April 15 is approaching, and once you’ve sorted through your W-2s and 1099s to complete your tax return, take a close look at the income section on your Form 1040. How much investment income did you report? A lot?
If … Read more
Tomorrow is March 14, or Pi Day (3.14), as it’s known in the Internet’s more mathematical precincts.
Pi allows us to design aircraft engines, pass a geometry midterm, and enjoy Thanksgiving dinner. It can also teach us something about investing.… Read more
“Lord Grantham didn’t understand the value of diversification.”
“Lady Mary is more prudent.”
Lord Grantham? Lady Mary? Had I wandered into the wrong century? No, Vanguard’s social media team was simply discussing the fifth season of Downton Abbey, a … Read more
Just as the Federal Reserve was bracing markets for its first interest rate hike since 2006 to head off any pickup in inflation, along came the drop in the price of oil.
And it’s been a big drop—even for an … Read more
Saving. Investing. It’s all the same, right?
When Vanguard clients come to me for financial advice, they often use the terms “saving” and “investing” interchangeably. Most of the time, they refer to longer-term goals—“I’m saving for my son’s … Read more
You have worked most of your life and now it’s time to start looking at the next phase. How do you do that?
The first thing you need to do is picture what your retirement will look like—if you’re going … Read more
I am a fan of movie trilogies, and my favorites include those that involve Luke Skywalker and Jason Bourne. Trilogies interest me because, while they consist of separate movies, they still share an overarching story line. That’s not dissimilar from … Read more