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Investing - Theory, News & General • Taxation of Treasury bills, notes...
This is probably a naive question, but....Can you do creative tax loss harvesting with TIPS, by selling any TIPS that have lost value relative to cost basis and buying TIPS with similar , but...
View ArticlePersonal Investments • Nominal treasuries in PreTax 401k?
I'd prefer TIPS for any maturity more than a couple of years. The expected return is about the same, so why take the unexpected inflation risk?Statistics: Posted by Kevin M — Fri Mar 22, 2024 10:32 am...
View ArticlePersonal Investments • Advice on Moving Out of High-Fee Managed Account
I would suggest first looking at the funds, see which can actually be transferred - We did not with Edward Jones, and they had to be sold and it took forever to get the money transferred to Fidelity....
View ArticlePersonal Consumer Issues • When brand names matter and when they don't
For me, clothes and bags. I have jackets and joggers from Nike which I bought and wore regularly from 10 years ago and it hasn't even frayed or discolored. Same with bags. No name bags will start...
View ArticlePersonal Consumer Issues • 4-6cyl turbo suv
Hello BH …I was wondering If anyone can recommend another Turbo engine with decent good mpg. I wouldnt mind a little bigger but def. not a suburban body type..…My wife and I own a 2019 Volvo XC 60 T6...
View ArticlePersonal Consumer Issues • Bought a new Lexus - can't get a second key for...
This whole thread is reinforcing for me to keep my 2000 Honda forever…..Might not have certain safety improvements …..If you continue to be happy with your 2000 Honda, that’s just great. But you might...
View ArticleInvesting - Theory, News & General • It is really that simple to do it...
These excellent posts explain how easy it is to make investing hard and how hard it is to make investing easy.Statistics: Posted by dbr — Sat Mar 23, 2024 10:32 am — Replies 39 — Views 1965
View ArticlePersonal Finance (Not Investing) • 12 months from retirement what do you wish...
Without reading all the above. I had always figured we’d move farther out in the country when we retired, a layoff induced buyout offer sped things by a few years and happened so fast buying the...
View ArticleInvesting - Theory, News & General • Treatment of QFC (qualified...
A particular online personality I peripherally follow has lately been going on about how stocks/bonds/etc that we generally think we own as part of a mutual fund or ETF are actually financial...
View ArticlePersonal Consumer Issues • Oxford UK and region - rent a car for vacation?
A few years we ago we did a combined trip in the UK, London to Hereford via train, rented a car and visited friends, Hereford to Bath via train, combination of taxis and a supported walking trip to...
View ArticlePersonal Investments • Berkshire Hathaway passes for 2024 shareholder meeting
The actual BRK meeting is broadcast live on Yahoo Finance, I think it is.Statistics: Posted by RedRose — Sat Mar 23, 2024 10:34 am — Replies 6 — Views 3570
View ArticleInvesting - Theory, News & General • Portfolio Visualizer Question
The free version of PV seems to use monthly data. Is this true?Do any of the paid tiers use weekly or daily data?Statistics: Posted by Softballer — Sat Mar 23, 2024 10:34 am — Replies 0 — Views 10
View ArticlePersonal Finance (Not Investing) • Automatic State Tax Extensions
If you make a payment at one of the online websites like pay1040.com, that is the equivalent of filing a 4868 so you do not have to file a paper one.Statistics: Posted by dual — Sat Mar 23, 2024 10:35...
View ArticlePersonal Finance (Not Investing) • HCOL in retirement - mortgage vs. paid off...
If you have a $5M portfolio, and you don't overspend and invest wisely, you should be able to do whichever you want.I would concentrate more on what approach fits your lifestyle better.If you don't...
View ArticlePersonal Finance (Not Investing) • At what age to tell child about family's...
So.. that forced me to show the much larger trust account. Oh well. That’s that way things go sometimes. She’s never said anything to either one of us about what she saw.That is funny. Did you have to...
View ArticlePersonal Finance (Not Investing) • Abode, or Domicile, or Statutory...
There's no reason he can't be a resident of and domiciled in South Carolina and still qualify for the capital gains exclusion on his home in Georgia given he does not rent it out and used it as his...
View ArticlePersonal Investments • VBILX vs MassMutual Stable Value Diversified HELP please
Thank you for all the information. Two conflicting opinions has me just as confused as before. I understand both sides, anyone out there that can offer a tie breaker opinion?For the long-term investor...
View ArticlePersonal Consumer Issues • buying mutual funds seems easier than buying ETFs
When I buy (or try to buy) ETF shares in my brokerage account, I usually use the "Limit" method and put a price that I am willing to pay, usually a few cents higher than the closing price that day. I...
View ArticleInvesting - Theory, News & General • The Three-Fund Portfolio
I’ve been reading BH “Three-Fund” strategy for years, but for some reason have just kept my S&P500 (VFIAX), Balanced Index (VBIAX), Dividend (VDIGX), Equity Income (VEIRX), and some Apple stock....
View ArticlePersonal Finance (Not Investing) • Annuity Consideration: I'm the House
I expect across time, as people live longer, insurance company actuaries will adjust their life expectancies upward which will impact current levels of mortality credits. While academically, I like...
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