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Non-US Investing • Schwab international account as expat

I am totally confused if I could invest to any ETFs if I am an expat US citizen living to Europe and transfer all my retirement and brokerage accounts to Schwab International. US ETFs aren't allowed...

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Personal Consumer Issues • Fix my thinking please [purchasing high-cost...

[Topic title has been clarified and topic has been moved to Personal Consumer Issues. Thank you to the member who reported it and explained what was wrong. mod mkc]I'm having a moment....So my nearly...

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Personal Consumer Issues • Any Paint Experts Among Us? Sales tactic?

In a new construction higher end custom home with brand new level 5 drywall the painter is recommending Dunn Edwards Versawall. He does not intend to use a primer first since the Versawall product is...

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Personal Finance (Not Investing) • Mortgage Payoff Fund

This is not the age old question of whether to pay off the mortgage or invest the lump sum. We refinanced during pandemic at 1.99% (15-year). Balance is only about $350k. The payments are about $3k...

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Investing - Theory, News & General • Social Security

I'm currently 61 and retired. Plan to draw SS early at 62 at around $1800 monthly. The past 3 generations of men in my family haven't lived to be 80, so I plan to put this money in...

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Personal Investments • Schwab exchange process fee

Over the past several months I've slowly transitioned our portfolio from mutual funds to etf's, and have adjusted our AA when bands have been reached. During this period, I've noticed a small fee way...

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Personal Consumer Issues • Thule rooftop box repair

Hey allAnyone ever repaired a roof top cargo carrier/box before and have suggestions on fixes?A while back we forgot it was on top of the car and pulled it into the garage at my BIL’s old place. We...

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Personal Finance (Not Investing) • Looking for FDIC HYSA accounts

I am helping a family member out. This person is holding all of their Emergency Fund is in checking account with zero interest. We have concluded that the next step would be to keep the bank account,...

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Investing - Theory, News & General • You have owned Nvidia since 2001

To all the squares buying Nvidia after hearing about it on the nightly news, just remind them you have owned it since 2001 (when it replaced Enron in the S&P 500)You bought at around $0.30. It is...

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Personal Finance (Not Investing) • Credit card fraudulent transaction? Chip used

I noticed an unusual charge on my credit card. It didn't reveal actual name of merchant, just a generic term. I couldnt recall the transaction. So i called the credit card company and they could not...

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Investing - Theory, News & General • How do you deal with the all time...

I would obviously much rather have market at all time highs, but I am probably not alone in thinking about the inevitable correction. Since markets go up on stairs and come down in an elevator, the...

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Personal Finance (Not Investing) • moving DW to rehab center, need advice

DW will be moved from a hospital bed to a rehab center tomorrow (7/11), she has Medicare and a supplement policy. First time for me trying to manage this, here are some questions:Will they try to make...

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Investing - Theory, News & General • Article says Treasury Bonds are...

Eight Reasons Not To Own Vanguard VMFXXhttps://www.bondsavvy.com/fixed-income- ... mfxx-yieldWild article talking about the issues with Vanguard’s money market fund. They say the money market fund is...

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Personal Finance (Not Investing) • Question - Opened Vanguard account and...

Question:I just helped a family member open a Vanguard account and link their Chase checking account.At the beginning of the Vanguard account creation process, it asked for the Chase checking account...

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Personal Finance (Not Investing) • Defer Pension or Lump sum?

I'm planning to leave my state job with a pension at age 33. I have the option of a $40,000 lump sum payout or I can defer until age 65 and collect $1,000 a month (no COLA). My worry with deferring...

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Personal Finance (Not Investing) • Small business value determination

My aging dad has a mobile home park that he wants to sell. However, we’re looking for advice on the best way to value it. I’m able to determine what the park itself is worth (price per acre/lot,...

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Personal Finance (Not Investing) • VP level jobs compensation

Can anyone share what type of compensation and other perks they would expect from a VP finance role for a company between $5b - $6b in revenue and a team of 20-30 staff?Statistics: Posted by Bb073084...

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Personal Investments • Can I transfer bank CDs to a Fidelity account?

I would like to consolidate my mother's numberous investment accounts to Fidelity. She has several IRA accounts and several non IRA accounts at several banks. All accounts are 100% invested in bank...

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Personal Investments • Individual Currency Conversions are Not Taxed, Right?

I am trying to confirm that Currency Conversions are usually Not Taxed. Is that correct??This is in ref. to an online trading sys. such as Interactive Brokers, which clearly differentiates a Forex...

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Personal Investments • TIP in taxable? How much uninvested $ keep out of AA?

Money Market Cash: $14KTotal Portfolio: $724k at SchwabDebt: NoneTax Filing Status: SingleTax Rate: $0 earned income, only capital gains, interest and dividendsState of Residence: CaliforniaAge: 50,...

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