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.
@WABAC The fellow I've been dealing with at Schwab was less than straightforward about the requirement that a STATEMENT be produced from the TRP outfit for each of the accounts. "They usually need that... They don't need it, YET. .... They may ask y…
..... A week later. Still, we wait, even after providing the Statement they requested from the soon-to-be-former account at TRP.
Smooth. Easy. Quick? Efficient? No, on all counts.
"...The Gonzaga Bulldogs missed out on a chance to officially cement themselves in the 68-team field with an automatic bid, losing 69-60 to Saint Mary's in the West Coast Conference Tournament championship game on Tuesday. Nonetheless an at-large bi…
Yup. Glad I figured out just WHICH tool was causing the error. Must have been the most recent update. Everything was fine until just a few days ago. Semms like we're back to normal operation.
Dreadful. Did he blame himself (alone?) for the fatalities? He certainly did all that he could to point out what was going on. Suicide. Stinks. Or was there something else that no one knows anything about?
"...Despite being an avid sports fan, I rarely attend games in person. However, a couple of recent Tigers games convinced me that the baseball is no longer what’s on offer: it’s massive noise- making and visuals between innings, such that no moment …
Yes. But there has been a sort of evolution with broadcast and movie sound. The background noise and sound effects and explosions have indeed taken over, AT THE EXPENSE of the dialogue. Just compare the old black-and-whites to today's films. It's as…
It starts with trash on the roads and then trash on runways becomes the norm - somehow getting desensitized to decay all around!
Truth. Along with everything being dumbed-down.
...The new prospect just uncovered for me would possibly allow to happen what @bee described, just above, here . If that can be done, I don't have to ever see the $$$. It can go, institution to institution. But it converts to cash along the way, and…
@bee. "My guy" At Schwab is investigating BRUFX's willingness to do "trustee to trustee" transfer. So it IS an option. You're right.
(But why must people--- like me--- find this stuff out through the BACK-door????? ) Ork!
Schwab move:
A week's delay in getting the trading/brokerage account moved over from TRP. The employee downtown has the signed paperwork. It's still not been done. Is he on vacation? Who knows. No word. No call-backs. I've called twice: one was re:…
Time for some long overdue SERIOUS punitive consequences. Will the FAA actually EVER get around to doing its job? You're going to tell me they're under-funded. That doesn't mean they can't prosecute and sanction the company. Boeing has become brazen…
The legacy of Mitch McConnell. One man was allowed to configure the Supreme Court. One man !!!
Power-hungry scumbag who was enabled by a Party with no principles, no stake in the Constitution. Been that way for decades. Even Auntie Amy joined with t…
"....unless and until Congress passes specific legislation to enforce Section 3..."
Ah, there's the rub. SCOTUS just created a new requirement out of thin air. FECES.
"...I’ve already moved a substantial portion of my bond/income allocation to ultrashort bond funds, CDs and money market's. I’m just surprised that intermediate bond funds continue to bleed money. I’ve still a fair amount of money in intermediate fu…
If you monitor portfolio volatility (via SD from Portfolio Visualizer, Stock Rover, etc), you will find that rises as portfolio gets more equity heavy in the bull markets.
Rebalancing is a way to bring portfolio SD back to your comfort level. It's…
I love Apple and their products. Don’t understand the haters, but to each their own.
I use a MacBook Air. The choices are pretty much Windows or the Apple products. I hate them both. I'm fair, that way. ;)
@Observant1
The SCOTUS ought not to have made that further step, to specify such a thing: that only Congress has the authority to eliminate a candidate for federal office from ballots. The reporting I watched said it was highly unusual. They did no…
Caution: You may be limited to doing such a within-60-days rollover only once every 365 days. It depends on what form of IRA is moving to what form of IRA.
See pub 590a, p. 22. (Pub 590a for tax year 2022.)
A direct fund-to-fund transfer of proceeds…
@bee I have ceased to be impressed.
"A trustee-to-trustee transfer is a transfer of assets from one retirement plan or account to another, facilitated by the two financial institutions involved in the transfer. It is the simplest way to transfer a…
@Derf - check out Zvox audio speakers/soundbars. The accentuate voice over background music/noise.
And so we must buy an additional gadget in order to defeat the fact that the "professional" sound mixing engineers can't do their jobs. This is true U…
@Crash, you may have to just do that - cash out BRUFX and use 60-day rollover window to deposit the check in Schwab a/c - use electronic deposit or drop by Schwab office.
+1. Appreciate you confirming that, yogi.
I would keep the fund where it is if it cannot be transfer. I have several funds that cannot be transfer. In one case I sold it and another equivalent fund/ETF.
Life has gotten much easier since our consideration, especially in tax return filing. …
Come on, @Crash- how on earth can we elect a national president if each state can decide who can run there? That's just ridiculous. Texas and it's sycophant follower states would "disqualify" Biden in ten seconds.
And what would logically follow? I…
