KateHorrell

Helping Military Families Make The Most of Their Money

Moving My Investments From USAA/Victory Capital


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Many of you are asking about USAA’s transfer of their investment products to Victory Capital and/or Charles Schwab. There is a lot happening, and it is confusing. I’m really not the best person to explain it. Thankfully my friend Doug Nordman has written a really good piece that explains what’s happening using small words and… | Read More…

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Kate does not represent the Department of Defense, the Department of Veterans Affairs, or any government agency. This blog is strictly for informational and entertainment purposes only. The content on this site should not be considered professional financial or legal advice. I may receive compensation through affiliate or advertising relationships from products mentioned on this site. All reviews on this site represent the personal opinions of the author. All references to third party products, rates, and offers may change without notice.