I came in for help on an investment and found myself before this brown haired middle-aged man with a toothy grin, the kind of grin you expect to find on the face of a used car salesman. The first thing I noticed was that his eyes wandered to my blouse. He was looking me up and down in what was ...
An extended-previously company of mine had some form of expense consideration with Fidelity, in my own name. I then found out about that a long time later, and requested Fidelity to get a submission. Fidelity stated they'd be happy to deliver a submission, but simply to an address I no further ...
Our firm's Fidelity 401k program has what seems to be an undocumented plan of penalizing a "round-trip" to get a given mutual fund. Nowhere about the NetBenefits site would be the guidelines associated with these charges spelled out. I've established this nowadays with a telephone call to ...
I have a home mortgage with a payment due date of the first of the month. However, a late charge is not imposed until the 16th of the month (at 7:00 P.M.) Because I want to leave my money in my interest-bearing account for as long as possible, I have my mortgage payments scheduled for payment on ...
I operate a small 501c3 non profit, and received a stock donation worth about $20,000. I opened a fidelity account so I could liquidate the stock and use the fidelity checking account service as my main checking account. Fidelity would not allow me to open the checking account until the stock was ...