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Showing posts with the label brokeragessafe

"What would be the fate of our investments if Schwab, Fidelity, or Vanguard cease to exist?"

With the recent banking crisis, I've received a lot of emails asking me two related questions. First, what would happen to our investments at a broker if that broker failed. Second, what would happen to an ETF or mutual fund if the company behind the fund failed? We cover both of these questions in today's video. Join the newsletter: ———————————— Video Resources ———————————— SVB Balance Sheet: Schwab Balance Sheet: What if Vanguard went bankrupt: FINRA: Fidelity Safeguarding accounts: ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): Personal Capital (Investment Tracking, retirement planning ): New Retirement (Retirement Planner): Stock Rover: M1 Finance $30 Bonus (IRA & Taxable Accounts): ———————————— Credit Cards & Banks ———————————— My Favorite Credit Cards: My Favorite Online Banks: ———————————— Popular Videos ———————————— 1️⃣ How to Create a 3-Fund Portfolio: 2️⃣ How I Manage 28 Accounts in On...