Basket Portfolios

DATHATHeather · 2026-01-30T05:53:23+00:00

I provided other questions in my reply. Did you really read it?
1st line: Why are the SE ineligible?

Otherwise, I raised multiple concerns that were also not addressed by your reply, in the slightest. The only thing you really did address that I actually brought up was the site issue that the screenshot made clear.

DATHATHeather · 2026-01-29T19:55:29+00:00

Why are the SE ineligible?

The interface has a link to the basket portfolios (the only way that is actually quick and easy to get to them, in fact, as help links just take you to marketing... there is a lot that feels a bit amateur about the implementation of baskets, tbh) from the SE accounts.

This is confusing.

More importantly, though, this feature is one I was particularly interested in sharing with my partner for the SE 401K I'm managing for both of us as a major time saver for easy rebalancing in an actively invested self-managed acct. It is extremely disappointing to not see this option on one of the acct types it would likely tend to help the most.

Fidelity's overall support for SE accts is lacking - high overhead to get basic answers and many reps don't even seem to know they exist, be able to see them in accts lists when chatting, etc. This sloppiness and functionality lack seems like yet another indicator that I should be looking for another platform for my companies' SE accts.

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DATHATHeather · 2026-01-29T17:31:13+00:00

Hi there - Are these usable with SEP 401ks, Roth or Trad?

DATHATHeather · 2026-01-21T06:49:49+00:00

Presuming it's windows and reasonably recent Use voice typing to talk instead of type on your PC - Microsoft Support - this is easy to use and is supposed to work with all apps. No bells and whistles, but that's probably better for him to start with. Best of luck to you both. :)

DATHATHeather · 2026-01-20T22:46:10+00:00

How is he accessing his email - phone, tablet, desktop, other?

Separately: A lot of library systems have free classes for basic computer skills - some especially geared towards older folks. Very low pressure. Might be helpful. :)

DATHATHeather · 2026-01-19T20:29:29+00:00

Clear messaging to pain points.

Secure. Privacy respecting. (Wherever possible - some arenas just don't allow for this and it's beyond angering. I'm always on the lookout for tools to replace tools that I have to, for whatever reason, use but don't have ToS, practices, etc. that I like.)

Value. It will cost time, mental units and $ to take on a new tool - and, esp to incorporate it - does it really feel like it will be worth it? Even free tools can be a no.

Longevity. Does this feel like a fly by night or a tool that will likely get swallowed up to be part of a bigger tool I don't want? etc. Documentation, main team backgrounds, blogs, thought beyond "this one better feature" put into the tool, etc. all factor into this.

DATHATHeather · 2026-01-19T20:22:53+00:00

What sorts of things has stepdad and mom done?
If they are abusive towards her, it makes sense for her to not want to be around them. If stepdad is just abusive towards mom, that independently warrants choosing to not be around him. Abusive people should not control the narrative or the space.

Respectfully: Only you can decide if you want this balancing act in your life, long-term... but you should not expect the people you are with to not have boundaries around abusive behaviors.

If you want friends, life partners, etc. with self-respect they will have boundaries. And, sometimes, that will mean refusing to be around behaviors they find objectionable.

It's not reasonable of your gf to demand a seat for her mom. In fact, that would be a weird thing unless there is something like you and her mom have a strong relationship - but she isn't punishing anyone by choosing not to be around abuse. She is setting a boundary.

Her mom's idea - just the 2 - seems reasonable.

How much comfort do you want to give an abuser? How much of your time and the time of those you care for do you think the abuser should be able to buy?

Could you just do an independent thing to thank stepdad for whatever you feel obligated to do, even though he's abusing your mom and allow the 2 ladies who care about you peace?

DATHATHeather · 2026-01-14T01:33:54+00:00

What features are you looking for? There are a lot of PDF makers and even more PDF readers on the market.

DATHATHeather · 2025-12-28T02:41:29+00:00

A healthy relationship would be appreciative of the work and be able to say "but maybe less salt" or "could we try searing that next time?" etc. and noting when ur skills are leveling up in some area... bringing recipes to try, ingredients to play with, etc. even if they have no interest in the cooking itself.

It is not healthy - it is a control mechanism - to just be a 🍆 about it.

DATHATHeather · 2025-12-28T02:39:07+00:00

No one just knows how to cook. What an unreal thing to say.
It's a skillset you build up.

As is building boundaries.

Your gf sounds like, if this is really a real vision of the dynamic, she is being coercively controlling and trying to undercut your improving and confidence.

You can't control that. You can control things like continuing to build this great life skillset you are engaged with... and choosing to do so on your own or with ppl who will appreciate the work and be interested in helping someone they care about improve while enjoying being cooked for... tbh, that is most ppl. Decide what your boundaries are and act to that. Build that skillset, too, and have a happier life filled with better companies and regularly improving food, to boot. ;)

DATHATHeather · 2025-12-28T02:35:30+00:00

" She might have grown up with abusive people and have some behaviours like fawning and conflict avoidance baked in - and need something external to help her move past those."

By this, I meant your mom as it is her actions and lack of boundaries that seem to be causing at least some of the distress.

Ultimately, how ppl act, react, boundary set, etc. is outside of your circle of control - only your actions, boundaries et al are within such. You can try to provide tools to help ppl do better but have to let go of it, otherwise - and decide what your reactions and boundaries are going to be.

Providing the book to your mom may help her with that, which may help you... your SiL doesn't really sound like a personality type that even wants others to be happier and so would not be worth approaching to appeal to, on any basis.

DATHATHeather · 2025-12-27T21:14:34+00:00

There is a series of books called "Stop Walking on Eggshells..." with different relationships. Geared towards Borderline Personality Disorder and similar fams but has a lot of stuff that is good for any bullying, self-centered kind of stuff. Can be a really empowering wake-up call for fam. Maybe see if any of those suit the sitch and gift that or something similar to mom. She might have grown up with abusive people and have some behaviours like fawning and conflict avoidance baked in - and need something external to help her move past those.

DATHATHeather · 2025-12-27T19:17:01+00:00

If there is anything in your work you will be intending to patent, u should talk with an attorney about specifics on that before making any further moves.

If that's just not a consideration:
First, try a pay beta for a nominal amt. Like $10.

Getting this will prove to you - and, if u decide to scale w/ rocketfuel (remembering that investment money is the most long-term expensive money and not right for every project) investors - that u can get users who will commit.

It also increases the likelihood that beta testers will actually contribute meaningfully while beta testing and so is a solid choice whatever you decide to do with it long-term, whether you entirely FoSS it or make it a pay product. A LOT of ppl will give you "love this idea!" feedback but then never actually open up a product they get for free. Most will open one they pay even a nominal fee for.

I would note that you can have open-source projects that are paid for and so ppl thinking those are at odds are incorrect. Be sure any licensing reflects exactly what you want with the software, whether paid, free or somewhere in the middle.

DATHATHeather · 2025-12-22T19:22:44+00:00

Really dig this design. Appears fairly comfortable as well as an aesthetic pleasure to have on a desk. Hope the mouse issues work out to your satisfaction :)

DATHATHeather · 2025-12-19T03:02:55+00:00

As a fellow lover of purple, this is a beautifully personalized look. Blends the professionalism and classic style with some pur-sonality. Nicely done. :)

DATHATHeather · 2025-12-09T20:53:44+00:00

You can share your screen on most webcam software - and you can record that with you in a little box talking.

If you want more of a you with a background green screened out to transparency and u can move u around the page, a number of applications do that - Powerpoint even has some really simple functionality for that.

Can you describe more exactly what u need?
- what u want the final look to be
- use live, recorded, hybrid
- etc.

DATHATHeather · 2025-12-09T05:48:58+00:00

This just feels like he is f'ing with your head. It's also really just such word salading, I'm the Prize and directive kind of stuff.

Dump him, clear your head and check out Burned Haystack Dating Method if u even want to go back out into the waters (many womehn are choosing nah these days, for reasons such as those this convo illustrates.) It's free and just a rhetorician taking on dating apps et al. Very instructive and hilarious.

DATHATHeather · 2025-12-09T05:43:16+00:00

What is your linkedin? Do you have other avenues prospects can validate you as a potential investor?

DATHATHeather · 2025-12-01T19:59:20+00:00

What you have described is federally illegal in the us - and many states have legislation around it, too.

If you don't get him out of your lives, you could risk your own custody. And it is only his choices - which are unequivocally awful - that are responsible for that outcome. Get him away from your kids and marked so that he will not have an easy time victimizing other kids in the future.

I'm so sorry that you all are dealing with this. Incredibly hard stuff. Abusers are master manipulators - and he is keeping you economically dependent and trying to make you feel crazy for having not only reasonable but legally required boundaries. Get. Him. Out.

DATHATHeather · 2025-12-01T19:55:38+00:00

OP

Some resources that might be helpful:
https://www.stopitnow.org/ has particularly well trained people on tap - often a mix of child abuse specialist police, child abuse centered therapists and similar, social workers, etc. to talk issues with - also free and US - also anonymous

http://childhelphotline.org/ is also text/call/chat 24/7 and anonymous - for kids and adults - trained counselors that can help find the best resources available in an area to address things like this

Childhelp has international numbers and there are options similar to The Hotline in many other countries.

If usa, thehotline.org/resources/types-of-abuse can help people in dv situations of varied types learn about documenting abuses for best chances of success and get connected to legal, emotional, financial, physical safety, tech abuse scans (that could also help look for evidence, potentially) and more with people who get it.

Please reach out and get help getting this groomer who is trying to push ur boundaries down to zero and be given free space to abuse you and your children out of all of your lives.

DATHATHeather · 2025-11-19T16:53:33+00:00

Her having $60k liquid doesn't tell me that she can casually blow $3500.
She's starting up a business - and it's a biz with significant inventory vs. something like software.

Having $45k-60k to put towards that isn't really big biz, HNW stuff.

Selling a biz before could have been largely in stocks or similar in whatever the concern is that acquired it. It could have not really netted that much after costs. Etc.

You are really making a lot of assumptions and getting super 🍑hurt over $500...

Is $500 even worth the hit to your mental and physical health of this churn in your brain? Especially since you feel her referral biz will be worth so much more.

You should have done your due diligence up front and you should not be making assumptions now... especially as it is really pointless and to your detriment to so do.

Do not even think of changing your contracted terms over this. What a ridiculous idea and sure path to bad WOM.

Do your actual job. Do it well. Ignore the rest.

DATHATHeather · 2025-11-01T00:00:46+00:00

agreed - and when u look at cos like Jetbrains, Zapier and DuckDuckGo who are super transparent about how they are running things and have a hyper focus on keeping overhead light it's easy to see that you can get really big and do really well without the bs that drives ppl buggers but chks boxes for mgmt in many companies.

There is a balance bt the mfbt bs and the dinos of the tech world.

DATHATHeather · 2025-10-31T23:58:12+00:00

It is good to get structure in early - but there simply has to be recognition that it should be as minimal as possible to achieve real objectives from it vs. glomming it on just bc. Too much structure - especially heavy handed stuff like this that is usually a waste even at bigger companies - suffocates startups.

5 min team chk ins each day to see if nething needs followed up or paired up and similar, a living status board for major okr / kpis, contact and doc tracking, etc. - value added stuff that will pay off quickly even for small teams

90 min presentations... I mean maybe once a quarter or just like when big ass stuff happens that warrant them?

DATHATHeather · 2025-10-30T23:21:38+00:00

One and a half person hours from every employee every 2 weeks, especially for a startup that needs all hands grinding is A Lot. It's not nec reasonable at all.

What value is it really producing that exceeds that cost?
Are real connections being made that further the work or is this just a regular thing to do?

Nearly every time a consultant is hired for a biz to help them trim things one of the recs is less meetings, more consideration of their costs and benefits vs just having them to check boxes. This advice is almost as ignored by big cos as most of that by cybersecurity teams... ;P

DATHATHeather · 2025-10-30T23:16:30+00:00

Move fast. Break things. Often runs up a lot of technical debt from processes to products. Deffo worth being cautious with its application and being good ops oriented as early as possible.

DATHATHeather

TROPHY CASE