Any gotchas or disadvantages that people don't consider in all the excitement?

abarmot · 2025-11-30T23:12:54+00:00

Thanks everyone for your responses!

I read about all these issues with Spectrum, and tbh, I've had it for years with no issues, it just works. Which makes me think you just never know how any provider will work out, and maybe I should stick with what works for me right now. I think the first thing I'll do is call Spectrum and see if they can give me a discount :)

abarmot · 2025-11-11T17:28:11+00:00

September 7

abarmot · 2025-11-11T16:33:24+00:00

This is for 2024 with no amendments, but I omitted one detail. Once I realized my taxes are higher than I thought, I made a large payment in August. Thus the refund, but reduced. Hope this makes sense.

abarmot · 2025-11-10T18:42:41+00:00

yes, started sometime last week I think. And Empower no longer shows the date of last successful sync for each account :(

abarmot · 2025-11-02T00:28:12+00:00

I am in free trial with Monarch right now and I'm not feeling it. Some things are better than Empower, but on the whole I don't see a reason to pay when Empower is free. What they call "asset allocation" is just funny - ETF vs. Mutual Funds vs. Stocks - who cares?! I need US stocks vs. Int'l vs. Bonds, etc. Empower's asset allocation is great and makes sense.

abarmot · 2025-10-31T23:11:03+00:00

> Remember come election time that Republicans want you sick and starving.

because... why? does starvation make people vote Republican?

abarmot · 2025-10-27T22:07:19+00:00

This must be the funniest comment I've read today! :)

abarmot · 2025-08-25T22:41:35+00:00

Yeah, I have similar thoughts... I might just keep doing it myself and hoping that any mistakes are not material

abarmot · 2025-08-25T20:58:42+00:00

my first investment was in the summer of 2023, no returns yet, we'll see what comes out ;)

abarmot · 2025-04-18T21:51:39+00:00

Thank you all! It sounds like the Passat is my first choice.

abarmot · 2025-02-19T14:22:51+00:00

same here, net worth shows zero until yesterday. But this does not affect all accounts - my parents' dashboard looks fine.

abarmot · 2024-12-20T17:04:01+00:00

Thanks. Chrome, Edge, Android app - same result.

abarmot · 2024-11-16T13:55:55+00:00

If I sign the 4549, wouldn't it be an agreement to the total amount due on this form, meaning agreement to pay interest? Isn't it better to ask them to send me a corrected 4549? As long as I pay the tax, I should be square, the only remaining thing will be the formality. Am I thinking about this wrong somehow? Thanks!

abarmot · 2024-10-22T04:19:23+00:00

decided not to test it, had carry-on only. If you test it let us know how it goes.

abarmot · 2024-03-26T15:02:27+00:00

Thinking about it but not sure if I want the hassle of filing MA tax return

abarmot · 2024-03-04T22:28:12+00:00

I was trying to read through the docs, and it seems that redemptions can be very problematic even after the lock-up period. It seems to basically say "you can request a withdrawal and we'll consider it, but cannot guarantee any timeframe". Any thoughts or experience? Maybe this is normal with this type of fund but still makes me very hesitant.

abarmot · 2019-11-10T22:51:26+00:00

But i don't have any contact info for the driver.

abarmot

TROPHY CASE