How to Transfer from Charles Schwab to Fidelity

Are you considering moving your investments from Charles Schwab to Fidelity? The process of transferring your assets can seem intimidating, but it doesn’t have to be. In this guide, we’ll walk you through each step of the transfer process so that you can seamlessly transition from Charles Schwab to Fidelity. How to Transfer from Charles … Read more

How to Transfer Stocks to a Fidelity Roth IRA

Someone asks: What is the simplest method to transfer stocks from a taxable account to a Roth IRA? Some people have suggested withdrawing the funds from the taxable account and depositing into the Roth IRA. Can shares be transferred by visiting a Fidelity branch? How to Transfer Stocks from a Taxable Account to an IRA? … Read more

FBGRX vs. FXAIX: How Do They Compare (2023)

Someone asks: Would it probably be a safer play to go FXAIX (Fidelity 500 Index Fund) as opposed to FBGRX (Fidelity Blue Chip Growth Fund) since FXAIX covers multiple sectors? Tech seems kinda murky going forward. Also, I am wondering if anyone knows if you get paid any dividends through index funds? FBGRX and FXAIX … Read more

FSKAX vs. VTSAX: How Do They Compare (2023)

Someone asks: I’m looking at VTSAX on Fidelity, and it says there is a $75 transaction fee. Does this fee apply per transaction or just for the initial purchase of the fund? I’m trying to compare VTSAX and FSKAX to decide which one to invest in. FSKAX and VTSAX are mutual funds that invest in … Read more