Fidelity vs Schwab?

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Have never used fidelity but I have Schwab and have enjoyed them with no real complaints. (~7 years)

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Love Schwab. Easy platform and great customer service. Reimbursed on all ATM transactions too

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Schwab

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Schwab - also get their high yield checking account for free atms and no forex fees

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Trying to choose between the 2 as well. Fidelity seems to have the lowest expense ratio for ETFs. Can someone speak out of experience on this?

Fidelity - mostly because it’s good enough from apps/website perspective and moving 12 different accounts would be a pain.

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Does employee level of internal referral matter at B4?

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If I max out my traditional 401k and have a mortgage interest deduction to against my w-2 taxes does it mean I can pay way less taxes than a average person who makes same amount salary as me?

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How would you allocate $200K today, knowing (1) this is in addition to your HYSA, investment, 401K.. (2) you have no immediate use (3) if we see a drop in real estate price in the next 1-2 yr timeframe, this could be part of your down payment for a house in HCOL

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Fishes honest opinion needed. Me and My so presently live in Arkansas, living in our first home with a child 4 year, both of us recently changed our jobs and have HHI ~ 420K, current mortgage 1600/month. We are looking to move to Dallas and thinking of buying a house ~996K with a 15% down. Questions -
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Post Photo
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If I have a six year old and 150k in a 529, can I say I’m done?

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Is it a bad idea to buy my first home given the current interest rates?!

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Any great personal finance/investment books to read? Or even YouTubers/Podcasters

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Hi all, I am trying to DCA bi-weekly into Vanguard ETFs, (VO, VTI etc). It seems like Fidelity does not support auto buying of non-Fidelity ETFs. So I was wondering which of these options you think is best?

1. Open a Vanguard Invest account
2. Look for Fidelity ETFs that are similar to Vanguard ETFs
3. Use smaller brokerages like SoFi l, Robinhood etc.

I really do not want to manage nor be active. My goal is to log-in like once every 6 months.

Thank you all.

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Does anyone else think that IBKR’s customer service is kinda shitty compared to other brokerages?

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