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Old 07-05-2021, 07:49 PM   #81
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Originally Posted by razztazz View Post
American Century
That's a different answer. Do you use their Private Client thing?
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Old 07-05-2021, 08:05 PM   #82
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That's a different answer. Do you use their Private Client thing?
Different from what? ha ha. No, I gave the private client thing a thought due to the inundation of friendly e-mails they were sending but decided it's not my thing. How much does one need to know about this? It did appeal to my ego though.

The only reason I am with Am century is because in the early 1980's when I first started investing after researching high, low, and wide for two years they seemed to have the best fund to start with.

Moving along to 2000 I closed out that fund and avoided the 3 year bear. I wished to retain that flexibility for the future so I opened a brokerage account with a simple bond fund/MMF/ bunch of SPY's structure. I didn't feel comfortable leaving for Vanguard or Fido or some discount brokerage with all that money.
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Old 07-09-2021, 09:15 PM   #83
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I left Edward Jones (Roth IRA).

Now, Fidelity (401k, ESPP and Roth IRA).

Vanguard taxable.
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Old 07-10-2021, 06:44 AM   #84
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100% Vanguard. I opened an account at FIDO and found them to be no more responsive than Vanguard- no reason to have 2 brokers so I closed the Fido account. I wasn't more impressed with the website or service. Not bad, just not better.
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Old 07-11-2021, 12:46 PM   #85
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Schwab

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Schwab for over 40 years now.... Mostly good things to say about them but I've has a few bumps along the way.
It's been 46 years for me now. You and I are likely some of a few that remember when trading 100 shares at Schwab meant a commission of either $24.95 or maybe $21.95 (can't recall exactly), and then added commission for shares over 100. The good old days!
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Old 07-12-2021, 09:35 AM   #86
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I am a very late starter started with about 8K back in Jan 2021 and have my entire retirement account (all taxable) in Vanguard Balanced fund and some in Vanguard wellington. currently about 12K total with 11K in VBIAX and 1K in Wellington.
We considered Fidelity ,Schwab and vanguard and it was 6 of 1 half dozen of the other. I like the way Vanguards website interface works and now am pretty confortable with it. It was basically a coin flip. IMO one cant go wrong with any of the big 3 Vanguard Fidelity or Schwab. They all have low cost index funds. My 21 yr daughterr just started a Roth IRA and went with Fidelity . she is in the FZROX fund. My wife does have a very small TIAA (social choice fund that she had when she taught HS math m any years. She says she does not like the TIAA web page as it is harder to navigate than Vanguard .
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