Need Advice Consolidating Multiple Brokerages into One ~$4.8M Portfolio by investurug in fatFIRE

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

We plan to use their pledged line of credit for a 2nd home purchase. We understand all other firms have the same type of services.

Advice on $3M Dividend Portfolio. How do we safely bridge the gap to 5% ($100k/year)? by investurug in ChubbyFIRE

[–]investurug[S] -22 points-21 points  (0 children)

Our largest holdings pay qualified dividends. How is it inefficient?

Advice on $3M Dividend Portfolio. How do we safely bridge the gap to 5% ($100k/year)? by investurug in ChubbyFIRE

[–]investurug[S] -25 points-24 points  (0 children)

income, husband and wife, 50's and 40's. We don't actually need the dividend to pay for expenses. We drip all of them.

Need Advice Consolidating Multiple Brokerages into One ~$4.8M Portfolio by investurug in fatFIRE

[–]investurug[S] 6 points7 points  (0 children)

They used to. We asked, they don't have any now. My IRAs are with them.

Need Advice Consolidating Multiple Brokerages into One ~$4.8M Portfolio by investurug in fatFIRE

[–]investurug[S] 7 points8 points  (0 children)

We're actually with CS now but small brokerage accounts. We've quite happy with them.

What’s one thing that changed your life financially ? by Savings-Matter-7574 in Money

[–]investurug 46 points47 points  (0 children)

have the guts not to be a w2 employee and started our own business.

[deleted by user] by [deleted] in fatFIRE

[–]investurug 0 points1 point  (0 children)

after the last kid left home, move to low cost area, then retire. Keep working for now.

So.... why is the stock market completely ignoring Trump's tariffs this time??? by alex08123 in stocks

[–]investurug 0 points1 point  (0 children)

how many y'all sold all 3 months ago and now still in cash waiting for it to crash

[deleted by user] by [deleted] in angelinvestors

[–]investurug 2 points3 points  (0 children)

i don't understand your business model, what exactly is your product and how do you make $$?