ShokWaveRider
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I am curious whether retired folks here keep all their nest egg's investable assets (Cash, stocks, Bonds etc) under one main umbrella.
What I mean is; do folks put all their assets with one broker, i.e.; Schwab, Vanguard, Fidelity, Merrill etc., or do folks spread it around in different banks brokers and Credit unions.
I ask as I am currently consolidating all our nest egg's investable assets into Schwab, and buying investments from/under the Schwab umbrella.
So far I have moved some (unqualified finds) and will move the rest (Qualified IRAs) when the CDs mature in 2024. I am trying to decide if I should put those in another brokerage, say Fidelity.
I will then buy what I want through Schwab and/or Fidelity.
What I mean is; do folks put all their assets with one broker, i.e.; Schwab, Vanguard, Fidelity, Merrill etc., or do folks spread it around in different banks brokers and Credit unions.
I ask as I am currently consolidating all our nest egg's investable assets into Schwab, and buying investments from/under the Schwab umbrella.
So far I have moved some (unqualified finds) and will move the rest (Qualified IRAs) when the CDs mature in 2024. I am trying to decide if I should put those in another brokerage, say Fidelity.
I will then buy what I want through Schwab and/or Fidelity.