Investing
Account Transfer from ShareBuilder to Zecco Update: The Missing Information
To me, things never went well when transferring an account. It took me two months to transfer my Roth IRA from Scottrade to Vanguard last time because of various errors at both Scottrade and Vanguard. Now the same problem is happening again with Zecco.
Yesterday, I got an alert from ShareBuilder, saying there’s an important message [...]
Making the Case of Having Alternative Investments in Portfolio
In the July issue of Financial Planning magazine, there’s an article about including alternative investments such as energy, precious metal, real estate, etc, in portfolio and how they will impact the overall returns of portfolios with and without these assets. This isn’t the first time I read papers that argue the case of having commodities, [...]
Who Takes Back Pennies?
When I was in the process of getting a Zecco trading account a couple of weeks ago, it really surprised me when Zecco took back the two small trial deposits from my checking account after the account verification process was completed. The total of 40 cents was nothing, but the action itself speaks more than [...]
Account Transfer from ShareBuilder to Zecco: The Information You Need
Last week I posted an entry on transferring my account at ShareBuilder to Zecco. After the post was published, I got an email from Drew who is interested in some more information about the transfer:
I enjoyed your current posts on Zecco and moving from ShareBuilder to Zecco. I currently have a portfolio with ShareBuilder but [...]
Mid-Year Adjustment
As we are approaching the half-year mark, do you plan to do any adjustment of your portfolio?
I usually don’t make any change on our investments in the middle of the year. Any rebalancing will happen when the full year ends as I always feel the stock markets will do better in the second half of [...]
