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Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Topics: 142719

142719 Topics

1821116 Posts

Last post Re: 529 “Dilemma”
by AmyandHernia View the latest post
Tue Mar 28, 2023 6:49 pm
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75209

75209 Topics

1827695 Posts

Last post Re: Factor Investing: The Nex…
by 20cm View the latest post
Tue Mar 28, 2023 6:45 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: 95321

95321 Topics

1780848 Posts

Last post Re: Getting Married
by bendix View the latest post
Tue Mar 28, 2023 6:47 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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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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344658 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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309926 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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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

619206 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

576326 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
529 “Dilemma”

Last post by AmyandHernia « Tue Mar 28, 2023 6:49 pm
Replies: 33
by AmyandHernia » Sat Feb 26, 2022 12:04 pm

33 Replies

3475 Views

Last post by AmyandHernia
Tue Mar 28, 2023 6:49 pm
Getting Married

Last post by bendix « Tue Mar 28, 2023 6:47 pm
Replies: 20
by ceej » Tue Mar 28, 2023 2:57 pm

20 Replies

1165 Views

Last post by bendix
Tue Mar 28, 2023 6:47 pm
Universal Life Policy. Seeking advice - keep or surrender?

Last post by Rex66 « Tue Mar 28, 2023 6:46 pm
Replies: 3
by Psu4lif » Tue Mar 28, 2023 5:57 pm

3 Replies

155 Views

Last post by Rex66
Tue Mar 28, 2023 6:46 pm
Factor Investing: The Next-Gen Boglehead frontier

Last post by 20cm « Tue Mar 28, 2023 6:45 pm
Replies: 315
by drumboy256 » Sun Jun 12, 2022 9:41 am
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Last post by 20cm
Tue Mar 28, 2023 6:45 pm
Liquidate individual stocks for Index Funds in Inherited IRA?

Last post by Navillus1968 « Tue Mar 28, 2023 6:45 pm
Replies: 7
by Babushka_cat » Tue Mar 28, 2023 4:15 pm

7 Replies

313 Views

Last post by Navillus1968
Tue Mar 28, 2023 6:45 pm
Cost basis question

Last post by Basel Hodge « Tue Mar 28, 2023 6:44 pm
Replies: 20
by Basel Hodge » Sun Mar 26, 2023 12:02 pm

20 Replies

1460 Views

Last post by Basel Hodge
Tue Mar 28, 2023 6:44 pm
Avantis Funds: what's so special about them?

Last post by Apathizer « Tue Mar 28, 2023 6:37 pm
Replies: 242
by JSPECO9 » Fri Jul 01, 2022 10:03 pm
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25954 Views

Last post by Apathizer
Tue Mar 28, 2023 6:37 pm
Personal loan from U.S. to India

Last post by crystalbank « Tue Mar 28, 2023 6:34 pm
Replies: 12
by lobsterman2112 » Tue Mar 28, 2023 8:11 am

12 Replies

832 Views

Last post by crystalbank
Tue Mar 28, 2023 6:34 pm
Risk premium question

Last post by SantaClaraSurfer « Tue Mar 28, 2023 6:31 pm
Replies: 49
by SantaClaraSurfer » Fri Mar 24, 2023 6:26 pm

49 Replies

2632 Views

Last post by SantaClaraSurfer
Tue Mar 28, 2023 6:31 pm
Numbers right for RSUs in TurboTax?

Last post by lstone19 « Tue Mar 28, 2023 6:23 pm
Replies: 24
by schrute » Sun Feb 26, 2023 1:28 pm

24 Replies

1939 Views

Last post by lstone19
Tue Mar 28, 2023 6:23 pm
Pay off house?

Last post by LVInvestor « Tue Mar 28, 2023 6:21 pm
Replies: 6
by spectrelg » Tue Mar 28, 2023 5:26 pm

6 Replies

400 Views

Last post by LVInvestor
Tue Mar 28, 2023 6:21 pm
Form 8615 H&R Error

Last post by Former Usher « Tue Mar 28, 2023 6:17 pm
Replies: 15
by Soaky » Sat Feb 25, 2023 5:36 pm

15 Replies

1207 Views

Last post by Former Usher
Tue Mar 28, 2023 6:17 pm
Investing in Your Alumni: Endowments' Investment Choices in Private Equity

Last post by km91 « Tue Mar 28, 2023 6:16 pm
Replies: 1
by TomP10 » Tue Mar 28, 2023 6:05 pm

1 Replies

115 Views

Last post by km91
Tue Mar 28, 2023 6:16 pm
How do you reconcile your investment account records?

Last post by longinvest « Tue Mar 28, 2023 6:12 pm
Replies: 51
by Rom » Sun Mar 26, 2023 4:27 pm
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3160 Views

Last post by longinvest
Tue Mar 28, 2023 6:12 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by SFMarc « Tue Mar 28, 2023 6:09 pm
Replies: 4973
by navyitaly » Sun Nov 02, 2014 2:59 am
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559140 Views

Last post by SFMarc
Tue Mar 28, 2023 6:09 pm
Best joint "checking" account these days?

Last post by cockersx3 « Tue Mar 28, 2023 6:05 pm
Replies: 10
by manlymatt83 » Mon Mar 27, 2023 1:15 pm

10 Replies

1068 Views

Last post by cockersx3
Tue Mar 28, 2023 6:05 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by LadyGeek « Tue Mar 28, 2023 6:02 pm
Replies: 1479
by Stinky » Thu Dec 31, 2020 6:46 am
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Last post by LadyGeek
Tue Mar 28, 2023 6:02 pm
Robo-advisor triggered LTCG

Last post by fire_2030 « Tue Mar 28, 2023 6:02 pm
Replies: 5
by Mr Buddy » Tue Mar 28, 2023 4:20 pm

5 Replies

373 Views

Last post by fire_2030
Tue Mar 28, 2023 6:02 pm
Rollover to Roth IRA Possible with Monthly Pension Payments?

Last post by stargazerlily03 « Tue Mar 28, 2023 6:00 pm
Replies: 10
by stargazerlily03 » Fri Mar 24, 2023 3:38 pm

10 Replies

738 Views

Last post by stargazerlily03
Tue Mar 28, 2023 6:00 pm
WSJ article on retiring with less than $1 million

Last post by LadyGeek « Tue Mar 28, 2023 6:00 pm
Replies: 217
by egri » Fri Mar 24, 2023 4:57 am
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23989 Views

Last post by LadyGeek
Tue Mar 28, 2023 6:00 pm
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by brian91480 « Tue Mar 28, 2023 5:49 pm
Replies: 195
by Patzer » Fri Mar 24, 2023 1:04 pm
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15190 Views

Last post by brian91480
Tue Mar 28, 2023 5:49 pm
Adult kid filing taxes for first time - 1099T doubt

Last post by lstone19 « Tue Mar 28, 2023 5:49 pm
Replies: 18
by rm » Mon Mar 27, 2023 8:31 am

18 Replies

1390 Views

Last post by lstone19
Tue Mar 28, 2023 5:49 pm
European ETF funds

Last post by retired@50 « Tue Mar 28, 2023 5:48 pm
Replies: 1
by Nestegg_User » Tue Mar 28, 2023 2:49 pm

1 Replies

120 Views

Last post by retired@50
Tue Mar 28, 2023 5:48 pm
Fidelity as a one stop shop

Last post by SFMarc « Tue Mar 28, 2023 5:47 pm
Replies: 4087
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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Last post by SFMarc
Tue Mar 28, 2023 5:47 pm
IRS, Estimated taxes and Capital Gains

Last post by boomer_techie « Tue Mar 28, 2023 5:44 pm
Replies: 18
by goshenBogle » Tue Mar 28, 2023 6:34 am

18 Replies

1008 Views

Last post by boomer_techie
Tue Mar 28, 2023 5:44 pm
All money market funds by 7-day yield

Last post by adamhg « Tue Mar 28, 2023 5:42 pm
Replies: 58
by adamhg » Mon Mar 20, 2023 12:29 am
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9912 Views

Last post by adamhg
Tue Mar 28, 2023 5:42 pm
Roth Conversion in Retirement

Last post by Kal1981 « Tue Mar 28, 2023 5:39 pm
Replies: 34
by brak » Fri Oct 22, 2021 9:40 am

34 Replies

5339 Views

Last post by Kal1981
Tue Mar 28, 2023 5:39 pm
Vanguard Security Code

Last post by BolderBoy « Tue Mar 28, 2023 5:39 pm
Replies: 5
by space needle » Tue Mar 28, 2023 3:21 pm

5 Replies

485 Views

Last post by BolderBoy
Tue Mar 28, 2023 5:39 pm
“Stop Playing”..What Does This Really Mean?

Last post by TheTimeLord « Tue Mar 28, 2023 5:35 pm
Replies: 64
by Leesbro63 » Mon Mar 27, 2023 10:35 am
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5175 Views

Last post by TheTimeLord
Tue Mar 28, 2023 5:35 pm
Partial wash sale

Last post by rkhusky « Tue Mar 28, 2023 5:34 pm
Replies: 3
by samsi » Tue Mar 28, 2023 3:20 pm

3 Replies

152 Views

Last post by rkhusky
Tue Mar 28, 2023 5:34 pm
How much to allocate towards retirement at 25 years old

Last post by gavinsiu « Tue Mar 28, 2023 5:31 pm
Replies: 11
by muitu » Tue Mar 28, 2023 2:40 pm

11 Replies

712 Views

Last post by gavinsiu
Tue Mar 28, 2023 5:31 pm
Why not 100% PSLDX? [PIMCO StocksPLUS Long Duration Fund]

Last post by LifeAquaticTenenbaum « Tue Mar 28, 2023 5:30 pm
Replies: 1851
by TeeDee » Wed Mar 04, 2020 9:15 pm
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301655 Views

Last post by LifeAquaticTenenbaum
Tue Mar 28, 2023 5:30 pm
Calculating additional withholding - what method do you use?

Last post by fyre4ce « Tue Mar 28, 2023 5:18 pm
Replies: 3
by vrr106 » Tue Mar 28, 2023 2:52 pm

3 Replies

222 Views

Last post by fyre4ce
Tue Mar 28, 2023 5:18 pm
RMDs on Inherited Accounts

Last post by Navillus1968 « Tue Mar 28, 2023 5:16 pm
Replies: 26
by rich126 » Tue Mar 21, 2023 11:59 am

26 Replies

2681 Views

Last post by Navillus1968
Tue Mar 28, 2023 5:16 pm
Trading Treasuries (nominal and TIPS)

Last post by jeffyscott « Tue Mar 28, 2023 5:16 pm
Replies: 2520
by Kevin M » Tue May 24, 2022 7:50 pm
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226041 Views

Last post by jeffyscott
Tue Mar 28, 2023 5:16 pm
How to pay for house purchase before selling my current house.

Last post by ChiKid24 « Tue Mar 28, 2023 5:15 pm
Replies: 3
by SunRainSnow » Tue Mar 28, 2023 4:53 pm

3 Replies

265 Views

Last post by ChiKid24
Tue Mar 28, 2023 5:15 pm
Zions Bancorporation

Last post by eddot98 « Tue Mar 28, 2023 5:14 pm
Replies: 12
by eddot98 » Tue Mar 28, 2023 2:50 pm

12 Replies

726 Views

Last post by eddot98
Tue Mar 28, 2023 5:14 pm
migrating out of tax sheltered accounts?

Last post by JDCarpenter « Tue Mar 28, 2023 5:08 pm
Replies: 3
by prk » Tue Mar 28, 2023 8:43 am

3 Replies

325 Views

Last post by JDCarpenter
Tue Mar 28, 2023 5:08 pm
What's Your Credit Card Rewards Strategy?

Last post by Jags4186 « Tue Mar 28, 2023 5:05 pm
Replies: 6323
by guitarguy » Wed May 25, 2016 10:15 am
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Last post by Jags4186
Tue Mar 28, 2023 5:05 pm
IRMMA appeal

Last post by Faith20879 « Tue Mar 28, 2023 5:01 pm
Replies: 19
by jdc10909 » Sat Mar 25, 2023 9:30 pm

19 Replies

1936 Views

Last post by Faith20879
Tue Mar 28, 2023 5:01 pm
1065-X and Form 8986 question

Last post by EdNorton « Tue Mar 28, 2023 4:54 pm
Replies: 1
by dt123 » Tue Mar 28, 2023 2:46 pm

1 Replies

98 Views

Last post by EdNorton
Tue Mar 28, 2023 4:54 pm
Why not follow Buffett’s mantra?

Last post by smooth_rough « Tue Mar 28, 2023 4:51 pm
Replies: 133
by ChinchillaWhiplash » Wed Mar 22, 2023 5:13 pm
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Last post by smooth_rough
Tue Mar 28, 2023 4:51 pm
submit ?s for Bill Sharpe

Last post by djm2001 « Tue Mar 28, 2023 4:48 pm
Replies: 54
by Jon Luskin » Fri Mar 03, 2023 5:54 pm
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4878 Views

Last post by djm2001
Tue Mar 28, 2023 4:48 pm

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