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  1. F

    How do I claim b and c shares?

    @kaithar Something tells me these could be restricted stock. You need to contact the company, probably HR would be my 1st stop. I suspect there are no physical shares so info should be on any paperwork you have. Like a Bank Trustee.
  2. F

    Financial advisor performance - benchmarking my time wieghted RoR since May 2019

    @loveisintheairkathryn Remember double digit losses in 2022 effected the performance.
  3. F

    Rollover investment into company A for cash bonus and then rollback later to original company B?

    @jchristen3 Is the cash back enough to make it really worth the effort.
  4. F

    Pull money out of S&P 500 and put into HYSA or keep it in S&P 500?

    @brojames Will you be taking a loss on the S&P? I am not in favor of market timing, but it seems reasonable to assess when it is a better time for one to sell.
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