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Archive for May, 2007

Online Brokerage Firms

May 21st, 2007 at 07:42 pm

Do you have all your investments through one firm?

Who do you use and why?

I am trying to streamline things so it it easier to keep track of, is this wise?

Great savings

May 16th, 2007 at 08:12 pm

Wow, spent $26 for $99 worth of stuff tonight. I even impressed myself!!!!

NEED ADVICE on tracking my holdings in mutual funds . . .

May 15th, 2007 at 10:37 am

We have several mutual funds held in 401k and Roth IRA's and every now and than we purchase stocks. So, does anyone know a good site to track the holdings in each?

I just recently purchased a stock and didn't realize that it was one of the biggest holdings in 2 of our mutual funds.
Thankfully the stock is doing great, but I really don't want to buy stocks I already own in a mutual fund.

So, basically I need to find out how other people track this. Thanks for all your input!!!!!


Question on Home Value?????

May 4th, 2007 at 12:17 pm

What percentage do you use when figuring home value from the tax roll figure?

Or how do you figure out your home's value - without doing a new appraisal?

Thanks in advance for all your answers!!!