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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

618485 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

575621 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Vanguard PAS: Should I keep it or do the work myself? Portfolio allocations included.

Last post by 10b-8 « Tue Mar 21, 2023 3:56 pm
Replies: 11
by 10b-8 » Sat Mar 18, 2023 9:09 pm

11 Replies

1098 Views

Last post by 10b-8
Tue Mar 21, 2023 3:56 pm
Is it ok to park some Emergency Fund in Vanguard VMFXX?

Last post by lepa71 « Tue Mar 21, 2023 3:54 pm
Replies: 29
by lepa71 » Tue Mar 21, 2023 9:18 am

29 Replies

1766 Views

Last post by lepa71
Tue Mar 21, 2023 3:54 pm
POAGX No Dividend Distributions?

Last post by sycamore « Tue Mar 21, 2023 3:52 pm
Replies: 1
by aristotelian » Tue Mar 21, 2023 2:55 pm

1 Replies

81 Views

Last post by sycamore
Tue Mar 21, 2023 3:52 pm
Where should a senior safely park $300k for heirs

Last post by chicagoan23 « Tue Mar 21, 2023 3:50 pm
Replies: 12
by Backroads4Me » Tue Mar 21, 2023 1:17 pm

12 Replies

869 Views

Last post by chicagoan23
Tue Mar 21, 2023 3:50 pm
401k/403b Contributions

Last post by Duckie « Tue Mar 21, 2023 3:46 pm
Replies: 5
by boglelover77 » Sun Mar 19, 2023 8:58 am

5 Replies

579 Views

Last post by Duckie
Tue Mar 21, 2023 3:46 pm
SEP IRA Question: I've been told no question is stupid, so

Last post by sycamore « Tue Mar 21, 2023 3:44 pm
Replies: 3
by redbarnyard » Tue Mar 21, 2023 12:49 pm

3 Replies

210 Views

Last post by sycamore
Tue Mar 21, 2023 3:44 pm
Advice for 50 year old on optimizing stock allocation for the next five years.

Last post by Doctor Rhythm « Tue Mar 21, 2023 3:39 pm
Replies: 11
by Crdemts » Tue Mar 21, 2023 10:51 am

11 Replies

691 Views

Last post by Doctor Rhythm
Tue Mar 21, 2023 3:39 pm
I could use some help determining if I should start Roth conversions

Last post by daacrusher2001 « Tue Mar 21, 2023 3:35 pm
Replies: 12
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

12 Replies

1065 Views

Last post by daacrusher2001
Tue Mar 21, 2023 3:35 pm
experience with JP Morgan Self-Directed Investing?

Last post by PghPharmBoy « Tue Mar 21, 2023 3:34 pm
Replies: 69
by Nyc10036 » Wed Jul 20, 2022 8:47 am
1

2
69 Replies

6857 Views

Last post by PghPharmBoy
Tue Mar 21, 2023 3:34 pm
First Solo K ETF Selections

Last post by peteyboy « Tue Mar 21, 2023 3:26 pm
Replies: 5
by RayRay1231 » Tue Mar 14, 2023 9:08 pm

5 Replies

443 Views

Last post by peteyboy
Tue Mar 21, 2023 3:26 pm
bogle.tools/portfolio - tool to help collect and format Portfolio Review info

Last post by Rob Relyea « Tue Mar 21, 2023 3:23 pm
Replies: 47
by Rob Relyea » Sun Jan 08, 2023 7:02 pm

47 Replies

5381 Views

Last post by Rob Relyea
Tue Mar 21, 2023 3:23 pm
Commingling rollover IRA and traditional IRA contributions

Last post by David Jay « Tue Mar 21, 2023 3:21 pm
Replies: 3
by n00b » Tue Mar 21, 2023 2:32 pm

3 Replies

191 Views

Last post by David Jay
Tue Mar 21, 2023 3:21 pm
Breaking up with a financial advisor

Last post by NavyIC3 « Tue Mar 21, 2023 3:06 pm
Replies: 67
by bshnew » Sat Jan 07, 2023 5:25 pm
1

2
67 Replies

7148 Views

Last post by NavyIC3
Tue Mar 21, 2023 3:06 pm
Why doesn't Vanguard show performance beyond 10 years?

Last post by alex_686 « Tue Mar 21, 2023 3:06 pm
Replies: 1
by barrybonds282 » Tue Mar 21, 2023 3:00 pm

1 Replies

174 Views

Last post by alex_686
Tue Mar 21, 2023 3:06 pm
Fidelity 401(k) fees

Last post by dbr « Tue Mar 21, 2023 2:59 pm
Replies: 12
by barrybonds282 » Thu Mar 16, 2023 8:34 am

12 Replies

784 Views

Last post by dbr
Tue Mar 21, 2023 2:59 pm
Did Vanguard really remove expense ratios from the holdings main page?

Last post by jebmke « Tue Mar 21, 2023 2:58 pm
Replies: 3
by barrybonds282 » Tue Mar 21, 2023 2:53 pm

3 Replies

214 Views

Last post by jebmke
Tue Mar 21, 2023 2:58 pm
Birth of Child - Setup/General Question

Last post by Broken Man 1999 « Tue Mar 21, 2023 2:47 pm
Replies: 16
by Investing1987 » Tue Mar 21, 2023 8:22 am

16 Replies

768 Views

Last post by Broken Man 1999
Tue Mar 21, 2023 2:47 pm
Retirees: Which safe withdrawal rate allowed you to grow your portfolio?

Last post by TheTimeLord « Tue Mar 21, 2023 2:38 pm
Replies: 74
by cbox » Sat Mar 18, 2023 7:44 am
1

2
74 Replies

6412 Views

Last post by TheTimeLord
Tue Mar 21, 2023 2:38 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by CletusCaddy « Tue Mar 21, 2023 2:29 pm
Replies: 1447
by Stinky » Thu Dec 31, 2020 6:46 am
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29
1447 Replies

156648 Views

Last post by CletusCaddy
Tue Mar 21, 2023 2:29 pm
Fidelity Settlement into Cash and/or Sweep Funds?

Last post by LookinAround « Tue Mar 21, 2023 2:16 pm
Replies: 6
by LookinAround » Tue Mar 21, 2023 1:37 pm

6 Replies

299 Views

Last post by LookinAround
Tue Mar 21, 2023 2:16 pm
Taxable account restructuring

Last post by jebmke « Tue Mar 21, 2023 2:13 pm
Replies: 10
by drramey » Mon Mar 20, 2023 8:06 pm

10 Replies

850 Views

Last post by jebmke
Tue Mar 21, 2023 2:13 pm
Non qualified unique ESPP question

Last post by erp « Tue Mar 21, 2023 2:02 pm
Replies: 6
by jm1495 » Tue Mar 21, 2023 11:13 am

6 Replies

302 Views

Last post by erp
Tue Mar 21, 2023 2:02 pm
UN-invested cash in Etrade?

Last post by erp « Tue Mar 21, 2023 1:56 pm
Replies: 4
by RIMDBogle » Sun Mar 19, 2023 8:28 pm

4 Replies

490 Views

Last post by erp
Tue Mar 21, 2023 1:56 pm
Selling with covered and non covered shares for tax harvesting. Cost method feasible with limited information?

Last post by thenow « Tue Mar 21, 2023 1:50 pm
Replies: 8
by thenow » Sun Mar 19, 2023 4:42 pm

8 Replies

478 Views

Last post by thenow
Tue Mar 21, 2023 1:50 pm
Sector Weightings differ from the Market

Last post by RadAudit « Tue Mar 21, 2023 1:48 pm
Replies: 50
by RadAudit » Thu Mar 16, 2023 8:16 am
1

2
50 Replies

2681 Views

Last post by RadAudit
Tue Mar 21, 2023 1:48 pm
Five-Year Portfolio Checkup

Last post by kommisarrex « Tue Mar 21, 2023 1:42 pm
Replies: 2
by kommisarrex » Mon Mar 20, 2023 8:45 am

2 Replies

435 Views

Last post by kommisarrex
Tue Mar 21, 2023 1:42 pm
RMDs on Inherited Accounts

Last post by Dfgdfg « Tue Mar 21, 2023 1:39 pm
Replies: 8
by rich126 » Tue Mar 21, 2023 11:59 am

8 Replies

444 Views

Last post by Dfgdfg
Tue Mar 21, 2023 1:39 pm
100k cash in savings account - best rates ?

Last post by retired-early « Tue Mar 21, 2023 1:36 pm
Replies: 6
by samz10461 » Tue Mar 21, 2023 12:18 pm

6 Replies

663 Views

Last post by retired-early
Tue Mar 21, 2023 1:36 pm
Bond vs stock funds to get cash now

Last post by mega317 « Tue Mar 21, 2023 1:21 pm
Replies: 2
by Elsie213 » Tue Mar 21, 2023 1:11 pm

2 Replies

169 Views

Last post by mega317
Tue Mar 21, 2023 1:21 pm
U.S. Money Reserve Gold IRA / 401K

Last post by suemarkp « Tue Mar 21, 2023 1:21 pm
Replies: 7
by liveinaz » Tue Mar 21, 2023 9:34 am

7 Replies

354 Views

Last post by suemarkp
Tue Mar 21, 2023 1:21 pm
1099-Misc rents - non real estate tax deductions

Last post by Laundry_Service « Tue Mar 21, 2023 12:49 pm

by Laundry_Service » Tue Mar 21, 2023 12:49 pm

0 Replies

64 Views

Last post by Laundry_Service
Tue Mar 21, 2023 12:49 pm
Did I give my parents bad advice? VASIX

Last post by DeliberateDonkey « Tue Mar 21, 2023 12:24 pm
Replies: 27
by Markr867 » Sun Mar 19, 2023 8:20 am

27 Replies

3075 Views

Last post by DeliberateDonkey
Tue Mar 21, 2023 12:24 pm
CDs: Ladder or Not?

Last post by drdrgolf « Tue Mar 21, 2023 12:21 pm
Replies: 6
by Van » Mon Mar 20, 2023 1:25 pm

6 Replies

1095 Views

Last post by drdrgolf
Tue Mar 21, 2023 12:21 pm
Merrill Edge not working for me

Last post by OldSport « Tue Mar 21, 2023 11:56 am
Replies: 35
by OldSport » Sun Mar 19, 2023 9:33 pm

35 Replies

2494 Views

Last post by OldSport
Tue Mar 21, 2023 11:56 am
Want to do a Backdoor Roth, but have a balance in my TIRA

Last post by ArthurDigbySellers « Tue Mar 21, 2023 11:56 am
Replies: 7
by Pinacoladapopsicle » Tue Mar 21, 2023 11:07 am

7 Replies

359 Views

Last post by ArthurDigbySellers
Tue Mar 21, 2023 11:56 am
Need advice on SCHX vs. SWPPX

Last post by UpperNwGuy « Tue Mar 21, 2023 11:46 am
Replies: 13
by bshnew » Mon Mar 20, 2023 5:52 pm

13 Replies

717 Views

Last post by UpperNwGuy
Tue Mar 21, 2023 11:46 am
VG Wellesley In My Taxable Acct: What To Do About It?

Last post by Hacksawdave « Tue Mar 21, 2023 11:24 am
Replies: 11
by morsetaper2 » Mon Mar 20, 2023 11:51 am

11 Replies

1201 Views

Last post by Hacksawdave
Tue Mar 21, 2023 11:24 am
Funding T-IRA or 401k

Last post by KellyInBaconville « Tue Mar 21, 2023 11:13 am
Replies: 11
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

11 Replies

484 Views

Last post by KellyInBaconville
Tue Mar 21, 2023 11:13 am
SCV and REIT Tilt Beneficial for Young Investor, Long Horizon?

Last post by secondopinion « Tue Mar 21, 2023 11:03 am
Replies: 6
by kangtheconquerer » Sun Mar 19, 2023 3:15 pm

6 Replies

631 Views

Last post by secondopinion
Tue Mar 21, 2023 11:03 am
Brighthouse Variable Annuity from Wells Fargo Advisors

Last post by Rex66 « Tue Mar 21, 2023 11:03 am
Replies: 30
by Bimmer » Thu Feb 16, 2023 12:50 pm

30 Replies

2679 Views

Last post by Rex66
Tue Mar 21, 2023 11:03 am
Leaving my Fiduciary Advisor

Last post by GAAP « Tue Mar 21, 2023 10:57 am
Replies: 41
by CKMAN » Sun Mar 19, 2023 9:38 am

41 Replies

2872 Views

Last post by GAAP
Tue Mar 21, 2023 10:57 am
Avoid tax now or later? (traditional or Roth IRA?) Or another option...

Last post by MrJedi « Tue Mar 21, 2023 9:43 am
Replies: 6
by Bammerman » Wed Feb 01, 2023 2:56 pm

6 Replies

691 Views

Last post by MrJedi
Tue Mar 21, 2023 9:43 am
TIAA Traditional Annuity Fund - can only withdraw RMD

Last post by tibbitts « Tue Mar 21, 2023 9:17 am
Replies: 63
by baltogirl » Thu Jun 23, 2022 5:48 pm
1

2
63 Replies

4936 Views

Last post by tibbitts
Tue Mar 21, 2023 9:17 am
40 Yr Old Asking Advice for Portfolio (retirement and non-retirement)

Last post by retiredjg « Tue Mar 21, 2023 7:21 am
Replies: 11
by NewDawnGlory » Sat Mar 18, 2023 3:02 pm

11 Replies

1769 Views

Last post by retiredjg
Tue Mar 21, 2023 7:21 am
iBonds or CDs or Money Market account

Last post by Valuethinker « Tue Mar 21, 2023 6:45 am
Replies: 7
by thomasbayarea » Mon Mar 20, 2023 9:31 pm

7 Replies

1211 Views

Last post by Valuethinker
Tue Mar 21, 2023 6:45 am
I did it, Goodbye Edward Jones

Last post by dogagility « Tue Mar 21, 2023 6:37 am
Replies: 53
by Shooting4Sixty » Fri Mar 17, 2023 2:15 pm
1

2
53 Replies

6198 Views

Last post by dogagility
Tue Mar 21, 2023 6:37 am
Shariah-compliant bond alternative?

Last post by legio XX « Tue Mar 21, 2023 6:04 am
Replies: 26
by unclescrooge » Mon Mar 20, 2023 6:17 pm

26 Replies

1711 Views

Last post by legio XX
Tue Mar 21, 2023 6:04 am
Transfer of ESPP is not available for many, many years

Last post by dcabler « Tue Mar 21, 2023 4:36 am
Replies: 3
by 8301 » Mon Mar 20, 2023 11:58 pm

3 Replies

426 Views

Last post by dcabler
Tue Mar 21, 2023 4:36 am

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