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  • ------------------------------------------------------------------------------------------------------------------------ Welcome to My Personal Finance Journey! If you are new here, please read the "About" or "First-Time Visitor" pages to find out more...

  • Across the country, thousands of brick-and-mortar offices bear the stately logo of Edward Jones, one of the biggest investment advisers in America, whose more than 13,000 advisers help 789,000 clients manage their money. SigFig Wealth Management, by...

  • You probably heard lately investors found religion in indexing. Money is coming out of actively managed funds and going into index funds and ETFs. After Vanguard’s Personal Advisor Services and Schwab’s Intelligent Portfolio, Fidelity also came out with...

  • Yes, it's me....back with a second installment in our series, ELI22. This assumes you read ELI18 (and even read the links relevant to you. You'll learn 10X more from the links!) and have done the things pertinent to your situation. The "22" here means...

  • Suppose you own two houses: one in a state with an income tax, such as New York, and another in an income-tax-free state, such as Florida or Nevada, where you spend an increasing amount of time. You’re ready to assert you primarily reside in the tax...

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  • Edward Jones IRA Review — Oblivious Investor

    Edward Jones Commissions and Costs Per a phone call to Edward Jones’ customer service line, their commissions per stock trade are based on the size of the trade and break down as follows: 2.5% for tra...

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