Financial Planning

2143 Threads Posts
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sovereign wealth funds vs. hedge funds

one of the best pieces of analysis on SWF's I've read http://www.atimes.com/atimes/Global_Economy/IF22Dj04.html
0 comments posted 19yrs
posted by timkohj
0 comments posted 19yrs posted by timkohj

Payoff Loan

Hello, I need to payoff a loan of $18K, It was with BofA and somehow BofA sold it to a Mortgage company and they are as...
5 comments posted 19yrs
posted by akhan
5 comments posted 19yrs posted by akhan

Expense-free mutual funds?

Hey y'all, A buddy of mine went to see a planner from Thrivent. He got a "free" analysis of his financial situation inc...
5 comments posted 19yrs
posted by wwtrice
5 comments posted 19yrs posted by wwtrice

AUTO PAY=LATE FEE

I have auto pay set on a CC account. 3 days before a due payment I used a card; they added those fees and put me over t...
36 comments posted 19yrs
posted by John1117
36 comments posted 19yrs posted by John1117

how am I doing

Hi all, I'd like to get a sanity check on my financials, any comments are welcomed. Married with 2 kids, wife and I in...
17 comments posted 19yrs
posted by jou128
17 comments posted 19yrs posted by jou128

Vanguard Roth and individual stocks.

Hello all, I have a Vanguard Roth account and am interested in adding individual stocks to my retirement account portfo...
0 comments posted 19yrs
posted by hh_online
0 comments posted 19yrs posted by hh_online

setting up a Roth with 5k

after having lurked in this group for a while, am now ready to take the plunge and setup a Roth IRA with Vanguard. the...
7 comments posted 19yrs
posted by kph
7 comments posted 19yrs posted by kph

Question on 1035 Annuity Exchanges

I have an annuity with a 7 year surrender period that decreases 1% every year. I am about to enter year 5, brininging m...
8 comments posted 19yrs
posted by hansnelson
8 comments posted 19yrs posted by hansnelson

Roth Account and individual stocks

Hello all, I have a Vanguard Roth account in which I have fairly good asset allocation using 4 different index funds. W...
2 comments posted 19yrs
posted by hh_online
2 comments posted 19yrs posted by hh_online

Home Ownership by Two People

Guy A and Gal B want to "jointly own and occupy" a house. This is a not a landlord-tenant relationship but a roommate r...
19 comments posted 19yrs
posted by honda.lioness
19 comments posted 19yrs posted by honda.lioness

Moving money out of the US into Canada

Hi, I have money in an account that is a regular brokerage account that is non tax deferred. I'm a Canadian and if I mo...
6 comments posted 19yrs
posted by luigi2805
6 comments posted 19yrs posted by luigi2805

401k advice

I work for a 300-person company and we've signed up with Smith Barney for mutual funds. After doing some research, the...
13 comments posted 19yrs
posted by none
13 comments posted 19yrs posted by none

money market or 6/12 month cd

hello all, hope my question is appropriate for this newsgroup am living on a small fixed income and have maintained ver...
8 comments posted 19yrs
posted by pt.hk
8 comments posted 19yrs posted by pt.hk

Planning for short/long term capital gains

I am planning on getting into the market for trading stock and building a portfolio. When figuring short-term or long-t...
6 comments posted 19yrs
posted by adonis
6 comments posted 19yrs posted by adonis