August 14, 2017: Fidelity Commission Free ETFs Update
by MyPlanIQ | Aug 15, 2017 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.
For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, September 5, 2017. You can also find the re-balance calendar for 2017 on ‘Dashboard‘ page once you log in.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.
Please note that we now list the next re-balance date on every portfolio page.
Fidelity Commission Free ETFs Update
At MyPlanIQ, we are always monitoring commission free ETFs and index fund expenses. In this newsletter, we look at the recent development in Fidelity, one of the major brokerages.
A reader of our recent AAII computerized investing article made a comment on our statement on Fidelity commission free ETFs. We published our response below:
A user recently told us that the statement “Fidelity offers half-baked commission-free ETF trades that are only buy commission-free, but not sell commission-free.” in the article is misleading. He believes that Fidelity offers ETFs that are commission free in both purchase and sell trades.
Diversified Asset Allocation Portfolios For Your Plans
