Concerns: Interview with New Vanguard CEO Salim Ramji

UPDATE 12.8.25: Your Survival Guy explained my worries about Salim Ramji back in the summer of 2024, and now you know that the worries...

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...

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State Taxes Take Sides

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To Your Survival Guy: Greetings from Machu Picchu

Yesterday, Your Survival Guy received this “Greetings from Machu...
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