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  1. MichaelL

    JP Morgan fund not paying interest and dividends

    I have shares of JSRAX which is a mixed stock and bond fund-of-funds in an IRA that was transfered from a 401k after I left the company and JP Morgan was the corporate 401k manager. I was going through my records and saw that it hasn't paid any interest or dividends for 2022. I have been...
  2. MichaelL

    Problems with Associa HOA

    At the end of May I moved to my brand new retirement condo in Reno. I am very happy with the unit, however the HOA management company Associa is another matter. They are totally neglecting the landscaping. I have called them many times and nothing happens. I should not have to call. This is...
  3. MichaelL

    Turbo Tax not importing all transactions

    Have you had a problem with Turbo Tax not importing 1099 transaction items? I got a letter from the IRS saying that I owed a large suggested amount of back taxes for 2017. I checked their list of items and then looked at my 1099s and realized that not all of my transactions were imported to...
  4. MichaelL

    Have you tried to advise friend on investing?

    Yesterday a friend, who I know from high school, called me about buying a rental property. She is a psychologist and works as a therapist. She is not a money or a numbers person, but she knows that I am. She told me that she isn't earning enough on her financial investments. She thinks that...
  5. MichaelL

    Condo HOA problem and what to do

    I knew that HOAs could be a problem and now I have a big one. I own a condo in Alexandria, VA where my girlfriend lives and I go to visit. It's a vacation home for me but it could be a good rental. It's an area that is appreciating so I have wanted to keep it as an investment. However I just...
  6. MichaelL

    Trying to decide about 2nd condo purchase

    Should I buy my 2nd condo or not? I'm trying to decide what to do and am looking for thoughts. I just sold my condo in the Bay Area and took out a nice sum of money. I have a contract to buy a new condo in Reno that is under construction and should be ready in April. It has been delayed and...
  7. MichaelL

    Muni bond or Bond fund

    I'm trying to decide if I want to buy some more California Muni bonds that a broker is offering. They pay 4% and are AA rated and are state and federal tax free. I'm deciding between buying more bonds or more in bond funds. I'm wondering what people think about buying an holding bonds and...
  8. MichaelL

    Would you sell or hold this investment

    I'm just looking for some thoughts on this possible trade. I recently left my job and I am working part time for awhile. I'm looking to live mostly off of my investment income. I have some shares of a large cap mutual fund that invests in dividend paying stocks. I bought them in 2012 and the...
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