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Forum: FIRE and Money 10-05-2018, 02:01 PM
Replies: 71
Views: 9,904
Posted By mathjak107
I dumped them when they stopped allowing...

I dumped them when they stopped allowing beneficiaries on joint accounts . They told us we either have to split the accounts in to two individual accounts or their newly promoted trust dept can help...
Forum: FIRE and Money 10-05-2018, 07:59 AM
Replies: 71
Views: 9,904
Posted By mathjak107
I dumped vanguard and all their policies and...

I dumped vanguard and all their policies and headaches. I have none of there bull from fidelity or chase
Forum: FIRE and Money 02-05-2018, 05:03 AM
Replies: 57
Views: 3,796
Posted By mathjak107
why would he pay fidelity monitor 1.50% when he...

why would he pay fidelity monitor 1.50% when he could simply follow their newsletter for 99 bucks a year ? even my wife who has no interest in this stuff can follow any occasional fund swaps on...
Forum: FIRE and Money 02-04-2018, 01:38 PM
Replies: 57
Views: 3,796
Posted By mathjak107
i agree , but vanguards entire marketing strategy...

i agree , but vanguards entire marketing strategy was based on anyone can beat the pro's .
Forum: FIRE and Money 02-04-2018, 07:31 AM
Replies: 57
Views: 3,796
Posted By mathjak107
i have to say the same thing , the herd may just...

i have to say the same thing , the herd may just not have hit a point where they are not happy or they are brand new . many boomers are retiring moving 401k money so they just move to where others...
Forum: FIRE and Money 02-04-2018, 04:36 AM
Replies: 57
Views: 3,796
Posted By mathjak107
i find it amusing that vanguard the grand pappy...

i find it amusing that vanguard the grand pappy of do it yourself investing , releases studies that show how do it yourself investing generally leaves investors as a group short of what managed...
Forum: FIRE and Money 02-03-2018, 09:30 AM
Replies: 57
Views: 3,796
Posted By mathjak107
well that is what vanguard did in my mind ,...

well that is what vanguard did in my mind , something dumb .

without any letter or notifying us they removed our beneficiaries from our joint accounts .

when i called and wrote them they told...
Forum: FIRE and Money 02-03-2018, 09:08 AM
Replies: 57
Views: 3,796
Posted By mathjak107
vanguard was more than a hiccup , it is some...

vanguard was more than a hiccup , it is some stupid policy changes that they made that all our other institutions did not , that initially prompted us to leave them .

the poor customer service...
Forum: FIRE and Money 02-03-2018, 08:42 AM
Replies: 668
Views: 45,473
Posted By mathjak107
exactly , it is all your money . like working on...

exactly , it is all your money . like working on commission it varies but it is yours to take at any point .whether you choose to or not does not change the value
Forum: FIRE and Money 02-03-2018, 06:16 AM
Replies: 28
Views: 2,467
Posted By mathjak107
that is not right . it is about 1% for every year...

that is not right . it is about 1% for every year outstanding with a 1 point difference . a 10 year would see about a 9% dip , not 30% if rates went up 1%
Forum: FIRE and Money 02-03-2018, 06:13 AM
Replies: 668
Views: 45,473
Posted By mathjak107
i hope at this age we have a long term lol . ...

i hope at this age we have a long term lol .

the problem with bear markets is while they recover in nominal terms fairly quick , real returns are another story . we have had quite a few...
Forum: FIRE and Money 02-03-2018, 06:10 AM
Replies: 668
Views: 45,473
Posted By mathjak107
one thing i learned is at any point in time it is...

one thing i learned is at any point in time it is all your money the same as a bank account . it is just that investments have a variable balance .

but there is no such thing as it is the house's...
Forum: FIRE and Money 02-03-2018, 04:39 AM
Replies: 57
Views: 3,796
Posted By mathjak107
i pulled all my money from vanguard after my...

i pulled all my money from vanguard after my experiences with them . stupid policies and even worse customer service. i am done with them. i use fidelity 90% and chase private client 10%
Forum: FIRE and Money 02-03-2018, 04:37 AM
Replies: 668
Views: 45,473
Posted By mathjak107
down is down , realizing a gain is a tax able...

down is down , realizing a gain is a tax able event .

there is no difference between closing a position each night and buying the same asset or even another in the morning vs keeping the same...
Forum: Stock Picking and Market Strategy 02-01-2018, 06:30 AM
Replies: 39
Views: 3,275
Posted By mathjak107
i like fscix a lot .

i like fscix a lot .
Forum: FIRE and Money 02-01-2018, 06:29 AM
Replies: 143
Views: 12,545
Posted By mathjak107
not in my opinion . trying to get vanguards ACAT...

not in my opinion . trying to get vanguards ACAT dept on the phone to clarify some things was hopeless .
Forum: FIRE and Money 02-01-2018, 06:27 AM
Replies: 143
Views: 12,545
Posted By mathjak107
fidelity 100%

fidelity 100%
Forum: FIRE and Money 01-30-2018, 03:07 PM
Replies: 143
Views: 12,545
Posted By mathjak107
my fidelity rep was with vanguard for 8 years...

my fidelity rep was with vanguard for 8 years prior to fidelity
Forum: FIRE and Money 01-30-2018, 10:16 AM
Replies: 143
Views: 12,545
Posted By mathjak107
i really have no use for chase other than a local...

i really have no use for chase other than a local bank . i have little interface but the perks together with our chase sapphire reserve were to good to pass up .
Forum: Stock Picking and Market Strategy 01-30-2018, 10:13 AM
Replies: 39
Views: 3,275
Posted By mathjak107
it was not the fidelity money market that lost...

it was not the fidelity money market that lost money , it was the reserve fund money market , one of the largest .it's founder was one of the creators of money markets. they had 65 billion and we...
Forum: Stock Picking and Market Strategy 01-30-2018, 09:41 AM
Replies: 39
Views: 3,275
Posted By mathjak107
the bond side of my portfolio is very diversified...

the bond side of my portfolio is very diversified . i hold not only a tiny position in a total bond fund , but a bigger position in a go anywhere bond fund with bits of everything in it which are...
Forum: Stock Picking and Market Strategy 01-30-2018, 09:37 AM
Replies: 39
Views: 3,275
Posted By mathjak107
with some fund families 2008 results are a very...

with some fund families 2008 results are a very poor way of judging things . many very very conservative funds owned what was supposed to be very safe paper and it turned out that the way they were...
Forum: FIRE and Money 01-30-2018, 06:00 AM
Replies: 143
Views: 12,545
Posted By mathjak107
they were awful when i called them . not...

they were awful when i called them .

not only did i get passed around like a hot potato with no one saying i will get the right party and have them call you right back but they passed me to...
Forum: FIRE and Money 01-30-2018, 05:41 AM
Replies: 143
Views: 12,545
Posted By mathjak107
i closed my account with vanguard . some of their...

i closed my account with vanguard . some of their policies have become very poor and my customer service experience with them was the worst .

i have been with fidelity over 30 years and they have...
Forum: FIRE and Money 01-04-2018, 05:23 AM
Replies: 10
Views: 1,125
Posted By mathjak107
it was good but i think to long for the story...

it was good but i think to long for the story line .
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