March 19, 2009

In these economic times, where do you put your money?

My wife has an account at Fidelity and I have one at Charles Schwab.
We want to switch to just one to make managing our finances easier.
So we met with an advisor at each for a portfolio consultation - their advice was almost identical. And after comparing fees, Morningstar ratings, site navigation and independent survey results, it’s pretty much a wash for us.
Our decision could actually come down to the advertising.

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