I suggest stashing in a municipal money market. I have a small account at Merrill linked to a small BOA account and their MM funds are just terrible. The municipal money market funds at Vanguard, however, are pretty great and I think they have a special CA one as well. I have been at V for many years and I have significant assets there as well as Fidelity. I have become really exasperated by Vanguard's service over the past few years and they screwed something up on me last year for which I am out of pocket. And they have recently forcibly transitioned my mutual fund account to a brokerage account and required me to do all this extra paperwork just to get the checkwriting I used to have with them. But I do not think you will share my problems and the fees are very low and the yield on their MMM's is the best.
Statistics: Posted by jennyfromny — Sat Oct 19, 2024 2:02 am