Toggle navigation
Toggle navigation
Home
DCUM Forums
Nanny Forums
Events
About DCUM
Advertising
Search
Recent Topics
Hottest Topics
FAQs and Guidelines
Privacy Policy
Your current identity is: Anonymous
Login
Preview
Subject:
Forum Index
»
Money and Finances
Reply to "Managing own money"
Subject:
Emoticons
More smilies
Text Color:
Default
Dark Red
Red
Orange
Brown
Yellow
Green
Olive
Cyan
Blue
Dark Blue
Violet
White
Black
Font:
Very Small
Small
Normal
Big
Giant
Close Marks
[quote=Anonymous][quote=Anonymous]I have a fidelity wealth manager. He and his teams services are free (not that I need them for much I manage my money myself but I double check tax implications etc with them before I make a move)[/quote] What kind of things do you use them for? Is it the same guy all the time and do you meet in person or on the phone or Zoom? They call me often from my local branch and I always decline, because I want to manage my own money and don't want to pay a fee or percentage of my assets. I didn't realize you could use them and still pick your own funds, so I'd love to know more about how you leverage this. I have some stocks that I want to sell and nervous to do it because I've only ever bought, never sold any![/quote]
Options
Disable HTML in this message
Disable BB Code in this message
Disable smilies in this message
Review message
Search
Recent Topics
Hottest Topics
