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I'm wondering if anyone knows if there is a way to undo a current year Roth contribution, take the loss, and then recontribute the $4,000? Even if I could just undo it and re-contribute $4,000 I'd be happy so I could increase the long-term value of the Roth account's tax deferral. I know you...

WHI has been discussed before. Is anyone still following it? I saw in late June they disclosed a material impairment of at least $80MM on one of their asset-backed loans. It appears the total loan balance of the impaired loan is about $140MM. On one hand, that could wipe out the earnings for...

Is there a good site or way to compare the ETF price with its intra-day NAV? Specifically, I was wondering about BND. Vanguard shows BND.IV as the NAV ticker and gives the end of day values, but that symbol doesn't work on Fido or Yahoo's websites for getting intra-day quotes. I know some...

Not quite an individual security question, but . . . FBIDX is Fido's total bond index funds and BND is Vanguard's total bond index ETF. Vanguard's ER is .11% and Fido's is .31%. The holdings (duration and quality) are very similar as they should be. Current 30-day yields are 5.16% and 5.41%...

Very happy to see the new board! CORS is one I bought back at the end of March for $17. It's around $18.50 today, but volatile enough that it will probably drop back down. The short story is that it is a Chicago bank with a small Chicago branch network (really small -- I think a dozen...

I'm just wondering if there is an easy way to find (or calculate) beta for stock options -- or to otherwise determine risk-adjusted returns. Last year at this time a friend & I opened a small account trading LEAPS. The market (DJIA) is up about 22% in that time and I am trying to determine...

I've never owned a bond fund before, so I was wondering for tax purposes do they break out the percentage of income that comes from government instruments on your 1099 so it can be excluded for state tax purposes? I was wondering the same thing for money market funds. (I'd always had "bank money...

I was just curious whether other people would switch. I've always used the brokerage service of my bank (which a couple years ago was bought by a large midwestern regional bank). They've always done a decent job. Their online trades are $29.95. Not unreasonable but I see that I could get $8...

Does anyone know of a good website where you can enter a purchase date and have it show you the total dividends paid on a stock since that date? I'm setting up a CAGR worksheet within my spreadsheet and it would be easier than going back and adding up the individual years. Thanks.

I'm hoping someone here might just know the answer to my question offhand. I've tried doing some research on Roth IRA contributions, but haven't been easily able to find the answer I need. I started a tree farm this spring. Basically, it's a thousand trees on about six acres of land. I own...