Treasuries pay a higher yield and are easier to buy than CDs right now. Here’s how to buy them without fee at Fidelity, Vanguard, and Charles Schwab.
How To Use Securities-Based Lending to Manage Cash Flow
If you have large accounts with Fidelity, Schwab, TD Ameritrade, E*Trade, or Merrill Edge, you may be able to borrow at a very low interest rate.
Free International Wire Transfer via Fidelity or Vanguard
When you need to do an international wire transfer, do it through Fidelity or Vanguard.
Recharacterize IRA Contribution At Vanguard
If you accidentally contributed to the wrong IRA at Vanguard, you can follow these steps to recharacterize the contribution.
Vanguard Proxy Voting 2017
How I voted on the Vanguard 2017 proxy proposals.
Vanguard Podcasts
Vanguard offers two good podcasts. Listen on iPhone, iPad, Android, or computers.
Transfer IRA From Mutual Fund To Credit Union For CDs
It’s not hard to transfer part of your IRA from a mutual fund company to a credit union to buy CDs.
Benefits For Large Accounts At Vanguard And Fidelity
Vanguard and Fidelity offer premium customer service and perks to investors with larger accounts.
What Does Vanguard Mean By "Employee Conversion"?
Vanguard’s mysterious “employee conversion” transaction description in an IRA with nothing to do with an employer-sponsored plan.
Vanguard Personal Advisor Services: Talk to A Human Advisor
Vanguard’s advice service offers access to a human advisor, which Betterment and Wealthfront don’t provide.
Schwab Intelligent Portfolios: Primary and Alternate ETFs
Schwab Intelligent Portfolios will use Schwab ETFs as the primary ETFs in most asset classes.
Schwab Intelligent Portfolios: The True Cost of A Cash Drag
The true cost of holding cash in Schwab Intelligent Portfolios is much lower than what you are led to believe.