Investing - Theory, News & General • Convincing others to leave an advisor
Really very simple…NONE YA as in none of your business. You dint know what is best for others. Some people are actually better off with a good or even average AUMfee FA.I thought that a basic premise...
View ArticleInvesting - Theory, News & General • Investing like a Boglehead is easy...
Similar posts have been written. I've been investing way before I found this forum and have been using a mostly Bogleheads approach all along. Not everyone is going to be successful at long-term...
View ArticlePersonal Investments • MidLife Crisis
Before anything else, perhaps you should reflect on why you want to retire at 52. THEN what would you do? Why don't you find a job (like teaching) where you have the summers off? Or move to a place...
View ArticleInvesting - Theory, News & General • Vanguard Purchases Abandoned...
It is probably a good deal. It matters how much you pay. Lots of companies go bankrupt by overpaying for other companies and property, etc.Statistics: Posted by gotoparks — Mon Apr 15, 2024 5:21 am —...
View ArticlePersonal Finance (Not Investing) • Vanguard consolidated 1099-DIV: government...
I think I may have found the answer....at least I'm very close.If I add all the "total dividends and distributions" in the detail section, subtract all the "long-term cap gains", do not subtract...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
I received a bonus offer from E-Trade/Morgan Stanley, so I called my Schwab representative to ask if Schwab would match the offer. The representative didn't call me back or email me, as I had...
View ArticlePersonal Consumer Issues • Basement Dehumidifier - Would Appreciate Advice
Seal and insulate the basement, especially the rim joists. It keeps out humidity, reducing the load on the dehumidifier. It also keeps it warmer in winter and reduces the stack effect in the house....
View ArticlePersonal Investments • Placement of bond indexes
Does it matter much where different types of bond indexes** go?If you had a 401k, Roth and Traditional IRA, where is most tax efficient placement of:- an intermediate bond index fund- short term bond...
View ArticlePersonal Finance (Not Investing) • Comparing job offers..
I think UC has a 401a option with the IRS 69k limit as well. Thinking back, I think the salaries you mentioned are irrelevant if you are going to production in year 2 or 3. You should be comparing...
View ArticleClik here to view.
Investing - Theory, News & General • For Fun: Backtesting Portfolios of I...
You do realize that the $10,000 limit is nominal and not real and so has been shrinking in real terms over time. Ironic, since it's a real bond.Also while the limit has always been nominal, the limit...
View ArticlePersonal Finance (Not Investing) • Avoiding scams when applying to rent a house
I assume you aren't doing this in person? The best way to stop most scams are to see the place first. I would also suggest seeing the place first because photos do not come close to telling the full...
View ArticlePersonal Finance (Not Investing) • Selling large amounts of Gold/Silver
When people buy the American Eagle gold coins, do they pay a premium over the actual price of gold? When they sell those same coins, do they get that premium or just the price of the gold? I have...
View ArticleInvesting - Theory, News & General • Is there a smart way to use 2x/3x...
It's more of a temptation than an opportunity. You could try writing some rules. It's very important not to take action very quickly.Statistics: Posted by firebirdparts — Tue Apr 16, 2024 5:14 am —...
View ArticlePersonal Finance (Not Investing) • Step transactions, gift/loan, family
Thanks for everyone's responses so far. I guess the questions all boil down to this: If it satisfies the bank to funnel the $$ through us, and if the Parents still file a 709 (if gifting) or report...
View ArticlePersonal Investments • Die with Zero - opinions?
... classics of personal finance and investing like Your Money or Your Life, The Millionaire Next Door, Rich Dad Poor Dad, Bogleheads Guide to Investing, CoffeeHouse Investor, Get Rich Slowly, The...
View ArticleClik here to view.
Personal Consumer Issues • Witness to Accident / Claims Adjuster
This forum sometimes... Just tell the insurance company what you saw. This isn't a perjury trap and you aren't going to get yourself into any hot water.Yup. You gave your contact information to the...
View ArticlePersonal Consumer Issues • microscope
I do not have a specific recommendation but be sure to also search on places like Amazon for "digital microscope". I was at a local science museum recently and they had several displays where kids...
View ArticleClik here to view.
Non-US Investing • An Australian expat living in Hong Kong - Asset...
I bought the AUD ages ago when the AUD/USD exchange rate was around 0.8, currently its sitting at 0.64, I'd rather not commit the loss. Beside since there is a possbility that I might return to...
View ArticlePersonal Consumer Issues • How to deal with airlines/travel agency?
I am assuming that they are offering you a credit towards a future flight, and that you prefer a cash refund. Is that the situation? If so, you may not win this argument.For flights that touch US soil...
View ArticlePersonal Investments • VG Follow-up on Non-Cashed QCD Check
I had a similar experience as "tomd37" and I follow the recommendation of "celia"Is there a way to check online if the QCD checks have been cashed without having to call Vanguard and speak to a...
View Article