Robbie 
Many investors consider covered calls a great strategy to help them enhance their returns. And it’s true! I do it all the time in my regular brokerage account and retirement accounts. Speaking of which, an interesting question was asked earlier today: “Can Fidelity customers sell covered calls in their 401k accounts.”? Understanding Your Trading Restrictions … Read more
Which is better, VOOG or VUG? Both VOOG and VUG are large-cap growth ETFs, which means they invest in large companies that are expected to grow faster than the overall market.
I’ve been trying to figure out the difference between a Fidelity Trust account and an Estate brokerage account. Even after chatting with a Fidelity rep, things still seemed a bit unclear. So, let me share my own experiences to help you get a handle on this financial puzzle. Fidelity Trust Account: What Is It? A … Read more
As someone who’s been through the process of deciding between a Fidelity Roth IRA and a Fidelity Traditional IRA, I understand how overwhelming it can be. It’s a decision that will significantly impact your retirement savings. Here’s my take on the matter: The Roth vs. Traditional Dilemma When I started planning for retirement, I heard … Read more
Accidentally opening 2 Roth IRA accounts on Fidelity can happen to the best of us. Whether it was a momentary lapse in attention or a technical glitch, it’s essential to know how to fix the situation without incurring any unnecessary fees or penalties. In this guide, I’ll walk you through closing a duplicate Fidelity Roth … Read more
When my wife and I decided to open a Roth IRA, we faced the classic choice: Vanguard or Fidelity. I’d like to share my experiences and give insights into these two giants in the investment world. Platform Comparison For me, the decision initially felt like choosing a favorite color. I settled on Vanguard for its … Read more
Fidelity Private Client is an exclusive program tailored for Fidelity clients with substantial assets in their investment accounts. Think of it as the elite status within the Fidelity brokerage firm. Here is what you need to know about the private client status at Fidelity, its benefits, and the requirements to get into the program. (Updated … Read more