Investing for Life
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 …
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 …
President Trump’s unprecedented public criticism of Federal Reserve Chair Jerome Powell has led to some media speculation that the central bank is basing policy decisions on political sensitivities rather than economic realities. Chief Investment Officer Jim Lowell discussed politics and the Fed in our recent quarterly webinar*: Investing Through …
In September, we covered the basics of 529 plans. This week, we’ll continue examining 529s with a look at tax implications, risk strategies and how they can impact financial aid eligibility.
Contributions to 529 plans are not tax deductible (at the federal level, treatment varies at …
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 …
A Straightforward Guide to Preparing and Settling an Estate
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 …
What are Stock Options? 2 Types of Stock Options What Does ‘Exercise Stock Options’ Mean? Long-associated with Silicon Valley startups, nowadays stock options are becoming a common part of many compensation plans as a means of enhancing benefits and retaining important employees. They offer the potential to participate in the …
Changing a fund manager can’t always change the dynamic. And we’re confident that the latest turnover at Vanguard’s $44.4 billion Windsor II fund is unlikely to overcome its fatal flaw: Too many cooks in the stock-picking kitchen. Windsor II, the mega-sized large-cap value fund with 10 …
Thankfully, when it comes to impeachments, there is very limited historical data to review. We don’t have useful market numbers for the 1868 impeachment of President Andrew Johnson, and even if we did, the markets were so different 150 years ago that a comparison would be all but useless. This …
Criminals blaming others for their actions is, sadly, nothing new. But Scott Capps, a former Vanguard employee, who was convicted of embezzling millions of dollars from the Malvern, Pa. fund giant, did at least come up with a novel excuse: He only stole all that money after Vanguard higher ups …
We’ve been fielding questions lately about recessions and their impact on investors’ portfolios. These questions aren’t surprising, as the last recession (the “Great Recession” from the end of 2007 through June 2009) overlapped with steep stock market declines. So, to many, the idea of “recession” is linked to big …
We’re regularly asked how markets will react after to a Republican or Democratic victory in the 2020 Presidential Election. Chief Investment Officer Jim Lowell discussed this topic in our recent quarterly webinar*: Tariffs, Trade and Trump. Please enjoy the excerpt below and click here for the full webinar replay to hear more. …
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