FIDELITY INVESTMENTS SCREWED UP BIG TIME: On Nov. 18, 2024, we called Alex Love at Fidelity with an order to “pull out of the market” and go to “cash”. He scheduled us to talk to Lorenzo Dudley on the 20th. It was a difficult conversation with Lorenzo being argumentative and pushy. We believed the end result was agreed upon that in order to stay in a Managed Account, we would go to 20% stocks and 80% money market aka cash. They didn’t do it. Instead they went 20% stocks and 80% bonds. We realized it when the December statement came in and made multiple calls in an attempt to correct the allocation. We did go 100% cash at that point, thank goodness before the downturn. However, Fidelity has declined to even admit their mistake or apologize. Obviously, we are leaving Fidelity.