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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

618494 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

575629 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
best aa for inherited IRA

Last post by PoorHomieQuan « Tue Mar 21, 2023 5:52 pm

by PoorHomieQuan » Tue Mar 21, 2023 5:52 pm

0 Replies

16 Views

Last post by PoorHomieQuan
Tue Mar 21, 2023 5:52 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

203 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

509 Views

Last post by Alan S.
Tue Mar 21, 2023 5:45 pm
Where should a senior safely park $300k for heirs

Last post by Backroads4Me « Tue Mar 21, 2023 5:43 pm
Replies: 17
by Backroads4Me » Tue Mar 21, 2023 1:17 pm

17 Replies

1278 Views

Last post by Backroads4Me
Tue Mar 21, 2023 5:43 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

2814 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

2553 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

348 Views

Last post by FiveK
Tue Mar 21, 2023 5:31 pm
Tiaa vs Vanguard transfer

Last post by retired@50 « Tue Mar 21, 2023 5:23 pm
Replies: 1
by Zso » Tue Mar 21, 2023 5:19 pm

1 Replies

90 Views

Last post by retired@50
Tue Mar 21, 2023 5:23 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

578 Views

Last post by KellyInBaconville
Tue Mar 21, 2023 5:16 pm
Tax Efficiency of 60/40 Allocation

Last post by retired@50 « Tue Mar 21, 2023 5:08 pm
Replies: 2
by GXtrex » Tue Mar 21, 2023 5:00 pm

2 Replies

134 Views

Last post by retired@50
Tue Mar 21, 2023 5:08 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

1694 Views

Last post by LadyGeek
Tue Mar 21, 2023 4:44 pm
Why is Mid-Cap Fund underperforming?

Last post by Mel Lindauer « Tue Mar 21, 2023 4:40 pm
Replies: 34
by Spindrift » Fri Mar 17, 2023 7:12 am

34 Replies

3344 Views

Last post by Mel Lindauer
Tue Mar 21, 2023 4:40 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

2049 Views

Last post by Future Earnings
Tue Mar 21, 2023 4:40 pm
I could use some help determining if I should start Roth conversions

Last post by CookieDough « Tue Mar 21, 2023 4:38 pm
Replies: 14
by daacrusher2001 » Mon Mar 20, 2023 7:54 pm

14 Replies

1242 Views

Last post by CookieDough
Tue Mar 21, 2023 4:38 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

1295 Views

Last post by Tom_T
Tue Mar 21, 2023 4:32 pm
Advice for 50 year old on optimizing stock allocation for the next five years.

Last post by miket29 « Tue Mar 21, 2023 4:28 pm
Replies: 12
by Crdemts » Tue Mar 21, 2023 10:51 am

12 Replies

853 Views

Last post by miket29
Tue Mar 21, 2023 4:28 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

1215 Views

Last post by retired@50
Tue Mar 21, 2023 4:11 pm
a CD Noob with a few questions

Last post by b1rd « Tue Mar 21, 2023 4:02 pm

by b1rd » Tue Mar 21, 2023 4:02 pm

0 Replies

67 Views

Last post by b1rd
Tue Mar 21, 2023 4:02 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

128 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

623 Views

Last post by Duckie
Tue Mar 21, 2023 3:46 pm
SEP IRA Question: I've been told no question is stupid, so

Last post by sycamore « Tue Mar 21, 2023 3:44 pm
Replies: 3
by redbarnyard » Tue Mar 21, 2023 12:49 pm

3 Replies

248 Views

Last post by sycamore
Tue Mar 21, 2023 3:44 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

6993 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

466 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

5407 Views

Last post by Rob Relyea
Tue Mar 21, 2023 3:23 pm
Commingling rollover IRA and traditional IRA contributions

Last post by David Jay « Tue Mar 21, 2023 3:21 pm
Replies: 3
by n00b » Tue Mar 21, 2023 2:32 pm

3 Replies

221 Views

Last post by David Jay
Tue Mar 21, 2023 3:21 pm
Breaking up with a financial advisor

Last post by NavyIC3 « Tue Mar 21, 2023 3:06 pm
Replies: 67
by bshnew » Sat Jan 07, 2023 5:25 pm
1

2
67 Replies

7201 Views

Last post by NavyIC3
Tue Mar 21, 2023 3:06 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

819 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

794 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

6467 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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25

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27

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29
1447 Replies

156680 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

321 Views

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

Last post by jebmke « Tue Mar 21, 2023 2:13 pm
Replies: 10
by drramey » Mon Mar 20, 2023 8:06 pm

10 Replies

879 Views

Last post by jebmke
Tue Mar 21, 2023 2:13 pm
Improving tax efficiency of my investments

Last post by Vjbhandari « Tue Mar 21, 2023 1:58 pm

by Vjbhandari » Tue Mar 21, 2023 1:58 pm

0 Replies

43 Views

Last post by Vjbhandari
Tue Mar 21, 2023 1:58 pm
UN-invested cash in Etrade?

Last post by erp « Tue Mar 21, 2023 1:56 pm
Replies: 4
by RIMDBogle » Sun Mar 19, 2023 8:28 pm

4 Replies

500 Views

Last post by erp
Tue Mar 21, 2023 1:56 pm
Selling with covered and non covered shares for tax harvesting. Cost method feasible with limited information?

Last post by thenow « Tue Mar 21, 2023 1:50 pm
Replies: 8
by thenow » Sun Mar 19, 2023 4:42 pm

8 Replies

485 Views

Last post by thenow
Tue Mar 21, 2023 1:50 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

452 Views

Last post by kommisarrex
Tue Mar 21, 2023 1:42 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

710 Views

Last post by retired-early
Tue Mar 21, 2023 1:36 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

179 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

364 Views

Last post by suemarkp
Tue Mar 21, 2023 1:21 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

3096 Views

Last post by DeliberateDonkey
Tue Mar 21, 2023 12:24 pm
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

374 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

723 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

1216 Views

Last post by Hacksawdave
Tue Mar 21, 2023 11:24 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

639 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

2686 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

2891 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

699 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

4946 Views

Last post by tibbitts
Tue Mar 21, 2023 9:17 am

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