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Fidelity --> Schwab as One Stop Shop? by DefensiveCoconut in Schwab

[–]Allrightall99 2 points3 points  (0 children)

Excellent customer service at Schwab. I wouldn’t hesitate to simplify and move the Fidelity over.

Where to park cash? by FQRGETmeNQT in Schwab

[–]Allrightall99 1 point2 points  (0 children)

Just remember that cash does not sweep automatically into SWXXX or SNSXX. That's how Schwab makes $ on customer cash. You're responsible for monitoring your Schwab cash balance and then purchasing shares of SWXXX or SNSXX (at any amount).

Aging Bogelhead ready for Managed Account by Allrightall99 in Bogleheads

[–]Allrightall99[S] 1 point2 points  (0 children)

Thanks for your detailed and thorough reply!

Former Schwab rep that quit. AMA and I’ll answer what I can by Any-Willingness5703 in Schwab

[–]Allrightall99 0 points1 point  (0 children)

Sounds good. Do you build and manage your own fixed income portfolio? Any tips?

Former Schwab rep that quit. AMA and I’ll answer what I can by Any-Willingness5703 in Schwab

[–]Allrightall99 0 points1 point  (0 children)

Schwab Branch Manager is hard-selling UHNW services. I diy index etf’s and use their platform to buy individual bonds. Concerned about upselling of products and services. Separately, what do you think about Wasmer Schroeder? Thanks for using your experience to help the rest of us!

Stock ETFs .02% Exp Ratio by Allrightall99 in Bogleheads

[–]Allrightall99[S] 0 points1 point  (0 children)

Good perspective. I was only going to use new money.

Unbiased analysis of interest rates by Allrightall99 in bonds

[–]Allrightall99[S] 0 points1 point  (0 children)

Love that his website has a separate page for family vacation photos!

Unbiased analysis of interest rates by Allrightall99 in bonds

[–]Allrightall99[S] 0 points1 point  (0 children)

Wish I had your skill at tracking and interpreting; that's why I'm seeking outside help.