal Finance (Not Investing)

42 Replies

2655 Views

Last post by Lee_WSP
Sat Aug 13, 2022 5:26 pm
Vanguard taxable beneficiary question

Last post by delamer « Sat Aug 13, 2022 5:26 pm
Posted in Personal Investments
Replies: 11
by sighchological » Sat Aug 13, 2022 1:55 pm » in Personal Investments

11 Replies

486 Views

Last post by delamer
Sat Aug 13, 2022 5:26 pm
France trip in June 2023 advice needed - Paris and Normandy

Last post by celia « Sat Aug 13, 2022 5:24 pm
Posted in Personal Consumer Issues
Replies: 52
by Raymond » Wed Aug 03, 2022 5:28 pm » in Personal Consumer Issues
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52 Replies

3738 Views

Last post by celia
Sat Aug 13, 2022 5:24 pm
Two International Debit Cards: Wise vs. IBKRs

Last post by Maris61 « Sat Aug 13, 2022 5:23 pm
Posted in Non-US Investing
Replies: 3
by Maris61 » Sat Aug 13, 2022 11:52 am » in Non-US Investing

3 Replies

198 Views

Last post by Maris61
Sat Aug 13, 2022 5:23 pm
New Credit Card no longer have signature on the back

Last post by ResearchMed « Sat Aug 13, 2022 5:21 pm
Posted in Personal Consumer Issues
Replies: 31
by gavinsiu » Sat Aug 13, 2022 10:16 am » in Personal Consumer Issues

31 Replies

1696 Views

Last post by ResearchMed
Sat Aug 13, 2022 5:21 pm

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