Investor Alley

Subject / Started by	Replies / Views	Last post
Do most brokerages give you a running total for capital gains/losses for year? Started by JenniferW	16 Replies 1072 Views	March 22, 2022, 06:38:58 PM by secondcor521
I'm having analysis paralysis! Help me invest $20,000! Started by Jenny1974	12 Replies 3759 Views	May 25, 2017, 12:38:36 PM by talltexan
Not sure what to do with the excess cash! Started by Jenny1974	3 Replies 2334 Views	August 07, 2014, 12:29:52 PM by fartface
Who Panics in a Market Downturn? Started by Jeremy « 1 2 »	78 Replies 22186 Views	April 22, 2015, 01:05:57 AM by mrpercentage
Does the government of Japan get bonds and only have to pay .1%? Started by Jeremy E.	9 Replies 3391 Views	October 29, 2015, 03:02:05 PM by Leanthree
Building a portfolio with a trust fund caveat Started by Jerm	9 Replies 4947 Views	July 30, 2014, 10:29:36 AM by ProfWinkie
Holding $500k worth of cash - home downpayment? Started by jeromedawg	22 Replies 2320 Views	July 19, 2021, 03:10:29 PM by Chris Pascale
Question on Investments in Roth IRA, 401k, and regular account? Started by jeromedawg	13 Replies 6377 Views	November 14, 2014, 03:44:22 PM by jeromedawg
From DINK to SIOK - should I convert a tIRA to Roth? Started by jeromedawg	2 Replies 2540 Views	April 22, 2016, 12:26:55 AM by MDM
TLH for ETFs - DVY equivalents? Started by jeromedawg	0 Replies 1130 Views	September 10, 2015, 11:36:19 AM by jeromedawg
actively trading stocks and TLH Started by jeromedawg	6 Replies 2604 Views	December 09, 2015, 03:54:21 PM by jeromedawg
Tax Loss Harvesting Rule of Thumb? Started by jeromedawg « 1 2 »	57 Replies 4579 Views	March 20, 2020, 05:48:21 PM by jeromedawg
Tax Loss Harvesting - sell shares based on date, etc? Started by jeromedawg	10 Replies 3755 Views	July 12, 2015, 06:44:36 PM by jeromedawg
Planning ahead Tax Bracket for 2016 and Capital Gains Started by jeromedawg	3 Replies 3524 Views	March 19, 2015, 10:14:01 PM by MDM
Starting out with a new HSA - which funds? Started by jeromedawg	5 Replies 2685 Views	February 08, 2016, 05:18:25 PM by jeromedawg
Priority of investments? Started by jeromedawg	26 Replies 10186 Views	June 03, 2015, 06:12:48 PM by seattlecyclone
I have a 401k and recharacterized my IRA to Traditional last year... Started by jeromedawg	10 Replies 4016 Views	February 10, 2015, 05:48:12 PM by jeromedawg
Tax Loss Harvesting question on intl fund? Started by jeromedawg	15 Replies 4993 Views	June 23, 2015, 01:08:19 PM by forummm
Help pick funds/strategy for my in-laws in their 70s Started by jeromedawg	8 Replies 2623 Views	October 12, 2017, 12:31:25 PM by jeromedawg
Joint account, gifts, and taxes Started by jeromedawg	11 Replies 5238 Views	November 20, 2014, 12:44:38 PM by GizmoTX
Tax Loss Harvesting and Short-term redemption fees Started by jeromedawg	7 Replies 4085 Views	December 15, 2014, 08:41:55 PM by Joel
How did you determine your risk tolerance? Started by jeromedawg	16 Replies 4020 Views	January 10, 2018, 08:20:53 AM by TheWifeHalf
Bonds and REITs - taxable or non-taxable/tax-advantaged accts? Started by jeromedawg	0 Replies 998 Views	February 02, 2017, 07:19:13 PM by jeromedawg
FSTVX and FSTMX? Started by jeromedawg	1 Replies 2986 Views	November 18, 2014, 11:55:55 PM by JetBlast
Own stock in company being bought out... new company wants to buy my shares? Started by jeromedawg	10 Replies 3937 Views	August 25, 2016, 11:33:26 AM by jeromedawg
Fidelity ishares etfs? Started by jeromedawg	6 Replies 3901 Views	December 16, 2014, 01:30:06 PM by Radagast
Offloading inherited stocks... how do you decide which go first? Started by jeromedawg	3 Replies 1095 Views	October 29, 2018, 09:00:08 AM by jeromedawg
Limit vs Stop-on-quote vs Stop-Limit-On-Quote vs Trailing Stop, etc... Started by jeromedawg	4 Replies 77822 Views	August 25, 2016, 09:42:51 PM by MoonLiteNite
My parents RMDs and 529s Started by jeromedawg	0 Replies 1159 Views	February 06, 2018, 07:07:51 PM by jeromedawg
My company is ending espp... Should I cancel contributions and get my $$$ back? Started by jeromedawg	2 Replies 1546 Views	November 17, 2015, 10:13:07 PM by jeromedawg
Rollover 401k or Rollover to IRA when switching companies? Started by jeromedawg	6 Replies 1096 Views	January 27, 2021, 02:03:49 PM by seattlecyclone
Vetting potential funds, financial advisor, and eventual 529 'conversion' Started by jeromedawg	10 Replies 3786 Views	April 23, 2015, 03:10:38 PM by jeromedawg
Holding all international index funds in taxable accounts? Started by jeromedawg	6 Replies 3134 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 1160 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 2942 Views	October 19, 2016, 11:44:55 AM by jeromedawg
Dumping FDVLX and FSCGX - so indecisive Started by jeromedawg	3 Replies 2174 Views	January 16, 2016, 10:32:55 PM by MustacheAndaHalf
Funds for Roth IRA vs Traditional IRA? Started by jeromedawg	1 Replies 1429 Views	October 10, 2017, 12:59:28 PM by Heroes821
Tax Loss Harvesting - limits? Started by jeromedawg	5 Replies 1863 Views	June 29, 2016, 02:25:42 PM by catccc
Investment advice for 69 yr olds? Started by jeromedawg	7 Replies 3580 Views	November 20, 2014, 01:51:38 AM by Mighty-Dollar
"Intermediate" and "Near" term investment options for a lump sum (or split) Started by jeromedawg	0 Replies 408 Views	January 12, 2021, 01:40:49 PM by jeromedawg
Selling some shares at a loss... for home repairs!? Started by jeromedawg	5 Replies 745 Views	June 10, 2022, 10:46:48 AM by jeromedawg
Buying/selling mutual funds - different IRAs same tax return Started by jeromedawg	4 Replies 1515 Views	January 20, 2017, 02:31:10 PM by jeromedawg
How to sell off funds for the purpose of Tax Loss Harvesting? Started by jeromedawg	30 Replies 3555 Views	December 12, 2018, 10:47:16 AM by Boofinator
Our 401ks and converting to Roth? Started by jeromedawg	16 Replies 5013 Views	February 06, 2016, 06:31:47 PM by MustacheAndaHalf
Fidelity Index Fund Classes - Investor vs Advantage vs Institutional, etc? Started by jeromedawg	5 Replies 20312 Views	December 10, 2014, 11:15:48 PM by Dr. A
eREITs (Fundrise, RealtyMogul, etc) vs traditional REITs (FSRVX, etc) Started by jeromedawg	14 Replies 5624 Views	January 29, 2018, 01:20:39 PM by ChpBstrd
Mutual Fund purchase and distributions (taxes) Started by jeromedawg	3 Replies 2516 Views	February 06, 2015, 11:48:56 AM by jeromedawg
Is there a "limit" to TLH? Started by jeromedawg	1 Replies 652 Views	May 10, 2022, 09:17:57 AM by dandarc
VITSX vs VFIAX Started by jeromedawg	9 Replies 6950 Views	October 14, 2017, 07:20:39 AM by nereo
$30k in stocks? Keep or sell and reinvest in index funds? Started by jeromedawg	12 Replies 4330 Views	December 04, 2014, 02:29:06 PM by jeromedawg

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