Weekly Brief
A collection of 117 posts
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
U.S. Stocks Set Records, Vanguard Settles Big
The U.S. bull keeps charging| Cash yields are down | Inflation check-in | Vanguard settles for $40 million
Investing Beyond Politics
Donald Trump wins the election | The markets and economy are bigger than the President | Bad margin request | IVA website update