Investor Alley

Subject / Started by	Replies / Views	Last post
Betterment Tax-Loss-Harvesting and Company 401k. Avoid accidental wash sales? Started by jc4	2 Replies 1934 Views	July 25, 2017, 07:10:17 AM by jc4
Top Heavy in Cash - VanGuard the way to go? Started by drumstache	2 Replies 2351 Views	July 20, 2017, 12:38:05 PM by drumstache
Chart differences - why does google finance show different return than Vanguard? Started by Kevin Aster Tin Obin	2 Replies 1540 Views	July 20, 2017, 12:29:46 AM by johnny847
Is there a UK equivalent to Tangerine Investment Funds & TD e-series funds? Started by BrandonP	2 Replies 1360 Views	July 17, 2017, 12:05:29 PM by 2lazy2retire
Any current "refer a friend" bonuses with Schawb for a brokerage account? Started by Aggie1999	2 Replies 1918 Views	November 06, 2017, 09:08:19 AM by Car Jack
Canadian Expat attempting to Invest in Australia Started by seranade	2 Replies 1505 Views	October 16, 2018, 02:15:09 AM by mrmoonymartian
Does your "gambling" account factor into your allocation? Started by koralcem	2 Replies 1659 Views	July 10, 2017, 06:48:54 AM by Apocalyptica602
What to do with home sale proceeds/confused about taxes Started by Vegasgirl	2 Replies 1762 Views	June 29, 2017, 08:59:00 AM by Vegasgirl
45k windfall: need to invest Started by michiko	2 Replies 1767 Views	June 27, 2017, 05:29:58 PM by michiko
Can I do a backdoor Roth IRA if I have a traditional SEP IRA? Started by greenjb	2 Replies 1895 Views	June 29, 2017, 09:20:18 PM by greenjb
HSA investments - which of these funds would you recommend? Started by Dave1442397	2 Replies 1399 Views	June 25, 2017, 04:05:52 PM by Dave1442397
Help pulling the trigger on index funds Started by BryanR	2 Replies 1704 Views	June 22, 2017, 07:31:48 AM by Heroes821
Advice - 16 year old daughter has £100 a month to invest Started by Aurora	2 Replies 1834 Views	June 19, 2017, 01:05:52 PM by Aurora
Opening 529 plan in a state I might move to Started by NorCal	2 Replies 2042 Views	June 18, 2017, 01:47:58 PM by Paul der Krake
Portfolio Review: Need your input and opinion Started by jamesbond007	2 Replies 1805 Views	June 12, 2017, 08:13:43 PM by jamesbond007
Long-term expected returns: Crestmont Research Started by StreetCat	2 Replies 2007 Views	June 11, 2017, 03:15:36 PM by StreetCat
Legal to negotiate 401(k) Eligibility? Started by Mgmny	2 Replies 1665 Views	June 09, 2017, 05:02:07 AM by Mgmny
Tiny experimental for teaching a child - need infos Started by fatscally	2 Replies 1870 Views	June 07, 2017, 09:26:46 AM by fatscally
Vanguard and Black Rock vote against Exxon Management Started by human	2 Replies 1750 Views	May 31, 2017, 09:06:21 PM by MustacheAndaHalf
Vanguard Admiral Shares(VFIAX) vs ETF (VOO), what's better? Started by andysandp	2 Replies 7297 Views	May 28, 2017, 05:38:42 PM by respond2u
Moving from a Target Fund to a 2-3 Fund Started by ForeverLearning	2 Replies 1771 Views	May 20, 2017, 07:46:41 PM by MustacheAndaHalf
Longleaf Partners Fund to Close Started by AdrianC	2 Replies 2988 Views	May 17, 2017, 01:10:29 PM by AdrianC
Variable draw rate Started by ontario102	2 Replies 1657 Views	May 09, 2017, 08:29:15 AM by ontario102
Interactive Brokers - fixed vs. tiered commissions Started by Kalergie	2 Replies 6615 Views	May 09, 2017, 12:39:13 AM by Kalergie
How do Funds Set Their Price/Share? Started by D Bopp	2 Replies 1464 Views	May 03, 2017, 11:00:58 AM by D Bopp
Oaken (Canada). 1 billion on credit line. Yikes! Started by Heckler	2 Replies 1350 Views	May 02, 2017, 12:35:49 PM by meghan88
An In-Kind Gift Started by Michael Robb	2 Replies 1331 Views	May 01, 2017, 02:59:53 PM by Michael Robb
New portfolio tools for worldwide Mustachians Started by Tyler	2 Replies 2365 Views	October 16, 2017, 09:23:23 AM by Tyler
ETF weapons of mass destruction Started by Father Dougal	2 Replies 1783 Views	April 29, 2017, 11:33:53 AM by markbike528CBX
Investment order question Started by Morning Glory	2 Replies 1814 Views	April 30, 2017, 09:03:17 AM by Morning Glory
401K Options - Fidelity Started by TheCastle	2 Replies 1725 Views	April 28, 2017, 09:42:55 AM by TheCastle
Worst Retirement Ever Started by SeattleCPA	2 Replies 2424 Views	April 26, 2017, 10:44:31 AM by SeattleCPA
Vanguard LifeStrategy Question Started by smallstache	2 Replies 2729 Views	April 19, 2017, 02:27:47 PM by Nothlit
Canada/CRA - 'identical property' for cap gains/ACB Started by daverobev	2 Replies 1245 Views	April 12, 2017, 11:18:05 AM by RichMoose
Gifting Question Started by jmras5	2 Replies 1616 Views	April 11, 2017, 12:35:58 PM by trollwithamustache
Roth IRA/Traditional IRA/SEP-IRA Started by Mappocalypse	2 Replies 1535 Views	April 06, 2017, 11:41:45 AM by Mappocalypse
Expense ratios with Funds of Funds Started by mcampbell	2 Replies 1697 Views	March 30, 2017, 09:24:06 PM by MDM
equivalent 3.5% tax free 6 month bond (UK only) Started by bayestheorem	2 Replies 1158 Views	March 28, 2017, 10:39:54 AM by bayestheorem
Tax Loss Harvesting Fail! Started by FindingFI	2 Replies 1632 Views	March 27, 2017, 11:33:44 AM by FindingFI
401K core funds or SDA? Very much appreciate any advice! Started by newbie1920	2 Replies 1590 Views	March 30, 2017, 09:40:17 AM by Proud Foot
Question for New Zealand Investors - has anyone heard of or used The "Invest Now" platform? Started by The Blunderbuss	2 Replies 1974 Views	October 16, 2017, 09:40:42 PM by Jonboyz
Should I adjust allocation for intended FI date? (2030) Started by The 585	2 Replies 1225 Views	March 18, 2017, 05:49:32 AM by MustacheAndaHalf
Is Bitcoin IRAS approved for retirement accounts? Started by katara50	2 Replies 1677 Views	March 13, 2017, 09:37:20 PM by Heckler
Investing: The words they make my brain hurts. Started by Doggybutt	2 Replies 1951 Views	March 14, 2017, 12:48:08 PM by Doggybutt
Standard Financial Advisor Rate is 25% Started by Much Fishing to Do	2 Replies 1950 Views	March 11, 2017, 07:51:57 AM by Indexer
roth vs traditional IRA if over the MAGI limit for traditional Started by me1	2 Replies 1295 Views	March 10, 2017, 02:02:27 PM by MDM
Who to set up 401k with as employer Started by MakeDemDollars	2 Replies 1416 Views	March 09, 2017, 11:27:51 PM by MakeDemDollars
Pay large medical bill from HSA or as reimbursed expense in my S-corp? Started by Freedom2016	2 Replies 1333 Views	March 06, 2017, 08:52:15 AM by Freedom2016
Calculating rate of return Started by mcampbell	2 Replies 1626 Views	March 05, 2017, 04:01:48 AM by Heckler
Downpayment Saving 6-8 years Started by RidetheRain	2 Replies 1637 Views	March 01, 2017, 01:21:49 PM by RidetheRain

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