Personal Investments • Is my vanguard advisor correct?
To put my total invest allocation in a 70/30 balance( I am 45 yo single) my vanguard adviser has vanguard international bond index and total bond index as my Roth IRA investments. My taxable index...
View ArticleInvesting - Theory, News & General • Vanguard Customer Service Mega-thread
I seem to recall this occurring when I transitioned a couple years ago but the permissions were restored very quickly. Just this week had to add permissions for a trust, which is not supported via...
View ArticleInvesting - Theory, News & General • Can you do better than BND, Part 2:...
Indeed, a fantastic thread! Many thanks McQ.Statistics: Posted by Kbg — Fri Mar 29, 2024 12:48 am — Replies 45 — Views 4942
View ArticlePersonal Finance (Not Investing) • 20-30X income, is that the...
It is the rut, OP.And it nicely aligns when most folks are in their 40s/early 50s and dealing with stress at home and work.Does this mean between 30 & 33X the retirement guard lines up at the...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
Anyone else is having troubling getting Webull to forward the cost basis to a new brokerage account? I have contacted Webull twice. Webull told me that it would get it done in a couple of business...
View ArticlePersonal Investments • TEY on VTMFX - Vanguard Tax-Mged Balanced
Out of curiosity, could the 2.23% current yield on Tax-managed balanced be computed by taking 51.08% of the yield on Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and adding it to...
View ArticlePersonal Finance (Not Investing) • can someone please explain HSA use for a...
so theorhetically, for 2026, if I choose a High Premium plan. Lets say Jan, 1 2025, I contribute $3000 to that plan, how long does the money need to sit in the HSA before I would then withdraw and use...
View ArticlePersonal Investments • Practical handling of multiple accounts across...
Use a spreadsheet to aggregate the multiple accounts, and you will be fine.I agree and most custodians provide a way to download holdings as csv files which I put in additional tabs to feed into the...
View ArticlePersonal Finance (Not Investing) • Why does a discussion of Financial...
I get the whole commission aspect. And I am also willing to drop these guys and not waste my time with them. But can you offer me a better alternative? Because in their scenario, my heir gets over 4...
View ArticlePersonal Consumer Issues • [What TV Show Have You Recently Watched?]
Hacks, Season 3 with Jean Smart is returning to Max on May 2!https://screenrant.com/hacks-season-3-u ... 20May%2030.Statistics: Posted by nonnie — Sat Mar 30, 2024 12:16 am — Replies 6000 — Views 700588
View ArticlePersonal Consumer Issues • Suggestion for same day auto insurance in CA
Hi,It has been more than 5 years since I last owned a car and I have an appt with a dealer to purchase a Subaru this weekend. I have contacted State Farm and geico and both need about two weeks for...
View ArticleInvesting - Theory, News & General • Current state of Vanguard tech and...
Vanguard customer since mid-nineties. No problems. I think Bogleheads don't want to pay anything and want white glove treatment because they have a million invested or whatever. How much are...
View ArticleInvesting - Theory, News & General • iShares launches Target Date Index ETFs
Useful info, thanks! The low AUM is one reason I'm just buying a share a month, I don't want to put any serious money into these until they seem sure to stick around, and none of it in taxable so no...
View ArticlePersonal Finance (Not Investing) • Your worst investment move?
Day trading - years ago. I had my limits for getting out. Initially I was doing well. Then trades started going downhill. Once I hit my lower limit, I got out. If I were to do it, I'll do it...
View ArticlePersonal Investments • Is it safe to put money in VMFXX money market fund?
You can try VUSXX. That is what I use and have my mom in.Statistics: Posted by gotoparks — Sat Mar 30, 2024 12:53 am — Replies 8 — Views 928
View ArticlePersonal Finance (Not Investing) • How do I find a Tax Advisor for consultation?
As per the title, what’s the general wisdom on finding a for fee tax advisor for a one off consultation?I’d like to get some professional input on the most tax efficient approach on converting our...
View ArticlePersonal Finance (Not Investing) • Fidelity customer service: odd interaction...
You can also transfer back to VG, convert to ETF, then transfer back to fidelity. I did it, far and easy, no feesStatistics: Posted by nalor511 — Sat Mar 30, 2024 1:04 am — Replies 16 — Views 1422
View ArticlePersonal Consumer Issues • Some of your fav stand-up comedy routines, specials
Zarna GargSebastian ManiscalcoStatistics: Posted by Fbone — Sat Mar 30, 2024 1:12 am — Replies 3 — Views 152
View ArticlePersonal Finance (Not Investing) • Transfering property out of a trust after...
Find an investor willing to buy the property and pay for and deal with all the legal crap you need to do.Neighbor who has several rental houses wants the house and land. Probably the route I'm going...
View ArticlePersonal Consumer Issues • What Book Are You Currently Reading? Part VI
A Murder of Mages by Marshall Maresca. Murder mystery in pre-industrial city. Enjoyable.Next is Doors of Sleep by Tim PrattStatistics: Posted by Fbone — Sat Mar 30, 2024 1:17 am — Replies 7655 — Views...
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