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Personal Finance and Investing

progree

(12,720 posts)

6. I echo what Yonnie3 in #5 says. I too directly own Vanguard funds as well as Fidelity and Schwab ones

Reply to Fiendish Thingy (Reply #2)

Wed Dec 31, 2025, 12:07 PM

6 hrs ago

I don't work well with financial advisers, used to have about 3 of them (at different times), and they acted like the financial assets were theirs, not mine. I'm paying for that aggravation? It was back in the day when they happily sold limited partnerships and load funds.

Informally, since then for decades, my long-time tax-preparer filled the role.

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Anyone a customer of Vanguard? Got an email welcoming me to.. 2021 tax season [View all] question everything 7 hrs ago OP

Are the crooks running them too? bucolic_frolic 7 hrs ago #1

Interesting. Did not click on anything only replied that I've done my 2020 returns five years ago.. question everything 7 hrs ago #4

Sounds like a scam Fiendish Thingy 7 hrs ago #2

I have for more that 25 years and many acquaintances do as well. Yonnie3 6 hrs ago #5

Same here. Both of us have IRA and Roth IRA and no other investment vehicle. Also self managed question everything 4 hrs ago #11

I echo what Yonnie3 in #5 says. I too directly own Vanguard funds as well as Fidelity and Schwab ones progree 6 hrs ago #6

Mine were hung up on tax avoidance and short-term performance Yonnie3 6 hrs ago #8

I got the same Yonnie3 7 hrs ago #3

Does not bode well for a financial institution question everything 4 hrs ago #10

How so? Yonnie3 3 hrs ago #12

Not realising that wrong numbers are being sent to everyone? question everything 2 hrs ago #13

No, I don't have any such email from Vanguard. But grrr, I maintain a consolidated summary at Vanguard progree 6 hrs ago #7

Shouldn't they be pretty good with numbers? Did AI forget to update the year? IcyPeas 5 hrs ago #9