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Personal Investments
Have a question about your personal investments? No matter how simple or complex, you can ask it here.
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142801 Topics

1822413 Posts

Last post Re: I bought a rental, what i…
by Robert20 View the latest post
Sat Apr 01, 2023 5:32 pm
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75245

75245 Topics

1829190 Posts

Last post Savings - Investment How?
by ChinchillaWhiplash View the latest post
Sat Apr 01, 2023 6:00 pm
Personal Finance (Not Investing)
Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
Topics: 95431

95431 Topics

1782832 Posts

Last post Re: Fidelity vs Schwab CMA
by CletusCaddy View the latest post
Sat Apr 01, 2023 6:00 pm

Active topics

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Last post

A time to EVALUATE your jitters

Last post by hudson « Wed Mar 08, 2023 12:09 pm
Replies: 618
by nisiprius » Sun Aug 07, 2011 7:00 am
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552851 Views

Last post by hudson
Wed Mar 08, 2023 12:09 pm
The Three-Fund Portfolio

Last post by Taylor Larimore « Tue Feb 28, 2023 3:06 pm
Replies: 3676
by Taylor Larimore » Sun Jan 01, 2012 5:02 pm
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Last post by Taylor Larimore
Tue Feb 28, 2023 3:06 pm
[Why did my fund suddenly drop in value?]

Last post by vrr106 « Tue Feb 07, 2023 12:04 pm
Replies: 316
by stratton » Fri Dec 30, 2011 4:36 pm
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344892 Views

Last post by vrr106
Tue Feb 07, 2023 12:04 pm
Collective thoughts [investing mini-reference]

Last post by drk « Fri Jun 10, 2022 1:48 pm
Replies: 71
by Robert T » Sat Oct 20, 2007 1:30 pm
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310086 Views

Last post by drk
Fri Jun 10, 2022 1:48 pm
Be Wary of Whole Life threads

Last post by flgatorray « Fri Apr 13, 2012 6:37 pm
Replies: 101
by Alex Frakt » Wed Jun 30, 2010 12:38 pm
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305475 Views

Last post by flgatorray
Fri Apr 13, 2012 6:37 pm
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

619595 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

576619 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Fidelity vs Schwab CMA

Last post by CletusCaddy « Sat Apr 01, 2023 6:00 pm
Replies: 6
by hotelcalifornia » Sat Apr 01, 2023 1:16 pm

6 Replies

425 Views

Last post by CletusCaddy
Sat Apr 01, 2023 6:00 pm
Savings - Investment How?

Last post by ChinchillaWhiplash « Sat Apr 01, 2023 6:00 pm

by ChinchillaWhiplash » Sat Apr 01, 2023 6:00 pm

0 Replies

19 Views

Last post by ChinchillaWhiplash
Sat Apr 01, 2023 6:00 pm
Medicare Question

Last post by ehh « Sat Apr 01, 2023 5:59 pm
Replies: 69
by Music Teacher Tim » Tue Mar 28, 2023 9:34 pm
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5148 Views

Last post by ehh
Sat Apr 01, 2023 5:59 pm
Parents with kids in colleges? What does it take?

Last post by quantAndHold « Sat Apr 01, 2023 5:58 pm
Replies: 47
by Sho » Sat Apr 01, 2023 9:42 am

47 Replies

2259 Views

Last post by quantAndHold
Sat Apr 01, 2023 5:58 pm
Should/Must my 17yo daughter file separate taxes

Last post by FiveK « Sat Apr 01, 2023 5:55 pm
Replies: 5
by dokeeffe » Sat Apr 01, 2023 2:57 pm

5 Replies

358 Views

Last post by FiveK
Sat Apr 01, 2023 5:55 pm
Leaving long-term job

Last post by meadowrue « Sat Apr 01, 2023 5:54 pm
Replies: 5
by meadowrue » Sat Apr 01, 2023 3:33 pm

5 Replies

446 Views

Last post by meadowrue
Sat Apr 01, 2023 5:54 pm
End of Life Directives Based on Finances and Age?

Last post by Lee_WSP « Sat Apr 01, 2023 5:49 pm
Replies: 7
by MrCheapo » Fri Mar 31, 2023 2:18 pm

7 Replies

709 Views

Last post by Lee_WSP
Sat Apr 01, 2023 5:49 pm
What to do-Tax Return Lost in Mail

Last post by CAsage « Sat Apr 01, 2023 5:44 pm
Replies: 11
by clcarter » Sat Apr 01, 2023 9:07 am

11 Replies

744 Views

Last post by CAsage
Sat Apr 01, 2023 5:44 pm
Diversification a la Markowitz #3: Gold

Last post by seajay « Sat Apr 01, 2023 5:42 pm
Replies: 126
by McQ » Sun Mar 12, 2023 10:26 pm
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10429 Views

Last post by seajay
Sat Apr 01, 2023 5:42 pm
Reaching Goals, Anticlimactic?

Last post by theplayer11 « Sat Apr 01, 2023 5:42 pm
Replies: 22
by rich126 » Sat Apr 01, 2023 9:25 am

22 Replies

1468 Views

Last post by theplayer11
Sat Apr 01, 2023 5:42 pm
NJ HSA Bank Question

Last post by retiringwhen « Sat Apr 01, 2023 5:38 pm
Replies: 3
by marathonfi » Thu Mar 30, 2023 9:31 pm

3 Replies

233 Views

Last post by retiringwhen
Sat Apr 01, 2023 5:38 pm
Relative in hospital - wife in dementia - kids need info to help them

Last post by Katietsu « Sat Apr 01, 2023 5:37 pm
Replies: 14
by freddie2011 » Fri Mar 31, 2023 8:51 pm

14 Replies

1700 Views

Last post by Katietsu
Sat Apr 01, 2023 5:37 pm
Best way to track expenses? Quicken or …?

Last post by delamer « Sat Apr 01, 2023 5:35 pm
Replies: 21
by NYCaviator » Fri Mar 31, 2023 6:34 pm

21 Replies

1221 Views

Last post by delamer
Sat Apr 01, 2023 5:35 pm
Has anyone used Income Strategy website/software?

Last post by Exchme « Sat Apr 01, 2023 5:34 pm
Replies: 96
by busdriver » Tue Jan 02, 2018 3:23 pm
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24787 Views

Last post by Exchme
Sat Apr 01, 2023 5:34 pm
Spouse of Federal retiree /Medicare/HSA

Last post by test123 « Sat Apr 01, 2023 5:34 pm

by test123 » Sat Apr 01, 2023 5:34 pm

0 Replies

43 Views

Last post by test123
Sat Apr 01, 2023 5:34 pm
I bought a rental, what if I bought an S&P 500 instead?

Last post by Robert20 « Sat Apr 01, 2023 5:32 pm
Replies: 8
by booch221 » Sat Apr 01, 2023 1:19 pm

8 Replies

1021 Views

Last post by Robert20
Sat Apr 01, 2023 5:32 pm
Roth conversion, which fund to convert?

Last post by tibbitts « Sat Apr 01, 2023 5:30 pm
Replies: 12
by cadzan » Sat Apr 01, 2023 11:42 am

12 Replies

583 Views

Last post by tibbitts
Sat Apr 01, 2023 5:30 pm
Retiree Portfolio Model

Last post by JoeDub « Sat Apr 01, 2023 5:27 pm
Replies: 1576
by BigFoot48 » Thu May 31, 2012 7:13 pm
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460208 Views

Last post by JoeDub
Sat Apr 01, 2023 5:27 pm
1099-K for reselling tickets on Stubhub/Ticketmaster/etc

Last post by tig519 « Sat Apr 01, 2023 5:27 pm

by tig519 » Sat Apr 01, 2023 5:27 pm

0 Replies

12 Views

Last post by tig519
Sat Apr 01, 2023 5:27 pm
2023 Hedge Fund contest

Last post by Mudpuppy « Sat Apr 01, 2023 5:21 pm
Replies: 152
by Tanelorn » Sun Jan 01, 2023 4:02 pm
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13374 Views

Last post by Mudpuppy
Sat Apr 01, 2023 5:21 pm
The One-Fund Portfolio as a default suggestion

Last post by Doc7 « Sat Apr 01, 2023 5:20 pm
Replies: 650
by longinvest » Mon Aug 12, 2019 8:10 am
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161943 Views

Last post by Doc7
Sat Apr 01, 2023 5:20 pm
Overdraft key bank

Last post by lakpr « Sat Apr 01, 2023 5:19 pm
Replies: 5
by BashDash » Sat Apr 01, 2023 5:46 am

5 Replies

413 Views

Last post by lakpr
Sat Apr 01, 2023 5:19 pm
Bond

Last post by mudd « Sat Apr 01, 2023 5:19 pm
Replies: 33
by mudd » Wed Mar 29, 2023 8:34 pm

33 Replies

2480 Views

Last post by mudd
Sat Apr 01, 2023 5:19 pm
"Asset Location Fundamentals (which investments to own in which accounts)"

Last post by LilyFleur « Sat Apr 01, 2023 5:17 pm
Replies: 22
by Taylor Larimore » Mon Mar 27, 2023 2:43 pm

22 Replies

2251 Views

Last post by LilyFleur
Sat Apr 01, 2023 5:17 pm
How to look up PPP loan info (fraud suspected)

Last post by beezlebub « Sat Apr 01, 2023 5:15 pm
Replies: 20
by ljb » Sat Apr 01, 2023 1:09 am

20 Replies

1389 Views

Last post by beezlebub
Sat Apr 01, 2023 5:15 pm
[Assessing Deflation Risk in VAIPX - Vanguard Inflation-Protected Securities fund]

Last post by beyou « Sat Apr 01, 2023 5:11 pm
Replies: 90
by Carsson3 » Thu Mar 30, 2023 11:18 am
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4678 Views

Last post by beyou
Sat Apr 01, 2023 5:11 pm
switch from MFJ to MFS for student loan benefits?

Last post by Alan S. « Sat Apr 01, 2023 5:09 pm
Replies: 1
by Bikes4life » Sat Apr 01, 2023 4:26 pm

1 Replies

111 Views

Last post by Alan S.
Sat Apr 01, 2023 5:09 pm
My mom's portfolio under the guidance of a CFP/CFA

Last post by bmcgin « Sat Apr 01, 2023 5:06 pm
Replies: 36
by Macaroni2629 » Sat Apr 01, 2023 7:27 am

36 Replies

1972 Views

Last post by bmcgin
Sat Apr 01, 2023 5:06 pm
Turbotax handling of Foreign Tax Credit for Final Trust K-1 1041

Last post by fabdog « Sat Apr 01, 2023 5:04 pm
Replies: 3
by LK2012 » Fri Mar 31, 2023 1:46 pm

3 Replies

223 Views

Last post by fabdog
Sat Apr 01, 2023 5:04 pm
No SWAGX dividend for March?

Last post by HotRod140 « Sat Apr 01, 2023 5:02 pm
Replies: 9
by jjunk » Sat Apr 01, 2023 6:24 am

9 Replies

658 Views

Last post by HotRod140
Sat Apr 01, 2023 5:02 pm
A tale of a large deductible

Last post by OMYx3 « Sat Apr 01, 2023 5:01 pm
Replies: 12
by RussianInNYC » Fri Mar 31, 2023 2:36 pm

12 Replies

1469 Views

Last post by OMYx3
Sat Apr 01, 2023 5:01 pm
Using up tax losses - which lots will use the loss and do I have any control over it?

Last post by erp « Sat Apr 01, 2023 4:58 pm
Replies: 1
by SunRainSnow » Sat Apr 01, 2023 4:53 pm

1 Replies

105 Views

Last post by erp
Sat Apr 01, 2023 4:58 pm
Guilt Free Spending - 20 to 35 Percent of Net?

Last post by Grt2bOutdoors « Sat Apr 01, 2023 4:58 pm
Replies: 49
by AnnetteLouisan » Sat Apr 01, 2023 8:56 am

49 Replies

2415 Views

Last post by Grt2bOutdoors
Sat Apr 01, 2023 4:58 pm
submit ?s: Cybersecurity - keeping your $ safe online [Bogleheads® Live]

Last post by Jon Luskin « Sat Apr 01, 2023 4:55 pm
Replies: 2
by Jon Luskin » Sat Apr 01, 2023 12:23 pm

2 Replies

194 Views

Last post by Jon Luskin
Sat Apr 01, 2023 4:55 pm
'Bogleheads® Live' #41 podcast is out: Retirement Planning – 4% Rule vs. Monte Carlo w/ Derek Tharp

Last post by Jon Luskin « Sat Apr 01, 2023 4:54 pm

by Jon Luskin » Sat Apr 01, 2023 4:54 pm

0 Replies

60 Views

Last post by Jon Luskin
Sat Apr 01, 2023 4:54 pm
How much to allocate towards retirement at 25 years old

Last post by Pops1860 « Sat Apr 01, 2023 4:48 pm
Replies: 57
by muitu » Tue Mar 28, 2023 2:40 pm
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4451 Views

Last post by Pops1860
Sat Apr 01, 2023 4:48 pm
Share your net worth progression

Last post by RolltheDicey « Sat Apr 01, 2023 4:45 pm
Replies: 3645
by techcrium » Tue May 13, 2014 10:14 am
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851907 Views

Last post by RolltheDicey
Sat Apr 01, 2023 4:45 pm
Bernstein on TIPS and T-bills

Last post by technovelist « Sat Apr 01, 2023 4:36 pm
Replies: 154
by quercus » Thu Mar 23, 2023 10:49 am
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17297 Views

Last post by technovelist
Sat Apr 01, 2023 4:36 pm
Should I buy a $4M CA house?

Last post by zmit « Sat Apr 01, 2023 4:35 pm
Replies: 121
by CletusCaddy » Sat Mar 26, 2022 8:01 pm
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12970 Views

Last post by zmit
Sat Apr 01, 2023 4:35 pm
Are Bogleheads rational about Social Security decisions?

Last post by technovelist « Sat Apr 01, 2023 4:35 pm
Replies: 225
by tadamsmar » Fri Mar 03, 2023 7:38 am
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19359 Views

Last post by technovelist
Sat Apr 01, 2023 4:35 pm
Joint CC post-divorce

Last post by Broken Man 1999 « Sat Apr 01, 2023 4:31 pm
Replies: 15
by AvoToast » Sat Apr 01, 2023 6:21 am

15 Replies

1097 Views

Last post by Broken Man 1999
Sat Apr 01, 2023 4:31 pm
SEC Yield vs. YTD Performance explain?

Last post by MrJedi « Sat Apr 01, 2023 4:21 pm
Replies: 3
by tyjy » Sat Apr 01, 2023 3:19 pm

3 Replies

234 Views

Last post by MrJedi
Sat Apr 01, 2023 4:21 pm
Worth It To Sell American Funds in Taxable and Buy Vanguard ETFs?

Last post by Hacksawdave « Sat Apr 01, 2023 4:19 pm
Replies: 10
by generalelder » Sat Apr 01, 2023 1:43 pm

10 Replies

518 Views

Last post by Hacksawdave
Sat Apr 01, 2023 4:19 pm

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