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Personal Investments • Taxable equity investment choices and trust

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There used to be a lot of advantages to holding funds but modern ETFs have removed a bunch of them.

The biggest advantage of ETFs is you can switch in kind from Fidelity to Vanguard as brokers without triggering a sale.

The best insurance against a switcheroo is being with someone so large that they’d take a big reputation hit to start charging more.

Statistics: Posted by bombcar — Tue Jun 25, 2024 7:19 am — Replies 1 — Views 79



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