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I’ll flog you but only because I made the same mistake and have whipped myself plenty in the past. Leaving Morgan Stanley was the best move I ever made. Here was my experience. I was a super busy business owner with my focus there. I figured a “trained expert” would do a better job. I...

Hi pb4uski, I don't want hijack petershk question but it's possibly our situation are similar. So all this applies to me personally. My portfolio is 98% in taxable space. I feel less inclined to sell equities generating a capital gain to pay off my mortgage. I have enough bond funds with...

I'm in very close to the exact same situation, but here's the rub for me. I don't hold my mortgage up against investing into my 60/40 asset allocation. I'm considering shifting money from my low yielding fixed income assets and instead holding the house equity. My mortgage is 3.625% and none of...