Down, Not Out

"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been a

Distribution Season Comes For Non-Vanguard Funds Too

Note: This article contains distribution data for calendar year 2022. Earlier this week I detailed which Vanguard mutual funds are expected to distribute capital gains and when. But in the past, we’ve recommended a few non-Vanguard mutual funds as replacements for Vanguard funds that close to new investors. How

The Giving Season

Note: This article contains distribution data for calendar year 2022. Capital gains distribution season is fast approaching, and some Vanguard shareholders are going to be finding big lumps of taxable coal in their stockings. Every December, Vanguard, like all its mutual fund industry competitors, pays out interest, income and capital

Finding Their Sea Legs?

Adding Insult to Injury

Note: This article contains distribution data for calendar year 2022. In a broad bear market, a handful of Vanguard funds are set to hand shareholders a big tax bill in December—talk about adding insult to injury. On the surface that doesn’t make a lot of sense. If stock

In The Mixing Bowl

Our Portfolios follow a simple recipe: Partnership with the best that Vanguard has to offer and patience with the vagaries of the markets. The results of that recipe can be found on the Model Portfolio tab. Of course, Dan and I have tweaked the recipe’s ingredients—the individual funds