Luis Colunga's Blog
Cross-Broker Transfers: IBKR, Schwab, DTC, ACATS, and Fedwire Explained
If you’re managing assets across multiple brokers like Interactive Brokers (IBKR) and Charles Schwab, and you’ve ever tried transferring positions between them, you’ve probably run into a mix of …
PPRs - Analizando el beneficio fiscal de las deducciones
En los últimos meses he notado un creciente interés por productos destinados al retiro, como planes personales de retiro (PPR), ahorro voluntario en Afore e inversiones directas en portafolios. Aunque …
Using AI To Close Accounts - Response In Less Than 10 Minutes
I received a newsletter email today from a company I had created an account to try their services, but never really used it. I could have sent it to spam or used the “unsubscribe” button but I decided …