As regular readers here know, I’m a big fan of simplicity: fewer funds and fewer accounts, whenever it’s possible to do so without having to make some major tradeoff elsewhere.
Readers with a similar set of preferences may be interested in Harry Sit’s recent article, about how he uses Fidelity not only to fulfill his brokerage/retirement account needs but banking needs as well.
Other Recommended Reading
Thanks for reading!
New to Investing? See My Related Book:
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Investing Made Simple: Investing in Index Funds Explained in 100 Pages or Less
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Topics Covered in the Book:
- Asset Allocation: Why it’s so important, and how to determine your own,
- How to to pick winning mutual funds,
- Roth IRA vs. traditional IRA vs. 401(k),
- Click here to see the full list.
A Testimonial:
“A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful investing.”
– Taylor Larimore, author of The Bogleheads’ Guide to Investing
August 7, 2023
