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.
To Hank, thanks for clarifying my in-kind transfer question. While I may still invest in some of TRP's better (open) funds, it will be simpler to consolidate within one brokerage. While not suggesting any (stress) equivalency with your situation, I …
CV19 caused tightness in the toilet paper supply chain in my supermarket last spring/summer. One package per customer. Hoarding and furloughed tree fellers in the PNW's forests contributed to rationing. Not sure if this affected timber prices. Eithe…
To the OP, that sounds like a horror story. I am planning to in-kind transfer a TRP mutual fund (custodial IRA) to Fidelity. If I transfer all the assets in the account, will I be charged an account closing fee? TIA.
I want to thank all the members of MFO who made suggestions in response to my OP. I will look into all of them and see what might work best for me. I have endured/survived every crash since 1987. My situation was not helped by financial 'advisors' a…
. . . and trains in the UK. He also owns Necker Island in the British Virgin Islands, which is a luxury travel destination. Both are affected to some degree now by the economic downturn and Covid.
