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.
Why do I get the feeling that @Old_Skeet lives in a beggar state? How about if we cut the amount of federal funds that flow to his state and we’ll see how that helps its economy?
By the way ... Trump is pro business ... Biden is pro taxation. Vote for Pro Business we will all be better off.
I know this will fall on deaf ears but . . .
It’s hard to say that Biden is anti-business considering how long he carried water in t…
Hi again @Old_Joe.
Thus far this year ... and, I'm thinking that the only money I'll pull from the investmets is the required RMD from the retirement accounts and some of that will get repositioned back into investments.
.
FYI, under the CARES a…
Great ideas. Thank you. Only thing I see you can't compare an ETF with a Mutual Fund.
TD lets you do that here: https://research.tdameritrade.com/grid/public/mutualfunds/compare/compare.asp
A slight correction to the previous post TRBUX is available NTF at Schwab. But FPNIX and DODIX still have transaction fees and I haven't seen any indications that the tf will be removed.
As an owner of DODIX, I hope it never has the TF removed. Part…
@Ted @LewisBraham As the son of a native Newarker (and born there myself), I’d like to think that Francis Albert would be pulling for his native state:
Looks like the Linkster checked out early for Christmas so here’s the gift of a link to one and all: http://news.morningstar.com/articlenet/article.aspx?id=841911
Only Quicken 2018 is moving to a subscription model. If you don’t renew, you don’t lose access to your data as long as you have Quicken Deluxe or greater:
The Quicken Data Access Guarantee means that whether you renew your subscription or not, you'l…
On the local agent vs. 800 number question, we have Amica for our auto, home, and umbrella coverage. The 800 number connects us with a regional office, not some national call center. Rather than some anonymous rep, my calls tend to be answered or re…
Doesn't the question of whether there’s a TF depend on whether the fund company pays a fee (i.e., kickback) to participate in the broker’s fund supermarket?
$300 a month is insane but I’m sure there are plenty of people out there who may be paying close to that.
Every time my Internet/Cable package is up for renewal with Comcrap, I negotiate a new deal. Don’t know if this is an option for @VintageFrea…
As a member of the pharma community there is so much that could be explored about pricing.
#2 (I don't want to sound like Andy Rooney but...) Why is the United States the only country that doesn't control drug prices. The US through Medicare, the…
@chip The new layout looks great but the labels on the green menu bar could be a little larger - right now the label type looks too heavy for its size making the text less clear than on the old layout.
Anyone know if Schwab permits this conversion if you're below the 100K minimum?
Schwab told me they don't do conversions for 3rd party funds when I called about converting my Seafarer
RE: David's Sept. MFO post about SIGIX and reduction to 25K: Scottrade now offers it for $100 basic/IRA but with $17 fee; Schwab hasn't reduced the minimum and has a fee; TD has $25K for a basic, but 100K for an IRA (:-); VG and Fido have reduced th…
In college I got a Commodore 64, initially with a tape deck which was a real PITA to work with. Upgraded to a 1541 disk drive which failed (as they all did) and was replaced by a 3rd party drive. Used a 12” B&W TV as a monitor. Used it mostly fo…
@MikeM
To clarify (based on my experience as an IRS VITA program manager), the IRS will NEVER PHONE YOU and ask for your SSN or any other information - they will only initiate contact with a letter.
But if you phone the IRS to make an inquiry or…
A followup on @dicksonL’s post, TRP offers access to Morningstar Portfolio tools including X-Ray for users on its website. You can sign up even if you don’t own any funds through TRP.
@Crash Good call - after Forbes let this happen: http://www.trendmicro.com/vinfo/us/security/news/cybercrime-and-digital-threats/forbes-readers-served-malicious-ads-after-asking-them-to-disable-adblocker
I’d be curious to know if Cruz, Rubio, Santorum, Clinton, and Sanders took advantage of the low-cost (as well as its opportunity for matching funds) federal Thrift Savings Plan as part of their investment strategies.
A December press release describing the acquisition of the Berwyn Funds’ investment advisor is here.
TriState Capital Holdings, Inc. (NASDAQ: TSC) entered into a definitive asset-purchase agreement to acquire The Killen Group, Inc. (TKG), an investm…
What holds me back is that I already suffer from a surfeit of paralysis by analysis and that this treasure trove will send me down the rabbit hole for good.
At least Schwab now charges the fee only on the front end. If you wanted to take some profits, rebalance, etc. the $49.95 they used to charge on the redemption end (for any amount) was steep.
And I don't like plunking down $100k all at once for an…
It might help if you define what you consider small, and whether you are looking for small cap, large cap, multicap. Personally, i like small cap intl separated from domestic, but others may like the global concept.
Oops, I meant to say small-cap ab…
Expense ratios are kind of high.
I also don't see any sort of "target date" funds, which I thought had some sort of special "safe harbor" treatment as a default investment, but perhaps I am "mis-remembering" this preference given to "target date"…
