Search found 2 matches

by jzql
Wed May 15, 2019 8:44 pm
Forum: Personal Investments
Topic: Transferred from Wealthfront - Simplifying Investments
Replies: 5
Views: 639

Re: Transferred from Wealthfront - Simplifying Investments

I don't have space in my 401(k) for anything additional. Thanks for the helpful responses! Some clarifications: 1. Yes this is a taxable account 2. I currently have my 401(k) all invested in a Vanguard target date fund. Should I move this to bonds instead? And leave the stock holdings to my taxable ...
by jzql
Wed May 15, 2019 1:32 pm
Forum: Personal Investments
Topic: Transferred from Wealthfront - Simplifying Investments
Replies: 5
Views: 639

Transferred from Wealthfront - Simplifying Investments

I recently transferred about 170k in investments in-kind from Wealthfront to Schwab. I initially used Wealthfront as a way to get my feet wet with investing and liked being able to set it and forget it. However, after ending up in Risk Parity and realizing that unwinding my position at Wealthfront w...