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Re: Wells Fargo Brokerage Fees??

I already asked Wells Fargo AND that's what i got. Guess i will ask them again!

I put in a buy for a NTF fund and the preview showed $8.95 Fee. I did not continue.
by hcutrock
Wed May 01, 2013 5:19 pm
 
Forum: Investing - Help with Personal Investments
Topic: Wells Fargo Brokerage Fees??
Replies: 11
Views: 1013

Wells Fargo Brokerage Fees??

Why is there an $8.95 fee for trading NO transaction Fee Mutual Funds,after my 100 free trades are used up? Wells Fargo's answer: Once you have used all 100 commission-free trades in a WellsTrade brokerage account linked to a Grandfathered PMA Package, you are assessed a $8.95 commission fee thereaf...
by hcutrock
Wed May 01, 2013 5:11 pm
 
Forum: Investing - Help with Personal Investments
Topic: Wells Fargo Brokerage Fees??
Replies: 11
Views: 1013

Re: What would you ask a billion dollar mutual fund manager?

Uh..........When will you be lowering your Expense Ratio??
by hcutrock
Thu Apr 12, 2012 12:24 pm
 
Forum: Investing - Theory, News & General
Topic: What would you ask a billion dollar mutual fund manager?
Replies: 45
Views: 2989

Using"Financial Engines"on Vanguard website.

Upon entering correct information to Financial engines it suggests/advises to move bond holdings in IRA(traditional) to TAXEXEMPT money market.

Does anyone follow such advise??and if so.......Why??

Must be a programming error,ya think??
by hcutrock
Tue Dec 15, 2009 12:46 pm
 
Forum: Investing - Help with Personal Investments
Topic: Using"Financial Engines"on Vanguard website.
Replies: 11
Views: 2735

Another letter from Mortimer!

Add $30,000 to vtsax by july or it will no longer be admiral status. The market took in down,i made no redemptions,and th ER went up. What's up????????????
by hcutrock
Wed May 20, 2009 1:16 pm
 
Forum: Investing - Help with Personal Investments
Topic: Another letter from Mortimer!
Replies: 1
Views: 747

mr. Gross

Hello, I believe Harbor Bond is a decent fund,that is if you prefer management. If not use the index.........No Mgt.Risk!
by hcutrock
Mon Mar 10, 2008 6:43 pm
 
Forum: Investing - Theory, News & General
Topic: Harbor Bond vs Vanguard IT Investor Grade and IT Index Fund
Replies: 8
Views: 1417

Re: Turbotax

granpa wrote:Previous posters: are you saying that even if you have cost basis entered/tracked by Vanguard this is the case? (Seem to recall no problem in previous years.. . .)
Try it with your data to see what happens,or just check enter manually(DO not Import) and do it yourself!
by hcutrock
Tue Feb 19, 2008 11:36 am
 
Forum: Personal Finance (Not Investing)
Topic: turbo tax
Replies: 15
Views: 4413

Turbo Axed!!

Exactly right.........Turbo has no way to get basis from Vanguard??? What good is that??? Next time i use "MANUAL" entries,i had to anyway after importing.$29.95 for state??CMON!!!!!!!!!!!!
by hcutrock
Tue Feb 19, 2008 11:15 am
 
Forum: Personal Finance (Not Investing)
Topic: turbo tax
Replies: 15
Views: 4413

Middle of the road 70/30 us/IN.

I like Rick Ferri's approach. 70/30 us/in.
by hcutrock
Thu Jan 10, 2008 1:57 pm
 
Forum: Investing - Help with Personal Investments
Topic: The Ideal US / International Allocation revealed !
Replies: 9
Views: 3788

Simple?

Yes it would Dave. But i also like the rebalancing choices,expense ratio difference,and >18% emerging.VEA is billed as tax efficient for TAXABLE accounts it works well. Hey Dave!I took my meds 30 min ago,all is well now.
by hcutrock
Thu Sep 13, 2007 4:14 pm
 
Forum: Investing - Help with Personal Investments
Topic: International Funds/Etf for TAXable accounts
Replies: 3
Views: 1034

No additional risk?/

Then maybe ustreasury bills serve the purpose. NO ER AT ALL!!!!!!!!
by hcutrock
Thu Sep 13, 2007 11:16 am
 
Forum: Investing - Theory, News & General
Topic: For the penny pinchers, VEA/VWO combo is cheaper than VEU
Replies: 10
Views: 2695

International Funds/Etf for TAXable accounts

I like VEA with emerging markets fund or VWO for Taxable accounts.70/30 or 80/20 mix K>I>S>S. It's no rocket science!!
by hcutrock
Wed Sep 12, 2007 11:52 am
 
Forum: Investing - Help with Personal Investments
Topic: International Funds/Etf for TAXable accounts
Replies: 3
Views: 1034

Boycott

[color=black][/color][size=18][/size] China=Super power 20 out of 21 CENTURIES. Are you kidding me TEDDY!
by hcutrock
Thu Aug 23, 2007 11:26 am
 
Forum: Personal Finance (Not Investing)
Topic: Time for Americans to boycott Chinese goods?
Replies: 35
Views: 9254

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