Does anyone understand this crapola from Edward Jones?
My question is: Liquidate at EJ and move the cash to a MM account at Vanguard, or move the portfolio to Vanguard, then sell and convert to cash?
Cash will be used in purchase of a new home upon our relocation in next few months.
This is a recently inherited brokerage account,low 6 figures, no capital gains issues. Mix of 6 mutual funds and 6 corporate bonds.
Before I ask the broker the direct questions, I thought someone might have insight how to proceed or even how to phrase the questions to the FA.
My question is: Liquidate at EJ and move the cash to a MM account at Vanguard, or move the portfolio to Vanguard, then sell and convert to cash?
Cash will be used in purchase of a new home upon our relocation in next few months.
This is a recently inherited brokerage account,low 6 figures, no capital gains issues. Mix of 6 mutual funds and 6 corporate bonds.
Before I ask the broker the direct questions, I thought someone might have insight how to proceed or even how to phrase the questions to the FA.