Comments on: Ask Dave: Choosing a Discount Broker http://www.investingintelligently.com/2008/06/06/ask-dave-choosing-a-discount-broker/ Not just another (Canadian) financial blog Thu, 09 Sep 2010 14:05:08 +0000 http://wordpress.org/?v=abc By: Shannon http://www.investingintelligently.com/2008/06/06/ask-dave-choosing-a-discount-broker/#comment-7882 Shannon Thu, 12 Jun 2008 18:10:31 +0000 http://www.investingintelligently.com/2008/06/06/ask-dave-choosing-a-discount-broker/#comment-7882 I would recommend Paragon Wealth Mangement. Our accounts are custodied at Charles Schwab who is a discount broker. We don't base our fees on commissions, there are no surrender fees if you leave, we show our performance numbers monthly and professionals will be managing your money at the fraction of the cost anywhere else. I just posted our performance numbers on our blog http://www.moneymanagerslive.com. The numbers are compared to the S&P 500 and the Lehman indexes. I would recommend Paragon Wealth Mangement. Our accounts are custodied at Charles Schwab who is a discount broker. We don’t base our fees on commissions, there are no surrender fees if you leave, we show our performance numbers monthly and professionals will be managing your money at the fraction of the cost anywhere else. I just posted our performance numbers on our blog http://www.moneymanagerslive.com. The numbers are compared to the S&P 500 and the Lehman indexes.

]]> By: Dave http://www.investingintelligently.com/2008/06/06/ask-dave-choosing-a-discount-broker/#comment-7875 Dave Sat, 07 Jun 2008 17:14:29 +0000 http://www.investingintelligently.com/2008/06/06/ask-dave-choosing-a-discount-broker/#comment-7875 Cash Instinct, while the ability to do wash trades might be important for some, it is isn't an issue for me as I buy my US dollar ETFs once and then I will be selling them once, when I retire. I don't plan on doing any selling in my portfolio. Cash Instinct, while the ability to do wash trades might be important for some, it is isn’t an issue for me as I buy my US dollar ETFs once and then I will be selling them once, when I retire. I don’t plan on doing any selling in my portfolio.

]]> By: Cash Instinct http://www.investingintelligently.com/2008/06/06/ask-dave-choosing-a-discount-broker/#comment-7874 Cash Instinct Sat, 07 Jun 2008 14:49:48 +0000 http://www.investingintelligently.com/2008/06/06/ask-dave-choosing-a-discount-broker/#comment-7874 I would recommend Million Dollar Journey's article on discount brokers. E-Trade spread on $US transactions is one of the worst. For someone looking to make transactions in $US, it is an important criteria to look at. (Wash trades, %spread when doing conversion, ability to hold $US easily, ability to transfer $US, etc.) I would recommend Million Dollar Journey’s article on discount brokers.

E-Trade spread on $US transactions is one of the worst. For someone looking to make transactions in $US, it is an important criteria to look at. (Wash trades, %spread when doing conversion, ability to hold $US easily, ability to transfer $US, etc.)

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