Vanguard Adds Automated Tax-Loss Harvesting to Robos November 23, 2022 Adviser Fund Update bear market, Cash, Jeff DeMaso, vanguard 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
The Aggressive Approach to a Bear Market October 26, 2022 Adviser Fund Update bear market, Cash, Jeff DeMaso, vanguard 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
A Better Cash Option at Vanguard? October 12, 2022 Adviser Fund Update bear market, Cash, Jeff DeMaso, vanguard 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
Vanguard To Shut Down Factor ETF September 28, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard 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
Retiring in a Bear Market: The Conservative Approach September 14, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard 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
At Vanguard, Only Millionaires Need Apply August 31, 2022 Adviser Fund Update Jeff DeMaso, recession, vanguard 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
Target-Date Tax Snafu Costs Vanguard $6.25M So Far July 20, 2022 Adviser Fund Update corporate earnings, stock options, target date funds, vanguard 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
Vanguard’s Mysterious New Fees July 6, 2022 Adviser Fund Update bear market, fee wars, mutual funds, vanguard 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
Riding the Direct Indexing Wave May 25, 2022 Adviser Fund Update bear market, bull market, direct indexing, Fidelity, index funds, vanguard Formerly a niche product, big fund firms like Fidelity and Vanguard are now offering direct indexing options.Read Morekeyboard_arrow_right
Vanguard Stealthily Tests New Option for Brokerage Cash May 11, 2022 Adviser Fund Update bonds, Cash, i bonds, inflation, money market funds, TIPS, vanguard Vanguard is offering a new settlement fund option for your brokerage account cash—but only for some investors.Read Morekeyboard_arrow_right
Vanguard Backs Away From China March 16, 2022 Adviser Fund Update China, gas, inflation, vanguard 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
Vanguard in Hot Water Over Target-Date Taxes February 2, 2022 Adviser Fund Update mutual funds, vanguard 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