Investors Facing Long-Awaited ETF Industry Shakeout
You have probably invested at some point in ETFs or ETNs. The exchange-traded investments have thrived for decades now as a lower-cost and more...
Vanguard is Moving into Private Equity
Vanguard announced it is launching a private-equity fund. Initially, the fund will only be offered to endowments and foundations, but Vanguard plans to open...
Think Your ETF Portfolio is Diversified?
If you are buying ETFs because you hope to build a more diversified portfolio than you believe you can get by purchasing individual stocks,...
Warning: Avoid Mutual Fund Year End Distributions
UPDATE: The end of the year is a great time to review your mutual fund year-end distributions. You should try to avoid them if...
Vanguard GNMA Outlook 2020
What is the Outlook for the Vanguard GNMA Fund in 2020? GNMA bond prices like all bond prices are influenced by the level of...
Potential Index Fund Component Loses 98%
If you want to get an inside look at how the sausage is made with certain index funds, take a look at this story...
The Final Nail in the Coffin for Mutual Funds
The mutual fund industry has been facing headwinds for years. First, the industry became too big. So dominant were the biggest funds, they couldn’t...
Vanguard Wellington (VWELX): The Original Balanced Fund
The Vanguard Wellington Fund (VWELX) is the original balanced mutual fund. It was the first mutual fund to include bonds in its portfolio and...
Caution: Returns in the Rearview May Be Closer than They Appear
Many investor presentations and fund brochures focus on three year returns. But without a bear market since 2009, how can investors see how a...
Vanguard is Telling You the Problem with Indexing
If you want to understand the problem with index investing, then consider what the king of indexing is doing. Recently Vanguard announced its robo-only...