Investing - Help with Personal Investments

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by Alex Frakt » Tue Jul 24, 2012 2:14 am

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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

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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

389860 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
"Breaking" a CD: On a Specific Date ??

Last post by Kevin M « Thu Oct 18, 2018 2:25 pm
Replies: 11
by SanityCheck » Wed Oct 17, 2018 1:20 pm

11 Replies

616 Views

Last post by Kevin M
Thu Oct 18, 2018 2:25 pm
Portfolio advise (30 something) from NL

Last post by Sinsji « Thu Oct 18, 2018 2:25 pm
Replies: 44
by Sinsji » Sat Oct 06, 2018 6:40 am

44 Replies

1115 Views

Last post by Sinsji
Thu Oct 18, 2018 2:25 pm
Portfolio allocation Retired.

Last post by Smoke « Thu Oct 18, 2018 2:19 pm
Replies: 3
by Smoke » Thu Oct 18, 2018 1:14 pm

3 Replies

145 Views

Last post by Smoke
Thu Oct 18, 2018 2:19 pm
Why dismiss sectors?

Last post by JoMoney « Thu Oct 18, 2018 2:19 pm
Replies: 6
by milosz19 » Thu Oct 18, 2018 1:34 pm

6 Replies

148 Views

Last post by JoMoney
Thu Oct 18, 2018 2:19 pm
Heavy Loss in Stable Value Fund of 401k investments

Last post by prudent « Thu Oct 18, 2018 2:18 pm
Replies: 15
by mtmingus » Thu Oct 18, 2018 9:48 am

15 Replies

1181 Views

Last post by prudent
Thu Oct 18, 2018 2:18 pm
BofA/Merrill Edge or Chase Sapphire Banking/CPC?

Last post by robertmcd « Thu Oct 18, 2018 2:15 pm
Replies: 47
by rapatelrocky » Fri Aug 31, 2018 5:16 pm

47 Replies

4517 Views

Last post by robertmcd
Thu Oct 18, 2018 2:15 pm
Portfolio Advice, 30 yr old couple

Last post by ruralavalon « Thu Oct 18, 2018 2:14 pm
Replies: 17
by AnthonyD8 » Thu Oct 18, 2018 10:33 am

17 Replies

640 Views

Last post by ruralavalon
Thu Oct 18, 2018 2:14 pm
portfolio help

Last post by RustyShackleford « Thu Oct 18, 2018 2:05 pm
Replies: 1
by RustyShackleford » Thu Oct 18, 2018 2:00 pm

1 Replies

57 Views

Last post by RustyShackleford
Thu Oct 18, 2018 2:05 pm
401K Rollover to New Employer

Last post by N10sive « Thu Oct 18, 2018 2:03 pm
Replies: 4
by JerryB » Thu Oct 18, 2018 12:44 pm

4 Replies

138 Views

Last post by N10sive
Thu Oct 18, 2018 2:03 pm
Investing in Roth IRA: Hitting mutual fund limits at the beginning

Last post by gweezer « Thu Oct 18, 2018 2:01 pm
Replies: 10
by ThisJustIn » Wed Oct 17, 2018 10:34 pm

10 Replies

697 Views

Last post by gweezer
Thu Oct 18, 2018 2:01 pm
Moving to company that allows Mega Backdoor Roth Conversion - Any prep needed?

Last post by megabad « Thu Oct 18, 2018 1:59 pm
Replies: 15
by confused1 » Fri Oct 12, 2018 12:09 pm

15 Replies

1015 Views

Last post by megabad
Thu Oct 18, 2018 1:59 pm
Bad time to invest in govt bonds?

Last post by patrick « Thu Oct 18, 2018 1:58 pm
Replies: 14
by l1am » Wed Oct 10, 2018 1:58 pm

14 Replies

1660 Views

Last post by patrick
Thu Oct 18, 2018 1:58 pm
Taxes: Selling/gifting appreciated shares while income is low

Last post by megabad « Thu Oct 18, 2018 1:54 pm
Replies: 4
by LinusP » Mon Oct 15, 2018 10:59 pm

4 Replies

537 Views

Last post by megabad
Thu Oct 18, 2018 1:54 pm
TLH - mutual fund partner trios?

Last post by ivk5 « Thu Oct 18, 2018 1:21 pm
Replies: 9
by crit » Thu Oct 18, 2018 12:28 pm

9 Replies

177 Views

Last post by ivk5
Thu Oct 18, 2018 1:21 pm
Portfolio Analysis/Advice

Last post by Living Free « Thu Oct 18, 2018 12:37 pm
Replies: 3
by J_Nyz » Wed Oct 17, 2018 5:03 pm

3 Replies

254 Views

Last post by Living Free
Thu Oct 18, 2018 12:37 pm
Retirement options?

Last post by Living Free « Thu Oct 18, 2018 12:26 pm
Replies: 5
by The-Stig » Tue Oct 16, 2018 9:11 pm

5 Replies

1124 Views

Last post by Living Free
Thu Oct 18, 2018 12:26 pm
Rollover help - Roth 401(k) w/ employer contributions

Last post by FiveK « Thu Oct 18, 2018 12:03 pm
Replies: 1
by DollarsInMyRamen » Wed Oct 17, 2018 7:29 pm

1 Replies

134 Views

Last post by FiveK
Thu Oct 18, 2018 12:03 pm
Help with college age sons Roth IRA options...

Last post by Jack FFR1846 « Thu Oct 18, 2018 11:50 am
Replies: 9
by ndnboy » Thu Oct 18, 2018 10:36 am

9 Replies

245 Views

Last post by Jack FFR1846
Thu Oct 18, 2018 11:50 am
2018 Income Tax Simulation

Last post by iceport « Thu Oct 18, 2018 11:42 am
Replies: 5
by Bob B » Mon Aug 20, 2018 8:30 pm

5 Replies

1117 Views

Last post by iceport
Thu Oct 18, 2018 11:42 am
Unwinding and transferring positions

Last post by deikel « Thu Oct 18, 2018 11:33 am
Replies: 23
by Minisoda » Tue Oct 09, 2018 2:45 pm

23 Replies

1197 Views

Last post by deikel
Thu Oct 18, 2018 11:33 am
Baird Intermediate Muni vs Baird Short Muni

Last post by matjen « Thu Oct 18, 2018 11:33 am
Replies: 3
by RNJ » Thu Oct 11, 2018 10:47 am

3 Replies

215 Views

Last post by matjen
Thu Oct 18, 2018 11:33 am
Pending I-485 & Roth

Last post by sergio « Thu Oct 18, 2018 11:31 am
Replies: 9
by Steeze » Wed Oct 17, 2018 6:58 pm

9 Replies

555 Views

Last post by sergio
Thu Oct 18, 2018 11:31 am
Spoke with a CFP...underwhelming!

Last post by Teague « Thu Oct 18, 2018 11:22 am
Replies: 34
by unstoppable » Thu Oct 18, 2018 6:59 am

34 Replies

2117 Views

Last post by Teague
Thu Oct 18, 2018 11:22 am
Roth 401k rollover

Last post by tenkuky « Thu Oct 18, 2018 11:22 am
Replies: 3
by Oh123 » Thu Oct 18, 2018 10:45 am

3 Replies

115 Views

Last post by tenkuky
Thu Oct 18, 2018 11:22 am
Investments for HSA

Last post by JayinLA « Thu Oct 18, 2018 10:52 am
Replies: 7
by JayinLA » Wed Oct 17, 2018 10:11 am

7 Replies

641 Views

Last post by JayinLA
Thu Oct 18, 2018 10:52 am
Vanguard vs Charles Schwab ETFs

Last post by Mountain Doc « Thu Oct 18, 2018 10:20 am
Replies: 4
by bruingent » Thu Oct 18, 2018 9:40 am

4 Replies

256 Views

Last post by Mountain Doc
Thu Oct 18, 2018 10:20 am
Use multiple funding sources for one buy? (Vanguard)

Last post by livesoft « Thu Oct 18, 2018 10:18 am
Replies: 2
by Gumby252 » Thu Oct 18, 2018 9:22 am

2 Replies

155 Views

Last post by livesoft
Thu Oct 18, 2018 10:18 am
Fidelity ZERO funds

Last post by ruralavalon « Thu Oct 18, 2018 10:14 am
Replies: 3
by roundhouse » Wed Oct 17, 2018 6:33 pm

3 Replies

681 Views

Last post by ruralavalon
Thu Oct 18, 2018 10:14 am
[Help with Market-linked CD]

Last post by retiredjg « Thu Oct 18, 2018 10:08 am
Replies: 3
by andy2012 » Wed Oct 17, 2018 1:56 pm

3 Replies

167 Views

Last post by retiredjg
Thu Oct 18, 2018 10:08 am
Feedback on Kai-Zen premium finance life insurance plan

Last post by andy2012 « Thu Oct 18, 2018 10:02 am
Replies: 16
by andy2012 » Sun Oct 14, 2018 9:16 am

16 Replies

1121 Views

Last post by andy2012
Thu Oct 18, 2018 10:02 am
EUR+USD complicated portfolio for better yield

Last post by ICH « Thu Oct 18, 2018 9:56 am
Replies: 8
by bonzai » Wed Oct 17, 2018 8:48 am

8 Replies

484 Views

Last post by ICH
Thu Oct 18, 2018 9:56 am
Finally ready to start investing in RothIRA (23yrs old)

Last post by jakehefty17 « Thu Oct 18, 2018 9:51 am
Replies: 13
by ynotyese.7 » Tue Oct 16, 2018 9:12 am

13 Replies

789 Views

Last post by jakehefty17
Thu Oct 18, 2018 9:51 am
529 and state of GA

Last post by robiu977 « Thu Oct 18, 2018 9:45 am

by robiu977 » Thu Oct 18, 2018 9:45 am

0 Replies

69 Views

Last post by robiu977
Thu Oct 18, 2018 9:45 am
YAFEJT- Yet Another Fleeing Edward Jones Thread

Last post by ExitStageLeft « Thu Oct 18, 2018 9:37 am
Replies: 6
by ExitStageLeft » Mon Oct 08, 2018 3:02 pm

6 Replies

594 Views

Last post by ExitStageLeft
Thu Oct 18, 2018 9:37 am
What to do with variable annuity at retirement age?

Last post by hirlaw « Thu Oct 18, 2018 9:20 am
Replies: 8
by discman017 » Wed Oct 17, 2018 9:30 am

8 Replies

433 Views

Last post by hirlaw
Thu Oct 18, 2018 9:20 am
New to HSAs need help - HSA Bank (TD Ameritrade) + Cigna

Last post by PhrugalPhan « Thu Oct 18, 2018 8:44 am
Replies: 11
by jbsmith05 » Wed Oct 17, 2018 10:05 am

11 Replies

470 Views

Last post by PhrugalPhan
Thu Oct 18, 2018 8:44 am
Does Lifestrategy make sense in Roth IRA's

Last post by Cody « Thu Oct 18, 2018 8:41 am
Replies: 25
by Cody » Sat Jul 29, 2017 8:06 am

25 Replies

2771 Views

Last post by Cody
Thu Oct 18, 2018 8:41 am
Money Markets and CDs now

Last post by aristotelian « Thu Oct 18, 2018 8:32 am
Replies: 6
by John3 » Tue Oct 16, 2018 11:42 am

6 Replies

1633 Views

Last post by aristotelian
Thu Oct 18, 2018 8:32 am
would you buy bonds or corporate bonds now?

Last post by sabtastic « Thu Oct 18, 2018 8:27 am
Replies: 19
by lulukanth » Wed Oct 17, 2018 11:49 am

19 Replies

1633 Views

Last post by sabtastic
Thu Oct 18, 2018 8:27 am
Chase Private Client -- Worth it to hold Vanguard Funds?

Last post by Ron Scott « Thu Oct 18, 2018 8:01 am
Replies: 33
by Mark2614 » Wed May 10, 2017 8:09 pm

33 Replies

12714 Views

Last post by Ron Scott
Thu Oct 18, 2018 8:01 am
Is there a benefit of investing in Traditional IRA if company provides 401K

Last post by Flyer24 « Thu Oct 18, 2018 7:31 am
Replies: 14
by gmehta » Wed Oct 17, 2018 2:04 pm

14 Replies

912 Views

Last post by Flyer24
Thu Oct 18, 2018 7:31 am
VTIAX vs VTMGX+VEMAX

Last post by novice6712 « Thu Oct 18, 2018 6:58 am
Replies: 2
by novice6712 » Wed Oct 17, 2018 11:25 am

2 Replies

238 Views

Last post by novice6712
Thu Oct 18, 2018 6:58 am
Help simplify my portfolio

Last post by retiredjg « Thu Oct 18, 2018 6:33 am
Replies: 8
by scutu » Mon Oct 15, 2018 9:28 am

8 Replies

698 Views

Last post by retiredjg
Thu Oct 18, 2018 6:33 am
Why not pick Vanguard Intermediate-Term Tax Exempt Fund??

Last post by retiredjg « Thu Oct 18, 2018 6:23 am
Replies: 12
by scutu » Wed Oct 17, 2018 2:08 pm

12 Replies

1630 Views

Last post by retiredjg
Thu Oct 18, 2018 6:23 am
Transfer VTSAX & VTIAX to Chase You Invest?

Last post by ivk5 « Thu Oct 18, 2018 4:09 am
Replies: 24
by Zorn » Tue Oct 16, 2018 9:19 am

24 Replies

1606 Views

Last post by ivk5
Thu Oct 18, 2018 4:09 am
$50,000: Should I buy now or wait for the market to drop further?

Last post by Fishing50 « Thu Oct 18, 2018 1:55 am
Replies: 43
by Sophia1884 » Sat Oct 13, 2018 11:10 pm

43 Replies

6604 Views

Last post by Fishing50
Thu Oct 18, 2018 1:55 am
Any benefit to a 403b with a 1.25% wrap fee vs a Taxable with zero Fees

Last post by tarmangani « Wed Oct 17, 2018 9:56 pm
Replies: 10
by noviceinvestor82 » Wed Oct 17, 2018 3:15 pm

10 Replies

483 Views

Last post by tarmangani
Wed Oct 17, 2018 9:56 pm
street shares

Last post by BoglePaul « Wed Oct 17, 2018 9:48 pm
Replies: 5
by barberakb » Fri Aug 03, 2018 3:05 pm

5 Replies

621 Views

Last post by BoglePaul
Wed Oct 17, 2018 9:48 pm

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