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.
- 3 Ways to Use Fidelity as a Checking or Savings Account from Harry Sit
Other Recommended Reading
- Are the Markets Stacked Against the Little Guy? from Ben Carlson
- Balanced Portfolios for a More Realistic Term from David Blanchett
- Tackle Your Medical Debt (NPR Planet Money episode, that’s more broadly just about dealing with medical billing)
- You Can’t Hedge Against Inflation in the Short Term from Jim Dahle
- How to Think About a Tax-Deferred Account from Jim Dahle
- The Underlying Difficulty in Forecasting Equity Returns from Larry Swedroe
- Sharp Rise in Real Estate Scams Brings New Vigilance from Dan Haar
- Retirement in America: Were We Better Off 50 Years Ago? from John Rekenthaler
Thanks for reading!