Investing - Theory, News & General • Any studies to refute dividend yield...
I'm looking for papers that have looked specifically into SWRs in the context of an stock dividend, income-focused portfolio.Statistics: Posted by gt4715b — Wed Feb 14, 2024 9:05 pm — Replies 5 —...
View ArticlePersonal Consumer Issues • What do you eat?
Hi,We cook all our food at home and rarely eat outside. However, it takes a lot of time and entire life seems to revolve around meal preparation. What do you eat for breakfast, lunch and dinner which...
View ArticlePersonal Finance (Not Investing) • How old are your vehicles?
We currently own two:Vehicle #1: A 2001 Lexus RX 300 SUV (AWD) with 175,000 miles on it.Vehicle #2: A 2005 Toyota Tacoma Crew cab, Long Bed (2WD) with 165,000 miles driven.Both vehicles remain in...
View ArticlePersonal Finance (Not Investing) • How to handle income with no 1099 issued?
Hi - I made income in 2023 through a private consulting engagement. It was a knowledge on demand service providing advice to a private equity firm diligencing an investment opportunity. The firm who...
View ArticleUS Chapters • BogleDocs: Asset Allocation for an Early Career Physician
The following question was brought up on the BogleDocs facebook group. We thought it would be beneficial to bring this discussion to the forum for further comment and insight.Question from anonymous...
View ArticlePersonal Finance (Not Investing) • Accrued Market Discounts for US Treasuries...
I received a 1099-B with accrued market discounts (box 1f) for a few treasuries I sold. I'm confused about a discrepancy though:- From my own calculations, I know that I made x on US Treasuries in...
View ArticlePersonal Consumer Issues • Color or Black & White Printer
Our old Brother B&W laser printer has died and we need a new printer. As we don't print photos or charts/graphs, I can't think of a good reason to get a color printer. Are there other applications...
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Investing - Theory, News & General • S&P 500 Ponzi Scheme
How passive index investing turned the S&P 500 into a ponzi scheme as explained by George Gammon.https://www.youtube.com/watch?v=omNjBDkiBRE Statistics: Posted by csr — Wed Feb 14, 2024 11:09 pm —...
View ArticlePersonal Finance (Not Investing) • Help (low income) in-laws move states and...
That stage of life where life just got a little more complicated. We have proposed moving our low net-worth, no English speaking in-laws from MCOL mid-west city to HCOL city in WA. What are some...
View ArticlePersonal Finance (Not Investing) • [Vanguard joint taxable account -...
DW and I know we cannot designate beneficiaries to our joint brokerage account. Does that also apply to our family trust. If so should we leave it and hope we can change it when one of us dies?Our...
View ArticlePersonal Finance (Not Investing) • Maxing out HSA contribution
Hi folks,I contribute to a HSA account through my employer. At the end of 2023, I noticed I did not max out my HSA contributions. I was $150 short. After some back and forth with HR, it was determined...
View ArticlePersonal Finance (Not Investing) • Chase $1 Fund Transfer (External Pull)...
I attempted to pull $1 from a link (Chase Bank) that has already been established and active at a credit union (Chase to Credit Union transfer). For some reason this transaction failed. I regularly...
View ArticlePersonal Consumer Issues • Any recommendation of a book that chronicles the...
in the genre of tragedies, of course Shakespeare's Othello, Macbeth, Hamlet come to mind, but they are about kings and princes, not relatable.There are also American tragedy, Crime and punishment, The...
View ArticlePersonal Investments • TIAA resources
I understand the TIAA has rules that many find complicated. I do not know all the rules. I came across this YouTube channel and it has many useful information on TIAA....
View ArticleInvesting - Theory, News & General • Trustee disclosures (1041 tax...
Q. Would it be difficult to get a Corporate Trustee to disclose the 1041 trust return and 1099s that they relied on to file?IssueK-1 disclosures that the Trustee provides to the beneficiary doesn't...
View ArticlePersonal Investments • Tax reporting for abandoned worthless stock?
I had some shares in a company that went under, was delisted, and could not be sold through Vanguard. When I spoke to Vanguard, they said that I could fill out a form for "abandoning" the stock, which...
View ArticlePersonal Finance (Not Investing) • Timing of repaying 403b loan
I took a 30K loan from 403b 6 months ago. I anticipate being able to pay it off this year. Other than having the funds back in my investment accounts, is there a benefit to paying it off early? Does...
View ArticleNon-US Investing • US shares trading on European exchanges
Are shares of US companies trading on European exchanges considered US situs for US estate tax purposes?For example Uber shares are trading on European exchanges under the UT8 ticker. Do these have...
View ArticlePersonal Consumer Issues • Seeking advice: CU Boulder vs. Mines
Son got accepted in to BS Computer Science program at both CU Boulder and Colorado School of Mines. He's also received the same amount of initial scholarship (although he plans to apply for more). We...
View ArticlePersonal Consumer Issues • Job title for PhD Economist Daughter
My daughter will be taking a job for a think tank in a small state shortly after getting her PhD in economics this summer. It is a small non-profit. She will be the first economist to be hired there....
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