Investing - Theory, News & General • Rate of change in AI
Cullen Roche's weekly musings are always worth reading, but the third part of this week's post really caught my eye:"3) Rate of Change of the AI Cycle.It’s incredible how fast the trends in technology...
View ArticlePersonal Investments • Portfolio review (and 4 year update)
Fellow Bogleheads - It has been over four years since we began investing based on the advice we received in this thread: viewtopic.php?t=330730. We have revisited that thread many times and originally...
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Personal Finance (Not Investing) • Are you suffering from money dysmorphia?...
Interesting story. I've seen posts here for the better part of 15 years dealing with checking finances too frequently, comparing net worth, and feeling guilty about spending money even with millions...
View ArticlePersonal Investments • Can I start Investing if I still have Student Loans...
Ive been reading and researching as much as I can and I'm still left with questions as to if its too late for me to invest at my age or when is a good time to actually start investing.Im contemplating...
View ArticlePersonal Finance (Not Investing) • General Roth Conversion Procedures
Good morning.Within the same institution, do you call in or do this online? Just a few months ago, I called in and instruct the TIA support person to roll a Traditional IRA to a Roth IRA. It was sent...
View ArticlePersonal Investments • Financial Advisors
There are many topics here on Financial Advisors. Mostly .... should I use one.Recently came across these two related items on the White Coat Investor.The first is recent and is all about the CFP from...
View ArticleInvesting - Theory, News & General • "Vanguard Thoughts: After 23...
I sure that many of you must receive a daily email from My Money Blog?If not, you should! One of few of the many daily personal finance emails I receive that I make sure I look at.In this one he...
View ArticlePersonal Finance (Not Investing) • Flight Training (Part 61) via 529:...
My nephew is enrolled in helicopter flight training. Not through a university (e.g. Embry Riddle) but rather through a local airport with a flight school. As I understand the lingo, this would be Part...
View ArticlePersonal Investments • Roth Conversions, Add to I Bonds, or Something Else?
Hello!I am not 100% sure if I am retired but I just finished my most recent assignment so I'm taking time to think through some alternative financial strategies that I had put on hold until I had more...
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Personal Investments • Dad going into long term care (expensive) - how to...
Hello! I am new here. As a long time "long term" growth investor (I've been a low cost index fund person - practicing allocation along the same thought pattern as Paul Merriman for years) - but now...
View ArticlePersonal Finance (Not Investing) • Social Security "rounding down"
Is the "rounding down" $.50 a new thing? The reason I ask is that on my benefit amount, they don't seem to round down, as taxes withheld include a figure like 334.80. But DW got her award statement....
View ArticlePersonal Investments • Retirement savings
Hello,Most likely my questions below were already asked before, but I appreciate any recommendations and guidance. Thank you in advance.I’m approaching retirement and my retirement savings are...
View ArticlePersonal Finance (Not Investing) • 1099-INT from TreasuryDirect available but...
Just wanted to let folks know - 1099-INT are available in the site but there was no email to even notify they are ready to download.Statistics: Posted by sampathk1 — Sun Jan 26, 2025 6:01 pm — Replies...
View ArticlePersonal Investments • G Fund and the debt limit
As of January 23, 2025, the U.S. Treasury was unable to fully invest the Government Securities Investment (G) Fund due to the statutory ceiling on the federal debt. However, G Fund investors remain...
View ArticlePersonal Finance (Not Investing) • 529s and Forgiveable Loans as Scholarships?
One may withdraw 529 funds in excess of qualified educational expenses for a beneficiary, and if one does, you (or the beneficiary, depending on how you structure it) have to pay tax on the earnings,...
View ArticlePersonal Investments • New here - question to ask
I'm new on this forum. I have a question about a change made by Vanguard to my wife's 401-K allocations, and some things shown on her most recent statement. Is this the correct section to ask it?? Am...
View ArticlePersonal Finance (Not Investing) • IRS ID.me landline vs prepaid cell for...
My mom decided to sign up for an ID.me account as she had not received her pin # yet. All went well, but she had a follow up question. During the process of sign up she gave her cell number and she...
View ArticlePersonal Consumer Issues • Who Is Next? - Mercedes Sprinter CEL
OK, I'll go first. We have a 2017 Tiffin Wayfarer Coach sitting atop a 2016 Mercedes 3500 Sprinter, burns diesel of course. Our familiarity with the RV, and specifically the Sprinter began in March...
View ArticleNon-US Investing • Need help from someone in Germany
My sister lives in Germany. I live in the USA. She would really like to start investing the boggle heads way, but does not know where to start. Could anyone tell me what is the easiest (to deal with)...
View ArticlePersonal Investments • Moving equities in a portfolio into ETF's ?
Hello- had a question please :have any of you "taken the plunge" and moved all of your individual equities to ETF's or a minimal portfolio of funds ?- i have under 10% of my portfolio in individual...
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