Investing - Theory, News & General • Vanguard holding details
On its website, why does Vanguard show shares and market value instead of percentage weightings under the “Holding Details” for its mutual funds and ETFs? Based on shares and market value, how can you...
View ArticlePersonal Investments • Is TIAA-CREF taking advantage of my elderly (84) parent?
My father is single and has started to exhibit some memory issues that are impacting his financial health such as missing payments, locking himselves out of accounts, etc.In the process of trying to...
View ArticlePersonal Finance (Not Investing) • Retiring in 2 weeks - what should I do...
Hi I made the decision to stop working* and my last day is 2 weeks from now - mid-December. We have been very fortunate and I want to spend the next part of my life doing some pay it forward work. We...
View ArticlePersonal Finance (Not Investing) • Using Vanguard PAS to manage only part of...
Does anyone use Vanguard’s PAS to manage just part of their portfolio, say taxable account or retirement accounts? Did you start that way or change later? We’ve used the service for a few years now....
View ArticlePersonal Finance (Not Investing) • Sense check: extra payments against debt...
Standard disclaimers here: 38, MFJ, standard deduction, no kids. I max out tax advantaged accounts, have a full emergency fund, and have no non-house debt. All debt is with Third Federal, no...
View ArticlePersonal Consumer Issues • 2024 Ford Maverick Hybrid
Hi AllLooking at the 2024 Maverick Hybrid Lariat. Does anyone have one and more importantly, how is the Ford Hybrid system. Thanks in advanceStatistics: Posted by HotRod140 — Thu Nov 28, 2024 6:35 am...
View ArticlePersonal Finance (Not Investing) • After two decades as a Boglehead I finally...
I've recommended Tiller a few times (I have no financial COI here, just a fan). I thought I'd take the time to write out how we have come to use it, in case it helps anyone else. I'm not going to...
View ArticlePersonal Investments • How and when to pay taxes on December Roth Conversion?
We are doing a Roth conversion next week. No with-holding for taxes.Taxes on the conversion will be approximately $28k for fed, $12k for state. 22% tax bracketWhen do we pay federal income tax and...
View ArticlePersonal Investments • Microsoft Money and TIPS
I've been using MS Money for eons and am quite satisfied with it. I have it working frine on Win11 (since upgrading) but have one issue that is a problem. TIPS which I have quite a lot them. I find no...
View ArticlePersonal Finance (Not Investing) • Seeking Advice - Dad buying a first car...
So my daughter is turning 16 soon. And as her Dad, my goal is to provide her with safe, reliable transportation (nothing more, nothing less). I've told her repeatedly 'assume you'll be driving a very...
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Personal Consumer Issues • What’s the deal with turntables?
I was in my local Barnes and Noble and they had hundreds of vinyl albums and several types of turntables for sale. I really don’t get it - what’s the allure of listening to all those snap, crackle and...
View ArticlePersonal Finance (Not Investing) • Primary account holder not paying credit...
I am an authorized user on a credit card that where another is the primary cardholder.The primary cardholder is not paying their bill.The card issuer is placing this non-payment information on my...
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Personal Investments • Wellesley outflows … why?
I’ve been aware of both the Wellington and Wellesley outflows for some time. I’m a Wellington fan and confident enough with my decision to invest there that I’m not all that concerned about what other...
View ArticlePersonal Investments • Portfolio Review - 25 Year Old Male seeking check on...
Hi there,Happy holidays! I am very fortunate to have savings and a stable income, and for years I have been following the "just invest in index funds" motif. However, for just as many years, I have...
View ArticlePersonal Finance (Not Investing) • Who earns interest on cash in ACATS limbo?
I’m doing an ACATS transfer of an IRA from one brokerage firm (Sending Firm) to another (Receiving Firm). It appears that the cash and securities were removed from the sending account yesterday but...
View ArticlePersonal Investments • Anyone with experience in CLOA?
CLOA is an active ETF comprised of a AAA strip of collateralized leveraged loans (senior position of this strip results in the AAA). ETF has not been in existence very long. Monthly dividend...
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Personal Investments • How to read Vanguard Target Retirement Allocation to...
From https://advisors.vanguard.com/investmen ... #portfolioUnder the heading "Allocation to underlying funds":In 2020 the allocation is 36.92% stocks and 61.87% bondsIn 2070 the allocation is 89.85%...
View ArticlePersonal Finance (Not Investing) • Tesla charging options
We currently have a 200A 30+ year old electric panel that is nearly full- 182A. We have been in the house 6 months with no electrical tripping or problems.We need a Tesla charger. Electrician A...
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Non-US Investing • some bad results and change of aproach [United Arab Emirates]
Hi guys!Country of residence: United Arab EmiratesNationality: European Union country (non-euro zone)Personal situation: Looking to retire and move back to Europe in the next few years (5-10 max),...
View ArticleInvesting - Theory, News & General • Fidelity International Bond Index:...
Trying to figure out the country exposure of this fund- FBIIX.https://fundresearch.fidelity.com/mutua ... /31635T732Fidelity lists the top 5 issuers = 34.87% of portfolio as:CHINA PEOPLES REPUBLIC...
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