Personal Investments • Why advisor likes corporate bonds vs government?
Incidentally, for those of us in states with state-level income taxes, the increase in interest rates over the last several years should potentially instigate another reflection on the relative value...
View ArticlePersonal Finance (Not Investing) • HSA question across 2 employers
We live in the US and my family has been under my husband's high deductible medical plan with HSA enrollment. My husband's company messed up the HSA contributions and has only withdrawn $300 from...
View ArticlePersonal Consumer Issues • What frugal thing did you do today?
My daughter was home this weekend for a funeral service.She was only here for 40 hours [and she slept for 16 of those hours], but she managed to fix my garage door remote, my PC monitor, and my robot...
View ArticleInvesting - Theory, News & General • Portfolio Visualizer Going Subscription
yeah...I don't think the change was a good one. It is not as intuitive and requires more clicks to get somewhere. i'm wondering if his backend went EOL or something???Statistics: Posted by Kbg — Sun...
View ArticleInvesting - Theory, News & General • Moving funds from Robinhood to Vanguard
I think Robinhood charges a $100 fee for an outgoing ACATS transfer.While some brokerages reimburse transfer fees, Vanguard does not. I'm not sure what brokerages, if any, would reimburse a $100 fee...
View ArticlePersonal Investments • 200-300k windfall
...Should I give some to the CFA to invest ? He does charge a 1% AUM fee. He suggests a someone complex array of equity and bond funds. ...That idea sounds like a terrible idea, so no. You would pay...
View ArticleInvesting - Theory, News & General • "What Goes Up"
It's the active traders that set the price. As long as there is someone willing to risk stock picking, the passive traders can follow along.But if the market were 100% passively held, would it cease...
View ArticlePersonal Consumer Issues • Family Vacation ideas
Another Twin Cities Boglehead here.We did a number of driving trips with our kids starting about the time that they were 8-10. We did a number of summer trips over the years, heading primarily west...
View ArticlePersonal Consumer Issues • Lawn mower advice
Also, when you're using the mower, turn off the gas valve before you're finished mowing so the gas in the carb burns off and doesn't stay there while it's stored between uses.How does one turn off the...
View ArticlePersonal Finance (Not Investing) • Marcus made me mad
I closed my Marcus account last year when their rate ceased to be competitive with other online saving accounts. (I have since moved to Fidelity for transactional and short term savings...
View ArticleInvesting - Theory, News & General • Robinhood Gold Margin Promotion to...
Works here. I bought some extra SPTM when I noticed it. Let the chips fall where they may.Statistics: Posted by whodidntante — Mon May 20, 2024 11:07 pm — Replies 2 — Views 302
View ArticlePersonal Consumer Issues • Pool Cleaner Robot?
Dolphin S200 is what I have. Pleased with it. Amazed at the amount of dirt/debris it is able to collect off the bottom of the pool. I picked this over the Dolphin Nautilus cc due to its ability to...
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Personal Finance (Not Investing) • Solicitation from Fisher Investments
There is an Edward Jones office next to my apt complex and right next to our little convenience store in the community. They used to solicit alot outside that area but I have been using an airhorn...
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Investing - Theory, News & General • Should Investors be asking for...
The dividend yield is a financial ratio expressed as a percentage. It shows how much a company pays out in dividends each year relative to its stock price. Specifically, it’s calculated as the...
View ArticlePersonal Finance (Not Investing) • "Don't retire with less than 5M saved...
What are those staring at retirement with less than 5M (Orman's magical number) upposed to do? Ignore people who give financial advice based on magic numbers instead of math.Make your own budget and...
View ArticlePersonal Investments • Help me with AA, tempted to be aggressive
I feel like I'm behind, Badgered,Instead of that, you can provide actual number like your annual expense and folks can calculate and show you the real answer. A) What is your gross income?I make about...
View ArticleInvesting - Theory, News & General • Y'all may be missing the point of TIPS
I put my TIPS coupons into the nearest maturing IShare IBond TIPS ETF (IBIA). I recognize I am giving up some yield due to the ER; but until I can accumulate enough cash in the ETF to buy another...
View ArticleInvesting - Theory, News & General • The Final, Definitive Thread on...
Webull is showing following promotions:3.5% Match on IRA, this time it goes tax-free into the IRA, but it's spread over 5 years, 1/5 of bonus per year. Expires May 311.25% Match on taxable account...
View ArticlePersonal Investments • Why I prefer multiple asset classes to the BH 3 fund...
Why would you think you are paying to reduce 'risk' (not sure what you mean by that anyway)? You are paying for convenience and offloading responsibility for managing it - and frankly you aren't...
View ArticlePersonal Investments • Withdrawing Some of Rollover IRA To Purchase Home in Cash
Is it your preference or the seller's preference that you do not take a loan? Assuming it's none of their business, I'd take a loan before I would give up tax deferred growth. They get their cash, and...
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