Personal Investments • Transition to new Vanguard Personal Advisor
I am also retired with all of my investments in Vanguard. By choice, I have about half of my investments in managed/PAS, and the other half of my investments are self-managed. I feel like this gives...
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Personal Consumer Issues • What Movie Have You Recently Watched?
I finally saw Seabiscuit (2003) and loved it. I was inspired to watch it b/c of this clip: https://youtu.be/I553tpJdQzQ?si=HTHmCEKq4l0fxV_wAfter Sea Biscuit beat War Admiral at Pimlico by four lengths...
View ArticlePersonal Finance (Not Investing) • Aging couple move from NV to CA? Worried...
Might the daughter and her family move to Nevada? They too might welcome the much lower taxes and COL. Are they outdoorsy? If so, my city of Las Vegas has a lot to offer. Take it from resident Alex...
View ArticlePersonal Investments • Which Fidelity Tax-Exempt Money Market?
I just stumbled across the spreadsheet in this thread: Money Market Optimizer SpreadsheetPerhaps it'll help you as well.Statistics: Posted by mbltna — Fri May 24, 2024 6:34 pm — Replies 2 — Views 132
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Investing - Theory, News & General • Blackrock and Vanguard Rental Unit...
I agree WCI Statistics: Posted by nyejos11 — Sat May 25, 2024 6:19 pm — Replies 15 — Views 1032
View ArticlePersonal Finance (Not Investing) • Can I fire my CPA after they filed my tax...
Here's what I suggest. Since you already have the original tax forms, prepare your own 2023 tax return using free tax filing software or a friend's software who no longer needs it, without looking at...
View ArticlePersonal Investments • My experience straying from Bogleheads principles
To indulge this, I opened an account with TD Ameritrade on June 23rd, 2021 and invested $25k. This was 5% of my total investment portfolio at that point. I used this account to do options trading,...
View ArticlePersonal Finance (Not Investing) • Low Expenses, How?
Am I missing something obvious?Yep, I see what the problem is:You moved out of your parents' house.Statistics: Posted by livesoft — Sat May 25, 2024 6:22 pm — Replies 117 — Views 11515
View ArticlePersonal Finance (Not Investing) • Liquidate LTCG or take out margin loan?
Cash flowing makes sense. Not sure why that didn’t occur to meStatistics: Posted by CletusCaddy — Sat May 25, 2024 6:29 pm — Replies 4 — Views 422
View ArticlePersonal Finance (Not Investing) • Vanguard Account Security
In addition to Yubikey you can establish a password that must be given to the agent over the phone before any voice based calls can be initiated.Statistics: Posted by cacophony — Sat May 25, 2024 6:30...
View ArticlePersonal Consumer Issues • New iPad Air or 10th gen iPad?
Just upgraded myself last week and I opted for the Ipad Air 5th Gen as I personally think its the best bang for your buck currently. It has a better screen (anti-glare) and more powerful GPU vs iPad...
View ArticleUS Chapters • Has anyone heard from Mr. Larimore?
Wishing you health and joy, with many thanks!Statistics: Posted by MJS — Sat May 25, 2024 6:38 pm — Replies 42 — Views 12583
View ArticlePersonal Finance (Not Investing) • Mortgage or Roth 401k Contributions
We were doing our annual financial review today and I ran the numbers on what our mortgage will cost in interest over the life of the loan and determined it to be around 420k. This made me look at...
View ArticlePersonal Finance (Not Investing) • Question about callable CDs
OK it just happened. Above I had commented but thought I’d post since things have changed. I had my first callable CD called. A Chase 5.8% 12 mo called at ~9 mo mark. No complaints. Nice while it...
View ArticleInvesting - Theory, News & General • Preparing for 2026 tax brackets
I don't exclude historical perspective, historical data and critical reasoning skills from my investing decision making processes. In fact these are necessary to: "(2) keep investors from making bad...
View ArticleInvesting - Theory, News & General • Why should expense ratios matter to...
Every penny removed from your fund is a penny that cannot gain from compounding from now until next year or decade. It’s that simple. It’s the same for taxes in taxable accounts. Costs matter-...
View ArticleInvesting - Theory, News & General • Advantage to the Boglehead investor
I've heard that dog trainers say that dumb is good because dumb dogs aren't trying to outsmart the trainer. I'm smart enough to know that there are a lot of people out there who are smarter than I am....
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Personal Finance (Not Investing) • Financial planning advice
I've heard of a new service called Nectarine on one of the financial podcasts I listen to:https://hellonectarine.com/$150 per hour, no contracts, no gimmicks.Please use it and report back!...
View ArticlePersonal Investments • Where to put additional savings?
Thank you. It shows that the priority would be to max her 401k with pre tax, and then move into my 401k for the mega backdoor roth. However, I'm assuming that prioritization is for someone planning to...
View ArticleInvesting - Theory, News & General • AA recommendations
Yes and that is why I asked how do people rotate over the gains, what strategies they follow. KlangFool had a good strategy.you should have had an exit strategy before you even purchased nvidia,...
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