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.
@Observant1: Thanks for bringing this to the attention of the forum.
Morningstar Prospects—a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research monitors to potentially bring under full
coverage
Which acc…
Thanks for posting this and checking into past five years.
Russel Kinnel, author of the article, speculates: I think the driver of flows in this case is the long-running move to target-date funds in 401(k)s. He also notes VDIGX's lower exposure to M…
I am in High Deductible F, have had some unexpected hospitalizations and major interventions, and fortunately live in a state that allows changing Medigap policy within a certain period without medical underwriting, ages 65-75 ("birthday rule"; othe…
From the previous thread:
My local assigned rep called me.
This may be the key.
Following @larryB 's significant attempts to escalate, explain, and get an answer. And posting about the frustrating experience on MFO.
No experience, but I did find copies online of a purported letter from SBA concerning EIDL fraudulent claims. SBA also says it will never ask for a credit card number.
So it could be legitimate, and I am sorry if so.
Caution: You may be limited to doing such a within-60-days rollover only once every 365 days. It depends on what form of IRA is moving to what form of IRA.
See pub 590a, p. 22. (Pub 590a for tax year 2022.)
A direct fund-to-fund transfer of proceeds…
One school of investing advice (from professionals who get interviews or write columns -- some of them, anyway) for past x years has recommended forgetting about "age in bonds" and entering retirement with a high equity allocation to help prevent ru…
@BenWP and @Observant1 : Thank you for ideas. I appreciate it.
I am in the process of unwinding my (rather small, especially after 2022) position in GGSYX. Have been with Artisan from the get-go.
@Derf : Yes. It went smoothly. As I recall, I could use my old password.
Have been fretting over Grandeur Peak funds for a while.
I echo @MikeM 's question.
@Catch22: I would recommend posting the query on Fairmark.com forums, where questions are typically answered by tax attorneys and (IRS) enrolled agents. (They provide info and point to IRS publications and rulings; they don't "out" posters.)
@carew388 You may be thinking of Old Skeet and his overvalued, undervalued calculations.
He now posts here: https://big-bang-investors.proboards.com/thread/1128/old-skeets-market-briefing-2022
@David, I am very sorry to read of the loss of your almost-lifelong close friend. It's a strange feeling when part of our life dissolves suddenly, not to be reconstituted - when breath becomes air, as the title of that searing memoir had it.
Your mo…
@Simon:
Please see
https://armchairinvesting.freeforums.net/
https://big-bang-investors.proboards.com/
Both are fairly new sites and may be more responsive. There is some overlap with posters on MFO, but less focus on sundowning, especially Big Ban…
Folks, please read David's Commentary in May 1 newsletter.
More of what David wrote:
Starting this month, we’ll be reaching out to our friends and associates in the industry to see if we can craft a new arrangement and a new leadership team. With lu…
@catch22: No worries! - and no apology needed. But thank you.
@JD_co: Gosh, I hope not any of the usual posters ... LOL.
Impossible to match David's achievements with MFO, and the delicate balancing act of being above the fray while tempering it as …
[Tesla thread drift]
In 2012, some may recall, when the building (or ?land) housing Tesla's last lab, on Long Island, was put up for sale, the founder of the satirical site The Oatmeal decided it was worth saving, darn it, and started an Indiegogo c…
Interesting read (1991):
Thomas Geoghegan, labor lawyer, Which Side Are You On? Trying to Be for Labor When It's Flat on Its Back.
He helped claw back some benefits for Indiana and Wisconsin steel mill workers.
Blast from the present: he is around and explaining his thinking -- and current possible choice -- on another site:
https://armchairinvesting.freeforums.net/thread/1061/maintain-buy-list
@Old_Joe,
This caught my eye; I agree (and there are many other hurdles -- some known, some unknown -- to be surmounted as well):
"What I have a great problem with are some of the blithe assumptions seemingly thrown out as "solutions", with little o…
@Derf
Amy Johnson, MBA, CFP(R)
Sr. Manager, Client Relations
801-384-0044
has been very helpful and quick to answer investor questions. She also has an email, which may be on the Grandeur Peak site.
@Ben,
Many years ago, on the antecedent FundAlarm site, someone (?Rono) proposed that folks who set their hair on fire about a sudden dip in mutual fund NAV during distribution season without first checking whether a distribution had been made, then…
Maybe this will help: how to get birth, death, marriage, divorce records in MI:
https://michigan.gov/mdhhs/0,5885,7-339-71551_4645---,00.html#:~:text=You%20can%20order%20a%20record,of%20Grand%20Avenue%20%26%20Kalamazoo%20Street.
Vanguard Wellington VWELX is open to those who invest directly with the fund. They are also able to make additional purchases.
From July 1, 2020, prospectus:
Important Note Regarding Vanguard Wellington Fund
Vanguard Wellington Fund will be closed …
Reading the link posted by @chuck, I am struck by the length of prison term the sentences were commuted (by Obama) to: 360 months is not small potatoes.
We had Rural Free Delivery. Bunch of mailboxes at a crossroad. (This was in the days before exploding mailboxes and smashing pumpkins.) If you wanted stamps, you left a note in the box with exact change.
When we finally got a post office, it was in …
I've contributed in the past to Donors Choose (underfunding of public education is a crying shame), also Doctors Without Borders.
With the upcoming infusion of unsought $$, I expect to be aiding local, direct efforts. No shortage of same in a large …
The current admin is still pursuing cutting welfare benefits: food stamps (by adding work requirements), free school lunches (by altering poverty threshold), and other necessities of life. https://www.cnn.com/2020/03/14/politics/food-stamps-work-req…
