Want to limit all-in fees over the life of an ETF or mutual fund investment? The time horizon matters.
The SPIVA report from S&P Dow Jones sets off a mad scramble by investment writers to interpret the semiannual summary of the performance of actively managed funds versus various S&P benchmarks.
At Vanguard, low costs are not a short-term strategy. They are built into the way we do business, says Tom Rampulla, head of Vanguard’s advisor business.
Harvesting losses in taxable accounts and making thoughtful asset location decisions can limit clients’ tax bills and demonstrate your value.
Despite the surge in activity among some investors in volatile markets, many plan participants let inertia rule and make no portfolio changes.
Vanguard’s Ben Rost discusses why he thinks it’s a big deal for Vanguard to launch its first municipal bond index fund and ETF. Feels time spent on managing bond ladders may be better spent elsewhere.
Tom Rampulla, head of Vanguard’s advisor business, was an experienced cyclist when he decided to hire a coach to help him train. He did it for the same reasons he believes investors should consider hiring an advisor—to increase their chances for success.
“If you don’t know where you are going, you’ll end up someplace else.” Investors could learn valuable lessons from the late, great Yogi Berra.
Fran Kinniry explains why few investors seem to appreciate the resilience of high-quality bonds amid stock-price declines.
Typically stock markets function efficiently most of the time. But extreme market volatility can cause information lags that affect trade execution. Doug Yones offers tips on useful trading practices and reminds advisors why ETFs have grown so popular.
Should the Fed raise rates this month? Vanguard Global Chief Economist Joe Davis distills the debate, shares where he stands, and reminds that tightening will likely be more measured and staggered than we’ve seen before.
While indexing is beautifully simple to understand, the same can’t be said about managing all the moving parts and attention to detail to closely track an index fund’s benchmark. Vanguard’s Chris Philips explains the sophistication this takes.