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Old 03-24-2024, 12:44 PM
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Originally Posted by Tallman View Post
I would stick with Fidelity one of the best investment firms in the industry. They have a great tax managed US equity fund thats up 35% 1yr and does a good job with tax loss harvesting so you show great gains with hardly any tax liability. Their managed fund fees are lower then any other investment firm I have reasearched. Their cash accounts earn 5.14% you get 3% back on credit card purchases and pay no ATM fees. They have great customer service, very responsive.
I would be interested to know the name/symbol of the tax managed US equity fund that you mentioned. IIRC, Fidelity's credit card offers 2% cash back. Thanks.