Investing for Life
As the sun set on 2019, Congress passed a $1.4 trillion budget deal that contained major changes to an array of the rules governing investing for retirement. It’s the most significant development for retirement savers in more than a decade. Buried within the enormous budget pact was a reform package …
Earlier this month, Vanguard announced that it was ending its 34-year partnership with Barrow, Hanley, Mewhinney & Strauss (BHMS), which sub-advised three of the firm’s funds. At the same time, new-to-Vanguard managers Aristotle Capital and Cooke & Bieler were hired …
In This Issue: Fidelity Leans Into Themes Neff Steps Down, Grenier Steps In Is Your Portfolio Ready for the New Year?
The latest theme in investing is investing in themes. You’ve heard of technology funds and energy funds. Well, now there are …
In This Issue: Vanguard Slashes Expenses on 15 Index ETFs Webinar Replay: Impeachment and Trade War New Podcast: All About Roth IRAs Managing Responsibilities Upon the Loss of a Loved One
The limbo …
A seasonal chill is already in the air, and for investors that means preparing for a hit to the wallet: Year-end distributions are almost upon us. And with the market’s strong surge in the past year, that’s likely to mean capital gains for many. Distributions are the accumulated income generated …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
If you’ve been reading financial news recently you couldn’t escape the tumultuous drama of office space-sharing company WeWork. In a matter of weeks the company filed for an IPO, withdrew it, fired its once-visionary CEO, nearly went bankrupt and was finally rescued by an emergency multi-billion-dollar bailout from its largest …
In August, we covered Vanguard’s plans to open a new actively managed international stock fund, International Core Stock. Following a two-week subscription period, the fund began trading mid-October. International Core Stock is yet another partnership with Vanguard’s oldest sub-advisory partner, Wellington Management. The fund will be run by Ken …
We always love sharing good news for investors. Which is lucky, because otherwise we’d sound like a broken record when it comes to covering the fee-cutting wars among giant investment firms. Charles Schwab led the latest charge early this month, announcing that from now on, security transactions would be …
“Should I rent or buy?” Since buying a home is the largest purchase most people will ever make, this is a common financial dilemma. Buying is not for everyone—for some, renting may be a better or more affordable choice. Compared to Generation X and baby boomers, homeownership among millennials—those born …
To err is human. To retire in comfort is divine. If you’re saving and investing for your retirement, good work. Your future self will thank you. But are you making the right moves? This week, we’re reviewing some common mistakes that …
In April, Vanguard announced revisions to its proxy voting guidelines—and included two changes that suggest the Malvern, Pa.-based fund behemoth is more willing to exercise its power over corporate boards and other shareholder control issues than it has been. Over the past 20 years, the …
Vanguard announced plans for a new fund this month, taking a plunge into an unheralded sector with its Commodity Strategy fund. The move is something of a volte-face for the Malvern, PA behemoth—less than a year ago, it restructured its Precious Metals and Mining offering, turning it …
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