Investor Alley

Subject / Started by	Replies / Views	Last post
Own stock in company being bought out... new company wants to buy my shares? Started by jeromedawg	10 Replies 4080 Views	August 25, 2016, 11:33:26 AM by jeromedawg
Andrews FCU Share Certificates - 5% Started by jeromedawg	4 Replies 386 Views	November 04, 2022, 07:24:23 PM by nalor511
My company is ending espp... Should I cancel contributions and get my $$$ back? Started by jeromedawg	2 Replies 1617 Views	November 17, 2015, 10:13:07 PM by jeromedawg
Rollover 401k or Rollover to IRA when switching companies? Started by jeromedawg	6 Replies 1472 Views	January 27, 2021, 02:03:49 PM by seattlecyclone
Joint account, gifts, and taxes Started by jeromedawg	11 Replies 5454 Views	November 20, 2014, 12:44:38 PM by GizmoTX
Limit vs Stop-on-quote vs Stop-Limit-On-Quote vs Trailing Stop, etc... Started by jeromedawg	4 Replies 80260 Views	August 25, 2016, 09:42:51 PM by MoonLiteNite
My parents RMDs and 529s Started by jeromedawg	0 Replies 1275 Views	February 06, 2018, 07:07:51 PM by jeromedawg
Tax Loss Harvesting and Short-term redemption fees Started by jeromedawg	7 Replies 4231 Views	December 15, 2014, 08:41:55 PM by Joel
FSTVX and FSTMX? Started by jeromedawg	1 Replies 3091 Views	November 18, 2014, 11:55:55 PM by JetBlast
Fidelity ishares etfs? Started by jeromedawg	6 Replies 4054 Views	December 16, 2014, 01:30:06 PM by Radagast
Holding all international index funds in taxable accounts? Started by jeromedawg	6 Replies 3291 Views	February 06, 2016, 12:13:38 AM by mxt0133
Should I transition all my stocks to brokerage offering free stock trades? Started by jeromedawg	6 Replies 1282 Views	January 19, 2019, 09:37:39 AM by svosavvy
Have a lump sum and not sure where to invest for target allocation/tax eff.... Started by jeromedawg	10 Replies 3053 Views	October 19, 2016, 11:44:55 AM by jeromedawg
Dumping FDVLX and FSCGX - so indecisive Started by jeromedawg	3 Replies 2260 Views	January 16, 2016, 10:32:55 PM by MustacheAndaHalf
Vetting potential funds, financial advisor, and eventual 529 'conversion' Started by jeromedawg	10 Replies 3890 Views	April 23, 2015, 03:10:38 PM by jeromedawg
Funds for Roth IRA vs Traditional IRA? Started by jeromedawg	1 Replies 1511 Views	October 10, 2017, 12:59:28 PM by Heroes821
"Intermediate" and "Near" term investment options for a lump sum (or split) Started by jeromedawg	0 Replies 484 Views	January 12, 2021, 01:40:49 PM by jeromedawg
Tax Loss Harvesting - limits? Started by jeromedawg	5 Replies 1922 Views	June 29, 2016, 02:25:42 PM by catccc
Selling some shares at a loss... for home repairs!? Started by jeromedawg	5 Replies 932 Views	June 10, 2022, 10:46:48 AM by jeromedawg
Investment advice for 69 yr olds? Started by jeromedawg	7 Replies 3693 Views	November 20, 2014, 01:51:38 AM by Mighty-Dollar
How to sell off funds for the purpose of Tax Loss Harvesting? Started by jeromedawg	30 Replies 4456 Views	December 12, 2018, 10:47:16 AM by Boofinator
Buying/selling mutual funds - different IRAs same tax return Started by jeromedawg	4 Replies 1599 Views	January 20, 2017, 02:31:10 PM by jeromedawg
Our 401ks and converting to Roth? Started by jeromedawg	16 Replies 5273 Views	February 06, 2016, 06:31:47 PM by MustacheAndaHalf
eREITs (Fundrise, RealtyMogul, etc) vs traditional REITs (FSRVX, etc) Started by jeromedawg	14 Replies 5899 Views	January 29, 2018, 01:20:39 PM by ChpBstrd
Is there a "limit" to TLH? Started by jeromedawg	1 Replies 738 Views	May 10, 2022, 09:17:57 AM by dandarc
What fund(s) in a UTMA? Started by jeromedawg	2 Replies 908 Views	January 16, 2019, 06:57:07 AM by Mississippi Mudstache
VITSX vs VFIAX Started by jeromedawg	9 Replies 8447 Views	October 14, 2017, 07:20:39 AM by nereo
Fidelity Index Fund Classes - Investor vs Advantage vs Institutional, etc? Started by jeromedawg	5 Replies 20511 Views	December 10, 2014, 11:15:48 PM by Dr. A
Portfolio performance graphing tool? Started by jeromedawg	0 Replies 1255 Views	November 02, 2017, 12:07:54 AM by jeromedawg
Mutual Fund purchase and distributions (taxes) Started by jeromedawg	3 Replies 2599 Views	February 06, 2015, 11:48:56 AM by jeromedawg
$75 Series EE bond (matured)? Started by jeromedawg	8 Replies 932 Views	July 27, 2021, 09:10:36 PM by AccidentialMustache
$30k in stocks? Keep or sell and reinvest in index funds? Started by jeromedawg	12 Replies 4444 Views	December 04, 2014, 02:29:06 PM by jeromedawg
Betterment $50k "Safety Net"? Started by jeromedawg « 1 2 »	86 Replies 54868 Views	March 24, 2015, 02:07:27 PM by tj
Optimize tax efficiency? Started by jeromedawg	4 Replies 3269 Views	July 15, 2017, 01:18:12 PM by jeromedawg
FSIVX? Buy? Started by jeromedawg	4 Replies 2133 Views	July 08, 2015, 12:29:32 PM by Zman
Consolidating my taxable account and avoiding cap gains taxes Started by jeromedawg	2 Replies 2597 Views	December 11, 2014, 11:59:58 AM by jeromedawg
Best moves to make for taxable accounts? Started by jeromedawg	16 Replies 5234 Views	March 18, 2015, 10:17:44 AM by jeromedawg
Custodial or Individual 529? Started by jeromedawg	1 Replies 2624 Views	June 08, 2017, 12:08:38 PM by secondcor521
Brokerage accounts for stocks? Started by jeromedawg	4 Replies 2372 Views	March 19, 2015, 01:56:42 PM by theoverlook
Home Downpayment "savings" and investing? Started by jeromedawg	4 Replies 3074 Views	October 23, 2014, 01:03:37 PM by jeromedawg
HSA Target Balance? Started by jeromedawg	25 Replies 8431 Views	February 11, 2016, 03:48:14 PM by jeromedawg
Simplifying/consolidating/rebalancing my accounts Started by jeromedawg	15 Replies 6756 Views	April 22, 2016, 12:20:51 PM by seattlecyclone
Super savvy fictional investors Started by jeromedawg	7 Replies 2040 Views	October 29, 2022, 03:54:08 AM by Cameronq1
Holding $500k worth of cash - home downpayment? Started by jeromedawg	22 Replies 2537 Views	July 19, 2021, 03:10:29 PM by Chris Pascale
"Name of Financial Advisor" when transferring shares between brokerages Started by jeromedawg	3 Replies 1511 Views	October 16, 2017, 01:34:41 AM by marty998
Is this a good mix for the taxable account? Started by jeromedawg	13 Replies 7227 Views	November 21, 2014, 08:04:14 PM by GGNoob
Which index fund to choose? Started by Jesper	4 Replies 2648 Views	September 17, 2017, 06:39:33 AM by Jesper
Taxable account Cost Basis question Started by Jessa	7 Replies 3648 Views	October 26, 2014, 08:45:31 PM by bacchi
401k vs after tax savings? Started by Jessa	11 Replies 6160 Views	August 27, 2014, 11:10:17 AM by Grande
Other threads on Canadian Investments? Started by JessicaRed	8 Replies 4566 Views	March 02, 2013, 09:17:25 PM by strider3700

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