No. of Recommendations: 3
" And very recently, my significant other has been receiving a lot of attention from Fidelity (where she is a customer) who wants to put her into a similar sort of deal: 35 basis points annually for a proposal to aggressively harvest capital losses. We said no."
Oh my, I've been getting calls from Fido as well, but I don't take the calls or return them. Now you have me curious. Is Fido going to recommend that I sell 25-year-old brk to go ALL IN on a Fido fund that will minimize my tax consequences going forward? Who knows, they may be touting pink sheet penny stocks, on margin?
It's the 80s all over again, cold calls from Blinder Robinson anyone? Stratton Oakmont? What a business.
