Various Callers
speaker
1,477 appearances
4 recordings
1 series
first heard Jul 2026
last heard 7 Aug
Various Callers’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in Jul 2026 with 3.
Appearances
Um so my wife and I, we manage most of our investments um ourselves and we just sort of follow the um broad strategy of you know, index funds or other broad mutual funds.
Um, but recently as our net worth has been increasing, uh Fidelity's been calling and they're trying to sell us on SMAs or separately managed accounts.
And from some reading, we've got some reservations, but curious what your guys' thoughts are.
I see.
So one of the things that they were pushing that they do in like tax harvesting and try and offset all their gains by you know, taking the losses.
Yeah, that's right.
You can actually do that with a mutual fund too.
You you don't have to have single stocks to do that.
That makes sense.
Uh the one thing that concerned me though was like with
Buying retail funds, we typically just buy and hold for a long time.
So everything sort of turns to long term gains, um, pretty reliably.
And with this, like they'd be sort of buying and selling stocks frequently and so we wouldn't sort of have that and we'd have some short term and if we ever need that money, we'd be paying essentially income.
I'm drowning and on the dumb side of things, Dave.
But thanks for taking my call.
Out Lindsay.
So I
I will uh withhold my emotions as best as I can 'cause I know this isn't a therapy session, but I'm definitely um I'm summoning general relief right now, which is two hundred and twenty-one dollars a month and uh food stamps.
I've been on disability for about two years.
I had temporary disability run out in February, which is why I'm on general relief right now with food stamps.
Showing 41–60 of 1,477 · page 3 of 74
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