Balancing Your Portfolio

FUNDS FOCUS — CORE TAXABLE BOND FUNDS | Vanguard’s bond managers don’t get the recognition they deserve. And though Treasury bonds are looking better than they have in a long time, Vanguard’s actively managed corporate-heavy bond funds remain my top picks for the core of your balanced portfolio.

Mar 28, 2023 | 25 min read

Passing The Dividend Torch

Don Kilbride’s era at Dividend Growth is coming to an end.

Mar 23, 2023 | 2 min read

Nearing the End of This Cycle

Credit Suisse fails | Vanguard split shares at six S&P-based ETFs

Mar 22, 2023 | 3 min read

Give Bonds Time | Bonds 101

Yes, rising interest rates knocked the stuffing out of bonds last year. But, if given time, bonds will recover. More than that, today's higher interest rates are a good thing for bond investors. It's inflation the fixed-income investor should fear.

Mar 21, 2023 | 12 min read

Are You Farming Your Portfolio Correctly?

Losses can be profitable … if you know how to “harvest” those losses to maximum effect. Most investors don’t do so correctly, and Vanguard, among others, is pushing an automated strategy to correct for it. I think caution is warranted.

Mar 17, 2023 | 4 min read

Money Life with Chuck Jaffe: A "Quick and Dirty" Look at Vanguard Funds

PODCAST — My appearance on Money Life with Chuck Jaffe.

Mar 16, 2023 | 1 min read

Jeff DeMaso