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.
Support MFO
Donate through PayPal
BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
Policy and Legislative & Regulatory Affairs - Washington DC;
Capital Markets - London and NYC;
Commercial Bank Lending;
Field Biology.
Oh dear, did someone trigger FD1000 today?
Just addressing Trigger. All things that cause one to lose their mind can make them to act similarly. For example, fans of a team that wins a championship riot (burning cars, breaking windows, etc.). A …
does vanguard have a basic authenticator (network-free) service?
am hesitant to use yubikey.
I am guessing you are looking for the Solution in my post. You will need Wi-Fi though.
Edit: Feel free to go to the "A Solution" at the bottom of this post and skip the body of this post about the problems I had logging into my Vanguard account.
*************
Does anyone here use the Vanguard two factor authentication to login?
…
@habsui,
It was probably a while ago since you dealt with your 2023 tax return but if you remember any quirks you encountered because of the transition year 1099s for that year, please share.
Even with MLP investments, I do not recall ever recei…
Thanks.
FYI - if your TD account was transitioned over to Schwab, I am told by Schwab rep that both of your consolidated 1099s will appear on the 1099 Dashboard under the new Schwab account number (and not in a separate, clearly identified subsec…
Why is that this forum insists on ignoring context of a question while proceeding to lecture the questioner?
Sometimes, I wonder if FD was alone in his approach to the forum.
Thanks.
FYI - if your TD account was transitioned over to Schwab, I am told by Schwab rep that both of your consolidated 1099s will appear on the 1099 Dashboard under the new Schwab account number (and not in a separate, clearly identified subsec…
When winning a conversation is more important than relevance and accuracy, it is unproductive and harmful to the uninformed reader / onlooker but that has been one of the themes of this forum.
That is fine. The important part of my post is the second para. I did not want to sound cold and so I added the first para. But readers are welcome to focus on whatever makes them happy.
IMO,
a larger percentage of old MAGA and Hispanics for Trump need more consumer protection than any other group in this country or anyone in this forum. They are probably drunk asleep giddy with their cultural (i.e., non fiscal social) agenda win…
Creation/redemption mechanism requires inflows/outflows from authorized-participants. If disrupted, the etf may move to CEF-like premium/discount - this has happened in the past.
Yes, market price deviation from NAV can result from closing new creat…
FYI - I just happen to remember (notice) that Vanguard does not have an account level setting for "Cost Basis Method" for stocks / ETFs and one has to select the Cost Basis Method for each stock / ETF separately. Of course, one can change this befo…
I am mildly interested in a lower cost prime money market. As of right now the share price of PMMF is not unchanged. It is slightly up … Does this account not have a stable share price? Is it really just another bond fund trying to market itself a…
Assuming I am not worried about the transaction fees and the minimums, should I have a preference between ATOIX and FHMIX?
For example, a good reason could be if any of you had a bad experience with the respective fund family administration, such…
Good products. Other firms are too greedy to come out with similar products first. One for competition.
@Derf,
ETFs do not work as well as MM funds for me for trading because I have to sell ETFs first before I am allowed to buy what I want to bu…
"The only person/entity who can authoritatively answer that is.. Schwab, no?"
I can talk to five different reps at any brokerage and get five different answers. I talked to two of them at Schwab before opening the thread.
of the short term variety, I like ATOIX over MEAR (best ETF to my eye) for ATOIX's near straight line chart. Their Jan distributions are nearly similar ~3%.
Edit: both ATOIX and MEAR are only ~$800M AUM funds. I bought MEAR today but any addit…
Thanks, @msf.
I guess you meant to say, "Deductibility of IRA [contribution]s is based on another form of MAGI" If so, that missing word made it difficult to understand.
As I mentioned in David Snowball's thread, I too was concerned about the new MAGA trying to raise revenue by getting rid of tax exempt status of muni bonds. I had also posted that Alliance Bernstein article. After further reflection, I think that …
Believe it or not, there was (is?) a group called Arab Americans for Trump which was very active in delivering Michigan for Trump.
I bring them up only because of the current context but I am always amused by any type of activism / activists. I …
Misplaced affections is what makes the world go around!
If human beings learn, the world will be a boring place.
There is a reason why you always have a ruling class and the ruled.
Nice pay back to the Arab Americans that switched their votes from Dem to Trump thinking he can be their friend. Go for broke chess move. These guys need to hit the history books to learn 500 years of European colonialism and the predictable theme…
David,
FD posted earlier in this thread about Tom Bowley’s positive market outlook (to mock Howard Marks and posters who quoted Howard Marks). The difficulty with opinion shopping / data torturing posters is they do not later post contrary inform…
@rforno,
Just an FYI - I wanted to check if SGOV distributions qualify for state tax exemption because its holding page did not give me the comfort. In 2022, only 92% qualified. In 2024, 97% qualified.
https://www.ishares.com/us/literature/tax-…
I am not trying to rain on them but I can buy their mutual funds without transaction fees at other brokerages and I still sold all their mutual funds before moving the IRA out.
All cults come to an end.
When autocorrection by AI is not so lame, I will know AI has arrived.
To reinforce Professor's OP, for all those getting whipped around by the political theatre, pl keep in mind that there are daily news related to earnings and economy that may b…
