How To Move From Edward Jones to Fidelity (Step by Step)

When it comes to moving your account from Edward Jones to Fidelity, it’s important to ensure that you’re doing what’s best for your financial future. Here are a few things you need to consider before making the switch. Why Transfer from Edward Jones to Fidelity? Overall, I think it makes sense to pull the trigger. … Read more

I’m Invested in FNCL: Who Else Has It in Their Roth IRA?

Someone asks:

Fidelity MSCI Financials Index ETF (FNCL) has been doing well for me up 20+% – long term hold. What are your thoughts on the underlying holdings with banks and other various financial institutions like investment companies? …

FBALX vs. FPURX: Which One Should You Invest In?

Someone asks:

Thoughts on Fidelity Puritan Fund (FPURX) vs. Fidelity Balanced Fund (FBALX)? Looking for a fund to deposit my stock profits with less downside risk in order to capture any of my realized stock gains. Trying to find comparab…

FSKAX vs. Real Estate: Which one should you invest in?

Someone asks:

If you have just completed a cash out refinance of 200k, would you invest it in FSKAX or buy a rental property? My plan is to take 100k and put it on the rental property and the remaining 100k will be put into FSKAX as a res…

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