Who should I open a brokerage acct with? Already have Vanguard acct for Deloitte's 401k. Any favorites? TD? Schwab?

like
Posting as :
works at
You are currently posting as works at

I use vanguard for everything. Easy to keep it all in one place, and vanguard has. Set good, low expense funds

like

Fidelity is excellent and their professional advisors know their shtuff!!!

I use fidelity.

Robo Advisor

Fidelity is an independence issue.

I use TD. Check the list of auto import brokers and choose from one of them. You'll have to use an auto import broker once you make manager. Having everything lined up before then will save a lot of work when that time comes.

I used Schwab. They are great.

Schwab. Get schwab Amex platinum and covert points to cash. Work expenses pay for the card.

Schwab is off limits for Deloitte

Vanguard

Related Posts

LCSW 50k loan repayment- Has anyone been granted a contract through the National Health Service Corps Loan Repayment Program? I’m interested in applying for the 2 years of full time work as an LCSW but my loans are a bit under 50k so I’m wondering if they would only give me what I need to clear my loans or would I still get 50k as long as I complete my contract ?

like

Are all large healthcare provider organizations (big health systems) messed up? In terms of poor senior leadership, no accountability, poor support to their leaders, mismanaged, etc.

like

Was there ever a time you wanted to give up being a real estate agent?

like

Thought I’d invest $20K when the market dips due to election but...

like

What is the present value of a government pension? How does one calculate it? Trying to get a sense of weather it's worth moving over to Federal.

like

Hello all, I am a healthcare professional, working in learning and development team, in a firm working for US healthcare Providers. I would like to get into Compliance roles. Is there any course/certifications that i can do, so i can work in healthcare compliance.
Your experience and advise will surely help me at this moment. 😊

like

What is the best way to look at historical PE investments? I am hoping to discover new PE firms for networking / sales purposes. Potentially a website specifically that tracks announced PE deals. Thank you!

like

Best money-tracking app out there? I've heard good things about mint???? 🤔💸🤔💸

like

Bought my 911 last year for ~$120k. Only put 4,000 miles on it and seeing online values in the ~$130k range. Am I crazy for considering selling it? She's in perfect condition (even though she's my daily)

like

So. I plan to invest $100k new money and I want to know what stocks are looking the best. Esp considering future results from the vaccine...

like

I want to track my portfolio in USD. E.g if I bought an alt using BTC on 1 Dec and sold on 10 Dec, I want to see the value change in USD. Is there an app that does that? Blockfolio only shows in BTC..

FYI Amex offer for Allen Edmonds. Spend $300 get $90

like

Hey fishes, would be joining the PwC AC DDVIT team soon. Have some questions:

1) is this the same team as Strategy& practice under pwc?
2) how is the work life balance here? Avg. Working hours and timeline?
3) what are some benefits?
4) are there on-site opportunities? If yes only US or Europe too?

like

Best way to get a home improvement loan? Any red flags/tricks to know? Is it worth it if o have the cash (would wipe out a lot of savings). Kitchen and removing walls is about $80k

like

I crawled and clawed from 14k to 700k a year over 25 years. Learn from my mistakes. Who wants to learn how to make more money? Let’s beat this fucking game:)

likeuplifting

I am curious how Onesource Income tax stacks up against it's competition.

For those of you in healthcare related account management, what is your healthcare background? I am clinical and getting ready to hire a higher level account manager. I am really biased toward people with clinical/in hospital experience because, quite frankly, healthcare is a different beast - lots of hand holding and change management. I don’t want to miss the right person because of my bias, so im wondering how many healthcare related AMs have healthcare/clinical experience… thanks in advance!

like

How t save tax for 9 lpa salary. Can anybody help me out.

like

Best credit card for travel?!? And, why? Never really used airport lounges.

I have the Marriott Bonvoy, SW rewards and CSP.

like

What’s a good, practical tax book to read for someone who knows nothing about taxes? I feel like I should familiarize myself with them but don’t know where to start/find the topic very overwhelming and dense even as a finance attorney. Welcome to other beginning finance book suggestions too! (Already read Kiyosaki and Ramsey)

like

More Posts

What’s causing this dip?

Looking for opinions on Manning & Kass, Ellrod, Ramirez, Trester in Southern California.

like

BigLaw M&A: what do you consider to be “big deal” vs a small and medium deal? For example, what do you consider a $150M deal?

like

Planning a girls trip to Costa Rica and wanted to receive any suggestions for adult only, all-inclusive locations.

like

Anybody know how the in house agency for Keurig Dr Pepper is? I believe it’s called liquid sunshine.

like

Any Vancouver folks here? I can plan a meet up!

upliftinglike

Is BNY strictly following hybrid model currently? How many days in a week or month are compulsory to WFO.? Asking i I will be a new joinee in few days

like

What makes you really happy?

like

My HR rep told me that to apply for your CPA license in MA you only need 1 year of work experience, not 2009 billable hours. Didn't sound right- can anyone confirm/deny?

like

Thoughts about the phrase “I made a bunch of edits” ... go

like

Public accounting firms that are hiring tax compliance staff/associates? Haven’t been laid off yet but the writing is on the wall

like

anyone get their stimulus checks yet?

like

I’m trying to get a rotation in FDD but my partner is worried about temporarily losing resources in our advisory practice. So, what are some things I could learn in FDD that I could bring back to the advisory practice that might convince the partner to let me go on rotation?

like

Well, my turn to feel like crap. Silently crying in the back of the Uber taking me home, where more hours of work await. Yeaaaah. That kind of day

like

How do I stop comparing myself to others? I know I shouldn’t, but practically speaking I can’t help it... every time I open LinkedIn... and I can’t not go to LinkedIn coz I am job hunting.

like

Found thread to gain status through match stream for all rental companies and 5 hotel chains

like

Has anyone had their LCA location updated so they can work from a different remote work location than their home office city? Did your firm take care of the process for you?

like

Hi I got a 4 rating this year, in 2 parameters and in one parameter 3. Any danger of a potential layoff. Am a business analyst as societe Generalle GSC Bangalore

like

Hi 🐠, question on CFA / CAIA- are either worth pursuing if you want to “up” your professional bonafides? I don’t come from a background in finance, but work primarily w/ PEGs like so many of us.

like

AirPods or Bose QC35?

Additional Posts in Consulting

Told a friend of mine in tech I was considering moving to BCG. He asked me if I would have to move to Boston.

I followed up by asking what he thought the top consulting firms were. "I'd guess PwC and then McKinsey are the best. I've also heard of KPMG, Deloitte, and Bain, but I don't know much about them."

Just a reminder that outside our bubble no-one really cares about firm prestige etc.

likefunnyupliftingsmarthelpful

Can partners comment whether Pwc is having another round of layoffs. This is so scary! Shouldn't they rid of partners who can't sell first?! Or pause hiring? Opp. cost to find and train talent again?

like

Best consulting firms without the massive ego?

like

Looking to improve general communication skills (especially around structuring narrative/ key messages), any books/courses that you would recommend?

like

Thoughts on Prosci or SHRM-SCP certification? Which would be considered more valuable or highly regarded? Currently focused on Change Management but have a HR background (industry experience / area of study in college).

likehelpful

Looking for recommendations for LASIK in Chicago. How long did it take to fully recover?

like

Anyone else feel the customer service at W hotels is really bad?

like

What did everyone buy at the Nordstrom sale... I am on order number 3 🤦🏻‍♀️

like

What is everyone’s top 1 or 2 favorite books on personal finance? I’m always looking for a new one to bring into the fold of what I’m doing

like

Best consulting firms with best WLB? Do they exist? Young professional starting to think about where I'd like to work hard to end up in the next 5-10 years.

like

Hello! I’m going to BSchool in August. Any recommendations on books / websites / videos to be more prepared for management consulting interviews?

Partner 🐡: How much of the work related stuff posted in here provides you meaningful insight vs. comes across as unfounded griping?

like

How does your firm measure utilization? I work for a small boutique that defines it as utilization = number of billable hours/2,080 and full bonus payout occurs at 80% plus.

like

I’m so depressed, have been for years, and don’t see it getting better. I’ve tried everything from therapy, exercise, psychiatry, journaling, self help books, healthy diet, etc. what else is there?

like

Hotel or corporate housing? Benefits and drawbacks of each. This is for a long term engagement in Denver. I really like getting my Marriott points, but wouldn’t mind staying some weekends in Denver.

like

That day when you share your screen in a conference room for 6 hours and 4 managers and 2 directors are looking at the projector giving you instructions on one deck. Consulting!

like

Hi All,

Moving out of IT consulting to Product Management side in the next couple of weeks.
The new company I will join is an e-commerce division of a leading food retail group.

Any suggestions about books/ videos that I can access to learn the basics of the product side?

like

Any suggestions for self help books on anxiety? Been dealing with anxiety for quite some time now and have been seeing a therapist but also just want to see what other resources are out there.

like

Any good resources to learn VBA?

like

Anyone ever have success with requesting AA to transfer a spouse’s separate reservation to your reservation so SO can reap elite status benefit (ie, early boarding/seat selection)?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal