Business is Personal (Finance)

• Rebalancing Commodities & Treasuries

  Sep 17, 2011
  Earlier this month, I wrote about my silly investment strategy for my Roth IRA.  I switched to this strategy mostly from the frustration of managing an integrated portfolio.  I missed a lot of rebalancing opportunities due to the hassle of... 0

• 401k Lineup Tweaks

  Sep 7, 2011
  Our balance in Vanguard Inflation Protected Securities went over $100K in August so I sent off a note to our contact at Employee Fiduciary to switch from Investor to Admiral class.  When that gets settled, this is how our fund... 2

• Stupid Roth IRA tricks

  Sep 4, 2011
  It's been several years since I've been able to make a Roth IRA contribution and the back door conversion is too painful to consider since I have a hefty balance in a traditional IRA.  As a practical matter, not being... 0