Latest threads in Financial Planningshow only best voted threads

Subject Author Posted Replies
 
Scaling of tax form printouts?
Sometimes you have to send in a paper taxform, even it it has been created online (pdf or whatever). Does anyone have troubles with inability to print the junk they put on the bitter edges? I see it...
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Can wife still claim mortgage interest after husband dies ( husband on mortgage, but both on deed)
We just refinanced our home and only I am on the mortgage, but both wife and I are on the deed. I know there are some advantages of doing this, but one thing I thought of is that if I should die, and...
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WSJ: The Bond Buyer's Dilemma - Burton Malkiel
Shouldn't be any need to introduce Malkiel... The Bond Buyer's Dilemma The yields on long-term US Treasury bonds will likely fall below inflation for years. Fortunately, some reasonable alternatives...
 
How to Pay Your Financial Advisor
the pros and cons of various compensation schemes for advisors Asset-Based Fee Fee Plus Commissions Flat Fee Net Worth and Income Hourly Fee What's missing, I think, is the cases where people don't...
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Persistence of outperformance - another Rick Ferri note
Thought this was a great quick read: Former top mutual funds are falling behind their peer groups in record numbers. Overall, only 42 percent of past winning US equity funds for the five years ending...
 
Year-End Deadlines 2011
Folks, I just posted the following (well, better formatted) on my site and thought I'd share here. I always love to get feedback and input from the MIFP folks, and hopefully some of you will find this...
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ADRs and reported yield
For those who do stock screens based on dividend yield, and would consider buying foreign stocks via ADRs/ADSs - I just noticed that both Morningstar and Yahoo Finance (which may use MS, I'm not sure)...
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Some thoughts on Money Market Funds
A client recently asked if, given the turmoil in Europe and the substantial stake that US Money Market funds have invested one way or another with European banks, he should be reconsidering money...
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savings bonds - EE/HH - keep or redeem
We have a small stack of savings bonds, mostly the EE kind with a couple HH that will mature in about 5-10 years. Just noticed that the HH is now at 1.5% and the EE are at .06% Does it make sense to...
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CD Laddering
I haven't seen much, if any, discussion of CD laddering here. How do people feel about it? Good, bad, ugly, indifferent? I've been thinking of putting some of our cash in a CD ladder. It's currently...
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Rick Ferri on Corporate Bond ETFs vs. Funds
I found the following article particularly interesting, and given "dumbstruck"'s posting this morning about market versus limit orders, it seemed related enough that others might also find it...
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advisability of limit orders?
I've been afraid of doing etf market order buys in an IRA because there is the possibility of a surprising price turning my small cash balance there negative. I think there is a rule against that,...
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Some ETNs may implode soon?
I'm sure ETNs are unloved on this forum, but some aren't all that exotic but just stock funds such as INP. Finance Yahoo article pointsout many are issued by large Euro banks potentially are on the...
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Qualified Charitable Deductions Part 2
Thank you all for the excellent discussion of QCDs. I was told by Fidelity that donor advised funds do not qualify. An alternative is to create my own charitable fund. Legalzoom suggests it is not...
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"How a Financial Pro Lost His House," NY Times
I think this is an interesting and worthwhile article: did this financial planning "pro" not study the history of housing just a little, so he knew that housing bubbles in the U.S. have burst before?...
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