Posts
Did your portfolio take off after 100k?
Been working my way there as per Charlie Munger's advice, and I was wondering if I could hear some of your stories. Like how long it took to go from 100k to 200k. I'm around the 3/4's mark as of now and I could use some motivation. I know it's …
I am finally going to start investing since I am finished with school and am wondering if I am doing this right. Where should I start?
I’m a 28F. Gross salary $250,000/yr (no yearly increase: 2yr contract). My living expenses will be $2500/month (rent, all bills, car, phone, etc). I will also contribute 6k/mo to my student loans (287k federal loans). I want to pay my loans as fast as possible to save on interest. After …
Investing in Index Funds in taxable accounts?
I generally just leave money in total stock market index funds like VTSAX. I max out my 401K annually. What I should I do with extra savings? I like to save way more than my 401k limits but all I ever hear about is people saving for retirement. What do …
What to do if I missed the 60 day time frame for 401k roll over after leaving employer?
I’m embarrassed to admit that it’s been 6 months since leaving my employer before even thinking about what to do with my 401k. I’m neurodivergent and researching this on my own has been extremely difficult and exhausting. Is it true that I can still roll it over to a Roth …
Transferring brokerage account to Fidelity
I’m fairly sure I know the answer to this but wanted to double check before I committed to a large tax event this year. I have a taxable brokerage account with NWM, invested in BLPAX, with a high front load and expense ratio…not my smartest move but trying to fix …
Rolling and deploying 200k from an old 401k into my tIRA
48M as title states im rolling an old dormant 401k into my tIRA that has 50k in it currently. I want to make sure im diversified enough while still keeping an aggressive outlook into a 15-17 year timeline. For context my wife and i have 700k in other 401ks, 50k …
what you guys think of 40% sp500, 40% SEMG, 20% tech stocks as nvidia ??? for a portfolio for 5 years to 10 years maybe even more
what you guys think of 40% sp500, 40% SEMG, 20% tech stocks as nvidia ??? for a portfolio for 5 years to 10 years maybe even more I know is very tech based and dependent on nvidia stock for semg so almost 50% of portfolio but it is a monopoly …
Any good reason not to sell all my equities and just put everything in an S&P index?
I'd save myself mental energy of managing my investment accounts if I just sell everything and put it all in an index. Actively managing my accounts with the help of my FA is just costing me in fees, and giving me an artificial sense of having control over my life …
I'm 18 about to be 19 with $7,035.45 in the bank and around $10,000 in assets, should I start investing now?
I work for Walmart, I make $14.14/hr and I'm about to become a TL and make $18.14/hr. I live with my parents and the current plan is staying with then till I'm 22, I pay $300 a month for rent (they said they won't increase it) I also pay my …
Tax-Loss Harvesting Tools – What Do You Use?
Hey everyone, For those of you who actively do tax-loss harvesting, what tools do you use to make the process easier? Most platforms I’ve seen focus on basic loss identification, but I’m looking for something more. Ideally, I want a tool that can analyze my portfolio and suggest alternative positions …