Search results

Free to trade mutual funds and stocks. Press release Someone here (maybe LOL!) has indicated that the interest rate on cash balances is pretty good. I also get the impression that they don't have many hidden fees. I don't know if they offer reporting of specific id for taxes, or if they...

http://www.smartmoney.com/commonsense/index.cfm?story=20070130 First reader comment to the article: I've never messed with options before, and maybe never will, but this sounded interesting. Do any of you think this is a good buy at today's price? Any other stocks with cheap calls, or...

PLEASE don't start another good vs. evil annuity argument, if you can help it! Just saw in article that the U.S. government's TSP includes an immediate annuity option, which is interesting to me. Not for practical reasons, just curious is all. I suppose most of those eligible already have a...

http://www.fatwallet.com/forums/messageview.php?catid=52&threadid=605909 Move $10,000 in equity there, make enough free trades to qualify for "Apex" and get $500. Wait something like 9 months. Then leave. :-*

For those who have sold treasury/TIPS bonds before they matured, were you happy with the pricing? Some companies take extra profit in the prices they quote, but I'm under the impression that neither Fidelity nor Vanguard do. Fidelity allows free purchase of treasury and TIPS bonds at auction...

I've noticed that the spreads for trading TIPS are tighter at Vanguard than at my broker. Has anyone noticed how tight spreads are for TIPS (or other treasuries) at Fidelity? Both allow buying commission free at auction, but I'm thinking about selling before maturity, and don't want to get taken...

I remember a webpage, or perhaps a long post, which summarized many "expert" S&D allocations. It showed the % to each asset class, for allocations from authors such as W Bernstein and others, like "Taxable Ted" or "Margarita Portfolio." Anyone have this link?

I'm not talking about doing an "exchange" of mutual fund shares within the same fund family, but actually placing sell and buy trades. For example, lets say you want to rebalance from VWO into VTI. You sell VWO in your IRA, and buy VTI in the same IRA. Some brokers allow you to place both...

I've never bought a bond before, so maybe just don't understand. Am considering buying a short to intermediate TIPS in a traditional IRA, or if commissions are too high, use VIPSX instead even though it's of higher duration than I like, and has an ER. Got a quote for CUSIP 9128272M3, which I...

I'm thinking of selling my small position in Korean fund MAKOX (ER too high) early next year, and instead buying two or three Korean ADRs. (I'm not worried about diversifcation issues or market timing or performance chasing concerns, not looking for feedback on those touchy subjects ;)) The...

For tax reasons, I'm planning to "move" shares of Vanguard's VWO Viper from an IRA to a taxable account. I'm not concerned with the small commissions I'd have to pay, to buy in taxable and sell in IRA, but the spread on this fund is large, and I don't want to pay it. So, my plan is, to put a...

Looks like you don't need earned income to have and contribute to a Health Savings Account. Unfortunately, it seems that it isn't enough that your plan is high deductable: http://www.treas.gov/offices/public-affairs/hsa/faq_basics.shtml My current, inexpensive, high deductable plan allows...

A friend wants to start a $2000 Roth, and contribute maybe $1000 more per year. So, it'll be about a year before it hits $3000, if returns were 0%. Would be great if there were a company offering index funds with low fees and minimums, but I don't know of one. Am thinking of suggesting...

Am thinking ahead for January when I'll need a place to put new taxable money. Rates and situations might change, but here's my thinking today: ---------------------------------------------------------------- ibonds + good return for no risk: 1.2%+cpi + rate locked 30 years, but can sell after...

OT but just saw this and would forget it, if I didn't post right away: http://www.fatwallet.com/forums/messageview.php?catid=24&threadid=468517 Thought you might find interesting, as I think a few people have commented here about the resellers snatching up Dells, and Wabmester mentioned...

There are a few low turnover, actively managed mutual funds I like, whose expense ratios are high enough that I will not invest. I'm considering using some of their ideas, buying a few of the stocks they are still adding to, and selling when they begin to reduce their position. If I understand...