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.
Back to some investing topics! My wife has a traditional IRA, and in 2020 she is required to begin her RMD process. Our approach to RMDs, is to take the total RMD amount at the beginning of the calendar year, transfer it to our taxable account, an…
I missed much of this conversation--had a family Christmas gathering tonight. I just started posting on this forum, after years of posting on M*. This thread is very much in line with two recent threads I started at M*, in which I used the same po…
syzygy--I agree. A couple of years ago I owned VMPAX and ORSTX--very similar funds that served me well at that time. If you are looking for lower risk Muni funds, these are funds I continue to maintain on a watchlist of funds.
One issue I am evaluating is how much, and what kind, of bond oefs, I want to hold in my taxable account. I have held BTMIX for all of 2019, and it had a good year, but it averages below 3% total return over its history. I have generally wanted f…
autoshops and Gary, thanks for responding. I have found investors have carved out their own unique mix of conservative bond oef funds, that fit their unique objectives and investing style. I certainly understand how many investors hold balanced f…
