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You are here: Home / Archives for stock market

stock market

Fewer Financial Institutions

By Mark Shead 8 Comments

Last year I finally got fed up with all the statements I was getting from various financial institutions.  I had retirement accounts with 4 or 5 different companies and stock accounts with 2 or 3 others. It was very difficult to keep track of what was doing well and what was doing poorly. I finally settled on two institutions; one for retirement type accounts and one for my non-retirement savings, checking and investments.  I contacted both institutions and gave them a list of what I wanted to move over.  On the retirement side of things, the transition went very smoothly.  They filled out all the paperwork, sent it to me for my signature and I FedExed it back to them.  The … [Read more...] about Fewer Financial Institutions

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