Investing - Theory, News & General • Do money market actually hold bonds?
Fidelity Fullview can display allocation by assets classes. When I took a look at the money market fund FDLXX Fidelity Treasury Only Money Market, I notice that Full View is saying that it's holding...
View ArticlePersonal Finance (Not Investing) • Form 5500-EZ Filing Question - Solo 401k
Hello all,I have read through quite a few various topics regarding the 5500-EZ and was hoping I could get the answer to one question I have regarding Line 5(c) before I submit my...
View ArticleNon-US Investing • How to open a foreign brokerage account as a US citizen?
I fall in the category of people allowed to access the Expert Market. However, even though I fit the regulatory category as an accredited investor every US broker I've checked does not allow access...
View ArticlePersonal Finance (Not Investing) • What are ramifications of retitling...
We are getting our estate in order. I am able to use prepaid legal from my company. We live in Maryland. I reached out to one of the lawyers to work on the estate planning (wills, trust, etc). The...
View ArticleInvesting - Theory, News & General • VTI closing price different between...
Hello all, it's 8:25 pm edt and I go to Fidelity and it shows the closing price of VTI is $249.46 and then I go to VG and it shows the closing price $249.40 as of 4-25-2024. Why is there a difference,...
View ArticlePersonal Investments • Rollover or Transfer Simple IRA to SEPP
I called Vanguard early this week and got through almost immediately with a nice customer service rep. She helped me move my Vanguard Simple IRA funds over to my Vanguard SEPP account (didn't want the...
View ArticlePersonal Consumer Issues • Rocky Mountain NP Question - Bear Lake Road
[Topic is now in Personal Consumer Issues. Thank you to the member who reported it and explained what was wrong. mod mkc]I have some additional questions for our upcoming summer vacation (later June...
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Personal Finance (Not Investing) • Who has roadside coverage experience with...
I have a Chase Freedom Unlimited card and also have a AAA Plus membership renewal that is due soon. AAA renewal is $179 although I just looked on their website to verify coverages and they have it on...
View ArticlePersonal Finance (Not Investing) • Selling rental or less to 401k
Looking for some feedback. I’m 43 and currently max out my 401K and Backdoor Roth. I plan to retire between age 57-60, depending on the economy. 401k is around $560k and Roth is $50k. My wife and I...
View ArticlePersonal Investments • US Treasury value lower than 100?
Hi,Yesterday I buy some new issued US Treasury(Apr 25, 4-week bill) from schwab.THen I see its price is $99.532, so my questions are:1. Does that mean if I sell it on the market, I will get $99.532...
View ArticleInvesting - Theory, News & General • Vanguard Auto Buy ETFs
I logged onto Vanguard tonight and noticed the dashboard looked different. There was an additional tile with buttons to transfer money and set up automatic investments. So I clicked on the automatic...
View ArticlePersonal Finance (Not Investing) • What to do with WL insurance policy taken...
Hello,My wife's father took out a whole life insurance policy on her with Western Mutual when she was a child. He is a physician, talks of retiring to become a day trader, and now that my wife is 40...
View ArticlePersonal Finance (Not Investing) • Wells Fargo 2FA (MFA) loop-hole . . .
I was horrified to realize a giant loop-hole with Wells Fargo security:Even when you configure WF to text you the 6 digit security code each time you login, there is an option to have the code emailed...
View ArticleInvesting - Theory, News & General • Swedroe article Morningstar
https://www.morningstar.com/portfolios/ ... it-mattersNothing necessarily new, but nonetheless compelling. Small cap value and international are valued much more cheaply than large growth, and over...
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Personal Finance (Not Investing) • Solo 401(k) - 1 or 2 given me and wife...
Question about handling Solo 401(k) (s?) while married to a spouse who now runs her own separate business.I've been self employed for 10+ years and have a Solo 401(k) that only I contribute to. I'm...
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