Investing - Help with Personal Investments

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Last post by Alex Frakt « Tue Jul 24, 2012 2:14 am

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

415102 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

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389923 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Asset Allocation heading into retirement

Last post by jvini « Fri Oct 19, 2018 9:32 am

by jvini » Fri Oct 19, 2018 9:32 am

0 Replies

4 Views

Last post by jvini
Fri Oct 19, 2018 9:32 am
Help me understand

Last post by vineviz « Fri Oct 19, 2018 9:28 am
Replies: 7
by MPLSTCH » Wed Oct 17, 2018 6:58 am

7 Replies

625 Views

Last post by vineviz
Fri Oct 19, 2018 9:28 am
What if your risk tolerance is lower than what's best for your portfolio?

Last post by leeks « Fri Oct 19, 2018 9:17 am
Replies: 13
by Happy2BeFree » Thu Oct 18, 2018 10:26 pm

13 Replies

951 Views

Last post by leeks
Fri Oct 19, 2018 9:17 am
Is my IRA underperforming?

Last post by ExitStageLeft « Fri Oct 19, 2018 9:14 am
Replies: 1
by MakingBacon » Thu Oct 18, 2018 10:53 pm

1 Replies

69 Views

Last post by ExitStageLeft
Fri Oct 19, 2018 9:14 am
Total Bond Fund Choice

Last post by tarmangani « Fri Oct 19, 2018 9:12 am
Replies: 3
by lotr61671 » Fri Oct 19, 2018 8:18 am

3 Replies

201 Views

Last post by tarmangani
Fri Oct 19, 2018 9:12 am
Roth conversion in 401k then Roth 401k to Roth Ira rollover - when can you withdrawal? and with what penalties/fees?

Last post by Soon2BXProgrammer « Fri Oct 19, 2018 9:11 am

by Soon2BXProgrammer » Fri Oct 19, 2018 9:11 am

0 Replies

27 Views

Last post by Soon2BXProgrammer
Fri Oct 19, 2018 9:11 am
Tax loss harvesting Vxus (total intern.) question

Last post by am « Fri Oct 19, 2018 8:59 am

by am » Fri Oct 19, 2018 8:59 am

0 Replies

52 Views

Last post by am
Fri Oct 19, 2018 8:59 am
Help simplify my portfolio

Last post by retiredjg « Fri Oct 19, 2018 8:57 am
Replies: 11
by scutu » Mon Oct 15, 2018 9:28 am

11 Replies

960 Views

Last post by retiredjg
Fri Oct 19, 2018 8:57 am
401k Question whose name is best

Last post by Flyer24 « Fri Oct 19, 2018 8:57 am
Replies: 1
by MPLSTCH » Fri Oct 19, 2018 8:51 am

1 Replies

60 Views

Last post by Flyer24
Fri Oct 19, 2018 8:57 am
Transfer VTSAX & VTIAX to Chase You Invest?

Last post by AlphaLess « Fri Oct 19, 2018 8:52 am
Replies: 25
by Zorn » Tue Oct 16, 2018 9:19 am

25 Replies

1693 Views

Last post by AlphaLess
Fri Oct 19, 2018 8:52 am
Spoke with a CFP...underwhelming!

Last post by Dave55 « Fri Oct 19, 2018 8:44 am
Replies: 48
by unstoppable » Thu Oct 18, 2018 6:59 am

48 Replies

3809 Views

Last post by Dave55
Fri Oct 19, 2018 8:44 am
Feedback on Kai-Zen premium finance life insurance plan

Last post by David Jay « Fri Oct 19, 2018 8:41 am
Replies: 19
by andy2012 » Sun Oct 14, 2018 9:16 am

19 Replies

1296 Views

Last post by David Jay
Fri Oct 19, 2018 8:41 am
Finally ready to start investing in RothIRA (23yrs old)

Last post by jakehefty17 « Fri Oct 19, 2018 8:40 am
Replies: 23
by ynotyese.7 » Tue Oct 16, 2018 9:12 am

23 Replies

1064 Views

Last post by jakehefty17
Fri Oct 19, 2018 8:40 am
Portfolio allocation Retired.

Last post by Smoke « Fri Oct 19, 2018 8:26 am
Replies: 9
by Smoke » Thu Oct 18, 2018 1:14 pm

9 Replies

766 Views

Last post by Smoke
Fri Oct 19, 2018 8:26 am
How much post-tax dollars can you really put in tIRA each year

Last post by nolesrule « Fri Oct 19, 2018 8:23 am
Replies: 6
by gmehta » Thu Oct 18, 2018 11:18 pm

6 Replies

475 Views

Last post by nolesrule
Fri Oct 19, 2018 8:23 am
Timing mortgage pay down

Last post by teen persuasion « Fri Oct 19, 2018 8:16 am
Replies: 19
by AspireToRetire » Thu Oct 18, 2018 9:51 pm

19 Replies

991 Views

Last post by teen persuasion
Fri Oct 19, 2018 8:16 am
Vanguard vs Charles Schwab ETFs

Last post by bruingent « Fri Oct 19, 2018 8:13 am
Replies: 11
by bruingent » Thu Oct 18, 2018 9:40 am

11 Replies

716 Views

Last post by bruingent
Fri Oct 19, 2018 8:13 am
Help with college age sons Roth IRA options...

Last post by LateStarter1975 « Fri Oct 19, 2018 8:10 am
Replies: 15
by ndnboy » Thu Oct 18, 2018 10:36 am

15 Replies

747 Views

Last post by LateStarter1975
Fri Oct 19, 2018 8:10 am
Three Fund Questions

Last post by AMG79 « Fri Oct 19, 2018 8:10 am
Replies: 4
by AMG79 » Thu Oct 18, 2018 3:15 pm

4 Replies

419 Views

Last post by AMG79
Fri Oct 19, 2018 8:10 am
Is there a benefit of investing in Traditional IRA if company provides 401K

Last post by terran « Fri Oct 19, 2018 8:05 am
Replies: 17
by gmehta » Wed Oct 17, 2018 2:04 pm

17 Replies

1219 Views

Last post by terran
Fri Oct 19, 2018 8:05 am
[Europe] EUR+USD complicated portfolio for better yield

Last post by bonzai « Fri Oct 19, 2018 7:44 am
Replies: 15
by bonzai » Wed Oct 17, 2018 8:48 am

15 Replies

698 Views

Last post by bonzai
Fri Oct 19, 2018 7:44 am
Retirement options?

Last post by Rotarman « Fri Oct 19, 2018 7:23 am
Replies: 7
by The-Stig » Tue Oct 16, 2018 9:11 pm

7 Replies

1520 Views

Last post by Rotarman
Fri Oct 19, 2018 7:23 am
Investment mix advice

Last post by retiredjg « Fri Oct 19, 2018 7:20 am
Replies: 4
by CozDiver » Wed Oct 17, 2018 9:48 am

4 Replies

326 Views

Last post by retiredjg
Fri Oct 19, 2018 7:20 am
Did I mess up my Dollar Cost Averaging?

Last post by cholondo « Fri Oct 19, 2018 7:04 am
Replies: 2
by cholondo » Fri Oct 19, 2018 6:58 am

2 Replies

177 Views

Last post by cholondo
Fri Oct 19, 2018 7:04 am
Fiduciary using funds with a front load?

Last post by sschullo « Fri Oct 19, 2018 6:32 am
Replies: 15
by GutCheck » Thu Oct 18, 2018 6:24 pm

15 Replies

1046 Views

Last post by sschullo
Fri Oct 19, 2018 6:32 am
Evaluation of Portfolio

Last post by RickBoglehead « Fri Oct 19, 2018 5:44 am
Replies: 3
by RickBoglehead » Wed Oct 17, 2018 7:19 am

3 Replies

310 Views

Last post by RickBoglehead
Fri Oct 19, 2018 5:44 am
Portfolio Advice, 30 yr old couple

Last post by Carl53 « Fri Oct 19, 2018 5:33 am
Replies: 21
by AnthonyD8 » Thu Oct 18, 2018 10:33 am

21 Replies

1313 Views

Last post by Carl53
Fri Oct 19, 2018 5:33 am
Does Lifestrategy make sense in Roth IRA's

Last post by jalbert « Fri Oct 19, 2018 2:10 am
Replies: 26
by Cody » Sat Jul 29, 2017 8:06 am

26 Replies

3005 Views

Last post by jalbert
Fri Oct 19, 2018 2:10 am
Portfolio advise (30 something) from NL

Last post by BeBH65 « Fri Oct 19, 2018 12:33 am
Replies: 47
by Sinsji » Sat Oct 06, 2018 6:40 am

47 Replies

1384 Views

Last post by BeBH65
Fri Oct 19, 2018 12:33 am
2018 Income Tax Simulation

Last post by hawkfan55 « Fri Oct 19, 2018 12:31 am
Replies: 10
by Bob B » Mon Aug 20, 2018 8:30 pm

10 Replies

1829 Views

Last post by hawkfan55
Fri Oct 19, 2018 12:31 am
Question Regarding Five Year Rule for Roth IRA Withdrawals (Alan S. Please Help!)

Last post by kaneohe « Fri Oct 19, 2018 12:05 am
Replies: 8
by NeedSomeAdvice » Wed Oct 17, 2018 4:26 pm

8 Replies

813 Views

Last post by kaneohe
Fri Oct 19, 2018 12:05 am
Adding significant contribution to grandson's Utah 529

Last post by loves2read « Fri Oct 19, 2018 12:01 am
Replies: 7
by loves2read » Tue Oct 16, 2018 3:47 pm

7 Replies

662 Views

Last post by loves2read
Fri Oct 19, 2018 12:01 am
portfolio help

Last post by RustyShackleford « Thu Oct 18, 2018 11:29 pm
Replies: 3
by RustyShackleford » Thu Oct 18, 2018 2:00 pm

3 Replies

338 Views

Last post by RustyShackleford
Thu Oct 18, 2018 11:29 pm
Taxes: Selling/gifting appreciated shares while income is low

Last post by LinusP « Thu Oct 18, 2018 11:10 pm
Replies: 7
by LinusP » Mon Oct 15, 2018 10:59 pm

7 Replies

791 Views

Last post by LinusP
Thu Oct 18, 2018 11:10 pm
Deferred Compensation (Gov't plan) or Taxable?

Last post by StoopieHippo « Thu Oct 18, 2018 10:50 pm
Replies: 4
by StoopieHippo » Thu Oct 18, 2018 9:59 pm

4 Replies

218 Views

Last post by StoopieHippo
Thu Oct 18, 2018 10:50 pm
Bond Funds High Tax Rate

Last post by Dale_G « Thu Oct 18, 2018 10:49 pm
Replies: 2
by MiamiHeat » Thu Oct 18, 2018 9:58 pm

2 Replies

204 Views

Last post by Dale_G
Thu Oct 18, 2018 10:49 pm
BofA/Merrill Edge or Chase Sapphire Banking/CPC?

Last post by tj « Thu Oct 18, 2018 10:16 pm
Replies: 55
by rapatelrocky » Fri Aug 31, 2018 5:16 pm
1

2
55 Replies

5166 Views

Last post by tj
Thu Oct 18, 2018 10:16 pm
Weird cost basis after converting VTIAX to VXUS

Last post by grabiner « Thu Oct 18, 2018 9:59 pm
Replies: 2
by assyadh » Wed Oct 17, 2018 2:23 pm

2 Replies

378 Views

Last post by grabiner
Thu Oct 18, 2018 9:59 pm
US Large Value or Int'l Small for the long term

Last post by gobigrad « Thu Oct 18, 2018 9:45 pm
Replies: 8
by gobigrad » Thu Oct 18, 2018 5:36 pm

8 Replies

562 Views

Last post by gobigrad
Thu Oct 18, 2018 9:45 pm
Bad time to invest in govt bonds?

Last post by patrick013 « Thu Oct 18, 2018 9:44 pm
Replies: 15
by l1am » Wed Oct 10, 2018 1:58 pm

15 Replies

2017 Views

Last post by patrick013
Thu Oct 18, 2018 9:44 pm
Investing in Roth IRA: Hitting mutual fund limits at the beginning

Last post by ThisJustIn « Thu Oct 18, 2018 9:40 pm
Replies: 14
by ThisJustIn » Wed Oct 17, 2018 10:34 pm

14 Replies

1075 Views

Last post by ThisJustIn
Thu Oct 18, 2018 9:40 pm
What the heck to do with $2M windfall

Last post by BusterMcTaco « Thu Oct 18, 2018 9:19 pm
Replies: 15
by Windfaller » Thu Oct 18, 2018 1:39 pm

15 Replies

2509 Views

Last post by BusterMcTaco
Thu Oct 18, 2018 9:19 pm
401K Rollover to New Employer

Last post by Alan S. « Thu Oct 18, 2018 9:08 pm
Replies: 6
by JerryB » Thu Oct 18, 2018 12:44 pm

6 Replies

330 Views

Last post by Alan S.
Thu Oct 18, 2018 9:08 pm
rollover or transfer from Fidelity 401k?

Last post by RetiredAL « Thu Oct 18, 2018 8:56 pm
Replies: 13
by unknownENG » Fri Oct 12, 2018 12:58 pm

13 Replies

738 Views

Last post by RetiredAL
Thu Oct 18, 2018 8:56 pm
529 and state of GA

Last post by indexfundfan « Thu Oct 18, 2018 8:37 pm
Replies: 1
by robiu977 » Thu Oct 18, 2018 9:45 am

1 Replies

159 Views

Last post by indexfundfan
Thu Oct 18, 2018 8:37 pm
Moving to company that allows Mega Backdoor Roth Conversion - Any prep needed?

Last post by KyleAAA « Thu Oct 18, 2018 7:32 pm
Replies: 19
by confused1 » Fri Oct 12, 2018 12:09 pm

19 Replies

1294 Views

Last post by KyleAAA
Thu Oct 18, 2018 7:32 pm
New member - American Funds to Vanguard

Last post by Duckie « Thu Oct 18, 2018 7:29 pm
Replies: 3
by LoveToCT » Wed Aug 15, 2018 4:33 pm

3 Replies

558 Views

Last post by Duckie
Thu Oct 18, 2018 7:29 pm
Investments for HSA

Last post by Duckie « Thu Oct 18, 2018 7:25 pm
Replies: 8
by JayinLA » Wed Oct 17, 2018 10:11 am

8 Replies

846 Views

Last post by Duckie
Thu Oct 18, 2018 7:25 pm

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