Is Vanguard too Big?

Intelligence Report, Vanguard, and Amazon Priming of YOU

The end of 2024 is here. Did you have a chance to talk to your financial advisor? If not, you need to make the...

What I Do When I Hear “Digital Advisor”

When Your Survival Guy hears “digital advisor,” I run. Vanguard is "allowing" smaller accounts into "Digital Advisor" services. Alex Ortolani reports at Plan Adviser: Vanguard...

Have Your Cake and Eat It Too

You may have read my recent series on Vanguard Wellington, and your ability to own the fund at Fidelity. You can have your cake,...

When You Should Be a Buyer, not a Seller: Part III

Is your Vanguard Wellington fund’s outlook, OK? In a word, yes. But what does that mean for investors in the fund? You know from...

That ‘70s Show All Over Again?: Part II

You know from my recent piece on Vanguard, I like the outlook for the Vanguard Wellington fund. You can read about that and why...

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