Schwab Intelligent Portfolio One Year Later

Open your own Schwab account here. www.schwab.com/public/schwab/n...
================================
Sign up for email list here. mailchi.mp/0a0c258dd676/sign-...
LET'S SOCIALIZE!
Linkedin: / joshscandlen
parler.com/profile/Scandlen/p...
rumble.com/c/JoshScandlen
www.bitchute.com/channel/cdox...
mewe.com/i/joshscandlen
mewe.com/p/heritagewealthplan...
My course "Can I Retire" will help reduce your stress when it comes to retirement planning.
Get it here:
retirementplanningschool.teac...
and don't forget there IS a 30 day money back guarantee if you're not satisfied!
Get my books on Audible here:
adbl.co/35lVotF
Want to support what I'm doing for $10 a month?
Join my SubscribeStar page!
www.subscribestar.com/joshsca...
My Amazon Product page:
www.amazon.com/shop/heritagew...
Anything you buy there Amazon pays me a commission. Much appreciated!
GET MY BOOKS:
ALL are FREE to Kindle Unlimited Subscribers!
You Can RETIRE on SOCIAL SECURITY:
amzn.to/31xKFuN
The Tax Bomb In Your Retirement Accounts: How The Roth IRA Can Help You Avoid It:
amzn.to/2LHwQpt
Strategic Money Planning: 8 Easy Ways To Put Your House In Order
amzn.to/2wKGi50
GET ALL MY LATEST BLOGPOSTS:
heritagewealthplanning.com/blog/

[@DA-rf7zj]

Schwab Intelligent Accounts = -0.1% and 4 week t-bill 5.5%. NOT recommending Schwab Intelligent Account.

[@cooperparts]

I have Schwab intell. I have fidelity, some kind in Wells Fargo,van guard and Schwab managed money from 6 home sales less than a year fidelity is doing the best Schwab managed second Schwab third van fourth wells last less than 10% but I am happy even wells is 5 %

[@lonwoock9881]

What is this guys risk settings?

[@GrayManConcepts]

No, that cash is uninvested, the interest is horrendous, and it is inly there to give cs more cash to loan. I love cs but this is why i use vanguard. I dont use cs because i wang my money invested. That cash is not an investment, its a tool for cs to use

[@RB-je3yj]

My 1 year trajectory so far is 479k in March of 2020 Now Im at 675k and the year is not even up!!! Super happy!!

[@mrb508]

Looks like he started the account just before COVID hit. Then added another $10k after the bottom in March 2020.

[@nfldefense]

I picked a bunch of randoms, Red Robbin, Matador, Whirpool etc. started with $13k in 04-20 no 06-01-2021 $62k. When you buy after a crash it is kind of hard to fail. The question is what to put it in now???????

[@cueoneful]

Stayed With schwab....through The dips. 35% return so far.

[@MH-hc7xq]

Calculate the fees and tell me it's worth it and i'll tell you don't know how to calculate. 😄

[@mikejones-rc4lv]

thanks for the link!!! I am seriously considering moving our retirement stuff from fidelity to Schwab. i would use their money pro software too. this link could potentially really, really help us out. i currently have nothing invested with Schwab.

[@super-grandpa]

I put $147,000 into Schwab IP March of 2020 and it fell off a cliff to $143,000. I was super unhappy but let it ride. In May of 2021 it is $174,000 and I’ve taken out $5000.

[@herbbrewer7586]

200 per month from june through march is another $2000 added

[@emilygoff105]

Love the content!

[@mikeskaggs3763]

They make their money on the cash proceeds. Their overall cost structure is very good but interest paid on cash is really low and sits in Schwab Bank account.

[@geraldf.1222]

May 30, 2021

[@JasoniBruh]

Is it worth it to invest with only a few hundred?

[@darrellengel2971]

It looks as if his contributions are included in the roi calc, very common for institutions to include contributions to "enhance" their perf...

[@Turnitupluber]

Would this be a good bucket 2 account ?

[@michaelsenko7382]

Josh,people obsess way too much over their portfolio?

[@thankyoucelviccode9918]

Need withdrawal help? ⬆️. He's helpful