Thu, 19 Mar 2015
Advisors who think of retirement planning only as calculating a client's 'dollars per month' will limit their power to act in the new realities of retirement.
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.
Most Vanguard funds delivered another solid year in 2013, but management changes and a shift out of its fund comfort zone are things to watch this year.
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.
As rising rates and emerging markets lose momentum, fund investors are eyeing nontraditional fixed-income categories and European and Japanese equities.
It was tough for active managers to outpace Vanguard's low-cost index funds in 2014, and many of its active funds also outperformed.
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.
©2014 Morningstar Advisor. All right reserved.