Search results

PSA: BROKERED CD'S cannot be transferred in-kind to Fidelity. Not sure about other places. Just a FYI/PSA. I have been thinking of consolidating IRA's to be exclusively Fidelity. It looks like they cannot transfer brokered CD's into fidelity "in-kind". As a result, my plan to consolidate...

After a quick consult with Audrey1, here we are...the 2024 Investment Performance Thread! January was an interesting month, let's see how folks did (I would expect to see some positive and some negative results). ETA: Link to last years thread...

OK, it's time I fessed up. What's happening in the market is my fault, and I need to admit it to others. Why do I say this? The last time I was considering retirement was in spring 2008. I was just about to become eligible to retire @ 50 yo with my pension (defined benefit) under a 30 years...

I know many of us are licking our wounds (hopefully not full of viruses) given the market beat down of the last week or so. It's time to create a shopping list of stocks that might be interesting assuming the worlds population isn't wiped out by the virus. Assuming the virus remains with us...

A couple of weeks ago on a college visit trip I listened to a recent Ray Kurzweil Ted Talk Interview: https://www.ted.com/talks/the_ted_interview_ray_kurzweil_on_what_the_future_holds_next/transcript?language=en In it, he predicts exponential advances in a variety of areas due to the continued...

With Apples recent (partial) fall from grace, we now have a three way battle for market cap supremacy (in the United States). For fun, I took my google tracking spreadsheet I use for my holdings and made a mini version which shows each of the stocks and their market caps (updated in real...

My son will be 16 this spring. Both I and his mom (different household) have been encouraging him to get a job over the summer. Assuming this happens, I've also spoken to him a little about saving money in a tax deferred account. What I was planning on doing was some sort of matching fund...

Hey all In another thread I was mentioning a couple of mistakes I have made in investing. For instance, a couple stocks that I owned and managed to lose money on are: 1. Facebook (FB). Bought this on the IPO (at around $35) and managed to sell it mid twenties or so for tax loss harvesting...

Well today my largest non mutual fund holding (LLTC - Linear Technology) received a takeover offer from Analog Devices. The stock was up 14 points (almost 29%) today. :dance: The good news is that Linear is my largest non mutual fund equity holding! The bad news is that the take over offer...

I was thinking (which is a dangerous thing) that maybe the tone in the titles of threads here might be a reasonable contrary indicator. Looking at last July, just before the first peak (I know we had a late year rebound), there are titles like: WIsconsin estate tax rate? Need Some Feedback --...

Hi I am a long time lurker, almost never poster. I (for some strange reason) decided to log-in today (vs just reading as a guest) and realized what I thought was the password didn't work. I tried reseting it via sending to an email address, but this won't work either as the email I orignally...