Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
@ Crash:Did u see play where offense player pushes defensive player into player dribbling the ball. Call was on the defensive player. I'm still trying to figure that one out! Last minute of game.
Play ball !!
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@Maurice; will check on duration tomorrow for WSJ. I did take a toe hold May 2015 & added to it Feb. 2016. Schwab shows 2 stars overall & 1 star last 3 years. I'm up 25 % so can't complain, but will keep an eye on the fund.
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@hank."I’ve never heard a single poster at MFO (or Fund Alarm for that matter) report that they have all their retirement assets in one of these target date funds."
Agree, all your eggs in one basket doesn't work for me.
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@msf: I concur with your reply to my question. When the Nav dropped from $10 to $9.75 I thought they let to much new money in & found fewer & less stable bonds to purchase.
Thanks …
@msf: Thanks for your write on bonds. One question when you get time to reply.
RPHYX. " I still don't think it scales, so it is good that this is closed."
I'm missing your point. Would you draw me a picture, so to say.
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Thanks for the come back Old_Skeet: I would concur on the first 8 races as being easier to handicap. Also new, taxation on wining tickets is figured on number of $2 purchases made on an exotic bets. If I have it right, 1 $2 ticket hits for $800 ta…
@bee; thanks for quick response. After visiting duck duck go I decided this wasn't for me at this point in time. Once grand kids reach 18 I may take another peek.
Derf
Strategy: Set up loved ones to pay 0% rate on investment income
The federal income-tax rate on this year’s long-term capital gains and dividends is still 0% for gains and dividends that fall within the 10% or 15% rate brackets (see the table below…
Morning Pud: I did a quick run through & it appears you have approximately 25% of portfolio from 401-k to invest ? I'm in the same boat only with a little more 33% to put to work. I'm awaiting a pull back to start DCA .
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@ Old_Skeet: I sent off your question to consultant @ Schwab . As of this evening no reply, which doesn't totally surprise me.
I looked at ABALX & CWGIX, redemptions only. AMFFX F class only.
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@ Old_Skeet:
From reply #4 . I can also do nav exchanges between funds with the same fund family without any charge.
Are these exchanges tax free or in a tax free account.?
Thank…