Kim Clark of Kiplinger Personal Finance magazine is working on a story about changing advisors or brokerage houses.
If you have recently switched advisors, or moved your portfolio from one custodian to another (such as, to pick a random example, moving your money from Vanguard to say, E*Trade, Fidelity or Schwab) and are interested in sharing your experience or any advice for anyone considering a similar move, she'd love to hear from you.
Kim's email address is kim.clark@futurenet.com.
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Her Kiplinger author page is here.
When contacting someone in the media, please be mindful that members are posting here anonymously. Providing your Bogleheads username to a reporter will remove that anonymity. Sensitive financial information posted here can then be linked with your username and possibly real name published in the media. To keep your privacy, please don't associate your username here with anything that will be become public.
If you have recently switched advisors, or moved your portfolio from one custodian to another (such as, to pick a random example, moving your money from Vanguard to say, E*Trade, Fidelity or Schwab) and are interested in sharing your experience or any advice for anyone considering a similar move, she'd love to hear from you.
Kim's email address is kim.clark@futurenet.com.
---------------------------------------------------------------
Her Kiplinger author page is here.
When contacting someone in the media, please be mindful that members are posting here anonymously. Providing your Bogleheads username to a reporter will remove that anonymity. Sensitive financial information posted here can then be linked with your username and possibly real name published in the media. To keep your privacy, please don't associate your username here with anything that will be become public.
Statistics: Posted by LadyGeek — Tue Aug 13, 2024 3:46 pm — Replies 0 — Views 46