Search found 2 matches

by jyou1651
Mon Mar 30, 2020 5:17 am
Forum: Personal Investments
Topic: USAA Investments Moving to Schwab
Replies: 3
Views: 700

USAA Investments Moving to Schwab

Good day All, I bank with USAA and have a taxable brokerage account as well as a Roth IRA through them. USAA has been making moves recently and has decided to have Victory Capital fund managers take over management of USAA funds and move all brokerage/retirements accounts to Schwab come mid-May. Aft...
by jyou1651
Sun Mar 29, 2020 6:43 pm
Forum: Personal Investments
Topic: Does anyone use a one fund portfolio?
Replies: 34
Views: 4481

Re: Does anyone use a one fund portfolio?

If rebalancing is a concern of yours, I'm curious how often you rebalance your portfolio? I've always read and understood that rebalancing needs to occur once a year... and with very little emphasis on exactness to your percentages.