The Stock Market Slice-and-Dice
Today, there are three times, let me repeat, three times as many mutual funds and ETFs as there are stocks available to invest in....
Vanguard Leadership and Fund Ownership: You Have Choices
Your Survival Guy was recently told that Vanguard no longer wants to be in the administration business for SEP IRAs, and therefore, accounts would...
Interval Funds Are Leveraging Your Fees
In The Wall Street Journal, veteran columnist Jason Zweig warns investors about interval funds and the fees embedded in them. He explains that the...
SPECIAL CONFESSION: Why I’m Being Hard on Vanguard
Dear faithful readers, here it is, the piece you’ve all been waiting for: Why I’m being hard on Vanguard.
I know you want me down...
When Investors Realize They Can’t Get Out
When you read the below from The WSJ on the lack of liquidity in commercial real estate, remember that buyers were sold on the...
Are You Being Held Captive by Vanguard/BlackRock?
As you read here, here, and here, there’s a changing of the (Van)guard taking shape with the installment of former BlackRock exec Salim Ramji...
Vanguard GNMA
Your Survival Guy’s been digging through his investment attic looking for wrapping paper and came across these four letters: GNMA. It’s been a while...
What Do You Know About Vanguard’s Wellesley Income Fund?
I was recently asked some questions about Vanguard's Wellesley Income Fund by a business associate. Below is a short summary of the questions and...
Is There Room for Morgan Stanley in the Crowded ETF Industry?
Morgan Stanley is entering the crowded ETF industry with six new products, including two actively managed ETFs. Steve Johnson reports in the Financial Times:
In...
Is Passive Investing Already Passé?
In the Financial Times, Mohamed El-Erian suggests that for now at least, passive investing's time in the sun is over. He writes:
Should the vehicles...