Fidelity is Boston and Boston is Fidelity

Originally posted December 19, 2018. When you’re an intern at a start-up, you have certain responsibilities. For me, it was to go pick-up lunch when...

Graduating from Work to Retirement #16: That Awful Word: Worry

When you graduate from work to retirement, there are boxes that need to be checked, and if you’re moving, unpacked. One of those boxes...

Fidelity Investments: Record Annual Profit

Record annual profit may not be the first words you want to see associated with your investment custodian. But imagine if it were the...

Vanguard, Bogle, Young and Your First Grade Teacher

I know that you know Vanguard lowered its fees on 87 funds because you tell me. It’s no surprise that Vanguard is racing to...

Don’t Learn about Your Intolerance the Hard Way

In my conversation with you yesterday, we discussed what’s going on with FCASH at Fidelity. It’s more of a nuisance than a problem, but...

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Do You Have a Survival Guy Portfolio?

UPDATE 11.10.25: In my conversations with you, we spend...

Schumer’s Shutdown in Shambles: Democrats Irate with Minority Leader

The radical wing of the Democrat Party is irate...

Further Demarcation at the Fed

You have watched as various factions are being created...
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