Recently, one of us (Maria) was at a bank trying to set up a small custodial IRA on behalf of a nephew and was told that “a minor can’t have an IRA.” It was an interesting experience, and one we … Read more
You may be scratching your head about my headline. Great time to invest? The U.S. stock market is regularly touching record highs and some might say we’re overdue for a correction or even a bear market. Meanwhile, the specter of … Read more
If Vanguard had a family tree, its roots would be Vanguard Wellington Fund. Now the nation’s largest balanced mutual fund¹, Wellington Fund began operations on July 1, 1929, 85 years ago this week.
Today, Vanguard’s family tree includes a number … Read more
Chief economist’s log, stardate 62014.1
Okay, everybody, don your pointy ears. We’re going to boldly go where (I’m guessing) no investment company has gone before. We’re going to talk about how wise long-term investing is like Vulcan investing.
I’ve always … Read more
Over the course of your lifetime, you’ve likely done some planning to reach your goals–getting accepted to the college of your choice, starting your first “real” job, buying your first home, saving for your future (retirement, children’s education, etc.). You’ve … Read more
In the early 1990s, I studied for the Chartered Financial Analyst® (CFA®) exams. From March to June, I’d lock the television in the closet and spend my evenings with some of the driest reading material ever committed to the page.… Read more
April is here, and, for some, it’s a time to welcome spring. For others, it means a race against the clock to get their 2013 tax return done before the April 15 deadline. And part of that process frequently involves … Read more