Investor Alley

Subject / Started by	Replies / Views	Last post
Betterment $50k "Safety Net"? Started by jeromedawg « 1 2 »	86 Replies 54853 Views	March 24, 2015, 02:07:27 PM by tj
Optimize tax efficiency? Started by jeromedawg	4 Replies 3267 Views	July 15, 2017, 01:18:12 PM by jeromedawg
$75 Series EE bond (matured)? Started by jeromedawg	8 Replies 931 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
Mutual Fund purchase and distributions (taxes) Started by jeromedawg	3 Replies 2597 Views	February 06, 2015, 11:48:56 AM by jeromedawg
Portfolio performance graphing tool? Started by jeromedawg	0 Replies 1254 Views	November 02, 2017, 12:07:54 AM by jeromedawg
Fidelity Index Fund Classes - Investor vs Advantage vs Institutional, etc? Started by jeromedawg	5 Replies 20508 Views	December 10, 2014, 11:15:48 PM by Dr. A
VITSX vs VFIAX Started by jeromedawg	9 Replies 8438 Views	October 14, 2017, 07:20:39 AM by nereo
What fund(s) in a UTMA? Started by jeromedawg	2 Replies 906 Views	January 16, 2019, 06:57:07 AM by Mississippi Mudstache
Is there a "limit" to TLH? Started by jeromedawg	1 Replies 738 Views	May 10, 2022, 09:17:57 AM by dandarc
eREITs (Fundrise, RealtyMogul, etc) vs traditional REITs (FSRVX, etc) Started by jeromedawg	14 Replies 5895 Views	January 29, 2018, 01:20:39 PM by ChpBstrd
Our 401ks and converting to Roth? Started by jeromedawg	16 Replies 5271 Views	February 06, 2016, 06:31:47 PM by MustacheAndaHalf
How to sell off funds for the purpose of Tax Loss Harvesting? Started by jeromedawg	30 Replies 4441 Views	December 12, 2018, 10:47:16 AM by Boofinator
Buying/selling mutual funds - different IRAs same tax return Started by jeromedawg	4 Replies 1598 Views	January 20, 2017, 02:31:10 PM by jeromedawg
Investment advice for 69 yr olds? Started by jeromedawg	7 Replies 3691 Views	November 20, 2014, 01:51:38 AM by Mighty-Dollar
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
Tax Loss Harvesting - limits? Started by jeromedawg	5 Replies 1921 Views	June 29, 2016, 02:25:42 PM by catccc
Funds for Roth IRA vs Traditional IRA? Started by jeromedawg	1 Replies 1510 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 483 Views	January 12, 2021, 01:40:49 PM by jeromedawg
Making a bet on the terminal rate Started by jeroly	26 Replies 1895 Views	December 16, 2022, 12:52:47 PM by BicycleB
'23 Predictions... & how are you changing your investment plans to reflect them? Started by jeroly « 1 2 3 »	103 Replies 8237 Views	December 06, 2023, 06:56:13 AM by ChpBstrd
Bonus offer from Chase Private Client - worth it? Started by jeroly	4 Replies 877 Views	April 20, 2023, 10:04:59 PM by LightStache
Building a portfolio with a trust fund caveat Started by Jerm	9 Replies 5091 Views	July 30, 2014, 10:29:36 AM by ProfWinkie
Does the government of Japan get bonds and only have to pay .1%? Started by Jeremy E.	9 Replies 3555 Views	October 29, 2015, 03:02:05 PM by Leanthree
Who Panics in a Market Downturn? Started by Jeremy « 1 2 »	78 Replies 23048 Views	April 22, 2015, 01:05:57 AM by mrpercentage
Not sure what to do with the excess cash! Started by Jenny1974	3 Replies 2390 Views	August 07, 2014, 12:29:52 PM by fartface
I'm having analysis paralysis! Help me invest $20,000! Started by Jenny1974	12 Replies 3833 Views	May 25, 2017, 12:38:36 PM by talltexan
Anyone tracking the US Steel - Nippon Steel - Cleveland-Cliffs deals? Started by jennifers	1 Replies 259 Views	March 26, 2024, 07:31:10 AM by ChpBstrd
Accidently opened roth ira for 2014 when I wanted traditional... Started by jennifers	2 Replies 2210 Views	November 01, 2014, 04:25:42 PM by Johnez
New: Traditional IRA and potential $$ to invest where? Started by Jenie	3 Replies 2213 Views	February 21, 2016, 07:13:25 AM by GrowingTheGreen
Financial Advisers - pros and cons Started by Jenie	33 Replies 9947 Views	August 29, 2015, 10:08:28 AM by TomTX
401k rollover help Started by jengod	3 Replies 3205 Views	June 18, 2015, 07:24:42 PM by jengod
Contributing to Employer and Solo 401(K) Started by jeffpickens	2 Replies 1693 Views	June 19, 2014, 10:36:40 PM by bacchi
Guideline & Employee Fiduciary Started by jeff2017	1 Replies 1381 Views	January 18, 2018, 10:27:35 PM by MJseast
Hypothetical Question Regarding 100% Stocks into Perpetuity w/ Large Nest Egg Started by jeff2017	28 Replies 5182 Views	November 27, 2018, 06:11:15 PM by pecunia
Reviewing SO's 401K and Looking for some MMM Opinions Started by jeff2017	16 Replies 2488 Views	November 15, 2018, 09:41:18 AM by Scandium
Parents SOLD into a 10 Year Indexed Annuity - Could it be Worse? Started by jeff2017	7 Replies 2137 Views	December 01, 2018, 10:54:24 AM by ThatGuy
How "Bad" are these Expense Ratios/Selections - American Funds Started by jeff2017	28 Replies 6105 Views	January 03, 2018, 11:38:21 PM by jeff2017
Choosing Between 3 Pension Options - Not Adding Up To Me? Started by jeff2017	1 Replies 1374 Views	January 04, 2018, 12:26:01 AM by MarciaB
Where to Put Year End Bonus - Company 401K not an option Started by jeff2017	6 Replies 2226 Views	December 12, 2017, 04:34:36 PM by jeff2017
21, have an okay amount in savings and dont know how to invest. Started by Jeff_GXP	17 Replies 6640 Views	March 24, 2015, 01:50:59 PM by Doulos
Roth IRA - Income limit Started by jeev	3 Replies 1878 Views	January 05, 2018, 02:18:47 PM by MacGyverIt
Help me like I am 5 years old......UK investor help! Started by Jeepo	6 Replies 3127 Views	September 17, 2014, 03:04:18 AM by Jeepo
Some Advice on UK Pension / Index Funds Please Started by jeeebus	3 Replies 2145 Views	January 12, 2017, 04:56:26 AM by jeeebus
I-Bonds and good math and a little help and Thank you Started by jedithunder	3 Replies 996 Views	November 18, 2021, 09:42:30 AM by Watchmaker
How to invest windfall of cash, and how to determine rate of return? Started by jeastith	8 Replies 4328 Views	May 12, 2015, 01:38:16 PM by 1WattLightbulb
Advice - How to invest windfall of cash, and how to find out return rate? Started by jeastith	5 Replies 2606 Views	May 06, 2015, 08:14:22 AM by innerscorecard
OOPS. Beginner investor mistake - ideas for a repair? Started by jeastith	31 Replies 9325 Views	October 13, 2015, 06:44:44 AM by Faraday
Continue PMI or pay down loan to terminate PMI Started by JDsNova	13 Replies 3450 Views	January 24, 2017, 08:06:30 AM by Ebrat
Amazing resource for socially responsible mutual funds! Started by Jdslepp	7 Replies 4851 Views	May 24, 2014, 08:21:00 AM by Cyrano

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