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$200K+ income. i recognize that i’m tech heavy with tons of overlap between indexes. i don’t want to sell my overlap and small positions because i don’t want to get taxed lol. any advice? chatgpt says a financial advisor / manager is not necessary rn lol. those small percentage fees will compound over time.
plan is to invest mainly into VTI going forward for my play money (RH). 401k will be 50% sp500, 50% fidelity growth commingled fund
i technically have $24k of restricted stock units for MPC that vest in october, but im not counting that lol. i guess including that i would have over $1mm but…not vested yet