I’m done with my taxes. I mailed the returns last week. With taxable investments and selling stocks from vested RSUs and ESPP purchases, it can get complicated. Any help from the mutual fund companies and brokerage firms would be welcome. In this post I will review the 1099 packages I received from different companies — […]
Which Broker? You Don’t Need One
When people start investing outside their 401k or 403b plan for the first time, their very first question is often "Which broker?" The answer should be "You don’t need one." Vanguard is a great choice for beginning investors (and seasoned investors!), but Vanguard is not a broker. It’s a mutual fund company. Vanguard has a […]