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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

618532 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

575659 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
INVEST for Amex by Vanguard & "Personal Advisor"

Last post by DONZI « Wed Mar 22, 2023 4:59 am

by DONZI » Wed Mar 22, 2023 4:59 am

0 Replies

55 Views

Last post by DONZI
Wed Mar 22, 2023 4:59 am
T-bills vs. T-bill ETF - seeking thoughts on pros and cons

Last post by megaroth « Wed Mar 22, 2023 4:19 am
Replies: 14
by megaroth » Wed Mar 15, 2023 12:07 am

14 Replies

2207 Views

Last post by megaroth
Wed Mar 22, 2023 4:19 am
Bad Work Situation Pushing me into retirement.

Last post by minimalistmarc « Wed Mar 22, 2023 4:04 am
Replies: 58
by kchico » Tue Mar 21, 2023 7:10 pm
1

2
58 Replies

4004 Views

Last post by minimalistmarc
Wed Mar 22, 2023 4:04 am
Breaking up with a financial advisor

Last post by bshnew « Wed Mar 22, 2023 3:38 am
Replies: 71
by bshnew » Sat Jan 07, 2023 5:25 pm
1

2
71 Replies

7683 Views

Last post by bshnew
Wed Mar 22, 2023 3:38 am
I could use some help determining if I should start Roth conversions

Last post by celia « Wed Mar 22, 2023 12:52 am
Replies: 15
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

15 Replies

1493 Views

Last post by celia
Wed Mar 22, 2023 12:52 am
Why is Mid-Cap Fund underperforming?

Last post by whodidntante « Wed Mar 22, 2023 12:51 am
Replies: 38
by Spindrift » Fri Mar 17, 2023 7:12 am

38 Replies

3646 Views

Last post by whodidntante
Wed Mar 22, 2023 12:51 am
Tell me about your turnkey real estate experience

Last post by DeliberateDonkey « Wed Mar 22, 2023 12:49 am
Replies: 10
by whohasaquestion » Tue Mar 21, 2023 7:08 pm

10 Replies

1014 Views

Last post by DeliberateDonkey
Wed Mar 22, 2023 12:49 am
Transfer of ESPP is not available for many, many years

Last post by HornedToad « Wed Mar 22, 2023 12:46 am
Replies: 7
by 8301 » Mon Mar 20, 2023 11:58 pm

7 Replies

684 Views

Last post by HornedToad
Wed Mar 22, 2023 12:46 am
Need Help with Deploying My Savings

Last post by retired@50 « Tue Mar 21, 2023 11:46 pm
Replies: 5
by TheYoungestEngineer » Tue Mar 21, 2023 6:24 pm

5 Replies

580 Views

Last post by retired@50
Tue Mar 21, 2023 11:46 pm
Portfolio Review

Last post by GamerDad « Tue Mar 21, 2023 11:07 pm

by GamerDad » Tue Mar 21, 2023 11:07 pm

0 Replies

95 Views

Last post by GamerDad
Tue Mar 21, 2023 11:07 pm
best aa for inherited IRA

Last post by PoorHomieQuan « Tue Mar 21, 2023 11:04 pm
Replies: 11
by PoorHomieQuan » Tue Mar 21, 2023 5:52 pm

11 Replies

598 Views

Last post by PoorHomieQuan
Tue Mar 21, 2023 11:04 pm
Schwab fundamental index funds

Last post by muffins14 « Tue Mar 21, 2023 10:38 pm
Replies: 4
by jaw50 » Sat Mar 18, 2023 9:07 pm

4 Replies

687 Views

Last post by muffins14
Tue Mar 21, 2023 10:38 pm
Tiaa vs Vanguard transfer

Last post by Dregob « Tue Mar 21, 2023 10:28 pm
Replies: 5
by Zso » Tue Mar 21, 2023 5:19 pm

5 Replies

429 Views

Last post by Dregob
Tue Mar 21, 2023 10:28 pm
SCV and REIT Tilt Beneficial for Young Investor, Long Horizon?

Last post by omedus82 « Tue Mar 21, 2023 9:34 pm
Replies: 15
by kangtheconquerer » Sun Mar 19, 2023 3:15 pm

15 Replies

1209 Views

Last post by omedus82
Tue Mar 21, 2023 9:34 pm
Best Vehicles For Dry Powder in Brokerage Accounts

Last post by Cheez-It Guy « Tue Mar 21, 2023 9:20 pm
Replies: 16
by mrsmitt » Sun Mar 19, 2023 5:22 pm

16 Replies

2625 Views

Last post by Cheez-It Guy
Tue Mar 21, 2023 9:20 pm
Small business 401k

Last post by JSDNJ « Tue Mar 21, 2023 9:13 pm
Replies: 34
by JSDNJ » Thu Feb 16, 2023 7:30 pm

34 Replies

2501 Views

Last post by JSDNJ
Tue Mar 21, 2023 9:13 pm
Commingling rollover IRA and traditional IRA contributions

Last post by exodusNH « Tue Mar 21, 2023 9:11 pm
Replies: 7
by n00b » Tue Mar 21, 2023 2:32 pm

7 Replies

570 Views

Last post by exodusNH
Tue Mar 21, 2023 9:11 pm
International small cap value

Last post by arcticpineapplecorp. « Tue Mar 21, 2023 9:05 pm
Replies: 1
by Yesterdaysnews » Tue Mar 21, 2023 8:54 pm

1 Replies

245 Views

Last post by arcticpineapplecorp.
Tue Mar 21, 2023 9:05 pm
Where should a senior safely park $300k for heirs

Last post by phoroner « Tue Mar 21, 2023 8:33 pm
Replies: 23
by Backroads4Me » Tue Mar 21, 2023 1:17 pm

23 Replies

2093 Views

Last post by phoroner
Tue Mar 21, 2023 8:33 pm
Need Recommendations For Balanced Fund, Taxable Account

Last post by grabiner « Tue Mar 21, 2023 8:08 pm
Replies: 10
by hotajax » Mon Mar 20, 2023 12:31 am

10 Replies

1218 Views

Last post by grabiner
Tue Mar 21, 2023 8:08 pm
Advice for 50 year old on optimizing stock allocation for the next five years.

Last post by arcticpineapplecorp. « Tue Mar 21, 2023 8:06 pm
Replies: 19
by Crdemts » Tue Mar 21, 2023 10:51 am

19 Replies

1518 Views

Last post by arcticpineapplecorp.
Tue Mar 21, 2023 8:06 pm
Tax Efficiency of 60/40 Allocation

Last post by grabiner « Tue Mar 21, 2023 8:03 pm
Replies: 3
by GXtrex » Tue Mar 21, 2023 5:00 pm

3 Replies

497 Views

Last post by grabiner
Tue Mar 21, 2023 8:03 pm
Taxable account restructuring

Last post by grabiner « Tue Mar 21, 2023 7:57 pm
Replies: 11
by drramey » Mon Mar 20, 2023 8:06 pm

11 Replies

1102 Views

Last post by grabiner
Tue Mar 21, 2023 7:57 pm
HSA question - Have not received 1099-SA

Last post by earflop « Tue Mar 21, 2023 7:52 pm
Replies: 1
by Hopalong » Tue Mar 21, 2023 7:38 pm

1 Replies

214 Views

Last post by earflop
Tue Mar 21, 2023 7:52 pm
Improving tax efficiency of my investments

Last post by peteyboy « Tue Mar 21, 2023 7:52 pm
Replies: 3
by 4three » Tue Mar 21, 2023 1:58 pm

3 Replies

377 Views

Last post by peteyboy
Tue Mar 21, 2023 7:52 pm
IRA withdrawal / repayment questions

Last post by ResearchMed « Tue Mar 21, 2023 7:50 pm
Replies: 2
by bf0123 » Tue Mar 21, 2023 7:31 pm

2 Replies

149 Views

Last post by ResearchMed
Tue Mar 21, 2023 7:50 pm
SEP IRA Question: I've been told no question is stupid, so

Last post by GMCZ71 « Tue Mar 21, 2023 7:22 pm
Replies: 4
by redbarnyard » Tue Mar 21, 2023 12:49 pm

4 Replies

399 Views

Last post by GMCZ71
Tue Mar 21, 2023 7:22 pm
a CD Noob with a few questions

Last post by Chip Munk « Tue Mar 21, 2023 6:34 pm
Replies: 3
by b1rd » Tue Mar 21, 2023 4:02 pm

3 Replies

398 Views

Last post by Chip Munk
Tue Mar 21, 2023 6:34 pm
Vanguard's Strategic Equity Fund and Similar Funds?

Last post by Northern Flicker « Tue Mar 21, 2023 5:47 pm
Replies: 4
by MrCheapo » Tue Mar 21, 2023 4:09 pm

4 Replies

356 Views

Last post by Northern Flicker
Tue Mar 21, 2023 5:47 pm
RMDs on Inherited Accounts

Last post by Alan S. « Tue Mar 21, 2023 5:45 pm
Replies: 9
by rich126 » Tue Mar 21, 2023 11:59 am

9 Replies

676 Views

Last post by Alan S.
Tue Mar 21, 2023 5:45 pm
Sector Weightings differ from the Market

Last post by Clarky « Tue Mar 21, 2023 5:35 pm
Replies: 53
by RadAudit » Thu Mar 16, 2023 8:16 am
1

2
53 Replies

2897 Views

Last post by Clarky
Tue Mar 21, 2023 5:35 pm
Merrill Edge not working for me

Last post by CatCoder555 « Tue Mar 21, 2023 5:32 pm
Replies: 36
by OldSport » Sun Mar 19, 2023 9:33 pm

36 Replies

2688 Views

Last post by CatCoder555
Tue Mar 21, 2023 5:32 pm
Non qualified unique ESPP question

Last post by FiveK « Tue Mar 21, 2023 5:31 pm
Replies: 7
by jm1495 » Tue Mar 21, 2023 11:13 am

7 Replies

413 Views

Last post by FiveK
Tue Mar 21, 2023 5:31 pm
Funding T-IRA or 401k

Last post by KellyInBaconville « Tue Mar 21, 2023 5:16 pm
Replies: 13
by KellyInBaconville » Tue Mar 21, 2023 5:40 am

13 Replies

633 Views

Last post by KellyInBaconville
Tue Mar 21, 2023 5:16 pm
Improving tax efficiency and allocation of investment accounts

Last post by LadyGeek « Tue Mar 21, 2023 4:44 pm
Replies: 17
by ddcc » Tue Feb 21, 2023 4:50 am

17 Replies

1818 Views

Last post by LadyGeek
Tue Mar 21, 2023 4:44 pm
Is it ok to park some Emergency Fund in Vanguard VMFXX?

Last post by Future Earnings « Tue Mar 21, 2023 4:40 pm
Replies: 32
by lepa71 » Tue Mar 21, 2023 9:18 am

32 Replies

2307 Views

Last post by Future Earnings
Tue Mar 21, 2023 4:40 pm
CDs: Ladder or Not?

Last post by Tom_T « Tue Mar 21, 2023 4:32 pm
Replies: 8
by Van » Mon Mar 20, 2023 1:25 pm

8 Replies

1462 Views

Last post by Tom_T
Tue Mar 21, 2023 4:32 pm
Vanguard PAS: Should I keep it or do the work myself? Portfolio allocations included.

Last post by retired@50 « Tue Mar 21, 2023 4:11 pm
Replies: 12
by 10b-8 » Sat Mar 18, 2023 9:09 pm

12 Replies

1316 Views

Last post by retired@50
Tue Mar 21, 2023 4:11 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

183 Views

Last post by sycamore
Tue Mar 21, 2023 3:52 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

674 Views

Last post by Duckie
Tue Mar 21, 2023 3:46 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

7430 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

498 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

5455 Views

Last post by Rob Relyea
Tue Mar 21, 2023 3:23 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

927 Views

Last post by dbr
Tue Mar 21, 2023 2:59 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

882 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

6667 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
1

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27

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29
1447 Replies

156792 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

398 Views

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

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