Bonds Are Cheaper Than Stocks

Comparing bond and stock yields | RMD and estimated taxes follow-up | Manager change at Explorer Value | Vanguard portfolio manager Awais Khan steps away from funds | Municipal Cash Management becomes Municipal Low Duration

Jun 5, 2024 | 6 min read

Gifting a Roth IRA

Jumpstart a young person’s retirement by investing in a Roth IRA.

Jun 4, 2024 | 7 min read

Explorer Value Gets a New Explorer

Vanguard replaces Cardinal Capital with Wellington Management at Explorer Value.

Jun 3, 2024 | 2 min read

Calm Seas Turning Choppy

June 2024 | Markets haven’t been this calm since 2017, but they’re getting rougher. Plus, some follow-up notes on RMDs, an article roundup, IVA Portfolio Notes and the IVA Factor Tracker.

Jun 3, 2024 | 11 min read

Timing Your RMD

MAILBAG | Should you take your RMD early or late in the year?

May 28, 2024 | 9 min read

The Bull Market Keeps Running

The Dow hits 40000 | Beware Vanguard impersonators

May 22, 2024 | 5 min read

Jeff DeMaso