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Interview: Sizing Up Fidelity and Vanguard Managers

Statements in the article linked to above are not investment advice. Dan Wiener and Jim Lowell’s newsletters within the article are not affiliated with AI. References to newsletter performance is separate from that of AI clients. Contact AI for a list of all recommendations made during the one-year period prior to article’s publication. AI composite portfolio performance is available upon request. All investments are subject to risk of loss.

Read on Barron’s open_in_new

Vanguard Is Losing Battles on Two Fronts in Fee Wars

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Credit card companies quietly reducing or eliminating benefits

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The stock markets are still going up and up. Is it time to sell?

Read on The Washington Post open_in_new

Vanguard is Challenging BlackRock’s ETF Market Dominance

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Vanguard nips at BlackRock’s heels for fund crown

Read on Financial Times open_in_new

Vanguard Chided for ‘Useless’ Recession Prediction

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How Dividends Power Returns

Read on Barron’s open_in_new

Vanguard gives recession a 40 percent chance in two years. Such vague promises drive investors to their funds.

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Vanguard’s ‘40%’ recession warning fits fund marketing

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PM on Vanguard’s $102B Wellington, $53B Wellesley Income to Retire

Read on Ignites open_in_new

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