As regular readers here know, I’m a big fan of simplicity: fewer funds and fewer accounts, whenever it’s possible to do so without having to make some major tradeoff elsewhere.
Readers with a similar set of preferences may be interested in Harry Sit’s recent article, about how he uses Fidelity not only to fulfill his brokerage/retirement account needs but banking needs as well.
Other Recommended Reading
Thanks for reading!
“A wonderful book that tells its readers, with simple logical explanations, our Boglehead Philosophy for successful investing.”
– Taylor Larimore, author of The Bogleheads’ Guide to Investing