Description:
Financial planning in general. (Moderated)
|
|
|
Black Swan Insurance?
|
| |
Any comments on the new retail oriented funds that are being set up for this? Pimco says it can implement a 15% loss per year floor for a tiny cost of 25 - 50 basis points using the same techniques as hedging funds (articles talk about Pimco Tail Risk Hedging Fund 1, but I'm not sure that is retail; maybe Pimco Global Multi-Asset Fund PGMAX).... more »
|
|
|
FROM THE MODERATORS: Posting to misc.invest.financial-plan
|
| |
Misc.invest.financial-plan is a *moderated* newsgroup, meaning moderators review posts to assure compliance with the newsgroup's guidelines. In general you can expect that any well-tempered post dealing with general financial planning will be posted. Further: 1. Posters should trim posts to which they respond. "Trim" means... more »
|
|
|
Help a dunce with real estate
|
| |
I am a real dunce when it comes to real estate. I mean, I seem to understand nothing. How much should one spend on maintenance of one's home? (As a percentage of purchase price?) "Maintenance" is, in my conception of things, incidental stuff like brooms, some garden tools, some tools for leaky faucets, cleaning... more »
|
|
|
long term using index etfs or learn fundamental analysis
|
| |
Hi I have read books and articles that suggest being a passive investor and using market etfs. At least that's my understanding of what they are trying to say. There was a recent suggestion in this group of some book by Swedroe which I think goes for similar strategy. I was wondering if this is applicable anymore at all.... more »
|
|
|
New Financial Reform Law
|
| |
Does anyone have a sense of what (if any) new regulations will be placed on financial planners?
|
|
|
529 successor issues
|
| |
There is a Fidelity 529 plan setup for our son by his grandmother - wife's mother - My wife is listed as the Successor Participant. The grandmother died about a year ago. We just called Fidelity to find out the logistics to withdraw funds for college. It appears that the Successor can't withdraw funds directly,... more »
|
|
|
IRA that allows individual stocks
|
| |
Hi I'm planing to rollover my 401k accounts to IRA. Looking for financial institutions that offer IRAs that allow trading in individual stocks. Any suggestions? -Antony
|
|
|
retirement plan for a partnership
|
| |
Just looking for some feedback: Simple partnership, no non-partner employees. Income, etc all passed to partners via K-1. Several partners are s-corps - individuals who've incorporated as a wrapper around themselves and the s-corp therefore receives the K-1 and passes the income as wages to those individuals.... more »
|
|
|
Investment strategies for an ultra frugal person?
|
| |
I'm in my early 30s, unmarried and live an extremely frugal life. I basically save 90% of my paycheck and my net worth is around $700K with no debts.. I do enjoy life and travel etc., but I know how to do so very cheaply. In other words I live a very respectable life, I just know how to find really good deals to save money. For example, one of... more »
|
|
|
|
