AllCatCoverBand

That or the “spiral bound notepad” that Bernard mentioned they have been looking for 300 years, which I’m assuming is Helen’s journalist notes.

Guessing Daniel finds one or both, and fully “wakes up” to being Daniel instead of Troy

I am actively working on consolidating and (where possible) simplifying our financial accounts, and long story short, we’ve chosen Fidelity.

Most things are going smoothly, however, I’m wondering how best to attack migrating our existing tax loss harvest strategy.

I’ll be honest, I feel like I made a significant mistake with our AUM-based TLH account, currently at a competing brokerage. I was busy with my previous job, kids, life, etc, and missed the detail on how the TLH account had almost a 1.5% AUM fee with it. Ouch.

The “first world problem” with this is that the assets in the existing TLH have heavily appreciated, as the TLH tracks the the SP500 and that’s done well over the last c