Posts
Does Fidelity make more sense for me?
For the past 5+ years have have taken a low maintenance approach to investing. I have had my Betterment account setup for general investing along with a few HYSA. The TLH has been nice in Betterment, but my balances aren't huge so it isn't a huge piece of my decision. …
I built a list of all the best value investing books, articles, podcasts, and YouTube videos
Hey everyone, just finished making a list of all the most impactful value investing media I have consumed. Found this exercise to be super helpful and am now really enjoying that I have a list of all this. Figured I’d share it..hope you find it as valuable as I do. …
Ubiquity Roth Solo 401k - Custodian?
My husband and I own a small business and we have opened up a Roth Solo 401k with Ubiquity. I was not aware that they were not the custodians, so now we are trying to find out which custodian to use. We ended up going with E-Trade, but I guess …
US tariffs: Time to move away from S&P500, to a proper world index ETF?
For many years, passive investors have used the S&P500 as an approximation for a market index, because US companies’ supply chain span across the globe. But with Trump’s policies, the world would no longer engage with the US like it did. Manufacturing may increase in the US, but the US’ …
Help with Total market ETF
I am looking to start investing in a total market fund, I was going to go with SPTM but it looks like it is not as liquid as the others? As far as price per share I really like SCHB because I can buy whole shares at a cheaper price …
How bad will March inflation be if Februari already added 0.4% core PCE?
So Friday we got hotter than expected PCE inflation data, however i hope most understand this was data for last month so Februari while most stores only started increasing their prices in March when Trump's first wave of tariffs came into play after him initially delaying them. So given that …
Question about brokerages
If you hold stocks in a brokerage like Robinhood and somebody gets into your account and starts selling your stocks and converting to crypto then transfer it out of the account are you insured? Or apps like sofi, webull, Venmo, cashapp. Seems like Schwab or fidelity is the only safe …
Too late to hedge/sell in a stock portfolio?
After listening to endless news reels, podcasts, Wall St pundits, watching EMA and Bollinger bands, etc and knowing it all will eventually be okay (I think), and having 100% in a stock portfolio (in qualified acct) is it too late to sell and wait in cash? Or too late to …
Looking for an easy way to profit off the impending housing collapse. Curious to see anyone’s input. TIA
If you look at the chart of Freddie Mac delinquencies, they are above the rates that they were in 2008 in 2009 before the housing collapse. Clearly the debt and job market and inflation are all factors. But however, way you look at it. It appears we are in for …
Request for help- Annuity fund choice
Good morning all, My 65 year old FIL inherited some cash a few years back and last year invested in an Active Indexed Annuity from North American (Charter Plus if it matters?) and has asked me my opinion on how he should reallocate his cash. He got sold on zero …