Investor Alley

Subject / Started by	Replies / Views	Last post
Starting out with a new HSA - which funds? Started by jeromedawg	5 Replies 2794 Views	February 08, 2016, 05:18:25 PM by jeromedawg
Tax Loss Harvesting - sell shares based on date, etc? Started by jeromedawg	10 Replies 3878 Views	July 12, 2015, 06:44:36 PM by jeromedawg
Planning ahead Tax Bracket for 2016 and Capital Gains Started by jeromedawg	3 Replies 3625 Views	March 19, 2015, 10:14:01 PM by MDM
Priority of investments? Started by jeromedawg	26 Replies 10739 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 4118 Views	February 10, 2015, 05:48:12 PM by jeromedawg
Help pick funds/strategy for my in-laws in their 70s Started by jeromedawg	8 Replies 2740 Views	October 12, 2017, 12:31:25 PM by jeromedawg
Tax Loss Harvesting question on intl fund? Started by jeromedawg	15 Replies 5100 Views	June 23, 2015, 01:08:19 PM by forummm
How did you determine your risk tolerance? Started by jeromedawg	16 Replies 4235 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 1079 Views	February 02, 2017, 07:19:13 PM by jeromedawg
Offloading inherited stocks... how do you decide which go first? Started by jeromedawg	3 Replies 1212 Views	October 29, 2018, 09:00:08 AM by jeromedawg
Own stock in company being bought out... new company wants to buy my shares? Started by jeromedawg	10 Replies 4078 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 1470 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 80259 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 4053 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 1281 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 3051 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 3888 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 3692 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 4449 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 8443 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 54864 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 2132 Views	July 08, 2015, 12:29:32 PM by Zman
Consolidating my taxable account and avoiding cap gains taxes Started by jeromedawg	2 Replies 2596 Views	December 11, 2014, 11:59:58 AM by jeromedawg
Which index fund to choose? Started by Jesper	4 Replies 2647 Views	September 17, 2017, 06:39:33 AM by Jesper
401k vs after tax savings? Started by Jessa	11 Replies 6159 Views	August 27, 2014, 11:10:17 AM by Grande
Taxable account Cost Basis question Started by Jessa	7 Replies 3648 Views	October 26, 2014, 08:45:31 PM by bacchi
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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