Tag Archives: mutual funds
This is a great time of year to reflect and refocus—to feel good about things that have gone well, and to learn from those that have not. We often encourage clients to fit in rebalancing, tax planning for the new … Read more
My workday is filled with conversations about exchange-traded funds (ETFs). Some are basic, others complex, but they can all be challenging. Last week, however, I got a phone call at home that proved to be one of the more challenging … Read more
When I was growing up, the shopping authority in my family was Consumer Reports. As we shopped for cars, washing machines, or cassette players with Dolby stereo, we’d wield the magazine like a talisman to protect us from lemons.… Read more
You may have noticed news coverage in recent weeks about reductions in expense ratios for some of Vanguard’s funds. Most recently, for example, we reported that expenses declined for several of our international index funds.
As one who long … Read more
For those of you who watch or have heard of the hit series “Mad Men,” you’ll know that the show provides an interesting story line, some fascinating characters, and great commentary on the social mores and gender differences of the … Read more
While listening to groups of investors recently as part of some research, we learned something that was, to us, a bit disappointing.
And thereby hangs a tale.… Read more
Paul A. Samuelson, who died December 13 at age 94, was rightly remembered as a brilliant educator, as author of the best-selling economics textbook ever, and as the second recipient of the Nobel Prize in Economic Sciences. Professor Samuelson, the … Read more