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Thanks. That is a relief, I think.
Media references to GoDaddy WordPress confused me. I wonder why WordPress hasn't issued a clarifying release.
I learned more about WordPress.org and WordPress.com from this link. It seems that people can run WordP…
Although no SC index funds have been mentioned so far, I would like to add a caution about R2000 (IWM) and extended-market (VEXAX /VXF, FSMAX, USMIX) indexes. These have too much garbage and almost 40% of their components have losses. Moreover, R200…
GARP approach and term were widely used at one time. The approach was also tied to using PEG - or P/E-to-growth ratio and many managers said to pay PEG up to 1-2 (well, in today's environment, forget that when highflyers trade for high P/S, and some…
Some of these deals that I have seen are for 1-2 years! If find those (they flash for a while periodically), then may be get a new subscription in the name of a family member and cancel the current one.
@msf, great info. You may want to write to ICI.org. After all, it is a fund industry trade association led by fund industry leaders, economists, historians, lawyers.
ICI Board & Leadership https://www.ici.org/board-and-leadership
ICI Experts h…
@crash, may be you meant international DODFX instead of closed PRIDX? DODIX is a bond fund. PRWCX (closed at 3rd party brokers), DODBX, FBALX, BRUFX may be comparable and multi-asset FMSDX is also a candidate.
This chapter on CEFs of the ICI Factbook shows that CEFs are a rather tiny segment of funds - there were 494 CEFs with total AUM of $279 billion only as of 12/2020. They are the oldest form of funds that have existed since late 1800s but are rather …
Predictit has Powell at 69%, Brainard 29%. Biden better decide soon to get Senate confirmation by Feb 2022. My guess is that it may be tied to the votes for soft-infrastructure bill.
https://www.predictit.org/markets/detail/7398/Whom-will-the-Senate…
Just as a clarification, those Barron's summaries are just pointers or extended abstracts or like TV Guide type notes for movies/shows or like CliffsNotes. To avoid copyright issues, there isn't any copy-and-paste. Only about a year's worth of summa…
Thanks.
Gensler also has his own short-topics video series, Office Hours With Gary Gensler
https://www.sec.gov/page/sec-chair-gary-gensler-launches-office-hours-video-series
@BaluBalu, let us see what @TheShadow says.
On search, I found that ETFs from BlackRock/iShares, Hartford, Schwab, Vanguard (integrated list) are already listed. So, from my short list, only Invesco and SSGA remain to be added.
As many firms offe…
Vanguard list includes ETFs.
Typically, you have to go to ETF sponsors' sites. There are so many ETFs and ETF sponsors. But I suppose that a thread can be started with the major ETF Sponsors, BlackRock, Vanguard, State Street, Invesco, Schwab. But …
Transactions within Roth IRA don't create taxable event, nor do transfer from one R-IRA to another.
Some like to do in-kind transfers, but that is not possible when funds or fund classes are not supported by the new R-IRA platform/sponsor. And then …
Schwab has a team of professionals that puts out these pieces. More familiar may be Liz Ann Sonders, Carrie Schwab-Pomerantez, Cathy Jones.
https://www.schwab.com/schwab-experts
This is an example of the tracking of the AAII Sentiment Survey that I do. It is available elsewhere and my intention is not to start the series here.
AAII Sentiment Survey, 11/17/21
For the week ending on 11/17/21, there was a decrease in the bul…
That is precisely my experience. I don't see dismissed Announcements at the top on login, but see them at the top without login; feature is like Sticky or Pin at other sites but those cannot be altered by readers, only by their creator or administra…
Chrome allows selective cookies removal. So, I removed all "mutualfundobserver" cookies, and that logged me out, but when I logged back in, it still didn't restore the missing Announcements.
So, good suggestion, and should have worked, but didn't.
@derf, it is kind sad that VG is touting only the lower ER overall and has not mentioned tax aspects of this merger. May be some holders of the affected funds should call VG about tax details and why their yearend CGs are different.
TIAA has 2 kinds of RMD services.
1st is informational RMD calculation but TIAA doesn't act on that. If one has multiple 403b, their RMDs can be combined and taken from any one 403b. TIAA doesn't know about investors' plans.
2nd is contractual RMD…
mREITs are highly leveraged portfolios of MBS (bonds), so quite rate sensitive.
Equity real estate funds, including REITs, are totally different. VNQ etc.
Fido has a unique real estate hybrid FRIFX that is less volatile than VNQ.
Make use of stable-value (SV) within 401k/403b/457. Good options at TIAA, OK at Federal TSP & elsewhere.
Don't overlook I-Bonds although limited in amounts - but $30k/yr possible for an average US family of 3.15.
People should of course be careful. But realistically, some 3rd party may be involved in such back-office/processing fin-tech stuff. Not every institutions will have in-house/internal capabilities on this fin-tech. So, it comes down to the trust one…
I have encountered requests to enter login info for financial institution when trying to link 2 financial institutions (neither Vanguard).
It is a newer technology.
Remember the old way that some institutions still follow? 2 tiny deposits were mad…
Those large differences in yearend distributions do look strange.
The VG TDF and VG Institutional TDF series are distinct (i.e., not classes of same portfolios), but they have similar glide-paths and portfolio managements except for different ERs,…
M* puts FLPSX "under review" due to this future change. https://www.morningstar.com/articles/1068330/longtime-manager-of-fidelity-low-priced-stock-to-retire
So it begins.
The Fido trio Joel Tillinghast/FLPSX, William Danoff/FCNTX, Steven Wymer/FDGRX is in the same age group (60s). I think that Tillinghast is the oldest in the trio. He took a sabbatical recently. A 2-yr notice is still long.
I have treated it as moderate-allocation, not conservative-allocation. I see that now M*, Fido, etc have also moved it from Allocation 30-50% (that was misclassification) to Allocation 50-70%.
@msf, thanks for added info. I agree that firms can and do make mistakes in not using the proper table, etc.
A common mistake people make with RMDs (when required) for Inherited IRAs is that they keep using the table every year. But for Inherited I…
It is Powell's to lose. Predictit has Powell at 67% (quite a drop), Brainard at 36%.
https://www.predictit.org/markets/detail/7398/Whom-will-the-Senate-next-confirm-as-Chair-of-the-Federal-Reserve
I am a lifetime member of AAII. Its annual membership is very low and comes with monthly AAII Journal and good online access. I track its weekly AAII Sentiment Survey in other venues. The AAII Journal is really a magazine for general public although…
RMDs for all T-IRAs can be combined and taken from ANY ONE T-IRA. Brokers'/funds' calculations are OPTIONAL services they offer - I subscribe to those to just double-check my own calculations. Some firms also have contractual signups for calculating…
Another change is coming in MSCI GICS and DJ/S&P industry classifications. This proposed new change will move several companies FROM IT/tech XLK TO financials (fintechs V, MA, PYPL) and industrials XLI (ADP, FIS). Note that several old IT/tech c…
BRUFX is a controversial fund. It has a very thin management bench, no 3rd party brokerage availability, transactions still via US Mail, and is under steady redemption. While popular at one time, search on BRUFX produces 0 results at several sites n…
