Investor Alley

Subject / Started by	Replies / Views	Last post
Portfolio performance graphing tool? Started by jeromedawg	0 Replies 1325 Views	November 02, 2017, 12:07:54 AM by jeromedawg
$30k in stocks? Keep or sell and reinvest in index funds? Started by jeromedawg	12 Replies 4568 Views	December 04, 2014, 02:29:06 PM by jeromedawg
$75 Series EE bond (matured)? Started by jeromedawg	8 Replies 1068 Views	July 27, 2021, 09:10:36 PM by AccidentialMustache
Optimize tax efficiency? Started by jeromedawg	4 Replies 3438 Views	July 15, 2017, 01:18:12 PM by jeromedawg
Betterment $50k "Safety Net"? Started by jeromedawg « 1 2 »	86 Replies 56290 Views	March 24, 2015, 02:07:27 PM by tj
FSIVX? Buy? Started by jeromedawg	4 Replies 2198 Views	July 08, 2015, 12:29:32 PM by Zman
Consolidating my taxable account and avoiding cap gains taxes Started by jeromedawg	2 Replies 2672 Views	December 11, 2014, 11:59:58 AM by jeromedawg
Best moves to make for taxable accounts? Started by jeromedawg	16 Replies 5373 Views	March 18, 2015, 10:17:44 AM by jeromedawg
Custodial or Individual 529? Started by jeromedawg	1 Replies 2735 Views	June 08, 2017, 12:08:38 PM by secondcor521
Brokerage accounts for stocks? Started by jeromedawg	4 Replies 2437 Views	March 19, 2015, 01:56:42 PM by theoverlook
Home Downpayment "savings" and investing? Started by jeromedawg	4 Replies 3178 Views	October 23, 2014, 01:03:37 PM by jeromedawg
HSA Target Balance? Started by jeromedawg	25 Replies 8722 Views	February 11, 2016, 03:48:14 PM by jeromedawg
Simplifying/consolidating/rebalancing my accounts Started by jeromedawg	15 Replies 6919 Views	April 22, 2016, 12:20:51 PM by seattlecyclone
Super savvy fictional investors Started by jeromedawg	7 Replies 2128 Views	October 29, 2022, 03:54:08 AM by Cameronq1
Holding $500k worth of cash - home downpayment? Started by jeromedawg	22 Replies 2693 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 1639 Views	October 16, 2017, 01:34:41 AM by marty998
Is this a good mix for the taxable account? Started by jeromedawg	13 Replies 7421 Views	November 21, 2014, 08:04:14 PM by GGNoob
Mango, Union Plus, Santander how-to? Started by jeromedawg	2 Replies 2981 Views	January 01, 2015, 10:41:39 PM by SamSpade
TLH for ETFs - DVY equivalents? Started by jeromedawg	0 Replies 1253 Views	September 10, 2015, 11:36:19 AM by jeromedawg
actively trading stocks and TLH Started by jeromedawg	6 Replies 2790 Views	December 09, 2015, 03:54:21 PM by jeromedawg
From DINK to SIOK - should I convert a tIRA to Roth? Started by jeromedawg	2 Replies 2740 Views	April 22, 2016, 12:26:55 AM by MDM
Lump-sum max contribution to Traditional IRA? Started by jeromedawg	2 Replies 2175 Views	January 09, 2015, 02:37:15 PM by CtrlMagicDel
Tax Loss Harvesting Rule of Thumb? Started by jeromedawg « 1 2 »	57 Replies 5856 Views	March 20, 2020, 05:48:21 PM by jeromedawg
Question on Investments in Roth IRA, 401k, and regular account? Started by jeromedawg	13 Replies 6720 Views	November 14, 2014, 03:44:22 PM by jeromedawg
Starting out with a new HSA - which funds? Started by jeromedawg	5 Replies 2873 Views	February 08, 2016, 05:18:25 PM by jeromedawg
Tax Loss Harvesting - sell shares based on date, etc? Started by jeromedawg	10 Replies 3966 Views	July 12, 2015, 06:44:36 PM by jeromedawg
Planning ahead Tax Bracket for 2016 and Capital Gains Started by jeromedawg	3 Replies 3701 Views	March 19, 2015, 10:14:01 PM by MDM
I have a 401k and recharacterized my IRA to Traditional last year... Started by jeromedawg	10 Replies 4227 Views	February 10, 2015, 05:48:12 PM by jeromedawg
Priority of investments? Started by jeromedawg	26 Replies 10994 Views	June 03, 2015, 06:12:48 PM by seattlecyclone
How did you determine your risk tolerance? Started by jeromedawg	16 Replies 4411 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 1149 Views	February 02, 2017, 07:19:13 PM by jeromedawg
Help pick funds/strategy for my in-laws in their 70s Started by jeromedawg	8 Replies 2839 Views	October 12, 2017, 12:31:25 PM by jeromedawg
Tax Loss Harvesting question on intl fund? Started by jeromedawg	15 Replies 5220 Views	June 23, 2015, 01:08:19 PM by forummm
Andrews FCU Share Certificates - 5% Started by jeromedawg	4 Replies 475 Views	November 04, 2022, 07:24:23 PM by nalor511
Offloading inherited stocks... how do you decide which go first? Started by jeromedawg	3 Replies 1292 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 4191 Views	August 25, 2016, 11:33:26 AM by jeromedawg
My parents RMDs and 529s Started by jeromedawg	0 Replies 1356 Views	February 06, 2018, 07:07:51 PM by jeromedawg
Tax Loss Harvesting and Short-term redemption fees Started by jeromedawg	7 Replies 4364 Views	December 15, 2014, 08:41:55 PM by Joel
My company is ending espp... Should I cancel contributions and get my $$$ back? Started by jeromedawg	2 Replies 1686 Views	November 17, 2015, 10:13:07 PM by jeromedawg
Rollover 401k or Rollover to IRA when switching companies? Started by jeromedawg	6 Replies 1651 Views	January 27, 2021, 02:03:49 PM by seattlecyclone
Joint account, gifts, and taxes Started by jeromedawg	11 Replies 5595 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 81775 Views	August 25, 2016, 09:42:51 PM by MoonLiteNite
Fidelity ishares etfs? Started by jeromedawg	6 Replies 4160 Views	December 16, 2014, 01:30:06 PM by Radagast
FSTVX and FSTMX? Started by jeromedawg	1 Replies 3158 Views	November 18, 2014, 11:55:55 PM by JetBlast
Which index fund to choose? Started by Jesper	4 Replies 2715 Views	September 17, 2017, 06:39:33 AM by Jesper
Taxable account Cost Basis question Started by Jessa	7 Replies 3734 Views	October 26, 2014, 08:45:31 PM by bacchi
401k vs after tax savings? Started by Jessa	11 Replies 6284 Views	August 27, 2014, 11:10:17 AM by Grande
Other threads on Canadian Investments? Started by JessicaRed	8 Replies 4648 Views	March 02, 2013, 09:17:25 PM by strider3700
Roth 401k rollover - any suggestions? Started by Jessie	3 Replies 2754 Views	January 13, 2014, 09:19:50 PM by frugally
401k Allocation Help (% bonds for my age) Started by jesstach	8 Replies 5563 Views	January 24, 2014, 12:48:39 PM by Eric

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