Join Early Retirement Today
Reply
 
Thread Tools Display Modes
AA finally in place
Old 05-27-2020, 01:33 PM   #1
Recycles dryer sheets
fisemper's Avatar
 
Join Date: Apr 2020
Location: Prattville
Posts: 55
AA finally in place

So the transfer from USAA to Schwab is now complete. As of yesterday my AA is in place. I was going to wait until the first of June but like a kid in a candy store I wanted to rush the wait. I stuck with CS funds except VTAB which I picked up at USAA since there was no like fund at CS. Time to sit back and have a few cold ones.


Thanks for all the advice I've received in short time I have been on.
fisemper is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 05-27-2020, 02:23 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
RunningBum's Avatar
 
Join Date: Jun 2007
Posts: 13,184
Did you initiate the transfer, or was this part of Schwab taking over USAA's investments?
RunningBum is offline   Reply With Quote
Old 05-27-2020, 04:13 PM   #3
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
OldShooter's Avatar
 
Join Date: Mar 2017
Location: City
Posts: 10,308
Quote:
Originally Posted by fisemper View Post
... like a kid in a candy store ...
Good job. The hard part now will be to keep yourself from messing with it. I'd suggest taking a close look at the funds and the AA just once a year. Make any strategy trades then. DW and I look at ours between Christmas and New Year. About one year in three we will make a strategic trade.

Maybe look at the account balance once a month if you are keeping track in something like Quicken. Whatever you do, don't look every day.
OldShooter is offline   Reply With Quote
Old 05-28-2020, 06:52 AM   #4
Recycles dryer sheets
fisemper's Avatar
 
Join Date: Apr 2020
Location: Prattville
Posts: 55
Quote:
Originally Posted by RunningBum View Post
Did you initiate the transfer, or was this part of Schwab taking over USAA's investments?

This was all on USAA. Which got me thinking about other brokerages, and finding this forum!
fisemper is offline   Reply With Quote
Old 05-28-2020, 06:55 AM   #5
Recycles dryer sheets
fisemper's Avatar
 
Join Date: Apr 2020
Location: Prattville
Posts: 55
Quote:
Originally Posted by OldShooter View Post
Good job. The hard part now will be to keep yourself from messing with it. I'd suggest taking a close look at the funds and the AA just once a year. Make any strategy trades then. DW and I look at ours between Christmas and New Year. About one year in three we will make a strategic trade.

Maybe look at the account balance once a month if you are keeping track in something like Quicken. Whatever you do, don't look every day.

I was thinking adjusting after the new year. I like to see if things go good during Christmas. Did me well on straight stock picks, but too much hair loss.
fisemper is offline   Reply With Quote
Old 05-28-2020, 08:40 AM   #6
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
OldShooter's Avatar
 
Join Date: Mar 2017
Location: City
Posts: 10,308
Quote:
Originally Posted by fisemper View Post
I was thinking adjusting after the new year. I like to see if things go good during Christmas. Did me well on straight stock picks, but too much hair loss.
The "when" doesn't matter much. It is the low frequency that is important. We use the week after Xmas simply because we are always at our snowy and cold lake home that week and it's a good time to ruminate. Here is the graphic I use with my Adult-Ed class when we talk about investment management technique:


OldShooter is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
New Place Vs Return To Wonderful Old Place yakers Travel Information 22 09-26-2008 06:00 PM
Dallas, Texas....good place to live? Tommy_Dolitte Young Dreamers 24 09-30-2004 12:00 AM
Best Place To Park Some Cash rsboone FIRE and Money 15 09-09-2004 09:55 AM
Best place to park cash for 1-?? months cute fuzzy bunny FIRE and Money 61 01-04-2004 06:20 AM
Finally, finally out of lurkerdom.... panhead Hi, I am... 1 06-26-2002 10:18 AM

» Quick Links

 
All times are GMT -6. The time now is 12:35 AM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2024, vBulletin Solutions, Inc.