I own an LLC. Unfortunately don't have a retirement setup yet, but I know a solo 401k is a good fit. My CPA only wants to be told what to do and won't advise me. Should I seek out a financial advisor for help with a solo 401k or are they just going to try and push their products on me? I actually se...

Ok thanks. I wonder if FZFXX is preferable to FCASH for core position in Fidelity?

Fidelity looks to have this new fund, would it work for the STT?

FZFXX

Ah crap I was thinking we were still 12.5% ytd. What's the real gain?

It bears repeating: Harry Browne was a smart man. Amen. It's days like these when I thank my lucky stars I ran across Fail Safe Investing and this forum. I feel the same, but it was Best Laid Investments that did it for me. Breakfast was nice this morning when the wife asked how these giant stock m...

How does everyone think this will play out for the PP?

I don't think HB was suggesting you invest your entire nest egg at once (lump sum or dollar cost average). Harry suggested doing the PP with the money that you can't afford to lose. The rest can be variable portfolio, which for me is about 3%. The money that I could afford to lose was already lost ...

Isn August decided that I was going to put 100% of my money in the PP over the next year, so I split it into 4 purchases. Bought in mid august and again in January. I still have two more purchases to go. In hindsight I'd had been better buying all at once as is suggested by HB. But I'm very happy! 6...

I own an LLC filing as an S Corp. can anyone give insight to how the solo 401 can work and if it's possible to do a back door Roth with one. I understand that Vanguard has a Roth option for a portion of the account. Thanks for any help. My CPA has been useless with this.

Oh and regarding tax efficiency because you mentioned split between taxable/tax advantaged... Try to view your entire pool of assets as one portfolio but understand that some accounts are more suited to specific assets. Roth: Stocks 401k: Bond funds Traditional IRA: CDs (because 401ks don't offer t...

Through Fidelity's bond desk

I purchased 100K of treasury notes CUSIP 912828D64. It says I'm down $254. I know it has something to do with the coupon, but I don't understand how to account for that. .5% coupon in Aug and Feb.

I enjoyed this forum much more before you came along mathjak107.

I echo what everyone else just said.

I once had 100k extra dollars that would say "don't speculate in gold miners if you want to keep me"

I am glad that I chose to dollar cost average into the PP to smooth out any short term gyrations. I think Mediumtex is right in saying that it helps ease you into it mentally. I'm doing 4 buys over the next year, to smooth out any events like this.

all that money from stock sells has to go somewhere eventually. Give it a little while, like 2008.

I think it's also worth mentioning the effect that rebalancing has on generating more gains. Stableinvesting.com had a nice explanation of this sophisticated feature. It's almost like The PP is a product from Apple, simple and elegant on the surface but complex and brilliantly designed under the hood.

my all time favorite uis harry's why the best laid investment plans usually go wrong . have my original copy decades now . whether i follow the pp or not the book has loads of useful info . Agreed. The Best Laid Investments book will stomp any inclining you have to outsmart the markets or take advi...

Thanks guys. I don't plan on checking daily or anything, but since I just made my first purchase for the PP it's cool to watch the non-correlation at play.

Silly question : I bought my bonds through the bond desk at fidelity. Am I seeing an up to date price for the bonds when I look at my portfolio through fidelity or is delayed a day?

Yes I bought the amounts based on cost not face value. I did the Spartan index for Stocks and IAU for gold. Thanks for answering, makes me feel better.

Today I implement the PP for the first time. I used my Fidelity account to by LTT and STT (1 year, no ladder) directly. For some reason I was really nervous that I did it wrong so I'd love for someone to just tell me I bought the right thing. LTT says : Buy 912810RK6 UNITED STATES TREAS BDS 2.50000%...

Sounds like speculation to me. Do this in the VP. When your 20% stop hits, short the index as a full or partial hedge inside the VP and cover when your ready.

I don't care about nominal returns. I only care about real returns. nominal returns are important too. think of your pay check. you can't control everything about your expenses in life but what what at least helps you plan is a consist pay check that is usually enough to exceed inflation . by havin...

pointedstick, can you recap the advantage of the PP in every account?