Article Vanguard To Shut Down Factor ETF September 28, 2022 What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Article Retiring in a Bear Market: The Conservative Approach September 14, 2022 What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Article At Vanguard, Only Millionaires Need Apply August 31, 2022 It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.Read Morekeyboard_arrow_right
Article The 60/40 Approach: Retiring During a Bear Market August 17, 2022 It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.Read Morekeyboard_arrow_right
Article Fidelity Brings ESG to Its 529 August 3, 2022 Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.Read Morekeyboard_arrow_right
Article A Candid Conversation With Chairman Dan Wiener By Daniel P Wiener, Elizabeth Laprade — July 29, 2022 Dan Wiener and Adviser Senior Research Analyst Liz Laprade offer frank insights on timely topics including the risk of recession, the outlook for bonds, not-so-transitory inflation and much more.Read Morekeyboard_arrow_right
Article Target-Date Tax Snafu Costs Vanguard $6.25M So Far July 20, 2022 Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.Read Morekeyboard_arrow_right
Article Vanguard’s Mysterious New Fees July 6, 2022 The SEC "names rule" is getting a refresh after 20 years. It would impact the entire mutual fund industry if adopted.Read Morekeyboard_arrow_right
Article SEC Goes After Fund Names June 22, 2022 The SEC "names rule" is getting a refresh after 20 years. It would impact the entire mutual fund industry if adopted.Read Morekeyboard_arrow_right
Article Target Date Fund Underperformance June 8, 2022 Bank of America has found evidence of some significant long-term underperformance from target-date funds.Read Morekeyboard_arrow_right
Article Riding the Direct Indexing Wave May 25, 2022 Formerly a niche product, big fund firms like Fidelity and Vanguard are now offering direct indexing options.Read Morekeyboard_arrow_right
Article Vanguard Stealthily Tests New Option for Brokerage Cash May 11, 2022 Vanguard is offering a new settlement fund option for your brokerage account cash—but only for some investors.Read Morekeyboard_arrow_right