Investing - Theory, News & General • QDPL Pacer Metaurus US Large Cap...
1) Either I do not understand what they mean when they say it provides 400% of the S&P 500 ordinary yield "in exchange for modestly lower exposure (approximately 90%) to the S&P 500 Index...
View ArticlePersonal Finance (Not Investing) • H&R Block 2024 software offer
I put in the activation code (for the efile) then leave the info request blank - still activates the software.Same here.Not sure if you two are responding to my query or not, but this year the...
View ArticleInvesting - Theory, News & General • What motivated you to save money?
I came from a 1st generation immigrant family. There was no other option than to work hard and save.Statistics: Posted by RJC — Fri Nov 29, 2024 8:28 am — Replies 301 — Views 38107
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Investing - Theory, News & General • A Three Fund Factor Weighted Lazy...
It's not to my taste and I seriously doubt that it's much better than two-thirds total stock, one third total bond, but I don't think there's anything seriously wrong with it......except the question...
View ArticlePersonal Finance (Not Investing) • Any downside to disenrolling in FEHB...
Does anyone take a drug that says it needs prior authorization. I have been on a drug for close to 30 years that under Aetna Direct I pay practically nothing as it is a generic. However, it is a...
View ArticlePersonal Investments • Retired: All Out on TSLA/NVDA/NVDL - 2 Fund Portfolio...
FWIW ..15bps is certainly cheap enough to not have to think about it. IMOStatistics: Posted by tj — Sat Nov 30, 2024 8:32 am — Replies 77 — Views 10991
View ArticleInvesting - Theory, News & General • Wellesley outflows … why?
Many people have learned (or relearned) the importance of tax efficiency in taxable accounts and have subsequently removed active funds from these accounts. Wellington and Wellesley distribute hefty...
View ArticlePersonal Finance (Not Investing) • After two decades as a Boglehead I finally...
i'm torn.tiller is the exact type of product that is well suited to a tinkerer like me. i already have my own spreadsheet and tiller naturally fits into that.however, there's no phone app. and...it's...
View ArticlePersonal Finance (Not Investing) • Maintaining a relationship with a bank...
My data point.We've gotten mortgages through banks where we didn't have any prior relationship. This includes a local bank, as well as two nationally known ones. They were very happy to do business...
View ArticlePersonal Consumer Issues • Amazon Echo Question
I don't think you can, I have multiple echo devices but all with same login. If its the same prime account, I suspect you won't be able to, it'll spit out a warning "amazon music is playing on another...
View ArticleInvesting - Theory, News & General • Anyone notice the use of short term...
My investment plan calls for a certain % of asset allocation to TIPS, which way back when meant the standard TIPS index fund (say duration 6.6 years) - I guess we would call that intermediate term?...
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Investing - Theory, News & General • Thoughts on Bill Bengen "free...
Greetings,In a recent interview with Bill Bengen by Paula Pant at the Bogleheads conference he mentioned the 4 free lunches of retirement planning including the use of an equity glidepath. Reducing...
View ArticleInvesting - Theory, News & General • Have you changed your Asset...
I view this the same way Target Date funds view it.Vanguard includes TIPS in their 2025 fund but none of the longer dated funds.This to me is reflecting the idea that when younger you get some form of...
View ArticlePersonal Investments • Take some money off the table?
I honestly believe there is 0% value to be had by digesting main stream media outlets. Financially or emotionally. Enjoy your life, family, friends, and fellow humans. Ignore the people that get paid...
View ArticlePersonal Consumer Issues • What Movie Have You Recently Watched?
An Inspector Calls (2015) -- BritBoxThis is essentially a morality play that's taught in the UK. I thought the acting in this adaptation was good. I would recommend. I haven't read the play, but it's...
View ArticlePersonal Finance (Not Investing) • Transition from S-Corp back to sole...
Is the liability protection afforded by the S Corp no longer wanted?Statistics: Posted by Uniballer — Sat Nov 30, 2024 8:46 am — Replies 1 — Views 66
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Investing - Theory, News & General • International (Non-US) versus US...
Also funny that those that advocate broad diversity of assets, may then propose that you concentrate into just one group of assets. Owning a home + imputed rent is somewhat stock + dividends like,...
View ArticlePersonal Investments • Dates of dividend payouts from bond funds in Vanguard...
Hi, I'm in the first few months now of having been transitioned to brokerage from mutual funds and I've been having a lot of difficulties. A new one just popped up today that hopefully you can advise...
View ArticleBogleheads Community and Local Chapters • 2024 Conference - Presentations and...
Any update on the most recent conference videos?Statistics: Posted by Leesbro63 — Sun Dec 01, 2024 8:37 am — Replies 8 — Views 2872
View ArticlePersonal Investments • Revisting Diversification of Fixed Income
The question for the group is whether you would make any adjustment to the above plan? Should I be including more shorter term duration fixed income assets into the mix and when?Thank you for the...
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