Many investors consider covered calls a great strategy to help them enhance their returns. And it’s true! I do it all the time in my regular brokerage account and retirement accounts. Speaking of which, an interesting question was asked earlier today: “Can Fidelity customers sell covered calls in their 401k accounts.”? Understanding Your Trading Restrictions … Read more
You see, I had 106 shares of BIV and 56 shares of BLV in my account, acquired between September and November of last year. These were transferred in when I made the switch from Vanguard to Fidelity. As I attempted to sell some or all of my shares, Fidelity threw the following notice at me: … Read more
Which is better, VOOG or VUG? Both VOOG and VUG are large-cap growth ETFs, which means they invest in large companies that are expected to grow faster than the overall market.
A friend suggested an exciting company for me to invest in. I tried to trade the stock on Fidelity, and it was flagged as “Reg S.” As a result, Fidelity wouldn’t let me invest in the security. (146822) Securities flagged as Reg S cannot be traded through this electronic channel. Please review your order or … Read more
I’ve been trying to figure out the difference between a Fidelity Trust account and an Estate brokerage account. Even after chatting with a Fidelity rep, things still seemed a bit unclear. So, let me share my own experiences to help you get a handle on this financial puzzle. Fidelity Trust Account: What Is It? A … Read more
Last week, I decided to add Margin to my Fidelity account. I wanted to hold off on transferring funds for an order until it was actually filled. I was a bit hesitant about transferring money into the account before a limit order goes through. Fast forward to today, and I made my inaugural buy using … Read more
As someone who’s been through the process of deciding between a Fidelity Roth IRA and a Fidelity Traditional IRA, I understand how overwhelming it can be. It’s a decision that will significantly impact your retirement savings. Here’s my take on the matter: The Roth vs. Traditional Dilemma When I started planning for retirement, I heard … Read more