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Have a question about your personal investments? No matter how simple or complex, you can ask it here.
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142750 Topics

1821583 Posts

Last post Re: Treasury MM vs Treasury B…
by UpperNwGuy View the latest post
Thu Mar 30, 2023 5:51 am
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75223

75223 Topics

1828099 Posts

Last post Re: Has 96% of US banks pre-t…
by UpperNwGuy View the latest post
Thu Mar 30, 2023 5:48 am
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: 95349

95349 Topics

1781432 Posts

Last post Tool to Calc Withholdings by …
by LazerBeams View the latest post
Thu Mar 30, 2023 5:39 am

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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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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309991 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

619355 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

576436 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Treasury MM vs Treasury Bills

Last post by UpperNwGuy « Thu Mar 30, 2023 5:51 am
Replies: 4
by Bimmer » Wed Mar 29, 2023 10:05 pm

4 Replies

549 Views

Last post by UpperNwGuy
Thu Mar 30, 2023 5:51 am
Why not always take debt if it’s sub 4% / SWR discussion

Last post by tphp99 « Thu Mar 30, 2023 5:48 am
Replies: 24
by LFKB » Wed Mar 29, 2023 7:50 pm

24 Replies

1514 Views

Last post by tphp99
Thu Mar 30, 2023 5:48 am
Has 96% of US banks pre-tightening capitalization gone missing?

Last post by UpperNwGuy « Thu Mar 30, 2023 5:48 am
Replies: 2
by taojaxx » Thu Mar 30, 2023 4:14 am

2 Replies

201 Views

Last post by UpperNwGuy
Thu Mar 30, 2023 5:48 am
Annuitization Conundrum – are we cheating ourselves?

Last post by dogagility « Thu Mar 30, 2023 5:41 am
Replies: 9
by bikechuck » Wed Mar 29, 2023 2:31 pm

9 Replies

1140 Views

Last post by dogagility
Thu Mar 30, 2023 5:41 am
Tool to Calc Withholdings by W4

Last post by LazerBeams « Thu Mar 30, 2023 5:39 am

by LazerBeams » Thu Mar 30, 2023 5:39 am

0 Replies

39 Views

Last post by LazerBeams
Thu Mar 30, 2023 5:39 am
Edward Jones Closed Account vs Schwab 3 Fund Account Performance

Last post by dogagility « Thu Mar 30, 2023 5:31 am
Replies: 10
by estrellamts » Wed Mar 29, 2023 3:37 pm

10 Replies

1071 Views

Last post by dogagility
Thu Mar 30, 2023 5:31 am
Re-balancing account via withdrawals.

Last post by Motostash « Thu Mar 30, 2023 5:31 am
Replies: 3
by widow23 » Tue Mar 28, 2023 3:20 pm

3 Replies

362 Views

Last post by Motostash
Thu Mar 30, 2023 5:31 am
What to talk about at Bogleheads Conference?

Last post by rossington « Thu Mar 30, 2023 5:28 am
Replies: 26
by paul merriman » Wed Mar 29, 2023 10:42 am

26 Replies

2045 Views

Last post by rossington
Thu Mar 30, 2023 5:28 am
I Bonds Mega Thread (I Bond Heads Rejoice!)

Last post by coachd50 « Thu Mar 30, 2023 5:27 am
Replies: 4854
by tomsense76 » Tue Apr 13, 2021 10:39 pm
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Last post by coachd50
Thu Mar 30, 2023 5:27 am
How much do you keep in true cash vs cash equivalents?

Last post by dogagility « Thu Mar 30, 2023 5:12 am
Replies: 54
by aboose » Wed Mar 29, 2023 6:14 pm
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3057 Views

Last post by dogagility
Thu Mar 30, 2023 5:12 am
Unsure about how Fidelity Cash Management works

Last post by edge « Thu Mar 30, 2023 4:44 am
Replies: 23
by drr1099 » Sat Mar 11, 2023 7:47 pm

23 Replies

2669 Views

Last post by edge
Thu Mar 30, 2023 4:44 am
Close direct indexing SMA now or wait

Last post by stockartie « Thu Mar 30, 2023 4:23 am

by stockartie » Thu Mar 30, 2023 4:23 am

0 Replies

29 Views

Last post by stockartie
Thu Mar 30, 2023 4:23 am
Should the risk-free rate affect your allocation to equities?

Last post by xxd091 « Thu Mar 30, 2023 3:16 am
Replies: 13
by guanonics » Wed Mar 29, 2023 11:50 am

13 Replies

884 Views

Last post by xxd091
Thu Mar 30, 2023 3:16 am
Increase Equity Allocation Now?

Last post by invest4 « Thu Mar 30, 2023 3:06 am
Replies: 41
by zero_coupon » Wed Mar 29, 2023 3:52 am

41 Replies

2839 Views

Last post by invest4
Thu Mar 30, 2023 3:06 am
Move cash from Vanguard to Fidelity

Last post by zero_coupon « Thu Mar 30, 2023 3:02 am
Replies: 6
by mind_boggled » Thu Nov 10, 2022 5:19 pm

6 Replies

1024 Views

Last post by zero_coupon
Thu Mar 30, 2023 3:02 am
Modified versions of HFEA with ITT and Futures / Lifecycle Investing with Modern Portfolio Theory

Last post by comeinvest « Thu Mar 30, 2023 2:52 am
Replies: 2408
by skierincolorado » Fri Sep 03, 2021 10:27 pm
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247053 Views

Last post by comeinvest
Thu Mar 30, 2023 2:52 am
Avantis Funds: what's so special about them?

Last post by zero_coupon « Thu Mar 30, 2023 2:29 am
Replies: 244
by JSPECO9 » Fri Jul 01, 2022 10:03 pm
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26595 Views

Last post by zero_coupon
Thu Mar 30, 2023 2:29 am
Cannot Rollover just Roth 401(k) to Roth IRA?

Last post by mrken « Thu Mar 30, 2023 2:22 am

by mrken » Thu Mar 30, 2023 2:22 am

0 Replies

94 Views

Last post by mrken
Thu Mar 30, 2023 2:22 am
I don't have to worry about living past 80, even if I retire at 46 with just 23X

Last post by marcopolo « Thu Mar 30, 2023 2:22 am
Replies: 228
by Patzer » Fri Mar 24, 2023 1:04 pm
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18738 Views

Last post by marcopolo
Thu Mar 30, 2023 2:22 am
Short box spreads at schwab

Last post by cncm « Thu Mar 30, 2023 2:04 am
Replies: 1
by jackal » Wed Mar 29, 2023 11:03 pm

1 Replies

162 Views

Last post by cncm
Thu Mar 30, 2023 2:04 am
Fidelity as a one stop shop

Last post by vaylie « Thu Mar 30, 2023 1:35 am
Replies: 4118
by BogleMelon » Sat Dec 15, 2018 8:33 pm
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576212 Views

Last post by vaylie
Thu Mar 30, 2023 1:35 am
Getting Married

Last post by swak « Thu Mar 30, 2023 1:28 am
Replies: 49
by ceej » Tue Mar 28, 2023 2:57 pm

49 Replies

4075 Views

Last post by swak
Thu Mar 30, 2023 1:28 am
Foreign Tax Credit

Last post by GuyInFL « Thu Mar 30, 2023 1:25 am
Replies: 3
by GuyInFL » Tue Mar 28, 2023 2:41 pm

3 Replies

499 Views

Last post by GuyInFL
Thu Mar 30, 2023 1:25 am
Bank of America/Merrill Edge - Preferred Rewards

Last post by placeholder « Thu Mar 30, 2023 1:15 am
Replies: 4987
by navyitaly » Sun Nov 02, 2014 2:59 am
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Last post by placeholder
Thu Mar 30, 2023 1:15 am
Cds vs "IRA" Cds

Last post by placeholder « Thu Mar 30, 2023 1:08 am
Replies: 3
by catnamedspot » Wed Mar 29, 2023 1:05 pm

3 Replies

371 Views

Last post by placeholder
Thu Mar 30, 2023 1:08 am
Big tax mistake! Anway to reduce 2022 taxable?

Last post by FiveK « Thu Mar 30, 2023 1:05 am
Replies: 6
by TheGreyingDuke » Wed Mar 29, 2023 4:20 pm

6 Replies

1369 Views

Last post by FiveK
Thu Mar 30, 2023 1:05 am
Divestment Strategy for Mom in Long-Term Care Facility

Last post by ScubaHogg « Thu Mar 30, 2023 12:58 am
Replies: 13
by Sandwich » Tue Mar 28, 2023 10:50 pm

13 Replies

1328 Views

Last post by ScubaHogg
Thu Mar 30, 2023 12:58 am
At what loan percentage should I pay off real estate?

Last post by khodge « Thu Mar 30, 2023 12:28 am
Replies: 3
by grandnexus » Wed Mar 29, 2023 11:13 pm

3 Replies

381 Views

Last post by khodge
Thu Mar 30, 2023 12:28 am
Transfer inherited IRA to Roth IRA and be done with it?

Last post by VanGar+Goyle « Thu Mar 30, 2023 12:28 am
Replies: 17
by baconavocado » Tue Mar 28, 2023 10:59 pm

17 Replies

1455 Views

Last post by VanGar+Goyle
Thu Mar 30, 2023 12:28 am
Factor Investing: The Next-Gen Boglehead frontier

Last post by Apathizer « Thu Mar 30, 2023 12:20 am
Replies: 353
by drumboy256 » Sun Jun 12, 2022 9:41 am
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25375 Views

Last post by Apathizer
Thu Mar 30, 2023 12:20 am
Are ETFs Just Plain Superior To Mutual Funds?

Last post by Dead Man Walking « Thu Mar 30, 2023 12:11 am
Replies: 43
by Random Walker » Wed Mar 29, 2023 11:49 am

43 Replies

2996 Views

Last post by Dead Man Walking
Thu Mar 30, 2023 12:11 am
Portfolio Margin

Last post by skierincolorado « Wed Mar 29, 2023 11:57 pm
Replies: 24
by hungrywave » Wed Jan 15, 2020 12:09 am

24 Replies

2861 Views

Last post by skierincolorado
Wed Mar 29, 2023 11:57 pm
2022 Taxes TIRA deductions mistake & Backdoor Roth

Last post by RedCabin « Wed Mar 29, 2023 11:50 pm
Replies: 2
by RedCabin » Wed Mar 29, 2023 8:47 pm

2 Replies

232 Views

Last post by RedCabin
Wed Mar 29, 2023 11:50 pm
How long did you wait for your tax refund this year?

Last post by JS-Elcano « Wed Mar 29, 2023 11:45 pm
Replies: 145
by Foresight2020 » Wed Mar 01, 2023 8:20 am
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11860 Views

Last post by JS-Elcano
Wed Mar 29, 2023 11:45 pm
Bond

Last post by chrisdds98 « Wed Mar 29, 2023 11:31 pm
Replies: 11
by mudd » Wed Mar 29, 2023 8:34 pm

11 Replies

664 Views

Last post by chrisdds98
Wed Mar 29, 2023 11:31 pm
Do I sell the business to PE or not?

Last post by LFKB « Wed Mar 29, 2023 11:30 pm
Replies: 52
by bws600 » Mon Mar 27, 2023 6:04 pm
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4227 Views

Last post by LFKB
Wed Mar 29, 2023 11:30 pm
1 Book for New College Grad? Young opinions needed

Last post by boricha « Wed Mar 29, 2023 11:27 pm
Replies: 33
by augryphon » Wed Mar 29, 2023 9:29 am

33 Replies

1611 Views

Last post by boricha
Wed Mar 29, 2023 11:27 pm
Washington State Long Term Care Trust Act - 0.58% payroll tax - $36,500 lifetime maximum benefit

Last post by wingman4uz « Wed Mar 29, 2023 11:27 pm
Replies: 1657
by Soon2BXProgrammer » Tue Feb 16, 2021 9:38 pm
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Last post by wingman4uz
Wed Mar 29, 2023 11:27 pm
2022 Federal Tax - For California / Disaster Areas

Last post by grtwallchina75 « Wed Mar 29, 2023 11:14 pm
Replies: 3
by grtwallchina75 » Wed Mar 29, 2023 9:10 pm

3 Replies

270 Views

Last post by grtwallchina75
Wed Mar 29, 2023 11:14 pm
Should I move to a state with no income tax to save on taxes?

Last post by Cat Herder « Wed Mar 29, 2023 11:12 pm
Replies: 188
by Kandinsky » Wed Mar 15, 2023 7:47 pm
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15180 Views

Last post by Cat Herder
Wed Mar 29, 2023 11:12 pm
Getting mails/visits/call from NORC at Univ of Chicago.

Last post by WallyBird « Wed Mar 29, 2023 11:03 pm
Replies: 16
by mk1039 » Tue Mar 28, 2023 1:34 am

16 Replies

1799 Views

Last post by WallyBird
Wed Mar 29, 2023 11:03 pm
Utah income tax NOT pay as you go?

Last post by hungrywave « Wed Mar 29, 2023 10:56 pm

by hungrywave » Wed Mar 29, 2023 10:56 pm

0 Replies

166 Views

Last post by hungrywave
Wed Mar 29, 2023 10:56 pm
All Weather Portfolio

Last post by Beensabu « Wed Mar 29, 2023 10:49 pm
Replies: 1
by captmorgan50 » Wed Mar 29, 2023 8:59 pm

1 Replies

365 Views

Last post by Beensabu
Wed Mar 29, 2023 10:49 pm

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