Search found 4 matches

by tallkid24
Mon Feb 11, 2019 11:17 pm
Forum: Personal Investments
Topic: Should I transfer taxable account from Fidelity to Vanguard?
Replies: 12
Views: 1391

Re: Should I transfer taxable account from Fidelity to Vanguard?

I think you need to give more thought to what your real question is. Are you trying to decide if you want to keep those funds? Or are you trying to decide if you want to be at Fidelity? Or are you considering that you don't want to hold 100% stocks? Those are all different questions that are hinted...
by tallkid24
Sun Feb 10, 2019 11:20 pm
Forum: Personal Investments
Topic: Should I transfer taxable account from Fidelity to Vanguard?
Replies: 12
Views: 1391

Should I transfer taxable account from Fidelity to Vanguard?

Hello, I have a Fidelity account that has some funds that have been in there for a while. They were added when I was growing up, and I've never done anything really with managing them. They've grown quite a bit, however, I'm unsure if I should keep the money in these funds since they are basically a...
by tallkid24
Fri Nov 02, 2018 12:28 am
Forum: Personal Investments
Topic: Looking to buy a house in ~3-4 years - where to put money?
Replies: 8
Views: 1306

Re: Looking to buy a house in ~3-4 years - where to put money?

mortfree wrote:
Thu Nov 01, 2018 8:10 pm
For the betterment account you may need to be strategic with when/what/how you sell for tax purposes (depending on your tax bracket).
How so? Could you expand on that?
by tallkid24
Thu Nov 01, 2018 7:14 pm
Forum: Personal Investments
Topic: Looking to buy a house in ~3-4 years - where to put money?
Replies: 8
Views: 1306

Looking to buy a house in ~3-4 years - where to put money?

I have a decent amount in a Betterment account right now (40% stocks and 60% bonds). I've stopped contributing to that at the moment, and now am just contributing to my Ally savings account, which I then transferred to an Ally CD. I plan taking out everything from Betterment sometime next year and t...