Recent content by StillHacking

SWVXX is currently at 5.17%. Better than the 3% or so bank I'm moving from. Debit card is supposedly on the way. I have not moved enough assets to be concerned with any bonus yet.

DW just visited DD. Nobody is happy. Daughter wants a managed account and she likes the guy they paired her with. Meanwhile, my wife and I as well as daughter #1 all have the same new advisor. Having two different points of contact for DW as trustee makes no sense.

So I moved some cash to Schwab. I went with them for a number of reasons and we will continue this experiment and see what I move over. For now I'm in their SWVXX till I decide to purchase some dividend stocks. I never really try to time the market but buying at a market high just doesn't...

I created accounts at Schwab and Fidelity. Neither funded. Schwab is extensive but if it can track assets outside, I cannot find how to pull in or manually enter. I'll continue to explore. Fidelity doesn't let me into any of their tools with a zero balance. Currently playing phone tag with...

I'm in the process of reassessing my holdings. I've used Quicken and now Personal Capital/Empower. The Empower link to Stifel has an issue updating. I believe with Yodlee. I hope to have this resolved this week, as well as speak with Schwab and Fidelity. Do either of these have the ability...

I guess I should speak to them as well. Maybe some others. The new contact at Stifle seems OK. Now that I've been given a reason, splitting not necessarily evenly could be a good learning experience.

WOW! Great input here. I'll try to sum things up. I've been in the market and learning since 1977 or so. I've always been a tightwad like my father before me. For the longest time, Dad's investment strategy was to buy and hold solid companies that paid a dividend and keep the stock...

Greetings all. I have done far more reading and lurking than actively participating here. Thank you all for your contributions, insight, and sharing. My current "stockbroker" and advisor has moved on to a fee-based company and platform. I had been paying commissions on trades and appreciated...

Here's a link to their performance, or lack of this year. I realize we're in a bear market but their tagline should be, "When the market is bad, we do bad." But we always get our fee. https://www.personalcapital.com/wealth-management/performance Their best number is -17%. I'm experimenting...

Thanks folks for Confirming what I knew was true. Why pay for performance the same as the market? Maybe it's time to delete my account and just use Quicken. I could just turn completely bombastic and let them think I'm insane in all future communication. I think I'd rather just go to the...

So I finally accidentally answered a call from them and now they want to manage some or all my assets. I've been using their software. I have been working with a broker/advisor at Stifel Nicolas for many years. I admit to not tending to things as much as I should but when if ever should a...

No alarms. Thieves would be disappointed. I'm just done trying to orchestrate inspections, estimates, and repairs from out of town. Perhaps I'll revisit this on my next visit. The latest quote had an $11,500 deductible for hurricane damage. I can do quite a bit of repair for that. Over 30...

Last update So, I had to get another 4-point inspection to insure. A little over a year ago the main roof had a supposed life expectancy of 3 years, the current inspection is 5. The problem is the secondary roof was given only 2 years, so it needs to be replaced before they write a policy...

Success Well, there is good news. I found another agent that will insure with Citizens at a price surprisingly comparable to my canceled policy with Fed Nat. My current agent was hung up on me getting another 4-point inspection. Not being in FL at this time it would have been a pain to...

Fed Nat was my insurer. I'd like to maintain insurance but I don't like being back against a wall. I'd rather brave a storm. I'm on the gulf side. Slightly safer than the Atlantic side.