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cumulative preferred stock of a closed end fund

Just an interesting share class that I was reading about and was wondering if anyone had any further thoughts on the ma...
0 comments posted 18yrs
posted by BreadWithSpam
0 comments posted 18yrs posted by BreadWithSpam

Article on John Bogle & Small Cap Indexing?

I thought I saw an article on the net earlier this year where Vanguard's John Bogle talks thoughtfully about how small...
7 comments posted 18yrs
posted by honda.lioness
7 comments posted 18yrs posted by honda.lioness

Credit report errors

Client reports that after applying for a new credit card that was denied, he learned that his record showed a bankruptc...
4 comments posted 18yrs
posted by skip5700removethis
4 comments posted 18yrs posted by skip5700removethis

Thinking about using Quicken

My wife and I are looking for some way to get a better handle on our finances. We have a lot of different accounts setu...
7 comments posted 18yrs
posted by WalterS
7 comments posted 18yrs posted by WalterS

Wills and/or Trusts etc ... Guide the SkinFlint!

Hi all. I got our portfolio by not spending money needlessly, but I'm getting the idea that a holographic will isn't go...
28 comments posted 18yrs
posted by joe.weinstein
28 comments posted 18yrs posted by joe.weinstein

Dodge and Cox Income

Interested in Dodge and Cox Income (DODIX) so started my research at their site and found the following holdings: https...
4 comments posted 18yrs
posted by no
4 comments posted 18yrs posted by no

Annuity vs Managed Payout

Have about $400K in 401k, diversified, but just sitting there since retirement 2 yrs ago. A broker/advisor is pushing m...
7 comments posted 18yrs
posted by chip.wood
7 comments posted 18yrs posted by chip.wood

Follow up actions

First things first. A big Thank you to all of you folks. Clearly this is a knowledgeable group. This is the actions I h...
3 comments posted 18yrs
posted by eholand
3 comments posted 18yrs posted by eholand

To buy BAC or not to buy

BAC has a dividend rate of 8% right now. They promise they are not going to cut their dividends. However many financial...
3 comments posted 18yrs
posted by otf70
3 comments posted 18yrs posted by otf70

CFP exam and preperation

I am considering a career change to accounting and financial planning. I am looking at taking a CFP prep course such as...
5 comments posted 18yrs
posted by noreplysoccer
5 comments posted 18yrs posted by noreplysoccer

mann, I need help.

Please don't rip me...It simply isn't necessary. I simply don't know what I am doing with my retirement investments. I...
15 comments posted 18yrs
posted by eholand
15 comments posted 18yrs posted by eholand

brokerage tax form 5498 for Roth IRA

my understanding, since I am funding a Roth IRA with after tax contributions and staying within limits, there is nothin...
2 comments posted 18yrs
posted by jim
2 comments posted 18yrs posted by jim

Tax reporting for energy income trusts

There's a discussion of "energy income trusts" in July's Kiplinger Personal Finance magazine (page 32). Featured offeri...
4 comments posted 18yrs
posted by self
4 comments posted 18yrs posted by self

One-time rollover from IRA to HSA

One is allowed, one-time only, to roll-over an amount up to the year's current contribution limit, from an IRA to Healt...
1 comments posted 18yrs
posted by mlsiemon
1 comments posted 18yrs posted by mlsiemon