Article Vanguard Backs Away From China March 16, 2022 Vanguard has called a halt to its plans to launch an actively managed China equity fund, previously planned to roll out this quarter.Read Morekeyboard_arrow_right
Article War, Volatility and Investing March 2, 2022 Russian President Vladimir Putin’s invasion of Ukraine has turned a stormy start of the year for stocks into a shock wave of volatility and disruption to the global financial system, and many investors are understandably nervous. In times like these, it’s advisable to step back and look through a wider lens. … Read Morekeyboard_arrow_right
Video Putin & Powell vs. Earnings, Employment & the Economy: Which Will Hold Sway? By Adam Johnson — March 1, 2022 Portfolio Manager Adam Johnson runs down the three Es and the two Ps that are weighing on investors’ minds and influencing market action. He shares what we’ve learned from analyzing the impact past conflicts have had on stocks over time, and gives his take on current investment opportunities.Watch Nowkeyboard_arrow_right
Video The Evolving Crisis in Ukraine February 24, 2022 Chief Investment Officer Jim Lowell and Director of Research Jeff DeMaso offer their insight and analysis on the events unfolding today in Ukraine and the impact on financial markets. Please look for additional coverage in tomorrow’s Weekly Update.Watch Nowkeyboard_arrow_right
Audio Is It Time to Give Up Growth Stocks for Value? February 16, 2022 With interest rates on the rise, is it time to focus on value and set growth aside? Chief Investment Officer Jim Lowell looked at the ongoing growth vs. value debate between in our recent webinar, Diversification Is Dead…and Other Modern Myths.* Please enjoy the excerpt below and click here … Listen Nowkeyboard_arrow_right
Article Fidelity’s Meta-Bet February 16, 2022 Anyone viewing the Super Bowl this past weekend was inundated with ads for crypto and the so-called metaverse, an emerging term for the 3D, virtual reality-based internet of the future. Fidelity must be hoping a lot of people were watching the Super Bowl, because it recently filed to launch two new … Read Morekeyboard_arrow_right
Audio High Returns: Where Will They Come From Going Forward? February 7, 2022 Have investors gotten spoiled with the strong stock market returns last year? And can investors count on continued double-digit returns from equities? Vice President Steve Johnson dipped his toe into the expectations game in our recent webinar, Diversification Is Dead…and Other Modern Myths.* Please enjoy the excerpt below and Listen Nowkeyboard_arrow_right Article Vanguard in Hot Water Over Target-Date Taxes February 2, 2022 Paleontologists once theorized that the stegosaurus may have needed two brains to function—one in its head and the other in its tail. That idea turned out to be false. But perhaps those scientists were on to something: There’s an upside to an extra brain when you’re large and lumbering. Case in point? … Read Morekeyboard_arrow_right Article Vanguard’s Biggest Tech Crash Ever? January 5, 2022 Vanguard’s Biggest Tech Crash Ever? Vanguard’s website went AWOL for nearly a week just before New Year’s, potentially blocking thousands of customers from accessing year-end investment reports online. The company attributed the problems to a third-party vendor it works with to print its statements. Customers of the $8 trillion mutual fund … Read Morekeyboard_arrow_right Article Vanguard to Launch China Fund December 8, 2021 Vanguard to Launch China Fund Vanguard has announced plans to launch a China fund early next year, China Select Stock. The new fund represents a significant departure from the broad-based indexes the Malvern, Pennsylvania, giant is known for: It will be the firm’s first single-country fund, and it will be actively … Read Morekeyboard_arrow_right Article Vanguard Mum on Mid-Cap Manager Shake-Up November 24, 2021 Vanguard Mum on Mid-Cap Manager Shake-Up Vanguard’s Mid-Cap Growth fund is paying out a whopper of a distribution this year—25% of the fund’s net asset value will be returned to shareholders. Usually, you only see a distribution that large when Vanguard’s fund advisers are on the move. We … Read Morekeyboard_arrow_right Article Distribution Season Is Back—Dates You Need to Know November 10, 2021 Distribution Season Is Back—Dates You Need to Know The end of the year brings a blur of activities and festivities—call it the Hallowgivemas season—but there’s at least one annual rite that investors should take the time to mark with due respect: Annual mutual fund distributions. Most mutual funds pay out any … Read Morekeyboard_arrow_right ‹ 1 2 3 4 5 … 27 › Categories Adviser Fund Update Quarterly Outlook
Article Vanguard in Hot Water Over Target-Date Taxes February 2, 2022 Paleontologists once theorized that the stegosaurus may have needed two brains to function—one in its head and the other in its tail. That idea turned out to be false. But perhaps those scientists were on to something: There’s an upside to an extra brain when you’re large and lumbering. Case in point? … Read Morekeyboard_arrow_right
Article Vanguard’s Biggest Tech Crash Ever? January 5, 2022 Vanguard’s Biggest Tech Crash Ever? Vanguard’s website went AWOL for nearly a week just before New Year’s, potentially blocking thousands of customers from accessing year-end investment reports online. The company attributed the problems to a third-party vendor it works with to print its statements. Customers of the $8 trillion mutual fund … Read Morekeyboard_arrow_right
Article Vanguard to Launch China Fund December 8, 2021 Vanguard to Launch China Fund Vanguard has announced plans to launch a China fund early next year, China Select Stock. The new fund represents a significant departure from the broad-based indexes the Malvern, Pennsylvania, giant is known for: It will be the firm’s first single-country fund, and it will be actively … Read Morekeyboard_arrow_right
Article Vanguard Mum on Mid-Cap Manager Shake-Up November 24, 2021 Vanguard Mum on Mid-Cap Manager Shake-Up Vanguard’s Mid-Cap Growth fund is paying out a whopper of a distribution this year—25% of the fund’s net asset value will be returned to shareholders. Usually, you only see a distribution that large when Vanguard’s fund advisers are on the move. We … Read Morekeyboard_arrow_right
Article Distribution Season Is Back—Dates You Need to Know November 10, 2021 Distribution Season Is Back—Dates You Need to Know The end of the year brings a blur of activities and festivities—call it the Hallowgivemas season—but there’s at least one annual rite that investors should take the time to mark with due respect: Annual mutual fund distributions. Most mutual funds pay out any … Read Morekeyboard_arrow_right