Robbie Public.com and Fidelity are both great brokerages, but they have different strengths. Public is a mobile-based investing app catering to beginning investors. It has limited features, investment vehicles, and account types. Meanwhile, Fidel…
A dark pool is a private securities exchange where institutional investors can buy and sell shares without revealing their identities to the rest of the market. This allows them to trade large blocks of stock without spooking other investo…
Someone asks:
Which one is best under the Roth IRA with Fidelity. SPAXX (Fidelity Government Money Market Fund) or FDIC (Insured Deposit Sweep Program)?
What’s the Difference Between SPAXX and FDIC?
SPAXX and FDIC are money market funds…
Someone asks:
Has anyone did a transfer in kind from an old employee stock plan to Fidelity? I have ESPP (Employee Stock Purchase Plan) shares and RSU’s (Restricted Stock Units) at E*Trade.
I’m also concerned about the transfer of all the…
Someone asks:
Leaving my employer in two weeks. Any pointers on how to roll over 401k into a Traditional IRA with Fidelity?
How to Perform a 401k Rollover on Fidelity
Start by creating your Traditional IRA. Call your 401k, provide the i…
Someone asks:
Just transferred $6k for my 2022 Roth IRA. Where do I put it? My other retirement accounts are all target date funds and the choices with this are overwhelming.
What to Invest In After Opening a Roth IRA
Adam S:
I’d eith…
When it comes to moving your account from Edward Jones to Fidelity, it’s important to ensure that you’re doing what’s best for your financial future. Here are a few things you need to consider before making the switch. Why Transfer from Edward Jones to Fidelity? Overall, I think it makes sense to pull the trigger. … Read more