Thu, 5 Dec 2013
Recent lawsuit raises questions about a company providing its own products and services to its own employees in its own qualified retirement plans.
Morningstar's Dan Culloton sizes up the fund firm's top and bottom performers year-to-date, discusses CIO Gus Sauter's impending retirement, and more.
Although some Vanguard funds underperformed their peers during the market rally, the firm had more portfolios in the top quartile of their categories than in the bottom quartile.
Investors should keep tabs on a few key indicators as Vanguard switches the benchmarks for 22 of its index funds.
We delve into first-half domestic-equity winners, fixed-income outflows, and what may be a brief reopening of a Gold-rated fund in the Vanguard lineup.
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
Income-hungry investors sought out niche fixed-income funds like bank-loans and non-traditional bonds in the first quarter, while the so-called great rotation into stocks is not yet confirmed.
Curiously, the fund industry's most popular fund company resembles its least popular firm.
I am not in any way affiliated with any of the funds and/or fund companies I write about
This investor is looking to better-position an inherited IRA for RMDs--and future growth.
Retirement beckons, and this couple has some decisions to make.
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