Financial Planning

whole life insurance

Almost 25 years ago, my wife and I each took out a whole life policy for $50K each. We paid the annual premiums of $360...

8 comments posted 14yrs

posted by sparky

8 comments posted 14yrs posted by sparky

disappointment with Fidelity Premimum Services

Just wanted to let people know that my experience with a Fidelity Account Rep for Preimum Services wasn't that good. I...

7 comments posted 14yrs

posted by none

7 comments posted 14yrs posted by none

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 t...

2 comments posted 14yrs

posted by dumbstruc

2 comments posted 14yrs posted by dumbstruc

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 a...

6 comments posted 14yrs

posted by mikepier

6 comments posted 14yrs posted by mikepier

WSJ: The Bond Buyer's Dilemma - Burton Malkiel

Shouldn't be any need to introduce Malkiel... >From Dec 7 WSJ: The Bond Buyer's Dilemma The yields on long-term US Trea...

0 comments posted 14yrs

posted by mifp

0 comments posted 14yrs posted by mifp

How to Pay Your Financial Advisor

>From today's Wall Street Journal http://online.wsj.com/article/SB10001424052970204554204577024152103830414.html Discus...

4 comments posted 14yrs

posted by mifp

4 comments posted 14yrs posted by mifp

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. Ov...

0 comments posted 14yrs

posted by mifp

0 comments posted 14yrs posted by mifp

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...

1 comments posted 14yrs

posted by mifp

1 comments posted 14yrs posted by mifp

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...

1 comments posted 14yrs

posted by borekfm

1 comments posted 14yrs posted by borekfm

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 inves...

3 comments posted 14yrs

posted by mifp

3 comments posted 14yrs posted by mifp

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...

2 comments posted 14yrs

posted by pschuman_no5pam_m3

2 comments posted 14yrs posted by pschuman_no5pam_m3

CD Laddering

I haven't seen much, if any, discussion of CD laddering here. How do people feel about it? Good, bad, ugly, indifferent...

6 comments posted 14yrs

posted by woessner

6 comments posted 14yrs posted by woessner

Rick Ferri on Corporate Bond ETFs vs. Funds

I found the following article particularly interesting, and given "dumbstruck"'s posting this morning about market vers...

2 comments posted 14yrs

posted by mifp

2 comments posted 14yrs posted by mifp

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 turnin...

11 comments posted 14yrs

posted by dumbstruc

11 comments posted 14yrs posted by dumbstruc

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 Yaho...

1 comments posted 14yrs

posted by dumbstruc

1 comments posted 14yrs posted by dumbstruc