Search found 126 matches

by MWKXJ
Mon Dec 09, 2013 9:39 am
Forum: Other Discussions
Topic: Nelson Mandela-A Mixed Bag
Replies: 13
Views: 7930

Re: Nelson Mandela-A Mixed Bag

>I'm glad to hear I'm not the only one who thinks that the whole "Mandela the Saint" narrative is a bit contrived. Mandela's lionization fits perfectly well with the Baby Boomer generation's worldview, IMHO.  Boomers, raised in the stable 1950s, seem to believe that the shrill tantrums lev...
by MWKXJ
Wed Nov 20, 2013 4:18 pm
Forum: Cash
Topic: Taxable PP for Emergency Fund
Replies: 3
Views: 3913

Re: Taxable PP for Emergency Fund

Thanks. My "needs" budget is roughly $1,500 per month, including mortgage.  The $9,000 onhand already covers six months worth of essential living expenses.  Extra emergency fund savings will go into a new PP account.  By the way, I'm padding our emergency fund because of my wife's multiple...
by MWKXJ
Wed Nov 20, 2013 9:36 am
Forum: Cash
Topic: Taxable PP for Emergency Fund
Replies: 3
Views: 3913

Taxable PP for Emergency Fund

Hello, Background information: Age: 37 Wages: $70,000 pre-tax Emergency fund: $9,000 - Cash and T-Bills Roth IRA: $27,000 - Independent PP through Vanguard 457b: $101,000 - Independent PP through Schwab brokerage window I'm considering creating a separate PP in a taxable brokerage account just for m...
by MWKXJ
Mon Jun 18, 2012 11:04 am
Forum: Permanent Portfolio Discussion
Topic: Stock Heavy Portfolio Needs Reallocation
Replies: 15
Views: 7803

Re: Stock Heavy Portfolio Needs Reallocation

I'm interested to hear what you find out what you learn about Brokerage Window/In-Service Rollover. I called ICMA and found that they offer a "VantageBroker" product which allows access to TDAmeritrade products through the 457b, however, my employer has not elected to enroll in this servi...
by MWKXJ
Sat Jun 16, 2012 1:09 pm
Forum: Permanent Portfolio Discussion
Topic: Stock Heavy Portfolio Needs Reallocation
Replies: 15
Views: 7803

Re: Stock Heavy Portfolio Needs Reallocation

within your 457b, do you have access to a Brokerage Window I couldn't find anything on the 457 provider's website regarding this.  I will check into this with the benefits coordinator come Monday. You may want to list your 457b fund list that you have available to pick from, although feel free to e...
by MWKXJ
Fri Jun 15, 2012 5:39 pm
Forum: Permanent Portfolio Discussion
Topic: Stock Heavy Portfolio Needs Reallocation
Replies: 15
Views: 7803

Stock Heavy Portfolio Needs Reallocation

I've been lurking in the forums for a while and am moving closer to a PP allocation, yet I'm unsure how to reallocate from where I am. I came across this post http://gyroscopicinvesting.com/forum/http://77.104.139.218/~gyroscop/phpBB3/viewtopic.php?p=32874#p32874 written by cabronjames and am curiou...