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PAUL ADLER

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    • Last year I finally bit the bullet and sold it at a capital loss of $21K
      According to Morningstar if you had $100,000 of VBILX on Jan 31, 2020 and you reinvest dividends, today you would have $99,808. A loss of 0.19% (-$192).

      Post: The bond market

      Link to comment from April 10, 2025

    • Being a value investor in retirement (IRA for 20 years) and holding 50% of US equity portfolio in DFA US CORE EQUITY II (DFQTX).

      Post: My Mistakes by Jonathan Clements

      Link to comment from February 21, 2025

    • Is this also try of Medicare Medigap (supplement) insurance? Thanks Plaul

      Post: CLUES LEFT BY A KILLER ECHO WIDESPREAD ANGER AT HEALTH INSURERS

      Link to comment from December 9, 2024

    • Is there a “Medical Loss Ratio” for Medicare Advantage plan (Part C)?

      Post: CLUES LEFT BY A KILLER ECHO WIDESPREAD ANGER AT HEALTH INSURERS

      Link to comment from December 8, 2024

    • We are waiting to hear how the insurance companies and state insurance regulators interpret the Section 1557 of the Inflation Reduction Act legislation that goes in to effect in 2025 that could put the kabash on medicare supplement underwriting all together.This would be good for some people but it will make it more expensive for most.

      Post: The Sickest Patients Are Fleeing Private Medicare Plans—Costing Taxpayers Billions

      Link to comment from November 17, 2024

    • I decided to sell and buy a short term bond fund to minimize volatility
      Did you have other options to keep BIV (Vanguard’s Intermediate Term Bond ETF) and reinvest the dividends and wait it out for BIV to recover?

      Post: HELP, I Want My Money Back!

      Link to comment from November 17, 2024

    • Whatever Medigap (supplement) insurance company you pick for your Medigap plan check to see how many "closed block of business / closed risk pool" (deadpool) policies the company has. This is done because the current book of business have people who have become older and therefore have more illnesses meaning more claims (higher loss ratio). Insurance companies close that book and raise the rates to cover the increasing losses. Then, they open a new book with younger, healthier folks and charge a lower premium do to lower claims ratios. After a couple of years, rinse and repeat.

      Post: Prefer the Original

      Link to comment from October 26, 2024

    • What about using IBIK iShares iBonds TIPS etfs?

      Post: Giving Credit

      Link to comment from September 14, 2024

    • Whatever Medigap (supplement) insurance company you pick for your Medigap plan check to see how many "closed block of business / closed risk pool" (deadpool) policies the company has. This is done because the current book of business have people who have become older and therefore have more illnesses meaning more claims (higher loss ratio). Insurance companies close that book and raise the rates to cover the increasing losses. Then, they open a new book with younger, healthier folks and charge a lower premium do to lower claims ratios. After a couple of years, rinse and repeat. In most states you will be unable to change supplement insurance companies without medical underwriting. A few states have a birthday rules that allows you to change Medigap plans without medical underwriting around your birthday.

      Post: Medigap pricing question

      Link to comment from September 3, 2024

    • As of today—two and a half years later—that investment would still be down more than 5%, even including the interest income received along the way.
      What are the way that BND will recover its losses?

      Post: Question of Interest

      Link to comment from August 10, 2024

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