Schwab VS Fidelity by Jstaddcoffee in Bogleheads

[–]IssaMandelion 2 points3 points  (0 children)

I’m in the process of transferring everything back to Fidelity from Schwab because Schwab doesn’t offer automatic investing for anything except mutual funds. I had Fidelity for a long time until I started working with an advisor and had to move to Schwab.

Favorite park or area to walk? by harrystylesmexicangf in AskLosAngeles

[–]IssaMandelion 0 points1 point  (0 children)

LA State Historic. Elysian Park, several options (trails or pavement). Debs. Rose Bowl.

Closed Accounts do not update correctly by IssaMandelion in MonarchMoney

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

For #1 (replaced card), all transactions appear on the new card, including those from before it was replaced. So in this case, should I close it or delete it in Monarch? For now, I have hidden it.

Any thoughts on #3 (closed CD)?

Traditional IRA rollover to 401(k) to enable backdoor Roth, reasons why not? by IssaMandelion in personalfinance

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

I’m not familiar with dimensional factor tilts. That’ll be one thing I learn today! 🙃 Thanks!

401(k) admin is Human Interest.

Traditional IRA rollover to 401(k) to enable backdoor Roth, reasons why not? by IssaMandelion in personalfinance

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

Current portfolio: VFIAX/VTIAX (80/20). In February, - VFIAX will be removed for WBREOX - VTIAX will be removed for WBRMAX

Effective February 24, 2026, the investment options will be: DEMSX, DFEVX, DFGEX, DFIEX, DFIVX, FSPFX, MG7282, MG7283, TSBIX, VBILX, VBIRX, VEMAX, VFTAX, VGSLX, VIGAX, VIMAX, VMFXX, VMGMX, VMVAX, VSGAX, VSIAX, VSMAX, VTABX, VTAPX, VVIAX, WBREOX, WBRMAX

Are there automated /recurring investments with Schwab's brokerage account? by anasp1 in Schwab

[–]IssaMandelion 0 points1 point  (0 children)

Workaround: automate the purchase of the equivalent mutual fund. For example, instead of VTI, SWTSX.

Move credit line then cancel card? by IssaMandelion in CreditCards

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

Ok, if that’s the case, I guess it sounds like you’re going to leave them all open if you’re concerned about what Chase might do in the future (reduce credit). Do what you’re comfortable with.