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Direct Indexing

Last post by curo « Sat Mar 25, 2023 8:15 am
Posted in Personal Investments

by curo » Sat Mar 25, 2023 8:15 am » in Personal Investments

0 Replies

35 Views

Last post by curo
Sat Mar 25, 2023 8:15 am
Tax Payments in March 2023, Count as Expenses for 2022?

Last post by HappyPappy « Sat Mar 25, 2023 8:11 am
Posted in Personal Finance (Not Investing)

by HappyPappy » Sat Mar 25, 2023 8:11 am » in Personal Finance (Not Investing)

0 Replies

42 Views

Last post by HappyPappy
Sat Mar 25, 2023 8:11 am
App/Spreadsheet to track prescription refills/costs?

Last post by runner9 « Sat Mar 25, 2023 7:51 am
Posted in Personal Consumer Issues

by runner9 » Sat Mar 25, 2023 7:51 am » in Personal Consumer Issues

0 Replies

45 Views

Last post by runner9
Sat Mar 25, 2023 7:51 am
Tello group text "sending"

Last post by BashDash « Sat Mar 25, 2023 7:48 am
Posted in Personal Consumer Issues

by BashDash » Sat Mar 25, 2023 7:48 am » in Personal Consumer Issues

0 Replies

61 Views

Last post by BashDash
Sat Mar 25, 2023 7:48 am
Holistic Allocation - stocks vs. bonds [Israel]

Last post by TLV_London « Sat Mar 25, 2023 6:52 am
Posted in Non-US Investing

by TLV_London » Sat Mar 25, 2023 6:52 am » in Non-US Investing

0 Replies

65 Views

Last post by TLV_London
Sat Mar 25, 2023 6:52 am
TurboTax and HRBlock glitching or did I enter data wrong? HSA last-month rule and Credit for taxes paid to other state

Last post by CruisinOnThru « Fri Mar 24, 2023 10:51 pm
Posted in Personal Finance (Not Investing)

by CruisinOnThru » Fri Mar 24, 2023 10:51 pm » in Personal Finance (Not Investing)

0 Replies

82 Views

Last post by CruisinOnThru
Fri Mar 24, 2023 10:51 pm
Precise details about revocable trust requirements for FDIC insurance coverage

Last post by rhz « Fri Mar 24, 2023 1:40 pm
Posted in Personal Finance (Not Investing)

by rhz » Fri Mar 24, 2023 1:40 pm » in Personal Finance (Not Investing)

0 Replies

116 Views

Last post by rhz
Fri Mar 24, 2023 1:40 pm
Pennsylvania Joint Acct Estate/Fidelity Question

Last post by TBillT « Fri Mar 24, 2023 11:56 am
Posted in Personal Finance (Not Investing)

by TBillT » Fri Mar 24, 2023 11:56 am » in Personal Finance (Not Investing)

0 Replies

102 Views

Last post by TBillT
Fri Mar 24, 2023 11:56 am
two small fixed accounts qualified $ - need advice

Last post by AlaskaTeach « Fri Mar 24, 2023 1:11 am
Posted in Personal Investments

by AlaskaTeach » Fri Mar 24, 2023 1:11 am » in Personal Investments

0 Replies

129 Views

Last post by AlaskaTeach
Fri Mar 24, 2023 1:11 am
Vulnerability from using PIN entry on password managers

Last post by gavinsiu « Thu Mar 23, 2023 4:11 pm
Posted in Personal Consumer Issues

by gavinsiu » Thu Mar 23, 2023 4:11 pm » in Personal Consumer Issues

0 Replies

153 Views

Last post by gavinsiu
Thu Mar 23, 2023 4:11 pm
Do Rolling Returns increase the number of 10 and 20 Year Returns after adjusting for Autocorrelation?

Last post by Anon9001 « Thu Mar 23, 2023 2:43 pm
Posted in Non-US Investing

by Anon9001 » Thu Mar 23, 2023 2:43 pm » in Non-US Investing

0 Replies

138 Views

Last post by Anon9001
Thu Mar 23, 2023 2:43 pm
Anyone else see that the Vanguard FI/Treasuries Trading down?

Last post by noco123 « Thu Mar 23, 2023 1:15 pm
Posted in Personal Investments

by noco123 » Thu Mar 23, 2023 1:15 pm » in Personal Investments

0 Replies

146 Views

Last post by noco123
Thu Mar 23, 2023 1:15 pm
Corrected 1099-B omitting sales that didn't need correction

Last post by MobileChicane « Wed Mar 22, 2023 9:42 pm
Posted in Personal Finance (Not Investing)

by MobileChicane » Wed Mar 22, 2023 9:42 pm » in Personal Finance (Not Investing)

0 Replies

116 Views

Last post by MobileChicane
Wed Mar 22, 2023 9:42 pm
USCCB’s Socially Responsible Investment Guidelines

Last post by Horton « Wed Mar 22, 2023 2:56 pm
Posted in Investing - Theory, News & General

by Horton » Wed Mar 22, 2023 2:56 pm » in Investing - Theory, News & General

0 Replies

141 Views

Last post by Horton
Wed Mar 22, 2023 2:56 pm
ThinkAdvisor article on IRS guidance for 2023 IRA RMDs- SECURE ACT 2.0

Last post by Navillus1968 « Wed Mar 22, 2023 1:07 pm
Posted in Personal Investments

by Navillus1968 » Wed Mar 22, 2023 1:07 pm » in Personal Investments

0 Replies

153 Views

Last post by Navillus1968
Wed Mar 22, 2023 1:07 pm
California residents 2022 tax deadline for Solo 401k contributions

Last post by tobyfries « Wed Mar 22, 2023 11:23 am
Posted in Personal Finance (Not Investing)

by tobyfries » Wed Mar 22, 2023 11:23 am » in Personal Finance (Not Investing)

0 Replies

109 Views

Last post by tobyfries
Wed Mar 22, 2023 11:23 am
INVEST for Amex by Vanguard & "Personal Advisor"

Last post by DONZI « Wed Mar 22, 2023 4:59 am
Posted in Personal Investments

by DONZI » Wed Mar 22, 2023 4:59 am » in Personal Investments

0 Replies

279 Views

Last post by DONZI
Wed Mar 22, 2023 4:59 am
Nice Article For Windows 10 File History Back Up Users

Last post by ubermax « Tue Mar 21, 2023 10:37 am
Posted in Personal Consumer Issues

by ubermax » Tue Mar 21, 2023 10:37 am » in Personal Consumer Issues

0 Replies

147 Views

Last post by ubermax
Tue Mar 21, 2023 10:37 am
Is Peloton defaulting on Second Amended and Restated Credit Agreement?

Last post by minorityreportc « Mon Mar 20, 2023 7:22 pm
Posted in Investing - Theory, News & General

by minorityreportc » Mon Mar 20, 2023 7:22 pm » in Investing - Theory, News & General

0 Replies

248 Views

Last post by minorityreportc
Mon Mar 20, 2023 7:22 pm
Preferred Mutual Funds and ETFs

Last post by AMG79 « Mon Mar 20, 2023 7:36 am
Posted in Investing - Theory, News & General

by AMG79 » Mon Mar 20, 2023 7:36 am » in Investing - Theory, News & General

0 Replies

213 Views

Last post by AMG79
Mon Mar 20, 2023 7:36 am
Pennsylvania non-resident tax withheld / taxact.com

Last post by adr314159 « Sun Mar 19, 2023 2:49 pm
Posted in Personal Finance (Not Investing)

by adr314159 » Sun Mar 19, 2023 2:49 pm » in Personal Finance (Not Investing)

0 Replies

86 Views

Last post by adr314159
Sun Mar 19, 2023 2:49 pm
Question about being dual tax resident US/UK

Last post by JHart « Sat Mar 18, 2023 9:35 am
Posted in Personal Finance (Not Investing)

by JHart » Sat Mar 18, 2023 9:35 am » in Personal Finance (Not Investing)

0 Replies

98 Views

Last post by JHart
Sat Mar 18, 2023 9:35 am
HSA Brokerage for Ex-American in Canada

Last post by mrken « Fri Mar 17, 2023 9:02 pm
Posted in Non-US Investing

by mrken » Fri Mar 17, 2023 9:02 pm » in Non-US Investing

0 Replies

307 Views

Last post by mrken
Fri Mar 17, 2023 9:02 pm
Taxable LLC Distribution

Last post by LakeNormanRob « Fri Mar 17, 2023 2:59 pm
Posted in Personal Finance (Not Investing)

by LakeNormanRob » Fri Mar 17, 2023 2:59 pm » in Personal Finance (Not Investing)

0 Replies

96 Views

Last post by LakeNormanRob
Fri Mar 17, 2023 2:59 pm
Writing Qualified Covered Call for Tax Arbitrage

Last post by Nanicolle « Fri Mar 17, 2023 1:32 am
Posted in Personal Investments

by Nanicolle » Fri Mar 17, 2023 1:32 am » in Personal Investments

0 Replies

98 Views

Last post by Nanicolle
Fri Mar 17, 2023 1:32 am
TurboTax making me review all option sales

Last post by chinchin « Thu Mar 16, 2023 11:58 pm
Posted in Personal Finance (Not Investing)

by chinchin » Thu Mar 16, 2023 11:58 pm » in Personal Finance (Not Investing)

0 Replies

182 Views

Last post by chinchin
Thu Mar 16, 2023 11:58 pm
New FEHB Options for Annuitants Coming?

Last post by tallguy3891 « Thu Mar 16, 2023 2:45 pm
Posted in Personal Finance (Not Investing)

by tallguy3891 » Thu Mar 16, 2023 2:45 pm » in Personal Finance (Not Investing)

0 Replies

189 Views

Last post by tallguy3891
Thu Mar 16, 2023 2:45 pm
Help Needed to Understand Corporate Bonds

Last post by BellaBear « Thu Mar 16, 2023 9:40 am
Posted in Personal Investments

by BellaBear » Thu Mar 16, 2023 9:40 am » in Personal Investments

0 Replies

169 Views

Last post by BellaBear
Thu Mar 16, 2023 9:40 am
CDBG Grant in Cal [Community Development Block Grant]

Last post by Hern410 « Thu Mar 16, 2023 1:59 am
Posted in Personal Finance (Not Investing)

by Hern410 » Thu Mar 16, 2023 1:59 am » in Personal Finance (Not Investing)

0 Replies

61 Views

Last post by Hern410
Thu Mar 16, 2023 1:59 am
"How to Choose Funds for Your IRA"

Last post by Taylor Larimore « Wed Mar 15, 2023 1:59 pm
Posted in Investing - Theory, News & General

by Taylor Larimore » Wed Mar 15, 2023 1:59 pm » in Investing - Theory, News & General

0 Replies

293 Views

Last post by Taylor Larimore
Wed Mar 15, 2023 1:59 pm
529 (or Ed IRA) to 529 rollover? I got some questions

Last post by privateID « Wed Mar 15, 2023 10:06 am
Posted in Personal Investments

by privateID » Wed Mar 15, 2023 10:06 am » in Personal Investments

0 Replies

115 Views

Last post by privateID
Wed Mar 15, 2023 10:06 am
Worth it to employ spouse to enable SEP contributions?

Last post by Freeadvice « Wed Mar 15, 2023 9:17 am
Posted in Investing - Theory, News & General

by Freeadvice » Wed Mar 15, 2023 9:17 am » in Investing - Theory, News & General

0 Replies

167 Views

Last post by Freeadvice
Wed Mar 15, 2023 9:17 am
NJ Shared Responsibility Payments

Last post by mggray17 « Wed Mar 15, 2023 9:06 am
Posted in Personal Finance (Not Investing)

by mggray17 » Wed Mar 15, 2023 9:06 am » in Personal Finance (Not Investing)

0 Replies

134 Views

Last post by mggray17
Wed Mar 15, 2023 9:06 am
The “4% rule” with annuities (and/or bond ladders)

Last post by StillGoing « Wed Mar 15, 2023 6:31 am
Posted in Investing - Theory, News & General

by StillGoing » Wed Mar 15, 2023 6:31 am » in Investing - Theory, News & General

0 Replies

284 Views

Last post by StillGoing
Wed Mar 15, 2023 6:31 am
Vanguard reit yield and adjusted yield

Last post by grok87 « Wed Mar 15, 2023 5:54 am
Posted in Investing - Theory, News & General

by grok87 » Wed Mar 15, 2023 5:54 am » in Investing - Theory, News & General

0 Replies

240 Views

Last post by grok87
Wed Mar 15, 2023 5:54 am
AirTag sound questions

Last post by FB01 « Tue Mar 14, 2023 12:47 pm
Posted in Personal Consumer Issues

by FB01 » Tue Mar 14, 2023 12:47 pm » in Personal Consumer Issues

0 Replies

178 Views

Last post by FB01
Tue Mar 14, 2023 12:47 pm
Over-contribution to Roth IRA in 2021 and Filing a 5329

Last post by Lana2016 « Mon Mar 13, 2023 8:43 pm
Posted in Personal Finance (Not Investing)

by Lana2016 » Mon Mar 13, 2023 8:43 pm » in Personal Finance (Not Investing)

0 Replies

118 Views

Last post by Lana2016
Mon Mar 13, 2023 8:43 pm
Gold ETF (IAU) cost basis adjustment for expenses

Last post by DataDriver « Mon Mar 13, 2023 2:00 pm
Posted in Investing - Theory, News & General

by DataDriver » Mon Mar 13, 2023 2:00 pm » in Investing - Theory, News & General

0 Replies

141 Views

Last post by DataDriver
Mon Mar 13, 2023 2:00 pm
Definitive Thread on Brokerage Retention Bonuses

Last post by Kookaburra « Sun Mar 12, 2023 8:50 pm
Posted in Personal Finance (Not Investing)

by Kookaburra » Sun Mar 12, 2023 8:50 pm » in Personal Finance (Not Investing)

0 Replies

236 Views

Last post by Kookaburra
Sun Mar 12, 2023 8:50 pm
FDIC Online Calculator to Determine Insurance Limits on Your Account

Last post by Northern Flicker « Sun Mar 12, 2023 8:05 pm
Posted in Personal Investments

by Northern Flicker » Sun Mar 12, 2023 8:05 pm » in Personal Investments

0 Replies

285 Views

Last post by Northern Flicker
Sun Mar 12, 2023 8:05 pm
Valuing Russia shares for IRA roll-over

Last post by Cantrip « Sat Mar 11, 2023 4:10 am
Posted in Personal Investments

by Cantrip » Sat Mar 11, 2023 4:10 am » in Personal Investments

0 Replies

234 Views

Last post by Cantrip
Sat Mar 11, 2023 4:10 am
Tequila Tours in MX?

Last post by MrWasabi65 « Fri Mar 10, 2023 11:33 pm
Posted in Personal Consumer Issues

by MrWasabi65 » Fri Mar 10, 2023 11:33 pm » in Personal Consumer Issues

0 Replies

210 Views

Last post by MrWasabi65
Fri Mar 10, 2023 11:33 pm
Pass through entity tax not being credited correctly

Last post by markfaix « Thu Mar 09, 2023 12:13 pm
Posted in Personal Finance (Not Investing)

by markfaix » Thu Mar 09, 2023 12:13 pm » in Personal Finance (Not Investing)

0 Replies

90 Views

Last post by markfaix
Thu Mar 09, 2023 12:13 pm
Basis questions

Last post by exodusing « Thu Mar 09, 2023 8:49 am
Posted in Investing - Theory, News & General

by exodusing » Thu Mar 09, 2023 8:49 am » in Investing - Theory, News & General

0 Replies

206 Views

Last post by exodusing
Thu Mar 09, 2023 8:49 am
K-1 has blurb about K-3 being ready later (Apparently K-1s were not complicated enough)

Last post by Kagord « Thu Mar 09, 2023 7:56 am
Posted in Personal Finance (Not Investing)

by Kagord » Thu Mar 09, 2023 7:56 am » in Personal Finance (Not Investing)

0 Replies

228 Views

Last post by Kagord
Thu Mar 09, 2023 7:56 am
Merrill Edge Bond Margin Question

Last post by Carno « Thu Mar 09, 2023 6:48 am
Posted in Personal Finance (Not Investing)

by Carno » Thu Mar 09, 2023 6:48 am » in Personal Finance (Not Investing)

0 Replies

104 Views

Last post by Carno
Thu Mar 09, 2023 6:48 am
Reporting U.S. Treasury Money Fund for CA State Taxes

Last post by UDca2023 « Wed Mar 08, 2023 3:11 pm
Posted in Personal Investments

by UDca2023 » Wed Mar 08, 2023 3:11 pm » in Personal Investments

0 Replies

214 Views

Last post by UDca2023
Wed Mar 08, 2023 3:11 pm
Anyone use Liberty Mutual Right Track?

Last post by OldSport « Wed Mar 08, 2023 11:17 am
Posted in Personal Consumer Issues

by OldSport » Wed Mar 08, 2023 11:17 am » in Personal Consumer Issues

0 Replies

119 Views

Last post by OldSport
Wed Mar 08, 2023 11:17 am
What tools can I use to compare ETF performance? [Malaysia]

Last post by Intelligent_Bar2283 « Wed Mar 08, 2023 6:49 am
Posted in Non-US Investing

by Intelligent_Bar2283 » Wed Mar 08, 2023 6:49 am » in Non-US Investing

0 Replies

527 Views

Last post by Intelligent_Bar2283
Wed Mar 08, 2023 6:49 am
Mortgage vs Home Equity

Last post by mini1 « Mon Mar 06, 2023 8:37 pm
Posted in Personal Finance (Not Investing)

by mini1 » Mon Mar 06, 2023 8:37 pm » in Personal Finance (Not Investing)

0 Replies

250 Views

Last post by mini1
Mon Mar 06, 2023 8:37 pm

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