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Thanks @Sven, hopefully others will add to this thread regarding retirement topics.
Here's another T Rowe Price Podcast on Estate Planning. Something many of us are neglectful in setting up, forgetful in revisiting, and fearful to share with loved…
T Rowe Price and The Washington Post have created a pod cast series linked here called the:
The Confident Wallet
One of the first episodes / articles relates to:
Building a retirement strategy
It's challenging to focus on something that seems so fa…
The heavy hitters of PAXOS, a Blockchain startup, that Ms Blair is a board member.
https://paxos.com/our-team
And PAXOS internal Blockchain News Feed:
https://paxos.com/repository
@msf,
Note that you'd likely want "European style" options - ones that can be exercised only at their expiration date - since the whole idea is that you won't have to sell your portfolio before you move or before you're ready to close.
I could imag…
Thanks @Chinfist...though a new fund, ARTTX ranks #1 in M* Large Blend category (3month & YTD). I'll keep an eye on this one. At $32 M AUM...it has some room to grow.
Also, David featured ARTTX in July 2017 (scroll down a ways to read his art…
By Just typing in the word "retirement" in the MFO search box a wealth of retirement discussions and links are available to you.
Scroll down to "next" button at the bottom of the search page for earlier dated threads...it goes back and back and bac…
@JoJo26,
Interesting. I thought the whole point of target date funds was that they were a one stop shop...
Tweaking a little growth (staying ahead of inflation) was my thought here as well as simplicity.
I kinda think a single target date retirem…
My unconventional Bucket #1 in retirement would utilize target date funds.
Bucket #1 would arrive in 5 year increments using target date funds that are spread out over retirement. If I were retiring in 2020...Bucket #1 would be renamed (Bucket 2020…
Nothing wrong with the question from @circa33...hope Crash's comments doesn't chase you away from MFO.
@hank comments reminds me of the up-swell of divesting pressure college students put on college endowments in the early 1960"s with regard to So…
@Crash, I'm sure you aren't aware that @circa33 has been an MFO member since 2011. I enjoyed your write up. I hope circa33 overlooks your final comment.
I believe "moral hazard" comes to mind with the big bank bailouts...maybe appropriate when it …
TCMPX seems like a good choice in this space. Thanks @JoJo26 and @msf for mentioning this fund to MFO readers. Along with PRIDX (mentioned in video) GIRLX looks solid as well.
@Skeet, LPEFX has 32 holdings. Have you ever thought of creating your own portfolio of these holdings?
2.21% ER seems steep. Also, are you investing in LPEFX in a taxable account? Dividends are more tax efficient in a taxable account where tax los…
Thanks @Crash, risk characteristic look great, but M* mentions:
Tweedy, Browne Global Value's 2017 struggles are largely cyclical, but concerns about the fund's growing expense gap and the team's future composition are long-term issues.
QSPRX and QRPIX available through USAA Marketplace. $100k minimum for QSPRX and $5M for QRPIX. Too rich for my wallet.
Screening for Multi-alternatives, I came up with these other choices:
Screened for category:
-low minimum
-high Alpha
-low beta
-…
@Ted. Your right...again. Just sticking up for performance. Article seems to be more impressed with the attraction of assets rather than fund performance. Bigger isn't always better (performance).
He also seems to like commodities. Anyone have a favorite commodity fund? PCLDX has crossed my radar.
gundlachs-favorite-idea-in-the-financial-markets-today-is-commodities
There are some very helpful contributors at Ed Slott's discussion board. The site requires a log-in registration to submit a detailed question, but you can search and read what others have asked regarding this topic (and other related IRA questions)…
Another take on the topic that this author calls "infoacoplyse":
Article quote:
The web and the information ecosystem that had developed around it was wildly unhealthy, Ovadya argued. The incentives that governed its biggest platforms were calibrat…
Just re-checking SPY chart since the 'Trump Bump" (Nov 2016- Feb 2018). Seems that SPY is hitting its 1.5 year resistance line (drawn arrow). It will be interesting to watch the market's buying interest from this point.
