Page 3 of 4 FirstFirst 1234 LastLast
Results 25 to 36 of 44

Thread: Stoplight's Post Retirement, Post TSP Thread

  1. #25

    Join Date
    Aug 2007
    Posts
    11,454
    Blog Entries
    1

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    So sorry to hear about your loss.

  2.  
  3. #26

    Join Date
    Feb 2007
    Location
    San Diego, CA
    Posts
    6,949

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    Godspeed to your niece, our hearts mourn with you and your family.
    THIS IS WHERE I WOULD PUT SOMETHING TO REPRESENT MY THINKING, BUT THEN THEY SHOW UP!
    Tracker =
    100%- I Fund

  4.  
  5. #27

    Join Date
    Feb 2013
    Location
    Maryland
    Posts
    2,741

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    Stoplight,

    So sorry to hear of the passing of your niece Jenn. I will keep you and your family in my prayers. Condolences.


  6.  
  7. #28

    Join Date
    Dec 2006
    Location
    Oregon
    Posts
    251

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    My condolences on the loss of your neice (yes, way to soon).

    Have enjoyed reading your post-retirement, post-tsp thread. You could teach a class to those of us that are mathematically challenged when it come to recording their investments on a spreadsheet. I, too, received some unexpected money with the passing of both my parents in the last 4 years. I was blessed to have had them so long, but sorely miss them every day.

    I keep a watchful eye on my financial manager and how my finances are being handled. Pretty much told him he would not be getting his hands on my TSP money. You have done well. Would love to see what your spreadsheet looks like. Just the basics not the numbers!

    2moryrs-NOT!
    NARFE FEDcon2020 Be There or Be Square

  8.  
  9. #29

    Join Date
    Jul 2016
    Location
    Texas
    Posts
    2,036

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    I remember you talking about your niece before your trip to Australia. So sorry to hear of her death. Our thoughts and prayers are with you and your family during this difficult time.

  10.  
  11. #30

    Join Date
    Apr 2013
    Location
    Central Texas
    Posts
    3,707

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    So sorry to hear of your niece Jenn's passing. My sincerest condolences to you and your family.
    CURRENT: 3-11-20=100G //Prior: 3-10-20=50G-50F // 3-3-20 =100%F // 3-2-2020= S70, C30 // 2-25-20 = 60G-40F // Chart Links=Page 215, #2575 & 2576

  12.  
  13. #31

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    All,

    Sorry....it's been a while since I checked in here, in my own little thread !!!

    For ALL of you that posted your thoughts, prayers, and condolences about Niece Jenn's passing....all I can say is "Thank You" !!! She was truly a special person, and I miss her....


    Stoplight...
    "Too old to rock and roll...too young to die"... - I. Anderson

  14.  
  15. #32

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    OK....enough depressing talk.... Let's get caught up on my recent investment moves today (like anybody but me cares !!!)

    Soooo....yesterday, I unloaded one of my core "buy and hold" stocks. I sold ALL my Southern Company stock (SO). This is a utility play that I've held since 2013. It KILLED me to do it, because it was paying +5% dividend, and my Quicken ROI was in the 35% range.

    BUT !!! Bad press recently....they have a failed gasification project (whatever THAT is !!!), and now a failing nuke plant construction project, wrapped up in the Toshiba/Westinghouse turmoil....just made me antsy, as does the rest of the market these days. What I'm reading is.....LOT'S of expenses ahead... Bailed to cash for now...guess I'm part of a class action lawsuit, too, as a shareholder of record...

    Today, I unloaded 1/4 of my holdings in another core holding, Brooks Automation (BRKS)...this is another one of my old-timers ! Again....paying a dividend of >5% against my buy-in price, but it's had such a run, I HAD to take some profits off the table !

    Come 1 September, I'll look at my portfolio again, and decide where to go with the cash. I KNOW I want a utility replacement, for the diversity, but not sure I want to replace the Brooks with something else in Tech....just happy to be sitting in cash right now, on those 2 moves...

    Good investing to you all !!!


    Stoplight...
    "Too old to rock and roll...too young to die"... - I. Anderson

  16.  
  17. #33

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    Merrill "Edge"

    So I'm thinking...due to an unexpected income of ~ $7K from some screwy life insurance ( ? ) policies the Wife bought, long before she met me,
    I'm looking for a place to park some cash. My liquid "emergency funds" have grown past the point of tolerating a 0.1% APY ! Still want it liquid, though...

    I'm also looking to start transitioning to a managed fund account, or at least some advice for my "buy and hold" investments. I don't see myself staying on top of each and every investment in my portfolio, although I'll still play with "mad money" with the premiums.

    To date, we have our rollover TSP and 403(b) in a USAA self-directed Traditional IRA brokerage account...will keep those open....but they get pretty dismal reviews about their funds, and their investment advice !

    Came across a Nerdwallet review of Merrill Edge...cheaper trade cost than USAA :

    https://www.nerdwallet.com/blog/investing/merrill-edge-review/

    I have a dormant Bank of America account that I've kept open, even though we don't use it for anything any more, because it's our oldest bank account, dating from probably 1985 !!! ~ $4K balance...

    Planning to drop the $7K in there, and then open an Edge account....pick up something that pays better than USAA or B of A's cash account interest, but I can sell quickly, if needed !!! I will keep my USAA accounts, but perhaps transfer withdrawals that I don't particularly need at this time to this....thinking RMD down the road ??? Cap gains or loss tax advantages ???

    Anybody out there use "Edge" ? Opinions, either pro or con ??? Set up a CD ladder somewhere ??? I'd appreciate any and all feedback, including alternative accounts, brokers, or "plans" !!!


    Stoplight...
    "Too old to rock and roll...too young to die"... - I. Anderson

  18.  
  19. #34

    Join Date
    Apr 2008
    Location
    Cleveland, Ohio
    Posts
    10,056

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    Do a little research and buy some stock
    May the force be with us.

  20.  
  21. #35

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    Quote Originally Posted by nasa1974 View Post
    Do a little research and buy some stock
    Nasa,

    Thanks for the response !!!

    Ummmm....I'm already doing that, with the existing USAA accounts !!! I'm comfortable with my own portfolio management in those accounts, for now !!!

    I looked at the Interactive Brokers accounts, but it seems like they are geared for people much smarter, and much higher volume, than me !!! And I'm not sure I want to choose a broker from their list...guess I've watched too many episodes of "American Greed" !!!

    I'm just looking for feedback from folks that may be using Merrill Edge for their investments....are they good or bad ? Do they give valuable, accurate advice ? Good customer service ? Low fees ???

    Didn't know it until now, but my brother-in-law tells me he's been using a Merrill Lynch advisor for years !!! ...and he's VERY happy !

    Anybody else have comments or advice ???


    Stoplight...
    "Too old to rock and roll...too young to die"... - I. Anderson

  22.  
  23. #36

    Join Date
    Jul 2016
    Location
    Texas
    Posts
    2,036

    Default Re: Stoplight's Post Retirement, Post TSP Thread

    I think Merrill Edge is discount version of Merrill Lynch. I know one person that recommend Merrill Edge--I think at certain dollar amount held in the account, they give you a certain number of free trades. https://www.stocktrader.com/online-stock-brokers/


  24.  
Page 3 of 4 FirstFirst 1234 LastLast

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •  
SPY (C Fund) (delayed)
Stoplight's Post Retirement, Post TSP Thread
(Stockcharts.com Real-time)
DWCPF (S Fund) (delayed)
Stoplight's Post Retirement, Post TSP Thread
(Stockcharts.com Real-time)
EFA (I Fund) (delayed)
Stoplight's Post Retirement, Post TSP Thread
(Stockcharts.com Real-time)
AGG (F Fund) (delayed)
Stoplight's Post Retirement, Post TSP Thread
(Stockcharts.com Real-time)

Yahoo Finance Realtime TSP Fund Tracking Index Quotes