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Portfolio Review - Taxable account questions

Last post by livesoft « Tue Jan 21, 2025 6:11 pm
Posted in Personal Investments
Replies: 2
by RNIN » Tue Jan 21, 2025 4:30 pm » in Personal Investments

2 Replies

169 Views

Last post by livesoft
Tue Jan 21, 2025 6:11 pm
Delay some earnings to pursue my dream?

Last post by Wricha « Tue Jan 21, 2025 6:11 pm
Posted in Personal Finance (Not Investing)
Replies: 42
by mermlund » Mon Jan 20, 2025 8:41 pm » in Personal Finance (Not Investing)

42 Replies

3352 Views

Last post by Wricha
Tue Jan 21, 2025 6:11 pm
10 yr nominal bond too long at age 60?

Last post by hudson « Tue Jan 21, 2025 6:08 pm
Posted in Personal Investments
Replies: 14
by Badgered » Tue Jan 21, 2025 2:26 pm » in Personal Investments

14 Replies

650 Views

Last post by hudson
Tue Jan 21, 2025 6:08 pm
How long should I get term life insurance for?

Last post by Drsteamfitter « Tue Jan 21, 2025 6:08 pm
Posted in Personal Finance (Not Investing)
Replies: 25
by Drsteamfitter » Tue Jan 21, 2025 11:28 am » in Personal Finance (Not Investing)

25 Replies

920 Views

Last post by Drsteamfitter
Tue Jan 21, 2025 6:08 pm
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by comeinvest « Tue Jan 21, 2025 6:04 pm
Posted in Investing - Theory, News & General
Replies: 3394
by skierincolorado » Fri Sep 03, 2021 10:27 pm » in Investing - Theory, News & General
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3394 Replies

784801 Views

Last post by comeinvest
Tue Jan 21, 2025 6:04 pm
[Coyote in the fenced yard]

Last post by Doom&Gloom « Tue Jan 21, 2025 6:03 pm
Posted in Personal Consumer Issues
Replies: 26
by Hillview » Tue Jan 21, 2025 3:14 pm » in Personal Consumer Issues

26 Replies

977 Views

Last post by Doom&Gloom
Tue Jan 21, 2025 6:03 pm
Are we done saving for college?

Last post by mass_biker « Tue Jan 21, 2025 6:01 pm
Posted in Personal Investments
Replies: 154
by topofthebellcurve » Sun Jul 14, 2024 6:07 pm » in Personal Investments
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154 Replies

16047 Views

Last post by mass_biker
Tue Jan 21, 2025 6:01 pm
Where were you financially when you were at 30?

Last post by dogagility « Tue Jan 21, 2025 6:00 pm
Posted in Personal Finance (Not Investing)
Replies: 323
by bo105954027 » Wed Jun 29, 2016 3:37 pm » in Personal Finance (Not Investing)
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323 Replies

64653 Views

Last post by dogagility
Tue Jan 21, 2025 6:00 pm
potential med school tuition help for child

Last post by nannid « Tue Jan 21, 2025 5:55 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by nannid » Tue Jan 21, 2025 12:03 pm » in Personal Finance (Not Investing)

10 Replies

685 Views

Last post by nannid
Tue Jan 21, 2025 5:55 pm
Russel 2500 approximation with Vanguard

Last post by WeakOldGuy « Tue Jan 21, 2025 5:54 pm
Posted in Personal Investments
Replies: 4
by miter1980 » Tue Jan 21, 2025 3:29 pm » in Personal Investments

4 Replies

186 Views

Last post by WeakOldGuy
Tue Jan 21, 2025 5:54 pm
Understanding California Trust Pros/Cons

Last post by miket29 « Tue Jan 21, 2025 5:53 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by MagnaTiles789 » Sun Jan 05, 2025 9:29 pm » in Personal Finance (Not Investing)

9 Replies

779 Views

Last post by miket29
Tue Jan 21, 2025 5:53 pm
Year in Hawaii: where to call home?

Last post by WhyNotUs « Tue Jan 21, 2025 5:49 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by cfaboy » Sat Jan 18, 2025 12:59 pm » in Personal Finance (Not Investing)

23 Replies

3178 Views

Last post by WhyNotUs
Tue Jan 21, 2025 5:49 pm
Well, that didn't take very long - resold the mortgage

Last post by canderson « Tue Jan 21, 2025 5:47 pm
Posted in Personal Consumer Issues
Replies: 12
by GG1273 » Tue Jan 21, 2025 11:21 am » in Personal Consumer Issues

12 Replies

1084 Views

Last post by canderson
Tue Jan 21, 2025 5:47 pm
Best way to advise about AUM hype?

Last post by White Coat Investor « Tue Jan 21, 2025 5:47 pm
Posted in Investing - Theory, News & General
Replies: 44
by rustwood » Sun Jan 19, 2025 2:13 pm » in Investing - Theory, News & General

44 Replies

3048 Views

Last post by White Coat Investor
Tue Jan 21, 2025 5:47 pm
If you are a safe driver, how are you reducing car insurance costs?

Last post by enad « Tue Jan 21, 2025 5:45 pm
Posted in Personal Finance (Not Investing)
Replies: 23
by MrCheapo » Tue Jan 21, 2025 11:30 am » in Personal Finance (Not Investing)

23 Replies

955 Views

Last post by enad
Tue Jan 21, 2025 5:45 pm
Treasury ladder creation guidance for rung one in 2029

Last post by typical.investor « Tue Jan 21, 2025 5:45 pm
Posted in Personal Investments
Replies: 1
by CaringInvestor » Tue Jan 21, 2025 1:59 pm » in Personal Investments

1 Replies

145 Views

Last post by typical.investor
Tue Jan 21, 2025 5:45 pm
Becoming an Contractor-Quick considerations: COBRA and C-to-C vs. W2?

Last post by rk6 « Tue Jan 21, 2025 5:44 pm
Posted in Personal Finance (Not Investing)
Replies: 10
by MikeZ » Tue Jan 21, 2025 12:11 pm » in Personal Finance (Not Investing)

10 Replies

317 Views

Last post by rk6
Tue Jan 21, 2025 5:44 pm
Why have asset allocation recommendations become more aggressive over the years?

Last post by LFKB « Tue Jan 21, 2025 5:44 pm
Posted in Investing - Theory, News & General
Replies: 13
by TrustTheMarket » Tue Jan 21, 2025 11:45 am » in Investing - Theory, News & General

13 Replies

845 Views

Last post by LFKB
Tue Jan 21, 2025 5:44 pm
Form 7206--Deja Vu All Over Again

Last post by Nver2Late « Tue Jan 21, 2025 5:43 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by cowdogman » Sun Jan 19, 2025 1:08 pm » in Personal Finance (Not Investing)

3 Replies

435 Views

Last post by Nver2Late
Tue Jan 21, 2025 5:43 pm
How to chart adding International Equity?

Last post by tibbitts « Tue Jan 21, 2025 5:38 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by NoMoreNoise » Tue Jan 21, 2025 11:30 am » in Personal Finance (Not Investing)

3 Replies

214 Views

Last post by tibbitts
Tue Jan 21, 2025 5:38 pm
Car’s Value if Totaled

Last post by ResearchMed « Tue Jan 21, 2025 5:36 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by rbslos36 » Tue Jan 21, 2025 2:23 pm » in Personal Finance (Not Investing)

4 Replies

345 Views

Last post by ResearchMed
Tue Jan 21, 2025 5:36 pm
US Bank 4% Smartly Visa Credit Card

Last post by EricGold « Tue Jan 21, 2025 5:35 pm
Posted in Personal Finance (Not Investing)
Replies: 1736
by Bosro » Thu Sep 05, 2024 3:35 pm » in Personal Finance (Not Investing)
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1736 Replies

149588 Views

Last post by EricGold
Tue Jan 21, 2025 5:35 pm
Bonds in 2022: are you scarred? (scaRRed, not scaRed)

Last post by Elysium « Tue Jan 21, 2025 5:35 pm
Posted in Investing - Theory, News & General
Replies: 89
by gunny » Sun Jan 19, 2025 1:54 pm » in Investing - Theory, News & General
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89 Replies

5065 Views

Last post by Elysium
Tue Jan 21, 2025 5:35 pm
Estate executor/POA questions

Last post by headedwest « Tue Jan 21, 2025 5:34 pm
Posted in Personal Finance (Not Investing)
Replies: 20
by headedwest » Tue Jan 21, 2025 2:48 pm » in Personal Finance (Not Investing)

20 Replies

579 Views

Last post by headedwest
Tue Jan 21, 2025 5:34 pm
Fidelity free/$5 Turbotax 2024

Last post by lazynovice « Tue Jan 21, 2025 5:34 pm
Posted in Personal Finance (Not Investing)
Replies: 286
by TheRealJohnDoe » Wed Dec 04, 2024 7:49 pm » in Personal Finance (Not Investing)
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286 Replies

58922 Views

Last post by lazynovice
Tue Jan 21, 2025 5:34 pm
Bonds?

Last post by KanCityKid « Tue Jan 21, 2025 5:32 pm
Posted in Personal Investments
Replies: 94
by cubfan » Fri Jan 17, 2025 7:21 pm » in Personal Investments
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94 Replies

6023 Views

Last post by KanCityKid
Tue Jan 21, 2025 5:32 pm
Real Estate Investor - Looking for Diversification

Last post by BjJkH60 « Tue Jan 21, 2025 5:32 pm
Posted in Personal Investments
Replies: 11
by BjJkH60 » Tue Jan 21, 2025 9:13 am » in Personal Investments

11 Replies

499 Views

Last post by BjJkH60
Tue Jan 21, 2025 5:32 pm
Choose bond fund: American Funds Index vs Fidelity Total Bond

Last post by WeakOldGuy « Tue Jan 21, 2025 5:32 pm
Posted in Personal Investments
Replies: 7
by crit » Tue Jan 21, 2025 2:55 pm » in Personal Investments

7 Replies

357 Views

Last post by WeakOldGuy
Tue Jan 21, 2025 5:32 pm
Checking Performance on Vanguard

Last post by livesoft « Tue Jan 21, 2025 5:30 pm
Posted in Personal Consumer Issues
Replies: 1
by PinotGris » Tue Jan 21, 2025 5:13 pm » in Personal Consumer Issues

1 Replies

106 Views

Last post by livesoft
Tue Jan 21, 2025 5:30 pm
Joint Trust

Last post by LadyGeek « Tue Jan 21, 2025 5:27 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by airahcaz » Tue Jan 21, 2025 4:19 pm » in Personal Finance (Not Investing)

4 Replies

215 Views

Last post by LadyGeek
Tue Jan 21, 2025 5:27 pm
Family HSA when one spouse is 65

Last post by Artsdoctor « Tue Jan 21, 2025 5:26 pm
Posted in Personal Finance (Not Investing)
Replies: 5
by DJ_ » Fri Jan 17, 2025 1:49 pm » in Personal Finance (Not Investing)

5 Replies

574 Views

Last post by Artsdoctor
Tue Jan 21, 2025 5:26 pm
Wife's New Trust Fund - Should I Protect My Assets Too?

Last post by lereh « Tue Jan 21, 2025 5:24 pm
Posted in Personal Finance (Not Investing)
Replies: 90
by curiousgeorge15 » Sun Jan 19, 2025 11:22 am » in Personal Finance (Not Investing)
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90 Replies

8583 Views

Last post by lereh
Tue Jan 21, 2025 5:24 pm
Have any retirees here invested in TIAA traditional annuity? Any regrets?

Last post by Harmanic « Tue Jan 21, 2025 5:24 pm
Posted in Personal Investments
Replies: 38
by ultrastar » Mon Jan 20, 2025 2:14 pm » in Personal Investments

38 Replies

2197 Views

Last post by Harmanic
Tue Jan 21, 2025 5:24 pm
Your favorite inexpensive (<$45) bourbon?

Last post by rob « Tue Jan 21, 2025 5:18 pm
Posted in Personal Consumer Issues
Replies: 432
by Dead Man Walking » Sat Sep 23, 2017 1:21 am » in Personal Consumer Issues
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432 Replies

64396 Views

Last post by rob
Tue Jan 21, 2025 5:18 pm
Asset Location within Allocation in Retirement

Last post by MishaM « Tue Jan 21, 2025 5:17 pm
Posted in Personal Investments
Replies: 6
by MishaM » Sat Jan 18, 2025 7:34 pm » in Personal Investments

6 Replies

790 Views

Last post by MishaM
Tue Jan 21, 2025 5:17 pm
Saturna Health Savings Account

Last post by seattlereader « Tue Jan 21, 2025 5:15 pm
Posted in Personal Investments

by seattlereader » Tue Jan 21, 2025 5:15 pm » in Personal Investments

0 Replies

49 Views

Last post by seattlereader
Tue Jan 21, 2025 5:15 pm
What Part of "Stay the Course" is So Hard for People to Understand?

Last post by secondopinion « Tue Jan 21, 2025 5:13 pm
Posted in Investing - Theory, News & General
Replies: 261
by White Coat Investor » Sat Jan 18, 2025 11:34 pm » in Investing - Theory, News & General
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261 Replies

16358 Views

Last post by secondopinion
Tue Jan 21, 2025 5:13 pm
Post your Financial Milestone Announcements Here

Last post by dogagility « Tue Jan 21, 2025 5:10 pm
Posted in Bogleheads Community and Local Chapters
Replies: 4089
by Working2notWork » Tue Jun 03, 2014 7:41 am » in Bogleheads Community and Local Chapters
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4089 Replies

700599 Views

Last post by dogagility
Tue Jan 21, 2025 5:10 pm
Spouse contribution to solo 401k

Last post by MP123 « Tue Jan 21, 2025 5:07 pm
Posted in Personal Finance (Not Investing)
Replies: 9
by skidoc » Sun Oct 02, 2022 5:00 pm » in Personal Finance (Not Investing)

9 Replies

1363 Views

Last post by MP123
Tue Jan 21, 2025 5:07 pm
What frugal thing did you do today?

Last post by tooluser « Tue Jan 21, 2025 5:06 pm
Posted in Personal Consumer Issues
Replies: 5310
by Nectarineman » Sun Dec 24, 2017 11:05 am » in Personal Consumer Issues
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5310 Replies

795025 Views

Last post by tooluser
Tue Jan 21, 2025 5:06 pm
New home purchase

Last post by Watty « Tue Jan 21, 2025 5:05 pm
Posted in Personal Finance (Not Investing)
Replies: 8
by DracoMagister » Tue Jan 21, 2025 8:49 am » in Personal Finance (Not Investing)

8 Replies

754 Views

Last post by Watty
Tue Jan 21, 2025 5:05 pm
Car dealer prices, small vs. big towns

Last post by TallBoy29er « Tue Jan 21, 2025 5:04 pm
Posted in Personal Consumer Issues
Replies: 13
by psteinx » Tue Jan 21, 2025 1:45 am » in Personal Consumer Issues

13 Replies

1569 Views

Last post by TallBoy29er
Tue Jan 21, 2025 5:04 pm
Roth IRA conversion deadline vs contribution deadline

Last post by Alan S. « Tue Jan 21, 2025 5:03 pm
Posted in Personal Finance (Not Investing)
Replies: 4
by frugalor » Tue Jan 21, 2025 12:14 pm » in Personal Finance (Not Investing)

4 Replies

266 Views

Last post by Alan S.
Tue Jan 21, 2025 5:03 pm
Savings Bonds

Last post by chemocean « Tue Jan 21, 2025 5:00 pm
Posted in Personal Investments
Replies: 23
by 63humber » Tue Jan 21, 2025 8:55 am » in Personal Investments

23 Replies

1040 Views

Last post by chemocean
Tue Jan 21, 2025 5:00 pm
Best way to grow what little I have? (Starting solo at 50)

Last post by cdallas « Tue Jan 21, 2025 5:00 pm
Posted in Personal Investments
Replies: 55
by cdallas » Sat Jan 18, 2025 5:21 pm » in Personal Investments
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55 Replies

5281 Views

Last post by cdallas
Tue Jan 21, 2025 5:00 pm
Total Portfolio Allocation and Withdrawal (TPAW)

Last post by Raspberry-503 « Tue Jan 21, 2025 5:00 pm
Posted in Investing - Theory, News & General
Replies: 1314
by Ben Mathew » Mon Nov 30, 2020 8:39 pm » in Investing - Theory, News & General
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1314 Replies

334186 Views

Last post by Raspberry-503
Tue Jan 21, 2025 5:00 pm
Endorse? David Giroux, T. Rowe Price Capital Appreciation

Last post by Northern Flicker « Tue Jan 21, 2025 4:57 pm
Posted in Personal Investments
Replies: 72
by dagsboro » Tue Jan 21, 2025 7:01 am » in Personal Investments
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72 Replies

2268 Views

Last post by Northern Flicker
Tue Jan 21, 2025 4:57 pm
Is it safe to connect my Samsung TV to my Wi-Fi ?

Last post by Saving$ « Tue Jan 21, 2025 4:56 pm
Posted in Personal Consumer Issues
Replies: 41
by teelainen » Thu Jan 16, 2025 12:32 pm » in Personal Consumer Issues

41 Replies

3040 Views

Last post by Saving$
Tue Jan 21, 2025 4:56 pm
Bogleheads Forum website running VERY slow?

Last post by HueyLD « Tue Jan 21, 2025 4:55 pm
Posted in Forum Issues and Administration
Replies: 108
by Stinky » Thu Sep 05, 2024 7:25 am » in Forum Issues and Administration
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108 Replies

10008 Views

Last post by HueyLD
Tue Jan 21, 2025 4:55 pm
Default Disposition in brokerage accounts

Last post by livesoft « Tue Jan 21, 2025 4:54 pm
Posted in Personal Finance (Not Investing)
Replies: 3
by gavinsiu » Tue Jan 21, 2025 3:56 pm » in Personal Finance (Not Investing)

3 Replies

158 Views

Last post by livesoft
Tue Jan 21, 2025 4:54 pm

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