In response to Wednesday’s article about leaving your broker, two readers shared related tips that might prove valuable:
- Evan of My Journey to Millions mentioned that if you’re moving a taxable account, you’ll want to gather and keep your cost basis information because it might not get transfered properly to your new brokerage firm, and
- An anonymous reader cautioned against using a close friend or family member as a financial advisor, because you want to be able to leave your advisor/broker whenever it makes financial sense without having to worry about social repercussions.
Investing Articles
- Horseshoes, Hand Grenades, and Asset Allocation from Rick Ferri
- Comparing Tax-Exempt and Taxable Bonds from Barbara Friedberg
- How to Make Your 401(k) Pay As Much As a Pension from The Finance Buff
- How to Survive the Crummy Economy: Do Nothing from Larry Swedroe
- The International Experience of the 4% Rule from Wade Pfau
- Investors Embrace Low-Cost Investing from Allan Roth
- Getting Started Investing with Very Little Money from Matthew Amster-Burton
- Q&A on My Portfolio from The White Coat Investor
Other Money-Related Articles
- A Guide to Getting Retirement Healthcare from Darrow Kirkpatrick
- Social Security Info Now Online from Financial Ducks in a Row
Blog Carnivals
- Totally Money Blog Carnival hosted by Balance Junkie
- Carnival of Financial Camaraderie hosted by Young and Thrifty
- Carnival of Personal Finance hosted by Money Talks
- Self-Directed Investing for Retirement Carnival hosted by AAAMP Blog
- Carnival of Wealth hosted by Control Your Cash
Hi. I'm Mike Piper, the author of this blog. I'm a CPA and the author of several personal finance books. The point of this blog is to show that investing doesn't have to be complicated. 
Thanks for the mention, Mike!