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Investment Planning

Last post by Alex Frakt « Wed Oct 03, 2007 4:50 pm
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by Laura » Sat Sep 22, 2007 7:51 pm

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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

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Last post by Laura
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Fidelity vs Vanguard

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by maryelai » Wed Feb 13, 2019 2:50 pm

32 Replies

2734 Views

Last post by Boglemeister
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Achieving Target Asset Allocation with Limited Options

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by pharmermummles » Sun Feb 17, 2019 5:08 am

3 Replies

154 Views

Last post by retiredjg
Sun Feb 17, 2019 10:05 am
Fidelity/American Funds Portfolio - Help Appreciated

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by darkhorse346 » Thu Feb 14, 2019 9:52 pm

8 Replies

623 Views

Last post by LadyGeek
Sun Feb 17, 2019 10:03 am
Schwab expands commission free ETFs

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by Jmh04j » Sun Feb 17, 2019 9:25 am

2 Replies

136 Views

Last post by tenkuky
Sun Feb 17, 2019 10:01 am
Changing from Roth to IRA

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Replies: 11
by idealtrucks » Sat Feb 16, 2019 5:28 pm

11 Replies

680 Views

Last post by 02nz
Sun Feb 17, 2019 9:58 am
Help me with the Trad vs Roth 401k Math

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Replies: 44
by justsomeguy2018 » Sat Feb 16, 2019 7:52 pm

44 Replies

1034 Views

Last post by rkhusky
Sun Feb 17, 2019 9:48 am
Vanguard Statements - adding accounts to household statement

Last post by RickBoglehead « Sun Feb 17, 2019 9:43 am

by RickBoglehead » Sun Feb 17, 2019 9:43 am

0 Replies

37 Views

Last post by RickBoglehead
Sun Feb 17, 2019 9:43 am
money mkt vs short term bond fund?

Last post by dbr « Sun Feb 17, 2019 9:40 am
Replies: 2
by miket29 » Sun Feb 17, 2019 12:30 am

2 Replies

421 Views

Last post by dbr
Sun Feb 17, 2019 9:40 am
Q for Federal Employees - FEHB, advisors, etc.

Last post by nick evets « Sun Feb 17, 2019 9:19 am

by nick evets » Sun Feb 17, 2019 9:19 am

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Last post by nick evets
Sun Feb 17, 2019 9:19 am
Early retirement savings withdrawal strategy check-up

Last post by aristotelian « Sun Feb 17, 2019 9:18 am
Replies: 8
by Anon E. Moose » Fri Feb 15, 2019 10:18 pm

8 Replies

1009 Views

Last post by aristotelian
Sun Feb 17, 2019 9:18 am
403(b) or 457(b) and Roth/Non-Roth for Teacher?

Last post by happymob « Sun Feb 17, 2019 9:15 am
Replies: 6
by Heymahn » Sat Feb 16, 2019 7:24 pm

6 Replies

329 Views

Last post by happymob
Sun Feb 17, 2019 9:15 am
Girlfriend's Financial Advisor Recommendations...

Last post by RickBoglehead « Sun Feb 17, 2019 9:11 am
Replies: 38
by Kierlack » Thu Feb 14, 2019 7:16 am

38 Replies

4410 Views

Last post by RickBoglehead
Sun Feb 17, 2019 9:11 am
Rolling to Vanguard - Advice on Funds

Last post by cloneman33 « Sun Feb 17, 2019 9:10 am
Replies: 10
by cloneman33 » Thu Feb 14, 2019 8:23 pm

10 Replies

543 Views

Last post by cloneman33
Sun Feb 17, 2019 9:10 am
Help with 403b/457b

Last post by ruralavalon « Sun Feb 17, 2019 8:15 am
Replies: 26
by BigChubbyCakes » Thu Feb 14, 2019 4:03 pm

26 Replies

955 Views

Last post by ruralavalon
Sun Feb 17, 2019 8:15 am
Back door roth ira question

Last post by Silk McCue « Sun Feb 17, 2019 7:50 am
Replies: 1
by hrbhki » Sun Feb 17, 2019 7:32 am

1 Replies

95 Views

Last post by Silk McCue
Sun Feb 17, 2019 7:50 am
Employer plan at Ed Jones

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by Mm8719 » Sat Jan 12, 2019 1:48 pm

20 Replies

2050 Views

Last post by retiredjg
Sun Feb 17, 2019 7:47 am
Time to pull the plug?

Last post by Dupree « Sun Feb 17, 2019 7:45 am
Replies: 14
by Dupree » Fri Feb 15, 2019 3:22 pm

14 Replies

2371 Views

Last post by Dupree
Sun Feb 17, 2019 7:45 am
New 401k suggestions

Last post by pianoboy « Sun Feb 17, 2019 7:14 am
Replies: 12
by johnhenryiii » Sat Jul 08, 2017 9:18 am

12 Replies

1402 Views

Last post by pianoboy
Sun Feb 17, 2019 7:14 am
Novice investor - help with basics - ~180k invest tips

Last post by rajwar « Sun Feb 17, 2019 7:07 am
Replies: 22
by rajwar » Sat Feb 16, 2019 5:53 pm

22 Replies

826 Views

Last post by rajwar
Sun Feb 17, 2019 7:07 am
transferring janus roth to vanguard

Last post by jgt808 « Sun Feb 17, 2019 3:17 am
Replies: 2
by jgt808 » Sun Feb 17, 2019 2:20 am

2 Replies

167 Views

Last post by jgt808
Sun Feb 17, 2019 3:17 am
Help ! What do I need to do here? 403$

Last post by Lafder « Sun Feb 17, 2019 2:14 am
Replies: 2
by Widow68 » Sat Feb 16, 2019 9:51 pm

2 Replies

232 Views

Last post by Lafder
Sun Feb 17, 2019 2:14 am
Portfolio for young professional

Last post by 02nz « Sun Feb 17, 2019 12:33 am
Replies: 9
by 305pelusa » Sat Feb 16, 2019 6:05 pm

9 Replies

690 Views

Last post by 02nz
Sun Feb 17, 2019 12:33 am
Inherited asset allocation

Last post by celia « Sun Feb 17, 2019 12:13 am
Replies: 26
by SemperFi79 » Thu Feb 14, 2019 8:29 pm

26 Replies

1517 Views

Last post by celia
Sun Feb 17, 2019 12:13 am
Tilting AA into more stocks

Last post by fingoals « Sun Feb 17, 2019 12:13 am
Replies: 4
by fingoals » Sat Feb 16, 2019 10:17 pm

4 Replies

305 Views

Last post by fingoals
Sun Feb 17, 2019 12:13 am
Portfolio review - Windfall money

Last post by Sandtrap « Sun Feb 17, 2019 12:12 am
Replies: 4
by Windfallguy » Sat Feb 16, 2019 4:26 pm

4 Replies

518 Views

Last post by Sandtrap
Sun Feb 17, 2019 12:12 am
Basic TLH/wash sale question

Last post by rkhusky « Sun Feb 17, 2019 12:08 am
Replies: 13
by need403bhelp » Wed Feb 13, 2019 8:05 pm

13 Replies

717 Views

Last post by rkhusky
Sun Feb 17, 2019 12:08 am
457(b) v.s. Taxable Investments

Last post by willthrill81 « Sat Feb 16, 2019 11:32 pm
Replies: 15
by firefighter » Sat Feb 16, 2019 6:59 pm

15 Replies

528 Views

Last post by willthrill81
Sat Feb 16, 2019 11:32 pm
beginner needing help saving for 15 year emergency expense

Last post by Grt2bOutdoors « Sat Feb 16, 2019 11:31 pm
Replies: 8
by cone774413 » Sat Feb 16, 2019 4:40 pm

8 Replies

834 Views

Last post by Grt2bOutdoors
Sat Feb 16, 2019 11:31 pm
any advantage to rolling pension into 401k?

Last post by am « Sat Feb 16, 2019 11:28 pm
Replies: 4
by nick evets » Sat Feb 16, 2019 2:55 pm

4 Replies

373 Views

Last post by am
Sat Feb 16, 2019 11:28 pm
Emergency Fund Account - best option

Last post by willthrill81 « Sat Feb 16, 2019 11:18 pm
Replies: 17
by LIGuy82 » Sat Feb 16, 2019 7:04 pm

17 Replies

913 Views

Last post by willthrill81
Sat Feb 16, 2019 11:18 pm
? on 401k over contribution 2018, reversed 2019

Last post by Lafder « Sat Feb 16, 2019 11:12 pm

by Lafder » Sat Feb 16, 2019 11:12 pm

0 Replies

65 Views

Last post by Lafder
Sat Feb 16, 2019 11:12 pm
How to determine 401k portfolios close to the efficient frontier

Last post by mariezzz « Sat Feb 16, 2019 10:54 pm
Replies: 20
by PluckyDucky » Thu Feb 14, 2019 9:34 pm

20 Replies

1078 Views

Last post by mariezzz
Sat Feb 16, 2019 10:54 pm
Partially recharacterize Roth IRA contribution for 2018

Last post by Katietsu « Sat Feb 16, 2019 10:43 pm
Replies: 13
by JustinR » Sat Feb 16, 2019 6:57 am

13 Replies

415 Views

Last post by Katietsu
Sat Feb 16, 2019 10:43 pm
Timing of QCDs and RMDs

Last post by GerryL « Sat Feb 16, 2019 9:43 pm
Replies: 15
by tomd37 » Fri Feb 15, 2019 4:12 pm

15 Replies

839 Views

Last post by GerryL
Sat Feb 16, 2019 9:43 pm
More Bad News for USAA Bank

Last post by Anon E. Moose « Sat Feb 16, 2019 9:43 pm
Replies: 16
by SueG5123 » Sat Feb 16, 2019 7:36 am

16 Replies

2734 Views

Last post by Anon E. Moose
Sat Feb 16, 2019 9:43 pm
Approximating total stock market in 401k

Last post by MotoTrojan « Sat Feb 16, 2019 9:26 pm
Replies: 2
by brademac » Sat Feb 16, 2019 8:54 pm

2 Replies

171 Views

Last post by MotoTrojan
Sat Feb 16, 2019 9:26 pm
Newlywed Financial Next Steps

Last post by Darth Xanadu « Sat Feb 16, 2019 9:20 pm
Replies: 20
by mdin87 » Fri Feb 15, 2019 4:13 pm

20 Replies

1182 Views

Last post by Darth Xanadu
Sat Feb 16, 2019 9:20 pm
Investment help

Last post by LeeMKE « Sat Feb 16, 2019 9:14 pm
Replies: 5
by Tiger66666 » Sat Feb 16, 2019 4:29 pm

5 Replies

233 Views

Last post by LeeMKE
Sat Feb 16, 2019 9:14 pm
Do my picks look like solid choices?

Last post by Macha « Sat Feb 16, 2019 8:43 pm
Replies: 7
by Macha » Sat Feb 16, 2019 5:22 pm

7 Replies

590 Views

Last post by Macha
Sat Feb 16, 2019 8:43 pm
personal rate of return

Last post by livesoft « Sat Feb 16, 2019 8:03 pm
Replies: 26
by Jimsad » Thu Feb 14, 2019 7:51 pm

26 Replies

2242 Views

Last post by livesoft
Sat Feb 16, 2019 8:03 pm
Theory: NOW is the Best Time for Total World Stock

Last post by Beensabu « Sat Feb 16, 2019 8:01 pm
Replies: 75
by bogledogle87 » Thu Feb 14, 2019 9:55 am
1

2
75 Replies

5953 Views

Last post by Beensabu
Sat Feb 16, 2019 8:01 pm
NPV of future pension

Last post by alex_686 « Sat Feb 16, 2019 6:46 pm
Replies: 1
by HEDGEFUNDIE » Sat Feb 16, 2019 6:39 pm

1 Replies

164 Views

Last post by alex_686
Sat Feb 16, 2019 6:46 pm
Vanguard Personal Performance numbers don't match

Last post by Dazed&Confused « Sat Feb 16, 2019 6:10 pm

by Dazed&Confused » Sat Feb 16, 2019 6:10 pm

0 Replies

165 Views

Last post by Dazed&Confused
Sat Feb 16, 2019 6:10 pm
Roth IRA gain + recharacterization lead to excess contribution?

Last post by boogle « Sat Feb 16, 2019 5:52 pm
Replies: 5
by boogle » Sat Feb 16, 2019 11:46 am

5 Replies

171 Views

Last post by boogle
Sat Feb 16, 2019 5:52 pm
Muni Bonds for large part of Bond allocation smart?

Last post by IPS&IPA « Sat Feb 16, 2019 5:40 pm
Replies: 32
by cavemanwithFIRE » Sun Jan 20, 2019 6:13 pm

32 Replies

3190 Views

Last post by IPS&IPA
Sat Feb 16, 2019 5:40 pm
HSA investments questions

Last post by willthrill81 « Sat Feb 16, 2019 5:35 pm
Replies: 2
by johnpau » Sat Feb 16, 2019 5:29 pm

2 Replies

210 Views

Last post by willthrill81
Sat Feb 16, 2019 5:35 pm
Financial impact of purchasing a home to retire to (with cash)

Last post by walkerbait « Sat Feb 16, 2019 5:33 pm
Replies: 9
by walkerbait » Sat Feb 16, 2019 4:20 pm

9 Replies

471 Views

Last post by walkerbait
Sat Feb 16, 2019 5:33 pm
Why did Ordinary dividends and Qualified Dividends go up 300% YoY?

Last post by ProfessorX « Sat Feb 16, 2019 5:23 pm
Replies: 7
by ProfessorX » Sat Feb 16, 2019 3:33 pm

7 Replies

563 Views

Last post by ProfessorX
Sat Feb 16, 2019 5:23 pm

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