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Derf
davidrmoran : No need to send billing, it's the amount that caught my attention!
Looking at the market, a few minutes before the close, & seems the sentiment has it wrong ! Now I'm wondering , if the weather person or Mr. AAII sentiment has the best chance of getting it right ?
Sven said, "The stock market acted strangely last week and they may expecting something big is coming. "
Futures show positive at this hour, but nothing to tell by their small up tick.
Sleep tight, Derf
@yogibearbull "But if you clicked on some tab that asked how to fund the transfer to avoid margin, then the sell and transfer would be tied. Of the four accounts held at Schwab, none had enough cash to cover the transfer ! The only tab was taxable &…
I just checked transfer confirmation from Schwab & it shows Margin ! I'll keep an eye out & see if it shows in next statement. This has happened before, & after checking statement I found no margin charge.
Tuesday I went to move money from Taxable to checking at Schwab. During transfer, up pops margin loan ,as not enough cash in taxable account. So I cancel transfer & put in to sell 1100 shares of the mutual fund. Wednesday morning checking accou…
@Charles "
@Shoatakovich. Yep. That excludes a lot of funds. But having a big team doesn't always help either ... D&C, Grandeur, BG, MS Counterpoint, Primecap? They've all had their time in the barrel. But, I agree that if you are looking for fu…
Net Interest Revenue, " margin loans,which constitute the majority of receivables from brokerage clients" I thought everyone was upset by what they pay on cash. Margin loads, I don't use it , do you ?
Seems to me that is the investors fault . I don't see Chuck with a mask & "gun" pointed at there clients. BMO here in town is the same way. I had to open checking account so I could reap (2.2) % ? in Money market account.. I try hard to move c…
@WABAC I swallowed a loser awhile back from Peaks, believe it was the last fund they put forth. Also recently I sold another fund from peaks. Made a few bucks, but not enough to cover the loss from the loser. Guess I should see when next addition c…
Was it front running , following the herd, or just Mr. Market on Wed. ? Thursday speaks for it's self ! I ventured to see how bad the market treated me & was surprised to be up.
Have a good evening @WABAC, Derf
@Mark Would you take the time to run this $10K through this web site. https://ofdollarsanddata.com/sp500-calculator/ See what you come up with. I tried expanding time line ending date from 1/30/24 to 6/30/24 & it made a difference. Total ret…
”Charles Schwab chief investment strategist Liz Ann Sonders put some numbers on that sentiment in a report earlier this year. An investor who put $10,000 in the S&P 500 SPX (0.54%) in 1961 and held only when Republicans were president would hav…
@catch22 I ran a scan of PC this morning & sure enough after the scan I was able to connect to big Bang via Firefox. The scan seemed to take about twice as long as usual so to my way of thinking something at my end needed cleaning up.
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@catch22 : thanks for bringing this point out. After reading 3 or 4 remarks , I can see that may be part of the problem. That leads me to ask, were brokerage advisors added to help relieve this problem & at the same time to add a few coins for t…
catch22 I just tried again , https://big-bang-investors.proboards.com/ shows ,starts to down load & it's gone. Maybe chang has bandiest me ?
Tried private window & that works.
Windows & Firefox
Think I'll see if a good night sleep hel…
Would the customers be willing to pony up for improvements ?
Customer complaints on a % basis , I don't see it presented.
I'm not a fan of VG, but I do have an account there.
Last question. When RMD account runs out of money, are you charged $100 ?
