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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

618478 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

575603 Views

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

366 Views

Last post by kommisarrex
Tue Mar 21, 2023 1:42 pm
Birth of Child - Setup/General Question

Last post by delamer « Tue Mar 21, 2023 1:41 pm
Replies: 14
by Investing1987 » Tue Mar 21, 2023 8:22 am

14 Replies

541 Views

Last post by delamer
Tue Mar 21, 2023 1:41 pm
Fidelity Settlement into Cash and/or Sweep Funds?

Last post by MrJedi « Tue Mar 21, 2023 1:41 pm
Replies: 1
by LookinAround » Tue Mar 21, 2023 1:37 pm

1 Replies

36 Views

Last post by MrJedi
Tue Mar 21, 2023 1:41 pm
Is it ok to park some Emergency Fund in Vanguard VMFXX?

Last post by peteyboy « Tue Mar 21, 2023 1:40 pm
Replies: 22
by lepa71 » Tue Mar 21, 2023 9:18 am

22 Replies

1282 Views

Last post by peteyboy
Tue Mar 21, 2023 1:40 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

338 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

523 Views

Last post by retired-early
Tue Mar 21, 2023 1:36 pm
Breaking up with a financial advisor

Last post by Johny Fever « Tue Mar 21, 2023 1:35 pm
Replies: 63
by bshnew » Sat Jan 07, 2023 5:25 pm
1

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63 Replies

6854 Views

Last post by Johny Fever
Tue Mar 21, 2023 1:35 pm
Where should a senior safely park $300k for heirs

Last post by delamer « Tue Mar 21, 2023 1:31 pm
Replies: 3
by Backroads4Me » Tue Mar 21, 2023 1:17 pm

3 Replies

213 Views

Last post by delamer
Tue Mar 21, 2023 1:31 pm
Retirees: Which safe withdrawal rate allowed you to grow your portfolio?

Last post by dbr « Tue Mar 21, 2023 1:28 pm
Replies: 72
by cbox » Sat Mar 18, 2023 7:44 am
1

2
72 Replies

6143 Views

Last post by dbr
Tue Mar 21, 2023 1:28 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

118 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

324 Views

Last post by suemarkp
Tue Mar 21, 2023 1:21 pm
Taxable account restructuring

Last post by rkhusky « Tue Mar 21, 2023 1:06 pm
Replies: 8
by drramey » Mon Mar 20, 2023 8:06 pm

8 Replies

716 Views

Last post by rkhusky
Tue Mar 21, 2023 1:06 pm
SEP IRA Question: I've been told no question is stupid, so

Last post by Evergreen2022 « Tue Mar 21, 2023 1:00 pm
Replies: 1
by redbarnyard » Tue Mar 21, 2023 12:49 pm

1 Replies

99 Views

Last post by Evergreen2022
Tue Mar 21, 2023 1:00 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by Stinky « Tue Mar 21, 2023 12:59 pm
Replies: 1445
by Stinky » Thu Dec 31, 2020 6:46 am
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1445 Replies

156531 Views

Last post by Stinky
Tue Mar 21, 2023 12:59 pm
Non qualified unique ESPP question

Last post by sailaway « Tue Mar 21, 2023 12:55 pm
Replies: 5
by jm1495 » Tue Mar 21, 2023 11:13 am

5 Replies

237 Views

Last post by sailaway
Tue Mar 21, 2023 12:55 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

48 Views

Last post by Laundry_Service
Tue Mar 21, 2023 12:49 pm
Advice for 50 year old on optimizing stock allocation for the next five years.

Last post by Doctor Rhythm « Tue Mar 21, 2023 12:42 pm
Replies: 4
by Crdemts » Tue Mar 21, 2023 10:51 am

4 Replies

330 Views

Last post by Doctor Rhythm
Tue Mar 21, 2023 12:42 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

3024 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

1054 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

2471 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

337 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

687 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

1156 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

473 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

616 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

2663 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

2842 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

673 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

4920 Views

Last post by tibbitts
Tue Mar 21, 2023 9:17 am
401k/403b Contributions

Last post by boglelover77 « Tue Mar 21, 2023 8:21 am
Replies: 4
by boglelover77 » Sun Mar 19, 2023 8:58 am

4 Replies

549 Views

Last post by boglelover77
Tue Mar 21, 2023 8:21 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

1754 Views

Last post by retiredjg
Tue Mar 21, 2023 7:21 am
I could use some help determining if I should start Roth conversions

Last post by CloseEnough « Tue Mar 21, 2023 6:56 am
Replies: 10
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

10 Replies

947 Views

Last post by CloseEnough
Tue Mar 21, 2023 6:56 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

1182 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

6176 Views

Last post by dogagility
Tue Mar 21, 2023 6:37 am
experience with JP Morgan Self-Directed Investing?

Last post by PghPharmBoy « Tue Mar 21, 2023 6:34 am
Replies: 68
by Nyc10036 » Wed Jul 20, 2022 8:47 am
1

2
68 Replies

6800 Views

Last post by PghPharmBoy
Tue Mar 21, 2023 6:34 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

1694 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

417 Views

Last post by dcabler
Tue Mar 21, 2023 4:36 am
Why is Mid-Cap Fund underperforming?

Last post by zero_coupon « Tue Mar 21, 2023 4:25 am
Replies: 33
by Spindrift » Fri Mar 17, 2023 7:12 am

33 Replies

3230 Views

Last post by zero_coupon
Tue Mar 21, 2023 4:25 am
How to avoid $1.1M in long term capital gains?

Last post by bigguy8437 « Tue Mar 21, 2023 2:38 am
Replies: 82
by bigguy8437 » Fri Mar 18, 2022 10:53 pm
1

2
82 Replies

19685 Views

Last post by bigguy8437
Tue Mar 21, 2023 2:38 am
First Solo K ETF Selections

Last post by RayRay1231 « Tue Mar 21, 2023 1:13 am
Replies: 4
by RayRay1231 » Tue Mar 14, 2023 9:08 pm

4 Replies

412 Views

Last post by RayRay1231
Tue Mar 21, 2023 1:13 am
Vanguard no longer showing 7 day yield on VMFXX

Last post by gotoparks « Mon Mar 20, 2023 11:25 pm
Replies: 6
by JenniferW » Mon Mar 20, 2023 2:54 pm

6 Replies

1798 Views

Last post by gotoparks
Mon Mar 20, 2023 11:25 pm
VPMAX vs VFIAX

Last post by retire2022 « Mon Mar 20, 2023 9:29 pm
Replies: 5
by hotajax » Mon Mar 20, 2023 7:08 pm

5 Replies

494 Views

Last post by retire2022
Mon Mar 20, 2023 9:29 pm
Sector Weightings differ from the Market

Last post by nisiprius « Mon Mar 20, 2023 9:26 pm
Replies: 49
by RadAudit » Thu Mar 16, 2023 8:16 am

49 Replies

2615 Views

Last post by nisiprius
Mon Mar 20, 2023 9:26 pm
Vanguard 1099-R Error

Last post by Katietsu « Mon Mar 20, 2023 8:06 pm
Replies: 2
by chen1991 » Sun Mar 19, 2023 8:22 pm

2 Replies

463 Views

Last post by Katietsu
Mon Mar 20, 2023 8:06 pm
Admiral class to ETF SHARES conversion

Last post by retired@50 « Mon Mar 20, 2023 7:08 pm
Replies: 2
by Everest1 » Mon Mar 20, 2023 6:58 pm

2 Replies

236 Views

Last post by retired@50
Mon Mar 20, 2023 7:08 pm
TIAA Traditional instead of Bond Funds - What am i giving up?

Last post by nisiprius « Mon Mar 20, 2023 7:07 pm
Replies: 14
by Gronkismy muse » Sun Mar 19, 2023 4:08 pm

14 Replies

1288 Views

Last post by nisiprius
Mon Mar 20, 2023 7:07 pm
Investing cash safely

Last post by UpperNwGuy « Mon Mar 20, 2023 6:45 pm
Replies: 38
by ssn » Wed Mar 15, 2023 12:07 pm

38 Replies

5326 Views

Last post by UpperNwGuy
Mon Mar 20, 2023 6:45 pm
VWIAX

Last post by dbr « Mon Mar 20, 2023 6:39 pm
Replies: 54
by Sageegirl » Tue Mar 14, 2023 2:38 pm
1

2
54 Replies

5131 Views

Last post by dbr
Mon Mar 20, 2023 6:39 pm

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