Weekly Brief
A collection of 113 posts
Gifts for Growth Investors, Coal for the Rest
Growth stocks rally while value and small stocks slide | Lower cash yields ahead | IVA on Air | Distribution season reminder | Gift The IVA
Weekly Brief Follow Up | Capital Gains and Dividends
Access to Vanguard’s final year-end distribution estimates.
S&P Records, Vanguard Shake-Up, and STAR Changes
Counting record highs | Karin Risi retires | Ex-Fidelity exec Joanna Rotenberg joins the firm | A “new” Advice and Wealth Management division is announced | Vanguard changes nearly half of STAR’s portfolio | Capital gain distribution reminder
Market Momentum: Too Hot or Just Right?
Is the market too hot or just right? | Index funds are no longer diversified | Vanguard’s owners vote
ETF Launches and Shareholder Votes: Vanguard’s Busy Holiday Season
Plenty of gains to be thankful for | Vanguard files to launch new cash-like ETFs | A proxy vote at Vanguard!? | A tweak at Total Corporate Bond ETF | Concise commentary in the annual reports
Vanguard’s Wins and Woes: New ETFs and Tech Challenges
Expect volatility as traders adapt | Vanguard’s first actively managed muni bond ETFs are live | Vanguard expands proxy voting | Tech remains an Achilles heel