Recent content by walden

Hi all, I'm newly retired and set up a DAF with Fidelity a couple months ago. Now I'm trying to fund it with non-covered shares of VTSAX held at Vanguard brokerage. The Vanguard rep I spoke today with said they cannot initiate a transfer only Fidelity can (not what Fidelity said last month). She...

Thanks for the welcome Chinaco, Brewer, Gumby, and BSSC! Brewer, I too left for the 'burbs...I'm north of NYC now. Sounds like you know the atmosphere/workings at these "institutions." I was somewhat amazed when I first got into finance and heard that some colleagues used their bonus to pay...

Hi everyone, I figured it was time for me to delurk. I've been visiting this forum for a quite a while (in stealth mode), taking in the often great advice, humorous banter, and general helpfulness of the folks here. Thanks! I'm a NYer with a ways to go until I'm FI but hey, I'm pleased to...