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Investment Planning

Last post by Alex Frakt « Wed Oct 03, 2007 4:50 pm
Replies: 1
by Laura » Sat Sep 22, 2007 7:51 pm

1 Replies

613547 Views

Last post by Alex Frakt
Wed Oct 03, 2007 4:50 pm
Asking Portfolio Questions

Last post by Laura « Sat Sep 22, 2007 7:53 pm

by Laura » Sat Sep 22, 2007 7:53 pm

0 Replies

571711 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Portfolio Help Needed :-)

Last post by CRG « Wed Feb 01, 2023 6:06 pm
Replies: 3
by CRG » Wed Feb 01, 2023 4:17 pm

3 Replies

207 Views

Last post by CRG
Wed Feb 01, 2023 6:06 pm
Big earner/big spender thoughts on FIRE?

Last post by Glockenspiel « Wed Feb 01, 2023 5:33 pm
Replies: 43
by brnracct » Sat Jan 28, 2023 10:58 am

43 Replies

6420 Views

Last post by Glockenspiel
Wed Feb 01, 2023 5:33 pm
Placement of TIPS ladder and/or SPIA

Last post by phoroner « Wed Feb 01, 2023 5:16 pm
Replies: 3
by NauticalRounder » Tue Jan 31, 2023 9:53 am

3 Replies

385 Views

Last post by phoroner
Wed Feb 01, 2023 5:16 pm
Taxes on Roth Conversions early in year paid over 4 Qtrs?

Last post by tibbitts « Wed Feb 01, 2023 5:12 pm
Replies: 7
by Johnsson » Wed Feb 01, 2023 7:58 am

7 Replies

509 Views

Last post by tibbitts
Wed Feb 01, 2023 5:12 pm
Portfolio allocation and implementation strategy

Last post by Duckie « Wed Feb 01, 2023 5:12 pm
Replies: 4
by tes1388 » Tue Jan 31, 2023 2:25 pm

4 Replies

407 Views

Last post by Duckie
Wed Feb 01, 2023 5:12 pm
Trouble Transferring Funds from Checking To VG Money Market

Last post by RudyS « Wed Feb 01, 2023 5:12 pm
Replies: 2
by austin757 » Wed Feb 01, 2023 3:36 pm

2 Replies

194 Views

Last post by RudyS
Wed Feb 01, 2023 5:12 pm
Next step... lowering AA for retirement....

Last post by like2read « Wed Feb 01, 2023 5:05 pm
Replies: 11
by Lemonaid56 » Mon Jan 30, 2023 2:36 pm

11 Replies

1443 Views

Last post by like2read
Wed Feb 01, 2023 5:05 pm
Seeking portfolio advice for new retiree

Last post by celia « Wed Feb 01, 2023 5:00 pm
Replies: 23
by Illinoiscoco » Sun Jan 29, 2023 3:59 pm

23 Replies

1631 Views

Last post by celia
Wed Feb 01, 2023 5:00 pm
Where to put $700k cash, retired yesterday

Last post by Navillus1968 « Wed Feb 01, 2023 4:54 pm
Replies: 21
by Okoboji » Tue Jan 31, 2023 12:33 pm

21 Replies

4727 Views

Last post by Navillus1968
Wed Feb 01, 2023 4:54 pm
Personal Investment Clean Up Advice

Last post by cws2345 « Wed Feb 01, 2023 4:28 pm
Replies: 16
by cws2345 » Tue Jan 31, 2023 5:05 pm

16 Replies

1079 Views

Last post by cws2345
Wed Feb 01, 2023 4:28 pm
TLH from Intermediate Term Tax Exempt and High Yield Tax Exempt

Last post by Hogan773 « Wed Feb 01, 2023 4:24 pm
Replies: 22
by Hogan773 » Fri Dec 30, 2022 12:33 pm

22 Replies

1435 Views

Last post by Hogan773
Wed Feb 01, 2023 4:24 pm
401k vs IRA contribution question

Last post by RetirementClass2021 « Wed Feb 01, 2023 4:17 pm
Replies: 2
by PNWinvestor » Wed Feb 01, 2023 11:52 am

2 Replies

97 Views

Last post by RetirementClass2021
Wed Feb 01, 2023 4:17 pm
Avoid tax now or later? (401(k) or Roth?) Or another option...

Last post by FiveK « Wed Feb 01, 2023 4:14 pm
Replies: 3
by Bammerman » Wed Feb 01, 2023 3:56 pm

3 Replies

183 Views

Last post by FiveK
Wed Feb 01, 2023 4:14 pm
Father passing, IRA benefits

Last post by Eagle33 « Wed Feb 01, 2023 4:12 pm
Replies: 17
by Paullmas » Sun Jan 29, 2023 9:58 am

17 Replies

1507 Views

Last post by Eagle33
Wed Feb 01, 2023 4:12 pm
Question about windfall/inheritance and Wiki advice

Last post by NiceUnparticularMan « Wed Feb 01, 2023 4:12 pm
Replies: 14
by cadreamer2015 » Wed Feb 01, 2023 11:01 am

14 Replies

689 Views

Last post by NiceUnparticularMan
Wed Feb 01, 2023 4:12 pm
Don’t understand bond distribution

Last post by CenTexan « Wed Feb 01, 2023 4:09 pm
Replies: 7
by metalworking » Wed Feb 01, 2023 9:30 am

7 Replies

530 Views

Last post by CenTexan
Wed Feb 01, 2023 4:09 pm
Looking for Additional Mutual Funds Investments (401K/IRA met)

Last post by retired@50 « Wed Feb 01, 2023 3:50 pm
Replies: 2
by AB2020 » Wed Feb 01, 2023 3:10 pm

2 Replies

142 Views

Last post by retired@50
Wed Feb 01, 2023 3:50 pm
bogle.tools/saving - tool to Prioritize Investments (per bogleheads wiki)

Last post by Rob Relyea « Wed Feb 01, 2023 3:46 pm
Replies: 41
by Rob Relyea » Sat Dec 31, 2022 1:06 pm

41 Replies

3727 Views

Last post by Rob Relyea
Wed Feb 01, 2023 3:46 pm
Inherited Roth IRA

Last post by retired@50 « Wed Feb 01, 2023 3:44 pm
Replies: 10
by krafty81 » Tue Jan 31, 2023 7:42 pm

10 Replies

785 Views

Last post by retired@50
Wed Feb 01, 2023 3:44 pm
Wealthfront to Vanguard / M1 to Minimize Fees

Last post by panam « Wed Feb 01, 2023 3:31 pm
Replies: 4
by panam » Tue Jan 31, 2023 2:08 pm

4 Replies

462 Views

Last post by panam
Wed Feb 01, 2023 3:31 pm
Tax loss harvesting timing

Last post by cchrissyy « Wed Feb 01, 2023 3:29 pm
Replies: 9
by grateful75 » Fri Jan 27, 2023 12:55 pm

9 Replies

549 Views

Last post by cchrissyy
Wed Feb 01, 2023 3:29 pm
Planvision for younger couple?

Last post by mhalley « Wed Feb 01, 2023 3:18 pm
Replies: 3
by NYCaviator » Wed Feb 01, 2023 1:15 pm

3 Replies

269 Views

Last post by mhalley
Wed Feb 01, 2023 3:18 pm
Advice on fixed-income investments

Last post by bhluckyusaguy « Wed Feb 01, 2023 3:17 pm
Replies: 8
by bookmark » Tue Jan 31, 2023 9:25 pm

8 Replies

896 Views

Last post by bhluckyusaguy
Wed Feb 01, 2023 3:17 pm
Early (temporary?) Retirement Portfolio Review

Last post by prox « Wed Feb 01, 2023 2:57 pm
Replies: 10
by prox » Tue Jan 31, 2023 5:17 pm

10 Replies

803 Views

Last post by prox
Wed Feb 01, 2023 2:57 pm
Virginia529 Global Equity Portfolio

Last post by vasaver « Wed Feb 01, 2023 2:44 pm
Replies: 2
by Turtlemilk » Wed Feb 01, 2023 1:47 pm

2 Replies

115 Views

Last post by vasaver
Wed Feb 01, 2023 2:44 pm
Vanguard Money Market Funds - Differences in Returns?

Last post by Hogan773 « Wed Feb 01, 2023 2:42 pm
Replies: 225
by water2357 » Sun May 08, 2022 6:35 am
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225 Replies

42588 Views

Last post by Hogan773
Wed Feb 01, 2023 2:42 pm
small company pension - which option to take?

Last post by Silk McCue « Wed Feb 01, 2023 2:29 pm
Replies: 1
by sabhen » Wed Feb 01, 2023 12:53 pm

1 Replies

194 Views

Last post by Silk McCue
Wed Feb 01, 2023 2:29 pm
Same allocation in different 'pots' of money

Last post by steadyosmosis « Wed Feb 01, 2023 2:27 pm
Replies: 4
by longterm100 » Wed Feb 01, 2023 12:34 pm

4 Replies

246 Views

Last post by steadyosmosis
Wed Feb 01, 2023 2:27 pm
Rebalance now or wait it out?

Last post by Doctor Rhythm « Wed Feb 01, 2023 2:23 pm
Replies: 25
by wbadbada » Wed Feb 01, 2023 12:12 am

25 Replies

1485 Views

Last post by Doctor Rhythm
Wed Feb 01, 2023 2:23 pm
Advice, Fidelity for taxable and then add Schwab for IRAs

Last post by ResearchMed « Wed Feb 01, 2023 2:16 pm
Replies: 7
by thenow » Wed Feb 01, 2023 11:40 am

7 Replies

345 Views

Last post by ResearchMed
Wed Feb 01, 2023 2:16 pm
Help understanding Mom's annuities

Last post by Stinky « Wed Feb 01, 2023 1:56 pm
Replies: 40
by jbogler » Sun Jan 29, 2023 6:31 pm

40 Replies

2933 Views

Last post by Stinky
Wed Feb 01, 2023 1:56 pm
Selling Treasuries Using Fidelity

Last post by RyeBourbon « Wed Feb 01, 2023 1:40 pm
Replies: 32
by Arby » Thu Mar 17, 2022 12:26 pm

32 Replies

3037 Views

Last post by RyeBourbon
Wed Feb 01, 2023 1:40 pm
Can HSA gains be used to offset loss in a taxable account?

Last post by Artsdoctor « Wed Feb 01, 2023 1:07 pm
Replies: 16
by CrisisAverted » Tue Jan 31, 2023 2:23 am

16 Replies

1368 Views

Last post by Artsdoctor
Wed Feb 01, 2023 1:07 pm
Bad mental math on portfolio or make sense?

Last post by Marseille07 « Wed Feb 01, 2023 12:40 pm
Replies: 12
by berg » Wed Feb 01, 2023 10:39 am

12 Replies

596 Views

Last post by Marseille07
Wed Feb 01, 2023 12:40 pm
Best brokerage for HNW self-directed accounts

Last post by Leesbro63 « Wed Feb 01, 2023 12:35 pm
Replies: 45
by Hayden » Mon Jan 30, 2023 2:02 pm

45 Replies

3073 Views

Last post by Leesbro63
Wed Feb 01, 2023 12:35 pm
Tax Gain Harvesting timelines

Last post by jplee3 « Wed Feb 01, 2023 12:29 pm
Replies: 2
by jplee3 » Wed Feb 01, 2023 11:40 am

2 Replies

181 Views

Last post by jplee3
Wed Feb 01, 2023 12:29 pm
Retiring in 6 months (off TSLA options); Plan Review; 11/22 Update - Ain't Pretty

Last post by roguewarrior0 « Wed Feb 01, 2023 12:15 pm
Replies: 283
by roguewarrior0 » Thu Feb 11, 2021 2:35 pm
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283 Replies

69083 Views

Last post by roguewarrior0
Wed Feb 01, 2023 12:15 pm
Unconventional Retiree plan

Last post by PotashDoggerd « Wed Feb 01, 2023 11:36 am
Replies: 10
by flee » Wed Feb 01, 2023 8:30 am

10 Replies

927 Views

Last post by PotashDoggerd
Wed Feb 01, 2023 11:36 am
Boglehead's version of play money?

Last post by afan « Wed Feb 01, 2023 10:50 am
Replies: 42
by blimp » Fri Jan 27, 2023 1:39 am

42 Replies

3590 Views

Last post by afan
Wed Feb 01, 2023 10:50 am
Recharacterizing a contribution to a transferred IRA

Last post by mamster « Wed Feb 01, 2023 10:39 am
Replies: 19
by mamster » Tue Jan 31, 2023 5:44 pm

19 Replies

581 Views

Last post by mamster
Wed Feb 01, 2023 10:39 am
Check employee stock sale tax logic

Last post by berg « Wed Feb 01, 2023 10:35 am
Replies: 2
by berg » Tue Jan 31, 2023 1:14 pm

2 Replies

308 Views

Last post by berg
Wed Feb 01, 2023 10:35 am
Leaving Wells after many years

Last post by hudson « Wed Feb 01, 2023 10:30 am
Replies: 11
by Cardinalsfan » Mon Jan 30, 2023 7:33 pm

11 Replies

2086 Views

Last post by hudson
Wed Feb 01, 2023 10:30 am
Changes at Vanguard?

Last post by mhc « Wed Feb 01, 2023 10:26 am
Replies: 19
by ljr » Tue Jan 31, 2023 3:22 pm

19 Replies

2598 Views

Last post by mhc
Wed Feb 01, 2023 10:26 am
Transfer "In Kind" from SEP IRA to Self Employed 401k

Last post by psriniva « Wed Feb 01, 2023 10:23 am

by psriniva » Wed Feb 01, 2023 10:23 am

0 Replies

62 Views

Last post by psriniva
Wed Feb 01, 2023 10:23 am
Portfolio Check Up - 2 Years Married Couple

Last post by tashnewbie « Wed Feb 01, 2023 10:22 am
Replies: 9
by vangaal » Sun Jan 29, 2023 4:30 pm

9 Replies

1389 Views

Last post by tashnewbie
Wed Feb 01, 2023 10:22 am
Accredited Investor for Syndication

Last post by UserOne1 « Wed Feb 01, 2023 9:50 am
Replies: 4
by UserOne1 » Mon Jan 30, 2023 2:40 pm

4 Replies

545 Views

Last post by UserOne1
Wed Feb 01, 2023 9:50 am
Struggling to understand the value of bond funds in my situation

Last post by NiceUnparticularMan « Wed Feb 01, 2023 9:43 am
Replies: 119
by tallgaijin » Sat Jan 28, 2023 12:23 pm
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119 Replies

6698 Views

Last post by NiceUnparticularMan
Wed Feb 01, 2023 9:43 am
Looking for Guidance: Overview of Investments

Last post by retiredjg « Wed Feb 01, 2023 9:07 am
Replies: 22
by SirKillz » Wed Jan 25, 2023 8:47 pm

22 Replies

1713 Views

Last post by retiredjg
Wed Feb 01, 2023 9:07 am

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