Personal Investments • Is it time to sell out of bond funds?
At age 73, I have been a Vanguard PAS client for 8 1/2 years. Was never an investor in the past, so the advisor put me in a 50/50 portfolio. Portfolio performance in 8 1/2 years is 5.8%. The only...
View ArticlePersonal Consumer Issues • Landlord not fixing broken dryer - what to do
Hi,My two daughters rent an apartment. They have a washer and dryer in the unit. The dryer will turn off after about 10 minutes.The maintenance people came out and tried it for a minute and it worked...
View ArticlePersonal Finance (Not Investing) • Never used BOFA Debit card, online...
Hi All,Need help wrapping my mind around what happened here?I have a 4 year old Bofa account ( Checking/Savings) with an attached debit card.Never used this, still has the activate sticker on it.340...
View ArticlePersonal Consumer Issues • Summer slippers to wear indoor on the hardwood floor
Hello,Can anyone recommend summer slippers which we can wear inside the home with hardwood floors? Do not want to wear socks as they feel hot. Any suggestions?Statistics: Posted by FB01 — Fri Apr 26,...
View ArticlePersonal Investments • Missing Cost Basis for covered securities, what...
I purchased some stock in a single company 5 years ago and have done many brokerage bonuses, at some point the cost basis was lost (probably by M1, WeBull, or Public) and I never noticed it until...
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Personal Consumer Issues • Replace fiberglass insulation with spray foam in a...
Once or twice a year I enter the bowels of my home and do a cursory inspection in the crawlspace. I check the foundation for evidence of mudtubes, check plumbing connections for any signs of leaks,...
View ArticleInvesting - Theory, News & General • Should the still-working exception...
I am still employed but I only work when called in as a consultant. I am not taking RMDs on my 401K with my employer.The 401K is a Fidelity. I think the way that it works is that Fidelity assumes that...
View ArticlePersonal Investments • Asset Allocation
Hello,I am 39 years old. I recently moved my IRA(s) into low cost funds at Fidelity. I also have a taxable account in vanguard.I am still working on establishing the right mix for my age and risk...
View ArticlePersonal Investments • Will this work? is it optimal?
I'm in technical saas sales and my on target earnings for the past half decade has been right around the MAGI limit for Roth Contribution. I also have a mid 6 figure traditional IRA so also have to...
View ArticlePersonal Investments • Any risks/issues leaving 401k with previous employer
Are there any risks/issues leaving money in 401k with previous employer? What if the employer ,mid size company, goes under. The 401k is with Fidelity and the funds are low cost index...
View ArticleInvesting - Theory, News & General • Buying Stocks that are down
I know research and data shows that over the long run, it's not possible to beat the market (index funds) by picking stocks. However, is there any data to support buying stocks that are down due to a...
View ArticleInvesting - Theory, News & General • Jason Zweig on Bonds vs Bond Funds
What to Do With Bonds When Inflation Won’t DieReaders weigh in, and our columnist responds, on how to invest for income in this marketBy Jason ZweigApril 26, 2024 11:20 am...
View ArticlePersonal Investments • AVANTIS/DFA high fees?
Hi, I am considering tilting my portfolio to small cap value and have decided to go with Avantis for my etfs.When looking at their expense fees. AVUV (Avantis U.S. Small Cap Value ETF) has a expense...
View ArticlePersonal Finance (Not Investing) • use savings for future home for higher...
[Topic is now in Personal Finance (Not Investing) - mod mkc]Hey everyone, Seeking advice on the better financial move to pay for my wife's career change/schooling this next year, consider our...
View ArticlePersonal Investments • Roth Conversions Advisable?
Fellow Bogleheads:Is it likely that we could save a meaningful amount of taxes by doing Roth conversions between now and when we turn 73? My thinking is that, while we may toggle between the current...
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