Search found 354 matches

by nyblitz
Tue Apr 10, 2007 5:37 am
Forum: Investing - Help with Personal Investments
Topic: TIAA Traditional Free Lunch?
Replies: 10
Views: 3463

TIAA Traditional Free Lunch?

Question – for those who have large long-term fixed debt at a low rate (mortgage/student loan), does TIAA Traditional offer somewhat of a free lunch for a portion of one’s fixed portfolio? For example, I have $250K in student loans fixed at 3% and have many years before retirement. As TIAA Tradition...
by nyblitz
Tue Apr 10, 2007 4:49 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Analysis Requested
Replies: 7
Views: 2011

Laura, Thank you for your well-thought out reply. When plugging in the future anticipated numbers into instant xray, my international allocation shrank, but I always figured I could rebalance by moving short term bond into international. However, your suggestion is a better idea. TIAA-CREF has one f...
by nyblitz
Mon Apr 09, 2007 6:30 pm
Forum: Investing - Help with Personal Investments
Topic: Question for MDs on protecting assets & insurance
Replies: 18
Views: 7736

Some very good advice above. Regarding disability insurance: 1. It would be wise for your wife to look into it while still a resident - she can save a lot of money with group rates that usually are only available to residents. Females are charged more for DI policies, but as a resident, it's possibl...
by nyblitz
Mon Apr 09, 2007 7:42 am
Forum: Investing - Help with Personal Investments
Topic: Portfolio Analysis Requested
Replies: 7
Views: 2011

Portfolio Analysis Requested

Greetings, Diehards! I first want to thank you all for kindly sharing your financial knowledge. I have learned a great deal here and through the recommended readings (Bernstein, Swedroe, Larimore, Lindauer, Ferri, et al). Thank you. As I realize you enjoy analyzing portfolios, I wonder if you would ...