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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

618355 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

575533 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
TIAA Traditional instead of Bond Funds - What am i giving up?

Last post by CloseEnough « Mon Mar 20, 2023 7:15 am
Replies: 4
by Gronkismy muse » Sun Mar 19, 2023 4:08 pm

4 Replies

348 Views

Last post by CloseEnough
Mon Mar 20, 2023 7:15 am
Merrill Edge not working for me

Last post by UpperNwGuy « Mon Mar 20, 2023 7:14 am
Replies: 14
by OldSport » Sun Mar 19, 2023 9:33 pm

14 Replies

908 Views

Last post by UpperNwGuy
Mon Mar 20, 2023 7:14 am
I did it, Goodbye Edward Jones

Last post by dogagility « Mon Mar 20, 2023 7:07 am
Replies: 47
by Shooting4Sixty » Fri Mar 17, 2023 2:15 pm

47 Replies

5044 Views

Last post by dogagility
Mon Mar 20, 2023 7:07 am
Accredited Investors - any benefit for diversification?

Last post by CloseEnough « Mon Mar 20, 2023 7:03 am
Replies: 30
by OldSport » Sun Mar 19, 2023 5:43 pm

30 Replies

1400 Views

Last post by CloseEnough
Mon Mar 20, 2023 7:03 am
Need Recommendations For Balanced Fund, Taxable Account

Last post by southernlucky « Mon Mar 20, 2023 7:00 am
Replies: 2
by hotajax » Mon Mar 20, 2023 12:31 am

2 Replies

254 Views

Last post by southernlucky
Mon Mar 20, 2023 7:00 am
Best Vehicles For Dry Powder in Brokerage Accounts

Last post by dogagility « Mon Mar 20, 2023 6:55 am
Replies: 10
by mrsmitt » Sun Mar 19, 2023 5:22 pm

10 Replies

1321 Views

Last post by dogagility
Mon Mar 20, 2023 6:55 am
With multiple accounts at TIAA, must RMDs come from each account?

Last post by ResearchMed « Mon Mar 20, 2023 6:49 am
Replies: 12
by Sampan » Sun Mar 19, 2023 6:52 pm

12 Replies

709 Views

Last post by ResearchMed
Mon Mar 20, 2023 6:49 am
ETF choice for short term cash

Last post by anon_investor « Mon Mar 20, 2023 6:37 am
Replies: 30
by HappyJack » Wed Jan 23, 2019 5:41 am

30 Replies

5203 Views

Last post by anon_investor
Mon Mar 20, 2023 6:37 am
Morningstar Comparison Chart

Last post by livesoft « Mon Mar 20, 2023 6:36 am
Replies: 7
by clemrick » Sun Mar 19, 2023 7:58 am

7 Replies

684 Views

Last post by livesoft
Mon Mar 20, 2023 6:36 am
Why HCE has 401k contribution percent limited

Last post by inspector00 « Mon Mar 20, 2023 6:29 am
Replies: 4
by inspector00 » Sun Mar 19, 2023 9:07 pm

4 Replies

450 Views

Last post by inspector00
Mon Mar 20, 2023 6:29 am
Brokrage Accts with CheckWriting

Last post by djshackesq « Mon Mar 20, 2023 6:15 am
Replies: 15
by kabob » Sun Mar 19, 2023 1:44 pm

15 Replies

927 Views

Last post by djshackesq
Mon Mar 20, 2023 6:15 am
Portfolio Review

Last post by tomsense76 « Mon Mar 20, 2023 5:54 am

by tomsense76 » Mon Mar 20, 2023 5:54 am

0 Replies

79 Views

Last post by tomsense76
Mon Mar 20, 2023 5:54 am
Sector Weightings differ from the Market

Last post by nisiprius « Mon Mar 20, 2023 5:50 am
Replies: 45
by RadAudit » Thu Mar 16, 2023 8:16 am

45 Replies

2271 Views

Last post by nisiprius
Mon Mar 20, 2023 5:50 am
401k/403b Contributions

Last post by boglelover77 « Mon Mar 20, 2023 4:56 am
Replies: 3
by boglelover77 » Sun Mar 19, 2023 8:58 am

3 Replies

375 Views

Last post by boglelover77
Mon Mar 20, 2023 4:56 am
Only stocks in taxable + withdraw first from taxable = maximal SORR ?

Last post by rossington « Mon Mar 20, 2023 2:50 am
Replies: 6
by LodeRunner » Sat Mar 18, 2023 10:06 pm

6 Replies

698 Views

Last post by rossington
Mon Mar 20, 2023 2:50 am
Did I give my parents bad advice? VASIX

Last post by tibbitts « Mon Mar 20, 2023 1:32 am
Replies: 20
by Markr867 » Sun Mar 19, 2023 8:20 am

20 Replies

1784 Views

Last post by tibbitts
Mon Mar 20, 2023 1:32 am
Roth Conversion Questions

Last post by placeholder « Mon Mar 20, 2023 1:01 am
Replies: 17
by Charles Joseph » Sun Mar 19, 2023 12:40 pm

17 Replies

989 Views

Last post by placeholder
Mon Mar 20, 2023 1:01 am
Short term: Where to park money, for some profit?

Last post by dips « Mon Mar 20, 2023 12:24 am
Replies: 8
by dips » Sun Mar 19, 2023 9:32 pm

8 Replies

779 Views

Last post by dips
Mon Mar 20, 2023 12:24 am
Fourth Check-In [Portfolio Review]

Last post by Wannaretireearly « Sun Mar 19, 2023 11:55 pm
Replies: 15
by fire_2030 » Wed Mar 15, 2023 8:15 pm

15 Replies

1822 Views

Last post by Wannaretireearly
Sun Mar 19, 2023 11:55 pm
Funds to Fidelity?

Last post by WMK « Sun Mar 19, 2023 11:38 pm
Replies: 10
by WMK » Sat Mar 18, 2023 7:49 pm

10 Replies

1377 Views

Last post by WMK
Sun Mar 19, 2023 11:38 pm
Bond portion

Last post by retired@50 « Sun Mar 19, 2023 10:38 pm
Replies: 5
by Sid1975 » Sun Mar 19, 2023 7:39 pm

5 Replies

476 Views

Last post by retired@50
Sun Mar 19, 2023 10:38 pm
Portfolio Advice

Last post by Frequentflyer77 « Sun Mar 19, 2023 10:26 pm
Replies: 14
by Frequentflyer77 » Sun Mar 19, 2023 6:12 pm

14 Replies

793 Views

Last post by Frequentflyer77
Sun Mar 19, 2023 10:26 pm
Investing IRA money for elderly parents

Last post by HomeStretch « Sun Mar 19, 2023 10:20 pm
Replies: 8
by subiej » Thu Mar 16, 2023 4:34 pm

8 Replies

916 Views

Last post by HomeStretch
Sun Mar 19, 2023 10:20 pm
Does the metric you watch most change as you progress in your financial journey?

Last post by L84SUPR « Sun Mar 19, 2023 9:57 pm
Replies: 22
by TheTimeLord » Sun Mar 19, 2023 1:50 pm

22 Replies

1006 Views

Last post by L84SUPR
Sun Mar 19, 2023 9:57 pm
Help with 401k options

Last post by renegade06 « Sun Mar 19, 2023 9:35 pm
Replies: 4
by renegade06 » Sun Mar 19, 2023 8:52 pm

4 Replies

271 Views

Last post by renegade06
Sun Mar 19, 2023 9:35 pm
HM Bradley - is it safe - FDIC response

Last post by SnowBog « Sun Mar 19, 2023 9:32 pm
Replies: 465
by inspireone » Sun May 16, 2021 8:49 pm
1

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6

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465 Replies

55005 Views

Last post by SnowBog
Sun Mar 19, 2023 9:32 pm
UN-invested cash in Etrade?

Last post by nyclon « Sun Mar 19, 2023 9:09 pm
Replies: 2
by RIMDBogle » Sun Mar 19, 2023 8:28 pm

2 Replies

235 Views

Last post by nyclon
Sun Mar 19, 2023 9:09 pm
Bond Allocation to TSP G Fund

Last post by grabiner « Sun Mar 19, 2023 8:39 pm
Replies: 21
by winelvr » Thu Mar 16, 2023 6:03 pm

21 Replies

1227 Views

Last post by grabiner
Sun Mar 19, 2023 8:39 pm
Should I sell my 30 day T-Bill?

Last post by erp « Sun Mar 19, 2023 8:38 pm
Replies: 18
by Thedoc2049 » Sat Mar 18, 2023 12:42 pm

18 Replies

2359 Views

Last post by erp
Sun Mar 19, 2023 8:38 pm
TDA Money Market Options upon merger ?

Last post by RIMDBogle « Sun Mar 19, 2023 8:24 pm
Replies: 8
by RIMDBogle » Thu Aug 11, 2022 2:13 pm

8 Replies

842 Views

Last post by RIMDBogle
Sun Mar 19, 2023 8:24 pm
Vanguard 1099-R Error

Last post by chen1991 « Sun Mar 19, 2023 8:22 pm

by chen1991 » Sun Mar 19, 2023 8:22 pm

0 Replies

164 Views

Last post by chen1991
Sun Mar 19, 2023 8:22 pm
SCV and REIT Tilt Beneficial for Young Investor, Long Horizon?

Last post by grabiner « Sun Mar 19, 2023 8:05 pm
Replies: 4
by kangtheconquerer » Sun Mar 19, 2023 3:15 pm

4 Replies

409 Views

Last post by grabiner
Sun Mar 19, 2023 8:05 pm
Investing for the intermediate term

Last post by dr_roboto « Sun Mar 19, 2023 8:03 pm
Replies: 9
by dr_roboto » Sun Mar 19, 2023 3:05 pm

9 Replies

648 Views

Last post by dr_roboto
Sun Mar 19, 2023 8:03 pm
Selling with covered and non covered shares for tax harvesting. Cost method feasible with limited information?

Last post by grabiner « Sun Mar 19, 2023 8:01 pm
Replies: 7
by thenow » Sun Mar 19, 2023 4:42 pm

7 Replies

384 Views

Last post by grabiner
Sun Mar 19, 2023 8:01 pm
Diversify brokerage houses?

Last post by placeholder « Sun Mar 19, 2023 7:53 pm
Replies: 6
by brak » Sun Mar 19, 2023 9:17 am

6 Replies

515 Views

Last post by placeholder
Sun Mar 19, 2023 7:53 pm
401k Bond Options

Last post by retired@50 « Sun Mar 19, 2023 7:53 pm
Replies: 1
by sal14 » Sun Mar 19, 2023 7:15 pm

1 Replies

189 Views

Last post by retired@50
Sun Mar 19, 2023 7:53 pm
Getting out of income stocks - Question on nontaxable distributions

Last post by debit_suisse « Sun Mar 19, 2023 7:19 pm
Replies: 2
by debit_suisse » Sun Mar 19, 2023 3:54 pm

2 Replies

287 Views

Last post by debit_suisse
Sun Mar 19, 2023 7:19 pm
What to do with 30K from ROTH?

Last post by arcticpineapplecorp. « Sun Mar 19, 2023 6:37 pm
Replies: 17
by Raven9 » Sun Mar 19, 2023 12:44 pm

17 Replies

1041 Views

Last post by arcticpineapplecorp.
Sun Mar 19, 2023 6:37 pm
$500k+ Too much in VMFXX inside IRA?

Last post by Jade A.B. « Sun Mar 19, 2023 6:36 pm
Replies: 20
by Jade A.B. » Sat Mar 18, 2023 2:20 pm

20 Replies

1997 Views

Last post by Jade A.B.
Sun Mar 19, 2023 6:36 pm
Rollover and IRA redo at age 63 - need help

Last post by arcticpineapplecorp. « Sun Mar 19, 2023 6:25 pm
Replies: 1
by Saver59 » Sun Mar 19, 2023 2:29 pm

1 Replies

195 Views

Last post by arcticpineapplecorp.
Sun Mar 19, 2023 6:25 pm
Roth Conversion

Last post by placeholder « Sun Mar 19, 2023 5:48 pm
Replies: 4
by orthoman » Sun Mar 19, 2023 11:13 am

4 Replies

472 Views

Last post by placeholder
Sun Mar 19, 2023 5:48 pm
Retirees: Which safe withdrawal rate allowed you to grow your portfolio?

Last post by placeholder « Sun Mar 19, 2023 5:45 pm
Replies: 37
by cbox » Sat Mar 18, 2023 7:44 am

37 Replies

3218 Views

Last post by placeholder
Sun Mar 19, 2023 5:45 pm
SS at 62 or 70? Roth Conversions, Large TDA Complexity

Last post by Parkinglotracer « Sun Mar 19, 2023 5:28 pm
Replies: 9
by FlamePoint » Sat Mar 18, 2023 12:42 pm

9 Replies

1144 Views

Last post by Parkinglotracer
Sun Mar 19, 2023 5:28 pm
Can't get a corrected 1099-R from 401(k) Custodian

Last post by engineer101 « Sun Mar 19, 2023 5:23 pm
Replies: 2
by engineer101 » Sun Mar 19, 2023 12:22 pm

2 Replies

299 Views

Last post by engineer101
Sun Mar 19, 2023 5:23 pm
Selling an Annuity

Last post by Stinky « Sun Mar 19, 2023 5:18 pm
Replies: 11
by grumpy30000 » Sun Mar 19, 2023 6:40 am

11 Replies

830 Views

Last post by Stinky
Sun Mar 19, 2023 5:18 pm
Beginner at buying CD's - questions

Last post by LookinAround « Sun Mar 19, 2023 4:44 pm
Replies: 3
by catnamedspot » Sun Mar 19, 2023 3:43 pm

3 Replies

456 Views

Last post by LookinAround
Sun Mar 19, 2023 4:44 pm
Puerto Rico muni bond (insured) settlement question

Last post by Weathering « Sun Mar 19, 2023 4:30 pm
Replies: 11
by Weathering » Mon Jul 18, 2022 9:33 am

11 Replies

1325 Views

Last post by Weathering
Sun Mar 19, 2023 4:30 pm
Adding international allocation

Last post by tashnewbie « Sun Mar 19, 2023 4:20 pm
Replies: 1
by bsblguy31 » Sun Mar 19, 2023 3:25 pm

1 Replies

245 Views

Last post by tashnewbie
Sun Mar 19, 2023 4:20 pm

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