Article Don’t Miss Your Distribution Dates November 24, 2010 ‘Tis The Season For Distributions As the holiday season gets into full swing with Thanksgiving this week, investors have a second holiday calendar to follow, marking off the days their funds are scheduled to make year-end distributions. This year does not seem like it will be inducing too many capital gains-related tax … Read Morekeyboard_arrow_right
Article New International REIT Fund for Vanguard November 12, 2010 Vanguard Ventures Abroad On November 1st, Vanguard opened its Global ex-U.S. REIT Index fund and ETF, which invest in REITs (real estate investment trusts) and REOCs (real estate operating companies) in developed and emerging markets countries around the globe (as the name would suggest, it excludes domestic REITs and REOCs). The fund … Read Morekeyboard_arrow_right
Article Are Your Investments Standing Still? October 29, 2010 Does the Benchmark Make a Difference? In our September 15 Adviser Fund Update, we covered Vanguard’s launch of a slew of ETFs tracking a bevy of S&P and Russell indexes and sub-indexes. Since then, we’ve taken a look at the various indexes side-by-side to see what, if any, differences could be found … Read Morekeyboard_arrow_right
Article Vanguard Lowers Minimums for Admiral Shares October 15, 2010 Vanguard Lowers the Bar on Admirals On October 6, Vanguard launched yet another offensive in the continuing battle over operating expenses and fund minimums, significantly reducing the entry price for a majority of its funds’ lower-cost Admiral share class. Vanguard has slashed the minimums on most of its Admiral shares from the … Read Morekeyboard_arrow_right
Article Vanguard Goes International October 1, 2010 Vanguard’s International Makeover Investors should put more of their money overseas! At least, that’s the message Vanguard was conveying this past week as they made significant changes to a number of funds. First up, a change in benchmarks and the addition of an ETF share class for Total International Index. And … Read Morekeyboard_arrow_right
Article Vanguard Wages ETF War September 17, 2010 Vanguard’s ETF Blitz On September 9, Vanguard launched nine new ETFs tracking S&P market indexes. Eight of the nine were launched concurrently with institutional class shares, while the ninth, the S&P 500 ETF, realizes Vanguard’s long-held desire to introduce an ETF class of its flagship 500 Index fund. They followed this … Read Morekeyboard_arrow_right
Article September Begins with an Uptick September 3, 2010 Market Roundup After a rough month in the markets, September kicked off with the ISM Manufacturing survey, which surprised economists with a gain in August after three months of declines. The stock market lit up on the news, with the Dow gaining almost 255 points, or 2.5%, on the day Wednesday the … Read Morekeyboard_arrow_right
Article Manager Changes at Vanguard, AXA Out August 20, 2010 Vanguard Round-Up It’s been a busy couple of months for Vanguard, from the announcement of 20 new ETFs and index funds tracking a slew of market benchmarks, to the elimination of commissions on all ETFs for brokerage clients, to a manager addition to International Explorer, to Convertible Securities reopening. In the last … Read Morekeyboard_arrow_right
Article New Manager for Vanguard Fund, Update August 6, 2010 Time to Explore Elsewhere? In our June 11 Adviser Fund Update, we covered the addition of a second management team to Vanguard International Explorer, historically one of Vanguard’s best international offerings. Now that the first effects of the new addition have begun to appear, we thought we’d take a look at the changes … Read Morekeyboard_arrow_right
Article 5 Retirement Mistakes to Avoid July 23, 2010 Are You Making These Retirement Savings Mistakes? In our last update, we gave you some tips on how to help the teenagers in your lives begin saving for retirement. This week, we’d like to review some common pratfalls that all investors can fall into when making decisions about their retirement savings plans. … Read Morekeyboard_arrow_right