Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.
There are more safeguards than you think.
Our readers weigh in on which shareholder letters or market commentary they regularly read.
Stock, fund, and ETF ideas for investors who are putting new money to work and don't mind some short-term volatility along the way.
But the majority of readers say they use actively managed funds, too.
The retirement plan for government workers is solid and cheap, but not without idiosyncrasy.
These errors can jack up tax--and opportunity--costs.
Given the difficulty of timing interest-rate moves, author Rick Ferri recommends a diversified blend of high-quality bonds, high-yield credits, and a touch of TIPS.
Plot a tax-efficient strategy prior to taking that first distribution, says Vanguard retirement expert Maria Bruno.
Investors need to be aware that a strategic-beta approach could take years, if not decades, to produce a premium, says author Rick Ferri.