88 posts tagged with investments.
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Asset allocation for the end of times

Say you were worried about your retirement investments due to the upcoming transition of power and subsequent appointment of unqualified people to manage the country's economy. Say you are worried about a downturn in stocks and government issued bonds. Where would you allocated your money?
posted by chevyvan on Nov 10, 2016 - 10 answers

Investment options for a chunk of cash

If you had, let's say, $150,000 (US) that you need to draw about $1,000 per month from for as long as possible, what would you do with it? [more inside]
posted by otherwordlyglow on Apr 15, 2016 - 16 answers

Structured products in practice

Structured products/notes liquidity IN PRACTICE (kind of technical) [more inside]
posted by triggerfinger on Mar 3, 2016 - 4 answers

What causes a closed end bond ETF to drop in net asset value over time?

Looking at closed end high yield bond ETFs, some of them maintain their NAV (net asset value) and some have been continually dropping in net asset value (not market price although that usually happens too) over 1-2 years. What causes this and how can one anticipate a long term drop in NAV? [more inside]
posted by Tazmaniac on Feb 12, 2016 - 18 answers

401 questions about 401k's.

After 2 years of asking my husband finally got around to trying to move the funds from an old 401k & rolling them over into his current 401k. Unfortunately mistakes were made & instead of simply having the money transferred from one account to another he closed the old account & withdrew all the money. Now it appears we are going to take a tax + 20% penalty hit on the amount. Is there anyway to get the money into his current 401k without losing money? [more inside]
posted by wwax on Dec 11, 2015 - 13 answers

How to calculate the true cost of an investment?

My wife and I are trying to get our retirement accounts organized and allocated properly. When we're comparing our investment options, how can we be sure that we're taking into account all the costs? [more inside]
posted by Tehhund on Dec 15, 2014 - 19 answers

Is it too late to max out my 401k?

I get paid monthly, usually at the beginning of the month. I just realized I can contribute a bit more to my 401k since I'm under the $17500 limit for the year. However, my last paycheck has come in (unless HR decides to pay the next one in late Dec rather than early Jan). Has my window of opportunity closed?
posted by redlines on Dec 7, 2014 - 4 answers

How to prudently withdraw invested money?

I am looking for guidance on how to go about withdrawing from investment accounts well before retirement. I know the generic advice is that you should be steadily socking away your retirement savings, not spending it, but I need access to cash at the moment. If you can direct me to resources (web articles, books, etc.) on the wisest course to follow when cashing out investments, I would love to hear about them. [more inside]
posted by anonymous on Sep 14, 2014 - 6 answers

Longterm investing anxiety: Property or pension, or what?

Husband and I have $130k saved up. No mortgage, no pension to speak of. Just been called into the bank for talk about long term plans and am freaking out about what to do. Advice? Do I need to see a financial advisor or are they not a good idea? [more inside]
posted by everydayanewday on Apr 13, 2014 - 11 answers

Please help me organize my investments and finances! (401k Rollover!)

Need help deciding what to do with my investment finances, including rolling over my prior Co. 401k rollover. I hold 2 401ks, 1 Roth IRA and I'm planning maybe on an index Fund. Details inside! [more inside]
posted by PetiePal on Mar 18, 2014 - 8 answers

How to find an advisor for international personal finance issues?

How can I find a fee based financial adviser with expertise in international situations for personal banking, investing, retirement saving and tax planning? I am a Canadian expat, former UK resident, and immigrant to America (living in Chicago) and will have income and retirement savings coming from multiple countries and uncertainty about where I will ultimately end up. How can I find someone who can help me with my particular situation?
posted by srboisvert on Aug 29, 2013 - 4 answers

Is there any point in stockbrokers?

How much professional advice do I need to manage $600k of investments? Advice for meeting on Monday please! [more inside]
posted by anonymous on Jul 20, 2013 - 25 answers

The ultimate first-world problem: spare money to invest... now what?

YANMFA (financial adviser)... but... Thanks to a new, and well-paying, job, I just got my ridiculous 6% student loans paid off. Now I need to figure out the best thing to do with the share of my income that I was putting toward that. Financial wizards of the internet, advise me? Messy details inside... [more inside]
posted by paultopia on Jun 8, 2013 - 10 answers

Should I feel bad about letting someone outsource my investments?

I have been getting started with Vanguard, but spoke with an investment adviser today, and it all just seemed so much easier. I've spent hours trying to figure out what kinds of accounts to open, which offer tax deductions, what kind of investments to make, etc. It seems really tempting to just let someone handle this all for me, but I feel like I've never heard from people who are satisfied doing it that way. Countless articles I have read on the subject always make it sounds like someone is a sucker for paying higher management fees. [more inside]
posted by imabanana on Apr 5, 2013 - 11 answers

When to bail on bad investments

I need advice on when to get rid of some bad investments with deferred sales charges. [more inside]
posted by OHSnap on Apr 2, 2013 - 3 answers

Good Tools for Sourcing and Curating news on Niche Topics?

Part of my current job involves searching and curating news articles on a variety of topics, related to alternative investing. Currently, my workflow involves scouring Google Reader, Google News, Google Alerts, and some specialized newsletters. I'd like to automate this more. Sadly, I'm struggling to find good tools to make the process easier. What does MeFi recommend?
posted by SansPoint on Jan 10, 2013 - 2 answers

Help me save my inheritance.

Help me save my inheritance. [more inside]
posted by anonymous on Dec 12, 2012 - 20 answers

Timing The Market Is Always a Bad Idea, Right?

I know timing the market is stupid. My previous attempts at it have never worked out in my favor. My 401K is all index funds. However, with the possibility of Congress going over the 'Fiscal Cliff," it is a horrible idea to go all cash until they get it sorted out? [more inside]
posted by COD on Dec 4, 2012 - 23 answers

Where do we invest?

Trying to decide where to put our money. Wife changed her job. Should we roll her investments into her current new 401K company Charles Schwab for convenience or into Vanguard? We are interested in investing in Index Funds for the long term.
posted by damiano99 on Nov 8, 2012 - 13 answers

Where to store an inheritance.

How in invest inherited money? [more inside]
posted by anonymous on Sep 29, 2012 - 7 answers

Which is better, being debt free, or having large investments?

Should I try to pay off grad school loans this year (~50k@6.55%) or should I invest ? [more inside]
posted by brenton on May 17, 2012 - 34 answers

What is the best option for automatic investing?

What is the best option for automatic investing? [more inside]
posted by Blue Jello Elf on May 5, 2012 - 10 answers

How do I figure out a mutual fund cost basis for my tax return?

How do I figure out a mutual fund cost basis for tax purposes? [more inside]
posted by zembla3 on Mar 3, 2012 - 5 answers

The wind fell. Now what?

I got a large bonus this year which will probably never be repeated. After taxes, it was 26K. I don't have any immediate needs (no medical issues, etc), and I know next to nothing about investing. Given this economy, what should I do with it? Stocks? Bonds? Saving account? IRA? [more inside]
posted by anonymous on Jan 3, 2012 - 19 answers

How does news about a company spread during the pre-ipo quiet period?

How do people get information about a company during its pre-ipo quiet period? [more inside]
posted by alms on Nov 20, 2011 - 4 answers

Money advice concerning division of investments in anticipation of divorce

Who or what should I be searching for as I attempt to get advice on how to equitably divide mutual funds, IRAs and TSP accounts in anticipation of a separation/divorce agreement? [more inside]
posted by notcomputersavvy06 on Nov 12, 2011 - 8 answers

Will You Walk Away From A Fool His Money?

Is it self serving for investment companies and fee based advisors to advocate for not selling during a financial crisis? [more inside]
posted by Xurando on Aug 21, 2011 - 16 answers

Stocks and bonds and downgrades... oh my.

What is the most prudent way to reallocate one's 401(k) in light of the US downgrade and recent market crash, assuming one has a moderate number of years until retirement and wishes to get a return on investment greater than the typical return of money market funds?
posted by I EAT TAPAS on Aug 8, 2011 - 5 answers

Making the most of short-term cash windfall

Due to company error, I have been saddled with a four-figure tax liability, due at the end of the year to HMRC. I received a no-interest loan from my company to cover this liability -- what can I do with it between now and the end of the year to maximize the value of this excess cash? [more inside]
posted by anonymous on Aug 6, 2011 - 1 answer

Which is worse - less savings or more debt?

Should I cash out my IRA to significantly reduce my credit card debt? [more inside]
posted by anonymous on Jul 27, 2011 - 12 answers

How to prepare myself for a career in financial analysis?

I'm going into financial analysis soon -- how and what should I do to prepare myself for it? [more inside]
posted by wz on Jul 20, 2011 - 10 answers

how to handle cash

what is the smartest way to save cash? [more inside]
posted by 3dd on Jul 7, 2011 - 17 answers

Need help with keeping track of all these retirement accounts

My financial situation is far from complex but like a lot of people I have (mostly) retirement investments scattered around in many different accounts. Some are IRAs, 401(k)s, 503(b)s, etc. for myself and spouse. Most of these still send me paper statements on a monthly or quarterly basis. Some of the statements are very confusing because they require things like "core" accounts, obscure funds that are provided through work, accounting schemes that seem to me overly complex, and just plain complicated statements. FWIW, I am good with numbers, science, and computers, but I still find personal finance frustrating and tiring. [more inside]
posted by Rad_Boy on May 18, 2011 - 8 answers

How can I use my money to make money?

How can I use my money to make even more money? Investments? Stocks? Bonds? Mutual funds? [more inside]
posted by ascetic on May 17, 2011 - 13 answers

To what extent are we suckers, and... what should we do now?

This guy told me and my wife to buy insurance policies, so we did. To what extent are we suckers, and... what should we do now? [more inside]
posted by anonymous on Mar 14, 2011 - 7 answers

What sort of pro can help us manage inheritance across US and UK?

Unexpected inheritance of $100,000 - $150,000 complicated by move from the US to the UK in the next year. My wife and I have never dealt with financial matters beyond credit cards and a moderate paycheck before, who do we talk to in Los Angeles/Southern California to make sure we don't screw this up? [more inside]
posted by anonymous on Feb 1, 2011 - 18 answers

Nontraditional Investments, like solar cells

Nontraditional Investments: I've heard claims that purchasing solar cells can provide a better return on your investment than stocks. Assuming that's actually the case, what are some other investments that might warrant your money more than investing in the stock market?
posted by sdis on Dec 5, 2010 - 7 answers

Good resources for researching/evaluating potential REIT investments?

Trying to find resources to evaluate suggested REIT investments. [more inside]
posted by gov_moonbeam on Oct 8, 2010 - 3 answers

Investment for this Dummy.

I have $1000 to invest and I'd like to do it wisely. One problem: I have never invested any amount of money in anything. Ever. Where should I start? [more inside]
posted by Kitteh on Aug 21, 2010 - 21 answers

I am starting out in life as a lawyer/Islamic finance postgraduate with no debt, and I would appreciate help and advice with regards to my future career choices and personal finances.

I'm a 24 year old law graduate. I am currently chambering with a law firm and doing a postgraduate degree in Islamic banking/financing. I have no debt. How do I make the best of my situation? Please advise me how I may plan and start my life properly, from the perspective of both personal finance and professional work. I would also appreciate being advised on how to invest, or save, or acquire assets. To sum it up: "If you could start off your life from my position, how would you do it, both professionally and financially?" [more inside]
posted by anonymous on Jun 12, 2010 - 7 answers

I Was Only Taught "Don't Buy" and "Risky."

Any reason not to sell my 20 shares of AAPL? [more inside]
posted by anonymous on Jun 2, 2010 - 24 answers

Not a dummy, but I feel like one when it comes to investing

Looking for a good intro to investments book to get the basics. [more inside]
posted by TravellingCari on May 19, 2010 - 11 answers

I want to be like a squirrel putting away nuts for the winter.

Twenty-something Canadian girl would like some financial and investing advice. [more inside]
posted by catburger on May 15, 2010 - 15 answers

What should we do about my debt versus/plus his savings if we get married and move across the country together?

What should we do about my debt versus/plus his savings if we get married and move across the country together? [more inside]
posted by anonymous on Mar 1, 2010 - 13 answers

Advice for investing in my babys future!!

Advice on investing in my baby's future...... [more inside]
posted by madmamasmith on Feb 28, 2010 - 7 answers

Money lessons for teens (while still doing what they love most.)

My 15 year old daughter is in an economics course this semester and loves it. I'm looking for ideas to help her learn even more. I've tried many ways to give her a leg oupon money matters and she's resisted strongly until now. I'm looking for books, clubs, activities, websites, podcasts, movies, methods in practice, you name it (including specific actions I can take) that will help her learn to manage money and get a grasp on investing all while doing the very things she loves so that she sees that money is not the end-all-be-all. What have you or others you know done to help teens learn about money and put those principles into action?
posted by brokeaspoke on Feb 19, 2010 - 26 answers

Help a smart but inexperienced young man manage my money (UK)!

You Are Not My Financial Planner. But I'm a (still barely) young man living in the U.K. Took a long time to get a career together, with 2 good degrees, but finally achieved slightly below average salary with slow growth prospects. What approach to savings / investments should I take? [more inside]
posted by anonymous on Nov 9, 2009 - 9 answers

How to form an equitable business partnership

How to setup a business partnership in an old-school brick-and-mortar manufacturing business between four friends - two of whom will be the major investors (say A and B), one guy is partial investor who will work full time but is new to this business and doing business in general (C ie: me), and the last guy is the one (D) with the entire business knowledge. He is in the field for past 7 years, already running a profitable trading shop (buying in Saudi, selling in India) in this field and is interested in expanding by setting up 'our own' manufacturing facility in Saudi. [more inside]
posted by forwebsites on Nov 4, 2009 - 10 answers

How risky are bond mutual funds?

How risky are bond mutual funds? [more inside]
posted by david1230 on May 10, 2009 - 3 answers

Should my recession dollars go into my 401k, or my wallet?

Where is my money doing me, and the world, the most good right now: going into a 401(k), or going into my wallet and getting spent? [more inside]
posted by logovisual on Feb 17, 2009 - 15 answers

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