3min chapter

Money For the Rest of Us cover image

When Should You Hire An Investment Advisor? Two Case Studies

Money For the Rest of Us

CHAPTER

Schwab Intelligent Portfolios

The member has four different iras, some sep and roth erays for both spouses. They have two five 29 plans for the two children at schwab. There is about 800 thousand in the vanguard total stock market index fund. The member mentioned i opened and funded this account in june to consider picking individual stocks, but haven't really acted on it.

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