Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
@sma3 stated:
For this you get the plan, quarterly reviews, tax planning etc. Their "value dividend growth " portfolio has returned 12% net of fees since 2007, pays 3% and lost only 7% in 2022. They also have a growth portfolio, and buy individual …
I had also used Scottrade over the years for their OEFs with access to the institutional class for low minimums and $17 to both buy and sell. However I have seen fewer choices in their network. I have also switched more to Fidelity. Though now TF fu…
@Junkster - can you tell me how Fidelity is providing $3,750 to your account? I'm currently in the process of transferring a rollover IRA to them and transferring a taxable account to them as well.
I know there offer commission free trades (but no …
@msf - I opened my taxable and non-taxable IRA accounts at Scottrade back in 2011 and 2012 respectively. I have not received any email from them.
The only thing I noticed is when I logged in this afternoon, on the front web page and under "Importan…
@msf - you said you received emails from Scottrade even though your accounts were closed years ago ?
I have 2 accounts there currently and I have received no information or emails from them whatsoever to this point.
Besides myself, has anyone else…
@msf - thank you for your insight on the questions, but also the real time examples.
I used the ACA as I needed to purchase health insurance. You are correct in that ACA plans tend to be high deductible plans and the total out-of-pocket costs are a…
From my specific example, in 2014, I was in an employer HSA (HDHP) eligible plan and made the HSA contribution.
In 2015, I went to the ACA and chose a non-HSA eligible plan (I did not want the high deductible for my medical costs as no Earned Incom…
I have a general question about the HSA (which is different than the Flexible Savings Accounts, which generally expire in that year). When I was previously employed, my employer switched the health insurance plan offerings to HSA eligible insurance …
I was curious at to what are the 2 Vanguard funds you are referring to? If you also have the symbols, I would appreciate that. The 2 funds could be a good option to add to my portfolio. Are they managed externally or by Vanguard
Thank you for pointing out the PRUZX utilities fund and the advice on alternative healthcare funds. Is it fair to say that their Z class shares (no load class) are more likely to be offered at financial advisors than at the "supermarket" brokerages?
I saw the commentary made by Bespoke and it says the EEM low was made in Dec 2013. From what I can see elsewhere, the low was made in early Feb 2014. Am I missing something or did Bespoke have the incorrect date for the EEM low? I would like to thin…
I'm relatively new to the charting and some of the terminology that is used on the site. Can you tell what is means to have "No Distributions Days" and its relevance with the uptrend market last week?
I have seen the Distribution Days concept state…
