Search found 784 matches

by SlowMovingInvestor
Wed Sep 19, 2018 11:29 am
Forum: Investing - Theory, News & General
Topic: Are TIPS yields good yet?
Replies: 15
Views: 1129

Re: Are TIPS yields good yet?

I like STIP (iSHARES 0 TO 5 YEAR TIPS BOND) ETF

Expense Ratio: 0.06%
Duration: 2.72
by SlowMovingInvestor
Mon Sep 17, 2018 2:16 pm
Forum: Personal Consumer Issues
Topic: How to tell when a Mango is ripe?
Replies: 19
Views: 1179

Re: How to tell when a Mango is ripe?

I bought a Mango last Monday and it was hard as a rock. Today it is a bit softer when I press on it but how soft should it feel to be fully ripe? I want to use it for a hot sauce I am going to make and don't want to cut it until it is ripe and flavorful. I know how to tell on a peach, I seldom buy ...
by SlowMovingInvestor
Sun Sep 16, 2018 8:30 pm
Forum: Investing - Help with Personal Investments
Topic: Vanguard Advisor suggesting 7 Bond funds for my 40%
Replies: 41
Views: 4616

Re: Vanguard Advisor suggesting 7 Bond funds for my 40%

PFInterest wrote:
Sun Sep 16, 2018 12:22 pm
With 60% stocks unlikely to need tips.
Not to go off on a tangent here, but could you expand on this comment ? Is the assumption that stocks provide sufficient inflation hedging that you don't need any TIPs ?
by SlowMovingInvestor
Fri Sep 14, 2018 5:12 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

I don't know why you'd assume that. Why isn't a "Brokerage account" an investment product? We'll have to wait and see until they actually show the offer terms. Most people are assuming that ETF's are valid, similar to the Bank of America/Merrill Edge status. Yes, that is one possible interpretation...
by SlowMovingInvestor
Fri Sep 14, 2018 1:31 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

So I read this about what's considered qualifying deposits for Chase Sapphire Certain retirement money market accounts and investment and annuity products offered by JPMorgan Chase & Co. or its affiliates and agencies That seems like you'd need to be invested in Chase's products (which are typically...
by SlowMovingInvestor
Fri Sep 14, 2018 1:06 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Chase is the latest player. Beginning next month, it has "Sapphire Banking" which will have a 60,000 Rewards Points bonus for bringing $75k 60k Ultimate Rewards can be redeemed for $600 in cash or $900 in travel purchases. https://www.cnbc.com/2018/09/13/jpmorgan-offers-sapphire-card-users-60000-po...
by SlowMovingInvestor
Thu Sep 13, 2018 6:14 am
Forum: Investing - Help with Personal Investments
Topic: Any issues keeping <$1MIL in VMFXX (Money Market Fund)?
Replies: 21
Views: 2835

Re: Any issues keeping <$1MIL in VMFXX (Money Market Fund)?

Try VUSXX Vanguard Treasury money market. 1.97% yield, only slightly below VMFXX (2.09%). And state tax free, so effective yield in a high tax state will be higher.

VUSXX should be safer than FDIC accounts.
by SlowMovingInvestor
Wed Sep 12, 2018 2:04 pm
Forum: Personal Finance (Not Investing)
Topic: Lab test prices - exasperating!
Replies: 101
Views: 5705

Re: Lab test prices - exasperating!

Quest bills something around $200 for people without insurance, and if your insurance company doesn't consider a test medically necessary, you are effectively without insurance for that test. Is that really the case ? My impression was that if you go to an in network lab, even if your insurance com...
by SlowMovingInvestor
Tue Sep 11, 2018 4:42 pm
Forum: Personal Finance (Not Investing)
Topic: Lab test prices - exasperating!
Replies: 101
Views: 5705

Re: Lab test prices - exasperating!

If you only go to in network labs, then they typically cannot bill you extra if the test is denied. I admit that sometimes it's hard to do when doctors send samples to out of network labs.
by SlowMovingInvestor
Tue Sep 11, 2018 9:06 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

The $1000 Merrill Edge offer is available for attendees of the San Francisco Money Show: https://www.merrilledge.com/offers/1000offer?oc=1-czu38v&cm_mmc=gwm-selfdirectedbrokerage-_-dm-_-g221lt0007_vanity_offer1000-_-direct_mail_vanity In the past attendance has not been enforced. Thankyou. I'm cons...
by SlowMovingInvestor
Mon Sep 10, 2018 3:46 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

The basic Merrill Edge offer is 90 days. https://www.merrilledge.com/cmaoffer Thanks Yes, I just got out of ME after receiving bonus and looking for the next bonus. BTW, I got $1000 each for two 250k non IRA accounts held for 1 year. Did you have to call and ask ME for that offer ? I realize that w...
by SlowMovingInvestor
Mon Sep 10, 2018 3:43 pm
Forum: Investing - Help with Personal Investments
Topic: Investing in 5G Wireless
Replies: 44
Views: 2350

Re: Investing in 5G Wireless

According to the WSJ today, Chinese companies such as Huawei are dominating 5G right now.

https://www.wsj.com/articles/the-5g-rac ... 1536516373
by SlowMovingInvestor
Mon Sep 10, 2018 11:17 am
Forum: Investing - Theory, News & General
Topic: STIP (Short Term TIP) yield vs TIP
Replies: 15
Views: 1150

Re: STIP (Short Term TIP) yield vs TIP

Coming back to this thread, one month later and we have iShares STIP ( 0 TO 5 YEAR TIPS BOND) : SEC Yield: 2.34% Duration: 2.75 yrs Whereas for iShares TIP SEC Yield: 2.19% Duration: 7.59 years. I know that TIP fund/ETF SEC yield is sometimes not totally representative (as mentioned earlier), but th...
by SlowMovingInvestor
Sat Sep 08, 2018 7:41 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

The Merrill edge offer is still current I was asking about the $1000 bonus the poster mentioned. That would be better than any current bonus for 250K. Of course, the poster was enrolled in the bonus one year back, so it might not be currently available. ME does have $900 bonuses at times for $200K,...
by SlowMovingInvestor
Sat Sep 08, 2018 6:13 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Hi all, Looking for brokerage bonus for non IRA account. The shortest holding period I found was E-trade with 6 months. Any other banks that I missed with similar holding period? Thanks The basic Merrill Edge offer is 90 days. https://www.merrilledge.com/cmaoffer Thanks Yes, I just got out of ME af...
by SlowMovingInvestor
Sat Sep 08, 2018 5:03 pm
Forum: Investing - Theory, News & General
Topic: D. E. Shaw fund prospectus - would you invest?
Replies: 35
Views: 2167

Re: D. E. Shaw fund prospectus - would you invest?

On a related note, I happened to read this book recently https://www.amazon.com/Bad-Paper-Chasing-Street-Underworld-ebook/dp/B00J6TUZFG It's about debt collection -- buying and selling of debts, and then working the debt. These are lower quality loans than student loans, but still -- lots of dubious...
by SlowMovingInvestor
Sat Sep 08, 2018 4:38 pm
Forum: Investing - Theory, News & General
Topic: D. E. Shaw fund prospectus - would you invest?
Replies: 35
Views: 2167

Re: D. E. Shaw fund prospectus - would you invest?

Just 2 mins back I put down my book to check Bogleheads forum and this is the first post I saw. The book is called When Genius Failed: The Rise and Fall of Long Term Capital Management. The book describes how a hedge fund managed by the best minds, including Harvard profs and a former central banke...
by SlowMovingInvestor
Sat Sep 08, 2018 8:10 am
Forum: Investing - Theory, News & General
Topic: D. E. Shaw fund prospectus - would you invest?
Replies: 35
Views: 2167

Re: D. E. Shaw fund prospectus - would you invest?

Haha, so much skepticism! But of course not unexpected. Let's see how this investment decision turned out, shall we? After the pitch was made to the pension fund in January 2014, they committed $45M to invest. As of March 2018, this position (net of all fees) has earned an IRR of 8.1% (http://sdcer...
by SlowMovingInvestor
Fri Sep 07, 2018 7:04 pm
Forum: Investing - Theory, News & General
Topic: D. E. Shaw fund prospectus - would you invest?
Replies: 35
Views: 2167

Re: D. E. Shaw fund prospectus - would you invest?

What kind of interest rates do these loans have to have to make 8% returns? What is the long term default rate? What is the cost of aggressive collections? There's that expression about getting blood out of a stone... I see they're basically getting paid 1-1.5% AUM, irrespective of how the investor...
by SlowMovingInvestor
Fri Sep 07, 2018 7:03 pm
Forum: Investing - Theory, News & General
Topic: D. E. Shaw fund prospectus - would you invest?
Replies: 35
Views: 2167

Re: D. E. Shaw fund prospectus - would you invest?

The fee is actually a little lower than one might expect from hedge funds 1- 1.5% (rather than 2%) and actually taking the 20% carry only after 8%. But still high, and not sure how this fits into DE Shaw's trading competencies. I remember how Third Avenue Focused Credit Fund picked up iliquid debt s...
by SlowMovingInvestor
Fri Sep 07, 2018 6:57 am
Forum: Investing - Help with Personal Investments
Topic: Changing Bond Market ETFs
Replies: 4
Views: 528

Re: Changing Bond Market ETFs

I didn't explain the reason I wanted to change out of SPDR ETFs. Even if they track the same index, I prefer to keep fewer ETFs just to make management easier. Also, I prefer more liquid ETFs. The SPDR fixed income ETFs have picked up assets since TDAM started pushing them, but they're still well be...
by SlowMovingInvestor
Thu Sep 06, 2018 8:45 pm
Forum: Investing - Help with Personal Investments
Topic: Changing Bond Market ETFs
Replies: 4
Views: 528

Changing Bond Market ETFs

I have some S&P Bond fund ETFs in an IRA at TDAM. I bought them when TDAM stopped offering most iShares and Vanguard bond ETFs commission free. I own SPAB (SPDR Lehman Aggregate Bond ETF) in an IRA at TDAM. It's a broad market bond index. Now I have some free trades in my TDAM account, and was think...
by SlowMovingInvestor
Wed Aug 29, 2018 7:38 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

The one place I had trouble with basis was doing a VG MF to ETF conversion prior to a transfer. I called VG and complained, fixed in 2 days or so. I asked for 2 MFs to be converted to ETFs, and one converted properly. The other used the cost basis from the 1st MF to ETF conversion !! I think some p...
by SlowMovingInvestor
Mon Aug 27, 2018 3:19 pm
Forum: Personal Consumer Issues
Topic: Sell highly-technical books or hold onto (somewhat unreal) fantasy that I'll read them
Replies: 16
Views: 1015

Re: Sell highly-technical books or hold onto (somewhat unreal) fantasy that I'll read them

I sold a number of old textbooks my wife was keeping so she could finish her AA. Got a few hundred dollars from Amazon and eBay for not much work. The rest I threw in the recycle bin. These were current editions, right ? Value drops dramatically once a new edition is released. No a number of them w...
by SlowMovingInvestor
Mon Aug 27, 2018 2:04 pm
Forum: Personal Consumer Issues
Topic: Sell highly-technical books or hold onto (somewhat unreal) fantasy that I'll read them
Replies: 16
Views: 1015

Re: Sell highly-technical books or hold onto (somewhat unreal) fantasy that I'll read them

Hypersion wrote:
Mon Aug 27, 2018 1:54 pm
I sold a number of old textbooks my wife was keeping so she could finish her AA. Got a few hundred dollars from Amazon and eBay for not much work. The rest I threw in the recycle bin.
These were current editions, right ? Value drops dramatically once a new edition is released.
by SlowMovingInvestor
Mon Aug 27, 2018 10:15 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

The one place I had trouble with basis was doing a VG MF to ETF conversion prior to a transfer. I called VG and complained, fixed in 2 days or so. I asked for 2 MFs to be converted to ETFs, and one converted properly. The other used the cost basis from the 1st MF to ETF conversion !! I think some pa...
by SlowMovingInvestor
Thu Aug 23, 2018 8:07 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Is there any disadvantage (other than the fee) to doing a full transfer ? This is an IRA, so I really don't need account statements (but I'll save them anyway). If you don't mind having access to the account shut off, no. I generally do a full transfer because brokers will reimburse the fees, so I ...
by SlowMovingInvestor
Thu Aug 23, 2018 6:21 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

About to initiate a transfer from TDAM to another firm. I have a lot of small holdings at TDAM in that account (the result of TDAMs ETF changes last year), and would prefer not to initiate a partial transfer simply because it's cumbersome. But if I do a full transfer, will TDAM charge the full tran...
by SlowMovingInvestor
Thu Aug 23, 2018 4:54 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

About to initiate a transfer from TDAM to another firm. I have a lot of small holdings at TDAM in that account (the result of TDAMs ETF changes last year), and would prefer not to initiate a partial transfer simply because it's cumbersome. But if I do a full transfer, will TDAM charge the full trans...
by SlowMovingInvestor
Thu Aug 23, 2018 9:10 am
Forum: Personal Finance (Not Investing)
Topic: Starwood Preferred Luxury Amex Card
Replies: 3
Views: 427

Re: Starwood Preferred Luxury Amex Card

David Jay wrote:
Thu Aug 23, 2018 9:05 am
SlowMovingInvestor wrote:
Thu Aug 23, 2018 8:22 am
$300K credit for charges at SPG properties, but it doesn't apply to room charge.
Wow, that's a lot of booze...
:) $300. Still a lot of incidental charges, since I rarely spend anything at SPG properties other than for room rent (breakfast is normally free).
by SlowMovingInvestor
Thu Aug 23, 2018 8:22 am
Forum: Personal Finance (Not Investing)
Topic: Starwood Preferred Luxury Amex Card
Replies: 3
Views: 427

Starwood Preferred Luxury Amex Card

An offer for the new Starwood Preferred Luxury Amex Card https://www.americanexpress.com/us/credit-cards/card-application/apply/starwood-preferred-guest-luxury-card/25330-10-0?applyAsProspect=true&pmccode=1150&intlink=US-Acq-CCSG-Prospect-CardDetails-SPGLuxury-Apply-Top#/ The fee is very hefty $450,...
by SlowMovingInvestor
Wed Aug 22, 2018 5:38 pm
Forum: Investing - Help with Personal Investments
Topic: Anybody Investing with 'Betterment'?
Replies: 31
Views: 4017

Re: Anybody Investing with 'Betterment'?

Just sign up for a credit card and get the AA miles, if you haven't several times already. I wouldn't want to unwind what Betterment will do. In my case, I can't get a credit card for AA miles for a while. But the bonus is only for a taxable account. That's a smart move on their part -- if it had b...
by SlowMovingInvestor
Wed Aug 22, 2018 7:28 am
Forum: Investing - Theory, News & General
Topic: You Invest from JP Morgan [free trades offer]
Replies: 69
Views: 4473

Re: You Invest from JP Morgan [free trades offer]

I was a chase client back when you could buy Vanguard Admiral shares for free. I held some cash in a Vanguard Money Market fund as their savings interest rate was 0.02%. Sold some of the holdings one day and a little more 20 days later as I was using it to hold some cash ear marked for spending. Th...
by SlowMovingInvestor
Tue Aug 21, 2018 11:17 am
Forum: Investing - Theory, News & General
Topic: You Invest from JP Morgan [free trades offer]
Replies: 69
Views: 4473

Re: You Invest from JP Morgan

I just remembered that JPM came up with a really good signup bonus when they broke into the luxury card market with Sapphire Reserve 2 years back.

So maybe we can hope for a decent bonus here too.
by SlowMovingInvestor
Tue Aug 21, 2018 10:43 am
Forum: Investing - Theory, News & General
Topic: You Invest from JP Morgan [free trades offer]
Replies: 69
Views: 4473

Re: You Invest from JP Morgan

If they do have a decent signup bonus, I would most definitely move IRA money over.

But not for Chase Private Client. That designation doesn't give me anything I want/need -- I hear it doesn't even get you around 5/24.
by SlowMovingInvestor
Tue Aug 21, 2018 10:21 am
Forum: Investing - Theory, News & General
Topic: Vanguard to offer non-Vanguard ETFs commission-free
Replies: 238
Views: 22404

Re: Vanguard to offer non-Vanguard ETFs commission-free

It'll be interesting to see how other brokerage companies react. VG is now offering Schwab and Fido ETFs too. TDAM dropped its VG ETFs last Dec. Etrade added several VG ETFs a few months back. Will other firms feel compelled to start offering more ETFs transaction free (unless there are contractual ...
by SlowMovingInvestor
Mon Aug 20, 2018 10:11 pm
Forum: Investing - Help with Personal Investments
Topic: Anybody Investing with 'Betterment'?
Replies: 31
Views: 4017

Re: Anybody Investing with 'Betterment'?

Betterment has introduced a 'savings' account https://www.barrons.com/articles/betterment-come-earn-1-8-on-cash-1534792541?mod=hp_RTA Smart Saver provides a mix of 80% U.S. short-term treasury bonds and 20% U.S. short-term investment bonds, via iShares’ Barclays Short Treasury Bond ETF (SHV) and Sho...
by SlowMovingInvestor
Sat Aug 18, 2018 8:15 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

So i recently did the reverse (Vanguard MFs from ME to VG), and the fractional MF shares were sold at Merill. Very small amounts, but I'm not sure who was responsible for the sale -- i.e. did VG refuse to accept fractionals so ME sold them, or is it the case that ME is unable to send fractionals. I...
by SlowMovingInvestor
Sat Aug 18, 2018 9:48 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

For those who transferred Vanguard Admiral to Merrill Edge: Did fractional shares transfer? Will they let you buy more? Are dividends re-invested in the same Vanguard fund? Thank you Fractional shares do transfer for all MFs (including Admiral). I didn't ask about buying more or reinvesting dividen...
by SlowMovingInvestor
Sat Aug 18, 2018 9:43 am
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

NavyIC3 wrote:
Sat Aug 18, 2018 8:15 am
Fidelity offers free trades for a transfer but that's only good if you trade often. Has anyone negotiated a cash bonus from Fidelity?
At $1M plus, you should be able to get bonuses begining around $2500. Whether advertised or not.
by SlowMovingInvestor
Sat Aug 18, 2018 9:13 am
Forum: Personal Consumer Issues
Topic: Good/Cheap Glucose Monitoring System.
Replies: 15
Views: 1268

Re: Good/Cheap Glucose Monitoring System.

So a follow up to this -- I bought the cheapest device: Reli-on + 25 strips for around $15 at Wal Mart. However, the numbers are way off. I compared with my old meter, which still had a few strips, and with the results of my last physical. It's off by 35% or so. I did say before that I don't need th...
by SlowMovingInvestor
Fri Aug 17, 2018 4:45 pm
Forum: Investing - Help with Personal Investments
Topic: Replacing S&P 500 and Small/Mid Cap Fund with Total Stock Market
Replies: 7
Views: 799

Re: Replacing S&P 500 and Small/Mid Cap Fund with Total Stock Market

UpperNwGuy wrote:
Fri Aug 17, 2018 3:55 pm
Why are you doing this?
1) To get some cash in a tax deferred account to buy bonds.
2) To get rid of MFs in the tax deferred account, so I can move it easily to another firm (mutual fund's can move, but making sales or purchases later can run up fees)
by SlowMovingInvestor
Fri Aug 17, 2018 2:54 pm
Forum: Investing - Help with Personal Investments
Topic: Replacing S&P 500 and Small/Mid Cap Fund with Total Stock Market
Replies: 7
Views: 799

Re: Replacing S&P 500 and Small/Mid Cap Fund with Total Stock Market

I would not sell a taxable gain to make this swap. What is current allocation? The gains are not taxable. Current Allocation (according to Quicken, which occasionally mis-assigns) is around Large Cap 39% Small Cap 24% International 25% Bonds 10% I do think I'm overinvested in Interational, and unde...
by SlowMovingInvestor
Fri Aug 17, 2018 1:47 pm
Forum: Investing - Theory, News & General
Topic: Is President Jimmy Carter a Boglehead?
Replies: 22
Views: 1855

Re: Is President Jimmy Carter a Boglehead?

Carter doesn’t even have federal retirement health benefits because he worked for the government for four years — less than the five years needed to qualify, according to the GSA. He says he receives health benefits through Emory University, where he has taught for 36 years." He was in the navy > 4...
by SlowMovingInvestor
Fri Aug 17, 2018 1:44 pm
Forum: Investing - Help with Personal Investments
Topic: Replacing S&P 500 and Small/Mid Cap Fund with Total Stock Market
Replies: 7
Views: 799

Replacing S&P 500 and Small/Mid Cap Fund with Total Stock Market

I need to rebalance some MF holdings between taxable and non-taxable and betwen 2-3 brokerages while keeping the same AA. Here are 2 funds I want to sell FUSVX (Fidelity S&P 500 Index Fund) FSEVX (Fidelity Extended Market Index Fund) --- this follows the ' Dow Jones U.S. Completion Total Stock Marke...
by SlowMovingInvestor
Thu Aug 16, 2018 10:01 pm
Forum: Personal Finance (Not Investing)
Topic: Quant / Financial Technology Job Opportunities / companies in New York City
Replies: 31
Views: 2138

Re: Quant / Financial Technology Job Opportunities / companies in New York City

I don't have any contacts to vouch for it, but Bloomberg also seems like a decent destination. It takes a certain kind of place to produce an OCaml-to-JavaScript tool . It dependes on what the graduate is looking for. The other firms mentioned previously are essentially trading/quant firms or compa...
by SlowMovingInvestor
Thu Aug 16, 2018 8:57 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

That is a big bonus for $100k. I'm contemplating it, but hate splitting up my accounts all over the place. I guess I can split them to get the best bonus for each (I have a tIRA, Roth IRA and taxable account) and then move them all to a brokerage for a bonus later. It sounds like you'll get calls f...
by SlowMovingInvestor
Thu Aug 16, 2018 7:56 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

Earl Lemongrab wrote:
Thu Aug 16, 2018 7:51 pm
Are you sure about the physical visit? Where did you see that? If you can't set it up online then I wouldn't be interested.
I'm sure you can set the bank account up online. I think setting up a securities account does require a visit to a branch.
by SlowMovingInvestor
Thu Aug 16, 2018 7:46 pm
Forum: Investing - Theory, News & General
Topic: The Final, Definitive Thread on Brokerage Transfer Bonuses
Replies: 1202
Views: 206695

Re: The Final, Definitive Thread on Brokerage Transfer Bonuses

HSBC has a $750 bonus on $100k for 90 days. Investments count even though you know HSBC as a bank. The account requires you to maintain 100k or you are charged a $50/mo fee. https://www.us.hsbc.com/checking-accounts/campaigns/premier-offer-2018/ Every penny I have is currently earning me a bonus so...