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Personal Investments
Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Topics: 142664

142664 Topics

1820212 Posts

Last post Re: Cost basis question
by Basel Hodge View the latest post
Sun Mar 26, 2023 5:18 pm
Investing - Theory, News & General
Discuss all general (i.e. non-personal) investing questions and issues, investing news, and theory.
Topics: 75197

75197 Topics

1826918 Posts

Last post Re: How do you reconcile your…
by Broken Man 1999 View the latest post
Sun Mar 26, 2023 5:15 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: 95259

95259 Topics

1779875 Posts

Last post Re: “Bucket” system for savin…
by jackholloway View the latest post
Sun Mar 26, 2023 5:14 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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552213 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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2250068 Views

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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344497 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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309342 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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305206 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

618970 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

576122 Views

Last post by Laura
Sat Sep 22, 2007 7:53 pm
Cost basis question

Last post by Basel Hodge « Sun Mar 26, 2023 5:18 pm
Replies: 3
by Basel Hodge » Sun Mar 26, 2023 12:02 pm

3 Replies

203 Views

Last post by Basel Hodge
Sun Mar 26, 2023 5:18 pm
Requirement to move 401K

Last post by cognovimus « Sun Mar 26, 2023 5:16 pm

by cognovimus » Sun Mar 26, 2023 5:16 pm

0 Replies

31 Views

Last post by cognovimus
Sun Mar 26, 2023 5:16 pm
How do you reconcile your investment account records?

Last post by Broken Man 1999 « Sun Mar 26, 2023 5:15 pm
Replies: 10
by Rom » Sun Mar 26, 2023 4:27 pm

10 Replies

296 Views

Last post by Broken Man 1999
Sun Mar 26, 2023 5:15 pm
“Bucket” system for savings, how do you do it?

Last post by jackholloway « Sun Mar 26, 2023 5:14 pm
Replies: 8
by NYCaviator » Sun Mar 26, 2023 2:07 pm

8 Replies

577 Views

Last post by jackholloway
Sun Mar 26, 2023 5:14 pm
Buffett in 2018: A 60/40 portfolio is "absurd" and "foolish"

Last post by secondopinion « Sun Mar 26, 2023 5:13 pm
Replies: 164
by ramram22 » Sun Mar 05, 2023 12:13 am
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19189 Views

Last post by secondopinion
Sun Mar 26, 2023 5:13 pm
3-fund portfolio without the Intl fund?

Last post by Beensabu « Sun Mar 26, 2023 5:12 pm
Replies: 21
by new2bogle2 » Sat Mar 25, 2023 5:16 pm

21 Replies

1791 Views

Last post by Beensabu
Sun Mar 26, 2023 5:12 pm
Filling 24% Bracket with Roth Conversions for 2023

Last post by MrJedi « Sun Mar 26, 2023 5:11 pm
Replies: 10
by TOM1964 » Sun Mar 26, 2023 1:31 pm

10 Replies

635 Views

Last post by MrJedi
Sun Mar 26, 2023 5:11 pm
$500k inheritance suggestions

Last post by runner540 « Sun Mar 26, 2023 5:11 pm
Replies: 28
by RetiOpening » Thu Mar 23, 2023 4:51 pm

28 Replies

2562 Views

Last post by runner540
Sun Mar 26, 2023 5:11 pm
The More things Change the More They Stay the Same: 1955 article on the Retirement Crisis

Last post by Wrench « Sun Mar 26, 2023 5:10 pm
Replies: 31
by Harmanic » Sun Mar 26, 2023 8:21 am

31 Replies

2146 Views

Last post by Wrench
Sun Mar 26, 2023 5:10 pm
Help me help my mom who is in very bad financial shape.

Last post by AnnetteLouisan « Sun Mar 26, 2023 5:09 pm
Replies: 52
by Andy12345 » Sun Mar 26, 2023 11:46 am
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2954 Views

Last post by AnnetteLouisan
Sun Mar 26, 2023 5:09 pm
Which brokerage firms have the highest yielding cash sweep options?

Last post by Lyrrad « Sun Mar 26, 2023 5:08 pm
Replies: 22
by hotpancakes » Sat Mar 25, 2023 12:16 pm

22 Replies

2002 Views

Last post by Lyrrad
Sun Mar 26, 2023 5:08 pm
Loan from 401K to purchase house?

Last post by wetgear « Sun Mar 26, 2023 5:06 pm
Replies: 10
by uberme » Sat Mar 25, 2023 10:13 am

10 Replies

983 Views

Last post by wetgear
Sun Mar 26, 2023 5:06 pm
Allocation of Use of Capital Loss Carryovers Between Spouses

Last post by Duckie « Sun Mar 26, 2023 5:06 pm
Replies: 8
by kardan » Sat Mar 25, 2023 2:22 pm

8 Replies

480 Views

Last post by Duckie
Sun Mar 26, 2023 5:06 pm
Reducing risk

Last post by delamer « Sun Mar 26, 2023 5:05 pm
Replies: 11
by Opera Lover » Sun Mar 26, 2023 4:00 pm

11 Replies

406 Views

Last post by delamer
Sun Mar 26, 2023 5:05 pm
Worth joining credit union just for car loan?

Last post by InvestorHowie « Sun Mar 26, 2023 5:04 pm
Replies: 22
by 28fe6 » Sat Mar 25, 2023 11:49 am

22 Replies

1543 Views

Last post by InvestorHowie
Sun Mar 26, 2023 5:04 pm
how to think about taxes vs IRA contribs

Last post by daleddm « Sun Mar 26, 2023 5:04 pm

by daleddm » Sun Mar 26, 2023 5:04 pm

0 Replies

24 Views

Last post by daleddm
Sun Mar 26, 2023 5:04 pm
Portfolio Review - too much AAPL & not enough bonds

Last post by justawingingit « Sun Mar 26, 2023 5:02 pm

by justawingingit » Sun Mar 26, 2023 5:02 pm

0 Replies

56 Views

Last post by justawingingit
Sun Mar 26, 2023 5:02 pm
Should I make some basic investments and refine the details later?

Last post by twh « Sun Mar 26, 2023 5:01 pm
Replies: 26
by Rom » Sat Mar 25, 2023 9:20 pm

26 Replies

1333 Views

Last post by twh
Sun Mar 26, 2023 5:01 pm
Bigger house - should we buy?

Last post by lakpr « Sun Mar 26, 2023 5:01 pm
Replies: 26
by sapien » Wed Mar 22, 2023 1:29 pm

26 Replies

3094 Views

Last post by lakpr
Sun Mar 26, 2023 5:01 pm
Help With What More Can / Should I do???

Last post by KlangFool « Sun Mar 26, 2023 4:55 pm
Replies: 20
by VVenti7401 » Sat Mar 25, 2023 12:06 am

20 Replies

2065 Views

Last post by KlangFool
Sun Mar 26, 2023 4:55 pm
yet another Social Security timing Q

Last post by SpideyIndexer « Sun Mar 26, 2023 4:52 pm
Replies: 29
by SpideyIndexer » Thu Mar 23, 2023 1:58 am

29 Replies

2397 Views

Last post by SpideyIndexer
Sun Mar 26, 2023 4:52 pm
At what point would you stop investing in stocks altogether?

Last post by alpenglow « Sun Mar 26, 2023 4:48 pm
Replies: 95
by TinyHouse » Thu Mar 23, 2023 10:44 am
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95 Replies

8008 Views

Last post by alpenglow
Sun Mar 26, 2023 4:48 pm
When to drop full coverage insurance

Last post by michaeljc70 « Sun Mar 26, 2023 4:46 pm
Replies: 49
by MillennialFinance19 » Mon Feb 06, 2023 6:57 pm

49 Replies

4319 Views

Last post by michaeljc70
Sun Mar 26, 2023 4:46 pm
Bank of America/Merrill Edge - Preferred Rewards

Last post by OldSport « Sun Mar 26, 2023 4:45 pm
Replies: 4969
by navyitaly » Sun Nov 02, 2014 2:59 am
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558208 Views

Last post by OldSport
Sun Mar 26, 2023 4:45 pm
Store a car for a kid?

Last post by RudyS « Sun Mar 26, 2023 4:39 pm
Replies: 3
by RamblinDoc » Sun Mar 26, 2023 4:19 pm

3 Replies

234 Views

Last post by RudyS
Sun Mar 26, 2023 4:39 pm
Numbers right for RSUs in TurboTax?

Last post by schrute « Sun Mar 26, 2023 4:38 pm
Replies: 14
by schrute » Sun Feb 26, 2023 1:28 pm

14 Replies

1177 Views

Last post by schrute
Sun Mar 26, 2023 4:38 pm
Correcting an overfunded ROTH for 2022

Last post by placeholder « Sun Mar 26, 2023 4:31 pm
Replies: 3
by mzvarner » Sun Mar 26, 2023 1:45 pm

3 Replies

165 Views

Last post by placeholder
Sun Mar 26, 2023 4:31 pm
S&P 500 High Dividend ETF - SPYD

Last post by abuss368 « Sun Mar 26, 2023 4:27 pm
Replies: 66
by abuss368 » Tue Apr 06, 2021 10:29 pm
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8612 Views

Last post by abuss368
Sun Mar 26, 2023 4:27 pm
How to Move Inherited 401k that Includes Post 1986

Last post by bowtieman81 « Sun Mar 26, 2023 4:24 pm

by bowtieman81 » Sun Mar 26, 2023 4:24 pm

0 Replies

74 Views

Last post by bowtieman81
Sun Mar 26, 2023 4:24 pm
Social Security & divorced spouse question

Last post by Pops1860 « Sun Mar 26, 2023 4:23 pm
Replies: 9
by tph090 » Sat Mar 25, 2023 11:40 am

9 Replies

940 Views

Last post by Pops1860
Sun Mar 26, 2023 4:23 pm
Gift tax return 709 question

Last post by johnkgan « Sun Mar 26, 2023 4:19 pm
Replies: 12
by johnkgan » Sun Mar 26, 2023 12:29 am

12 Replies

790 Views

Last post by johnkgan
Sun Mar 26, 2023 4:19 pm
Moving On From UBS; Advice Needed On Retirement Accounts

Last post by Rosie59 « Sun Mar 26, 2023 4:13 pm
Replies: 12
by Rosie59 » Sat Mar 25, 2023 4:09 pm

12 Replies

796 Views

Last post by Rosie59
Sun Mar 26, 2023 4:13 pm
Why did the IRS return my NIIT? (Form 8960 Question)

Last post by mega317 « Sun Mar 26, 2023 4:07 pm
Replies: 4
by mega317 » Fri Mar 24, 2023 1:53 pm

4 Replies

715 Views

Last post by mega317
Sun Mar 26, 2023 4:07 pm
Tax depreciation for on-and-off market rental

Last post by degemermat « Sun Mar 26, 2023 4:05 pm
Replies: 2
by degemermat » Thu Mar 23, 2023 11:18 pm

2 Replies

315 Views

Last post by degemermat
Sun Mar 26, 2023 4:05 pm
New Rules for MegaBack Door?

Last post by lakpr « Sun Mar 26, 2023 4:04 pm
Replies: 20
by bslice » Sat Mar 25, 2023 3:08 pm

20 Replies

2056 Views

Last post by lakpr
Sun Mar 26, 2023 4:04 pm
Purchasing MYGAs (multi year guaranteed annuities) - mega thread

Last post by CletusCaddy « Sun Mar 26, 2023 4:04 pm
Replies: 1451
by Stinky » Thu Dec 31, 2020 6:46 am
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1451 Replies

157660 Views

Last post by CletusCaddy
Sun Mar 26, 2023 4:04 pm
Factor Investing: The Next-Gen Boglehead frontier

Last post by nisiprius « Sun Mar 26, 2023 4:03 pm
Replies: 241
by drumboy256 » Sun Jun 12, 2022 9:41 am
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241 Replies

17806 Views

Last post by nisiprius
Sun Mar 26, 2023 4:03 pm
The One-Fund Portfolio as a default suggestion

Last post by longinvest « Sun Mar 26, 2023 4:02 pm
Replies: 620
by longinvest » Mon Aug 12, 2019 8:10 am
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620 Replies

156911 Views

Last post by longinvest
Sun Mar 26, 2023 4:02 pm
The Final, Definitive Thread on Brokerage Transfer Bonuses

Last post by placeholder « Sun Mar 26, 2023 3:59 pm
Replies: 5050
by Earl Lemongrab » Fri Aug 05, 2016 8:07 pm
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755583 Views

Last post by placeholder
Sun Mar 26, 2023 3:59 pm
Confused about inherited IRA rules

Last post by Tdubs « Sun Mar 26, 2023 3:59 pm
Replies: 19
by krafty81 » Sat Mar 25, 2023 6:43 pm

19 Replies

1251 Views

Last post by Tdubs
Sun Mar 26, 2023 3:59 pm
Mom Moving from UBS to Fidelity / New Portfolio Allocation

Last post by dogagility « Sun Mar 26, 2023 3:58 pm
Replies: 21
by WhatWillFutureHold » Sat Mar 25, 2023 6:11 pm

21 Replies

1401 Views

Last post by dogagility
Sun Mar 26, 2023 3:58 pm
1099-R question

Last post by Alan S. « Sun Mar 26, 2023 3:58 pm
Replies: 1
by doon » Sun Mar 26, 2023 1:56 pm

1 Replies

186 Views

Last post by Alan S.
Sun Mar 26, 2023 3:58 pm
Boglehead Opinions on the Vanguard Core Bond Fund

Last post by tcb1005 « Sun Mar 26, 2023 3:57 pm
Replies: 4
by tcb1005 » Sat Mar 25, 2023 6:47 pm

4 Replies

666 Views

Last post by tcb1005
Sun Mar 26, 2023 3:57 pm

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