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.
@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…
Hi, dtconroe,
I am delighted that you are posting here.
One possible solution to increasingly lengthy threads is to start a new thread with the same title, call it "Part 2," and in the inaugural post note that it is related to the earlier thread, p…
I read the requirement-to-sign as an anticipatory first step of a hold harmless defense on part of the corporation. "Complainant knew or should have known ..." (However, I am not a legal scholar, just predisposed to be skeptical about things employe…
Not just MFO members are clicking on "capital gains" link. Posters on M* looking for a list have been directed here.
Is there any other place on the internet where the info is aggregated and available for free?
But think of the antelopes playfully leaping!
NH, lacking a sales tax or tax on wages, has a very high property tax rate and a lot of problems. Have looked into the state (which I *heart*) as retirement for self and relatives, and concluded it was a…
Thomas Cook reminds me of the Paris-Istanbul Orient Express, which finally gave up the ghost in 2009 (though a private company is now running the Venice-Simplon Orient Express using refurbished Compagnie International des Wagons-Lits carriages from …
Just to be clear about the red herring -- 44% of Americans paid no federal taxes -- that figure (I looked it up, after Romney made his campaign remark) applies to all Americans: babes in arms, retirees, students with no income whatsoever, servicemen…
For now, do nothing.
Here is some discussion at M*, with additional links inside:
https://socialize.morningstar.com/NewSocialize/forums/p/388268/3992995.aspx#3992995
If you click on a members name you will see his/her role either just member or member premium. Premium means that at some point $100 was contributed to MFO
False. "Premium member" means that at some point in the year a poster ponied up $100 AND as…
A nice shoutout for Marvin Kalb's book, Enemy of the People, not yet published.
But the president's frequent use of the phrase in all probability was picked up from Pat Caddell, a frequent contributor to Breitbart.
The phrase itself has been aroun…
@rforno: The Performance / Compare tab has been in place and has worked over the past 2 weeks when I tried it (I do not look at M* every day, so perhaps I missed a window when it did not work or was missing).
@Crash: The "case resolved" message is …