Join 3,438 readers in helping fund MetaFilter (Hide)

7 posts tagged with planning and investing. (View popular tags)
Displaying 1 through 7 of 7. Subscribe:

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

The ultimate first-world problem

I'm a young person with no debt and a pile of money to invest. The catch: I'm not real confident about the long-term health of the US economy. [more inside]
posted by anonymous on Jul 24, 2012 - 25 answers

Where is my local Mutual Funds 'R' Us?

Where do I go to get mutual funds and bonds? Are there certain types I should be getting? [more inside]
posted by Kippersoft on Jun 7, 2010 - 4 answers

An opportunity, or a pig in a poke?

How do I get the most out of a meeting with a financial advisor I don't particularly trust? [more inside]
posted by LN on Mar 19, 2009 - 10 answers

Allocating my assets between mutual funds in my IRA account

I have four mutual funds in my IRA account - a Total Market index fund, a Small-cap index fund, an International stock index fund, and a Bond index fund, and I'm trying to figure out how to allocate my assets between them. I've read a little bit about "Modern Portfolio Theory" and the "Efficient Frontier", but I'm struggling to understand some of the math. So, is there a simple way I can test whether a particular allocation is on the efficient frontier? Or, see all the possible allocations on the efficient frontier and choose between them? How do I figure this out? Ideally, I'd love to see a simple enough formula that, given the mean and standard deviation (and maybe correlation matrix), of my four funds, would tell me what allocation is on the efficient frontier. Or, some type of online tool, or an Excel spreadsheet or something. [more inside]
posted by stuehler on Feb 17, 2009 - 10 answers

Yet Another Savings Question

How can I maximize my savings for a trip I'm planning for 2009? [more inside]
posted by sprocket87 on Nov 9, 2007 - 6 answers

Financial planning resources for U.S. expatriates?

What are some good resources to help an expatriate plan for retirement? [more inside]
posted by armage on Apr 29, 2007 - 1 answer

Page: 1