Last September, I posted some information about the 529 plans that I am contributing to. The contributions have been on auto-pilot and I did not get the chance to check on the plans until today. I was pleasantly surprised to learn that the Ohio State’s College Advantage plan has lowered its fees again from May [...]
Wells Fargo brokerage is changing the cash sweep option on July 30, 2007. The new option will generally reduce the returns earned by clients on cash balances kept at the brokerage. I have two accounts at Wells Fargo brokerage: a taxable account and an IRA account. The following is what I will / intend to [...]
I had a friendly chat with an Ameritrade APEX CSR last month. I actually called up because one of my out-going ACH transfers has been rejected by their system (again). I noticed that Ameritrade sometimes seemed to be randomly rejecting outgoing ACH transfer and frankly, this is getting very annoying especially when the interest paid [...]
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