Author Topic: Made the Switch  (Read 2501 times)

Farmgirl

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Made the Switch
« on: March 30, 2015, 07:39:55 AM »
Made the switch out of 8 (yes 8) different investment vehicles (all with different companies with high costs) to Vanguard.

The concierge service was terrific, the transfers were smooth, and now I can go to the Vanguard website and see my "world" in one place.

DH has a phone appointment on Wednesday to move his stuff.

Been reading MMM for almost a year and finally got brave enough to make the move.  Should have done it long ago.

« Last Edit: March 30, 2015, 07:45:02 AM by Farmgirl »

Mr. McGibblets

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Re: Made the Switch
« Reply #1 on: March 30, 2015, 08:42:54 AM »
Your post inspired me to take a look at my 401(k) investments, since they've been on autopilot for years. I completely forgot that I was investing in the '20xx' retirement plan, which had ER of .75%! Switched those over to the only Vanguard fund they offered.

forummm

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Re: Made the Switch
« Reply #2 on: March 30, 2015, 05:45:19 PM »
Congrats! I know that's a big hassle, but it will be paying dividends <pun intended> for decades to come!

Farmgirl

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Re: Made the Switch
« Reply #3 on: March 31, 2015, 05:48:07 AM »
Shortly after the switch was done, I saw there were dividends listed on my Vanguard tally.  It was exciting!

I'm grateful for this forum.  You tell this to "normal" people and they think you are bragging or just plain nuts.

aj_yooper

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Re: Made the Switch
« Reply #4 on: March 31, 2015, 05:55:11 AM »
I'm grateful for this forum.  You tell this to "normal" people and they think you are bragging or just plain nuts.

For some of us, both statements are true.

forummm

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Re: Made the Switch
« Reply #5 on: March 31, 2015, 10:27:29 AM »
I'm grateful for this forum.  You tell this to "normal" people and they think you are bragging or just plain nuts.

For some of us, both statements are true.

Hey there! I resemble that remark!

aj_yooper

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Re: Made the Switch
« Reply #6 on: March 31, 2015, 11:43:05 AM »
My bad, no criticism meant. 

It is a very good thing to have finances organized at a low cost firm.

Farmgirl

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Re: Made the Switch
« Reply #7 on: April 02, 2015, 11:50:18 AM »
I think it is more of a relief than anything (besides saving the disgusting fees we were paying).   Between DH and I, we had 15 statements to find out how much 'stash we had.

forummm

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Re: Made the Switch
« Reply #8 on: April 02, 2015, 03:38:52 PM »
My bad, no criticism meant. 

It is a very good thing to have finances organized at a low cost firm.

No criticism taken. Just a joke.