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Personal Finance (Not Investing) • Fidelity as a one stop shop
Has anyone been able to change the core position to MM fund in CMA this week? I saw that it should start being available this week. I am a bit tired of consistently buying MM funds in my CMA. I...
View ArticleInvesting - Theory, News & General • The Deferred Annuity (DIA), Not the...
I wanted to add one more note on inflation and I realize now that I forgot to conclude my previous post.-Inflation is likely mean reverting. So, the adjustment to the annualized return needed for...
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Personal Investments • Updating my three fund with a new options?
A) Or you could treat your expected pension as an offset to what your portfolio needs to provide an choose an AA and target-balance supporting that lower amount (not all of your post-retirement...
View ArticlePersonal Finance (Not Investing) • Are solar panels a good investment
I like the idea of solar for the fun factor if you really want to save on energy costs it’s energy efficiency. Which is boring and not fun to talk about with your friends. That this isn’t a slam dunk...
View ArticleNon-US Investing • Small-cap value ETFs for EU investors--are there any?
All fixed up, thank you for the tips!Statistics: Posted by TitanT2 — Wed Jun 19, 2024 6:15 am — Replies 3 — Views 229
View ArticleForum Issues and Administration • Site Migration - 2024-06-15
What's important for a server configuration is different than a home PC.Here's the CPU info: Intel Xeon Processor E5645 12M Cache 2.40 GHz 5.86 GTs Intel QPI Product SpecificationsStatistics: Posted...
View ArticlePersonal Investments • To sell all bonds or not
I am 73 and have been retired for 16 years. I have about $600k (30%) in the Vanguard Total Bond Index Fund. With Bonds not doing too well in recent years I am not sure whether to sell all of the Bonds...
View ArticlePersonal Finance (Not Investing) • Making kids unequal beneficiaries in will
Topic is locked. Relationship issues are off-topic. See: Acceptable Topics and Subforum Guidelines[/color]This is an investing and personal finance forum. We also maintain a subforum that allow our...
View ArticlePersonal Finance (Not Investing) • How to get over losing a LOT of money?
Louis Rukeyser : [Referring to "Black Monday", October 19, 1987] It's just your money. It's not your life. The figures on a broker's report mean little compared to that. The people who loved you a...
View ArticlePersonal Finance (Not Investing) • USAA (Online Bank) and Cash Deposit
For those of you who use USAA or a similar online bank... How do you deposit cash into your checking account?The simplest solution is to open an Active Duty Checking or EveryDay Checking account at...
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Personal Investments • Portfolio analysis - followup
... Are there other strategies to deal with RMD "time bomb"?Yes. You can use annual partial Roth conversions, although I'm not yet convinced you actually have a time bomb on your hands. Maybe just a...
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Personal Finance (Not Investing) • No college choice really
Most private colleges and OOS colleges are just not affordable. I looked up engineering programs in some good universities including UCs, UNCs, UPenn, UMich etc and the cost including housing and...
View ArticlePersonal Investments • How to understand the interest you make from an...
SEC yield for stocks is a projection of dividend yield. That is only one dimension of a stock's or stock fund's total return.Statistics: Posted by nps — Wed Jun 19, 2024 6:39 am — Replies 2 — Views 238
View ArticleInvesting - Theory, News & General • TIPS Ladder Spreadsheets in General...
Thanks SO much for providing your spreadsheets #Cruncher. They are extremely helpful. I'm wondering if you can enlighten me on something I'm not understanding. I am using the 5/31/24 TIPS Ladder...
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Personal Investments • Helping adult'ish kids
Should we have them contribute the limit to both traditional and Roth IRAs?It's one or the other, not both here ^^^. You can help them with a Roth IRA, but I'd suggest you (and they) first learn some...
View ArticlePersonal Finance (Not Investing) • Maryland Income Tax for Retirees
I found out about the exclusion that applies to 401k withdrawals (under a ceiling) but not IRA withdrawals. I don't see the sense in that. What is the difference between withdrawals from a 401k or an...
View ArticlePersonal Investments • Advice for what to hold in taxable account
I removed an off-topic post and reply. As a reminder, see: General EtiquetteWe expect this forum to be a place where people can feel comfortable asking questions and where debates and discussions are...
View ArticlePersonal Finance (Not Investing) • Best "free" American Express card?
My gold card annual fee hit and I'm probably going to cancel the card because I hardly use it since I've switched to BoA. I can't justify $250 a year for it. I have a long history with Amex, and I...
View ArticlePersonal Finance (Not Investing) • Credit Card Question for College Freshman
I'd figure out what card you want and get a student version, with the intention of holding onto that card for a long time (to build your credit). The student versions are designed for just this...
View ArticlePersonal Investments • Wellesley's Total Annual Return (Equity only)
Wellesley is actively managed by Wellington Management Co, which is an outside firm.The prospectus says: The remaining 35% to 40% of Fund assets are invested in common stocks of companies that have a...
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