pocketmint

Tag: brokerages

1. Working for a financial company during a financial crisis (… or not)

   27 October 2008

   The post you’re about to read first appeared here on October 27th, for less than 24 hours. On the morning of October 28th, while en route to work after a doctor’s appointment, I received a call from the Human Resources director of the company that had employed me for nearly three years. He asked if [...]

2. How to get a fee-free IRA at ShareBuilder

   3 July 2008

   Jak and I have four IRA accounts at ShareBuilder — one Roth and one rollover for each of us. When we opened them in 2007, all ShareBuilder accounts were free to employees, so it was a no-brainer. Each employee got as many Advantage accounts as we wanted, which included up to 20 automatic investments per [...]