I called out their CEO, Penny Pennington.
Early this year, it was stressful trying to move my money out of Edward Jones to Fidelity.
I so, so, so want to send the analysts that fought me so hard up here in Minneapolis the one text I sent my wife last Friday.
I haven't told her anything, other than, "remember when we were on vacation in Tempe, Arizona, swearing about Edward Jones?"
Wife: "Yes."
Me: (sending her a snapshot) "Well, the money I moved is up 88% so far since I moved it to Fidelity."
Wife: "Amazing."
That isn't even a YTD number because it took so long to move.
I am grateful for Fidelity with their true 'thought leader' who doesn't have to call herself that like Penny does, Abigail Johnson, CEO at Fidelity.
Also, side note, my absolutely terrible HSA custodian, yeah, I moved that money too over to Fidelity ---- literally 3 clicks to create and you all have no excuse not to do this ---- and now that one is 'only' up 56% so far this year.
I get it, I understand self custody is the way to go, but so much of your funds for so many are locked in FIAT Jail and it makes sense on HSAs and IRAs and 401Ks to from from "40 NO K" to actually $401,000 K.
No capital gains taxes in HSAs or these accounts.
Bliss.
Thanks to some of you still FIAT Based CEO Wardens who have turned your FIAT Federal prisons into where at least some of us are still treated like criminals but can make money in the meantime. Totally legal and moral.
Thanks Satoshi.
