Diversifying Across Brokerage Firms, Email Addresses, and Devices

The Quick Take
I recently received three questions with similar themes, albeit distinct topics: “Do you think it’s wise to split assets between different brokerage firms? Having everything at one is more convenient, but I wonder if having some fraud/cyber diversification between custodians outweighs the convenience.” “I have heard people suggest using one email account for most things […]
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