Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Hi @hank
Taxable or sheltered account?
I ask, as the paperwork for a taxable account isn't worth my time; for the small amount of interest earned for a tax year via an investment as FLDR. Note: I recall that one doesn't have to report an interest e…
@hank et al
PRWCX 2007, 2008, 2009 graph
Hovering the mouse pointer on any line section of the graph will display NAV price and percentage change relative to the start date of the chart.
Hi @JonGaltIII
To my original question:
You noted:
Fido has a limited number of etf to choose from plus some iShare options. Their offering seems very limited to me. Fido that is.
I didn't understand your full meaning to represent Fidelity Investme…
Hi @JonGaltIII You noted:
Fido has a limited number of etf to choose from plus some iShare options. Their offering seems very limited to me. Fido that is.
All of my/our fund investments are at Fidelity and tax sheltered accounts.
What ETF(s) are …
hank's keen observation about non-stop flights into TVC tells a story about money and locations.
The Traverse City area and other shoreline communities to the north along Lake Michigan have a long past with wealth. From about 100 years ago, the vas…
Hi Hank,
Yes, some mail travel times are strange for the past year, in particular.
I use 1st class mail, but add "certified" and "request receipt" choices. You can track these too, and also receive a return post card indicating arrive time and a s…
God's investing finger's are everywhere.....,eh??? The God's ??? Whichever persuasion they may bow to.
----- Lloyd Blankfein, Chairman and CEO of Goldman Sachs, speaks during a panel discussion at the Clinton Global Initiative in New York Septemb…
Hi hank, A quick blip about this question.
BTW - Is there a ticker symbol for the cash fund at Fido (where my liquidated assets from TRP should land)?
>>> One of the two tickers below are the likely cash/money market funds connected with y…
@Crash
Just this morning, I played my part, attempting to get in touch with those for whom actual communication is not a priority. But of course, what can you expect from their end? They've shown their hand already. I don't really matter to them. No…
Agree with @msf. One needs to verify any form of pension related taxation codes for your filing state. I also agree with verifying RMD calculations.
--- Michigan pension taxation recent background:
In 2011, MI Gov. Snyder (R) and company had a gra…
Hi hank,
Below are the choices (Fidelity) when one has a RMD from a traditional IRA. We'll have to do the RMD's again for 2021.
This process starts with selecting the "transfer" icon that steps you easily through selecting your traditional IRA acco…
Hank. When I had to take the RMD from my IRA in 2019, I set the percentage of Fed. taxes to withhold and did not have any Michigan taxes withheld. I do not recall a statement stating a mandatory withholding for Michigan.
No letters or other signed d…
Hank, yes; I noted about mis-pricing during some time periods for muni bonds vs taxable bonds. I considered several years ago an investment in NHMRX, but other sector investments were performing nicely and the transaction didn't happen. All of my ac…
@Crash
You noted:
But if a trade is disallowed until you speak to someone personally, that just tells me that the outfit has their heads up their asses, no? So, why would I want to use them at all? I can never tell if THEY know what they're doing. …
Snippets of rules and regs.....
The below is from BOA, but typical of other banks:
--- In order to add or remove an owner and add, remove or update a beneficiary on your Bank of America account, you'll need to schedule an appointment in a financi…
If you have not read prior, this United Healthcare Guide for hearing aid coverage should be reviewed regarding the contract coverage.
I don't require hearing aids, but know several folks who do; and I remain amazed with the high pricing in this age…
I'll throw this one, for you viewing pleasure again, into the investment stew pot.....Global/popular/diverse etf's, real time.
An investor, and their sometimes love and hate relationship with where their money lives; for your perusal below, from t…
I surely have better use of my time and not wasting electrons that are about to travel the communications path from my house to the MFO server. However, the thread is almost a SNL pre-write skit unto itself.
I've not more time to provide right now,…
Hi hank and @Old_Joe
Kinda tangent. Mentoring of workers/employees has been damaged IMHO. This began after the market melt in 2008. I know and encountered others in the building trades industry who found their areas of work fully disrupted. A few wh…
Good Evening, Apologizes for my duplicate post regarding the May commentary. Based on our time stamps, I was reading the commentary and posted without looking at any new posts.
Regards,
Catch
An investment advisors dream proposal for a new client at this time. To the potential client, "if one had only purchased at or near the bottom of a particular sector last March or April."
Fun times with numbers right now, eh?
Check the 52 week r…
Thought about clicking the link; but too many other chores on my list.
It is asking too much for a snippet overview of a link??? A gracious and polite consideration, IMHO; by a poster.
Agree, yes; money is what will speak the loudest with these type of folks. The outright lies are another story; but dollar kill them into the ground of poverty. Ruin and wreck their sorry arse to "no where land". Yes, @hank ; criminal is in this mix…
@Sven et al
The initial reports began about one month ago, but this BBC story is a recent update.
Having lived in Taiwan (Taipei area) for 2 years, I continue to follow a variety of news about the country, over the years.
ADD: Phoenix plant Taiwa…
@Crash et al
I assume all indicated data is accurate. Scroll down about 1/3 page for data list.
U.S. inflation beginning 1929 by year with some clickable information points.
@Crash
You want some "whine" with that cheese?
Most years, my (private) pension fund likes to boast about how well its investments are doing. And most years, we get a lousy 2% raise.
Point 1. You have a pension with a COLA. Really Cool.
Point 2. Y…
@Crash and @Old_Joe
Covid infection, YES !!! After 15 months, I have no kind words or pity for the non-believers. There remains only one reminder to their family and friends about this.......death.
EBELS brothers pass within one month of one anot…
From my recall relative to investing in biopharma and related, I searched again for current data and impacts from an economy and business sectors impaired by a large Covid outbreak. The pharma production area is my initial concern.
India is the l…
Hi @Observant1
Thank you for the info. I run VPN on the laptop. This does cause problems with some sites. When I place FBALX into the search, the return info is for FPURX; and then stated that if I want a full data report, that I must subscribe.
Yes, this is Turkish crypto founder; but.....
Article, regarding the closure of this organization.
I also recalled this from 2 years ago in Canada and locked out investors. I have not performed a follow-up.
The Cass Freight Index is an automated word search feed that I receive. This feed link is from this morning. The P&G announcement is from this morning as well.
Those of us who are the retail shoppers have witness to increasing prices. The price…
For anyone who had exposure to or grew up on a farm with cattle and understands about "cow pies" (manure) in the pasture after having sun dried for about one week; knows this is a semi-durable organic product. So, I will suggest; Cowpiecoin. High pr…
