Why Service Is King in 1(800)# Teenage Wasteland
Service is King, even today when many financial firms treat it like the Joker. Try getting a copy of your 1099, or figuring out...
Did the Floodgates for Actively Managed ETFs Just Open?
Recently a mutual fund, for the first time, successfully became an ETF. Is this the harbinger of a flood of new actively managed ETFs...
Are You Investing To Stop Climate Change, or To Generate Income?
You may have made many investment decisions in your life, but did you ever invest in a company to prevent climate change or to...
Vanguard Wellesley (VWINX) vs. Wellington (VWELX): Which Fund is Best?
The Vanguard Wellesley (VWINX) and Wellington (VWELX) funds
are both balanced mutual funds managed by the Wellington Management company. Wellington
and Wellesley both invest in dividend-paying...
Where Money Goes to Die
As you’ve seen in this table, the amount of money in the Vanguard Total Stock Market Index family is enormous. It’s where money goes...
Why Vanguard is too Big: Part VI
Do you know what career risk means? Of course, you do. It means you could lose your job. Well, in the investment world of...
Are Index Funds Still Diversified?
Just because you own an index fund, doesn’t mean your portfolio is properly diversified. Goldman Sachs estimates that only five stocks account for almost...
Why Vanguard is too Big: Part III: BOND ALERT
In times like these, you can’t afford to fight other people’s social crusades. Vanguard has announced a new ESG bond fund. You need to...
Is Consolidation Coming to Mutual Fund Industry?
Are the activist shareholders coming for the mutual fund industry? In The Wall Street Journal, Corrie Driebusch explains that Trian Fund Management has taken...
SEC Cracks the Floodgates to New Hedge Fund Investors
You may already be an "accredited investor," with more than $1 million in net assets (excluding your home) or $200,000 in annual income. If...