Mustachians,
Prompted by this forum, I recently parted ways with my broker and transferred the brokerage fund over to Vanguard. I'm a big believer in simplicity. Apart from this incoming fund, my non-retirement money is split between VTSAX, VTIAX, and VBTLX. Here is my dilemma: the broker has me invested in about ten different funds, and I can't decide whether I should liquidate them (and take the capital gains tax hit) or leave them as is -- or sell a few of the funds with higher expense ratios and reinvest just that money. Also, the fund with the highest expense ratio (DoubleLine Core Fixed Income Fund Class N) offers the option to "exchange" along with Buy/Sell. I'm not even sure what that is. I'd love advice on how I should proceed. I'll paste the positions below. Thanks in advance!