- Saved $100k, Nervous, what should I do?? Peeps, for the first time ever, managed to save $100k. I am nervous as to deciding what to do with it. Home: Bay area, $100k won't do much Bullion? Physical precious metals? Stock market: too risky for me, I don't like this option VTI/VTSAX: put 100% in to this? High interest accounts: is this an
- How much do you save? I've always been pretty frugal, here are my numbers: Salary: I save $4k per month ($8k net - $2k to rent, $2k for spending) Stock: I sell all of it as it vests and reinvest w/wealthfront ($6k per month) Bonuses: Save half (about $10k) rest is for vacation s. Go!
- Investing 100K I have sold few of my stock grants and have 100K. I am lazy in investing and want to play mid term(1-2 years) I have tried Wealthfront, they are good for lazy investors like me, but eyeing something different. Peeps who index their investment, how often you rebalance? Wealthfront does it for me fo
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- Rate my portfolio 190K AAPL 10K another stock // have gone up 50% this year 25K WealthFront // has been flat for almost 1 year 115K 401k 15.5 K cash
- Entire savings in stocks After a rainy day savings, do you put every penny you save end of month to buy individual stocks or ETFs and mutual funds ? Currently using Robinhood and increasing my portfolio in there. Should I continue stock picking on Robinhood or start using Wealthfront/Betterment/etc ?
- link Wealthfront CEO says best time to exercise options is when your company announces it's going public New guide to equity and IPO from Wealthfront, helps demystify some complex topics around valuing equity, exercising, tax implications, selling stock, etc. Have you exercised and what's been your experience? https://blog.wealthfront.com/equity-ipo-guide/
- Wealthfront and betterment performance How was the performance of wealthfront and betterment during the recent stock correction as compared to say S&P 500?
- When to sell RSUs/Company stocks? I've read in the Wealthfront blog (not the best source of info I'd admit) that it's best to sell your RSUs overtime to net the smallest tax bill. Assuming no stock price change, it's this sound advice? Would I need to consult a CPA for this, or it's there a more straightforward yet not too con
- Is CPA worth it? I believe my revenue streams are pretty simple. I get a paycheck, invest in some stock myself and also use wealthfront. That's it. Do I need a CPA? I was originally just going to use turbotax and saw posts on internal groups about people having to pay additional, unnecessary tax due to software mist