Search found 154 matches

by MFInvestor
Wed Jan 15, 2020 9:59 am
Forum: Investing - Theory, News & General
Topic: "Cybercrooks are targeting retirement accounts — and unlike credit cardsthere's no guarantee you'll get your money back"
Replies: 51
Views: 5998

"Cybercrooks are targeting retirement accounts — and unlike credit cardsthere's no guarantee you'll get your money back"

"Cybercrooks are targeting retirement accounts — and unlike credit cards, there's no guarantee you'll get your money back" USA Today https://www.jsonline.com/story/money/2020/01/07/401-k-retirement-accounts-targeted-online-and-your-money-not-guaranteed/2799053001/ What steps should we be taking at V...
by MFInvestor
Sat Jan 04, 2020 2:27 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Continues to Lower the Cost of Investing with Expansion of Commission-Free Platform Beyond ETF
Replies: 71
Views: 5455

Re: Vanguard Continues to Lower the Cost of Investing with Expansion of Commission-Free Platform Beyond ETF

LadyGeek- Can you please explain in non-technical terms what is occurring when you click on the links in the e-mail received from Vanguard that you outlined in your post below. I'm not familiar with the terms used in your post- Thank you. I am a Flagship client and received the same e-mail. I was wo...
by MFInvestor
Thu Jan 02, 2020 9:42 am
Forum: Investing - Theory, News & General
Topic: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.
Replies: 142
Views: 13906

Re: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.

Barron's 1/2/2020 Vanguard Joins the Crowd, Cutting Trading Commissions to Zero https://www.barrons.com/articles/vanguard-cuts-trading-commissions-to-zero-51577975460?mod=hp_LEAD_1 As Barron’s reported on Friday, Vanguard has joined other brokers in eliminating trading commissions. The fund giant sa...
by MFInvestor
Thu Jan 02, 2020 9:37 am
Forum: Investing - Theory, News & General
Topic: Vanguard Continues to Lower the Cost of Investing with Expansion of Commission-Free Platform Beyond ETF
Replies: 71
Views: 5455

Vanguard Continues to Lower the Cost of Investing with Expansion of Commission-Free Platform Beyond ETF

Press Release 1/1/2020 Vanguard Continues to Lower the Cost of Investing with Expansion of Commission-Free Platform Beyond ETF https://pressroom.vanguard.com/news/Press-Release-Vanguard-Expands-Commission-Free-Platform-Beyond-ETFs.html VALLEY FORGE, PA (January 2, 2020)—Vanguard, a leader in low-cos...
by MFInvestor
Tue Dec 31, 2019 12:35 pm
Forum: Investing - Theory, News & General
Topic: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.
Replies: 142
Views: 13906

Re: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.

How many investors does Vanguard have? MnD,wrote Now, Vanguard with its 30 million clients, is making a difference in the lives of the investors who choose Vanguard. Other mutual fund houses weren't a low-cost provider until Vanguard's offerings forced them into becoming a low-cost provider. willthr...
by MFInvestor
Mon Dec 30, 2019 12:42 pm
Forum: Investing - Theory, News & General
Topic: Question about SECURE and no more stretch IRAs
Replies: 50
Views: 3887

Re: Question about SECURE and no more stretch IRAs

Excellent article on Fidelity website regarding SECURE Act https://www.fidelity.com/go/secure-act-faqs SECURE Act becomes law The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase access to workplace plans and...
by MFInvestor
Mon Dec 30, 2019 11:16 am
Forum: Investing - Theory, News & General
Topic: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.
Replies: 142
Views: 13906

Re: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.

Several posters have questioned whether private companies report their revenues or profits. Vanguard and Fidelity have been mentioned. Fidelity does on an annual basis. Below are links to two articles that covered the release of their earnings from mid February 2019. by abuss368 » Mon Dec 30, 2019 1...
by MFInvestor
Sun Dec 29, 2019 10:35 am
Forum: Investing - Theory, News & General
Topic: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.
Replies: 142
Views: 13906

Re: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.

afan wrote by afan » Sun Dec 29, 2019 11:06 am Fascinating quote regarding Flagship service implies that about half of Flagship customers are Flagship Select. Or does that just mean that they are phasing in the transition away from an individual rep and have not yet gotten to all the investors who ...
by MFInvestor
Sat Dec 28, 2019 9:45 am
Forum: Investing - Theory, News & General
Topic: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.
Replies: 142
Views: 13906

Re: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.

whodidntante Wrote:Fri Dec 27, 2019 3:24 pm Does this mean they will add fee-free HSAs and cash management accounts? If not that, will Vanguard match the lower fees from Fidelity for mutual fund expense ratios? Can I send a fee-free wire transfer now without owning a cruise ship? What about ATM fee...
by MFInvestor
Fri Dec 27, 2019 3:04 pm
Forum: Investing - Theory, News & General
Topic: Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.
Replies: 142
Views: 13906

Barron's Cover article--Vanguard Led the Way for Decades. Now It’s Playing Catch-Up.

"Vanguard Led the Way for Decades. Now It’s Playing Catch-Up." Barron's--By Daren Fonda Dec. 27, 2019 2:43 pm ET https://www.barrons.com/articles/vanguard-led-the-way-for-decades-how-long-can-it-stay-on-top-51577475828?mod=hp_LEAD_1 Vanguard’s brokerage customers may be getting a New Year’s gift. Th...
by MFInvestor
Thu Dec 26, 2019 11:53 am
Forum: Investing - Theory, News & General
Topic: Question about SECURE and no more stretch IRAs
Replies: 50
Views: 3887

Re: Question about SECURE and no more stretch IRAs

I found this interesting calculator that illustrates how RMDs from an inherited IRA will be impacted by the change: "How Does the SECURE Act Impact Your RMDs?" https://www.securermd.com/ Calculator If you could inherit a 401(k), IRA or other retirement account from anyone other than your spouse, you...
by MFInvestor
Wed Dec 25, 2019 3:13 pm
Forum: Investing - Theory, News & General
Topic: Question about SECURE and no more stretch IRAs
Replies: 50
Views: 3887

Question about SECURE and no more stretch IRAs

The new SECURE Act which is effective January 1, 2020 states the following: No more stretch IRAs "Required minimum distributions have also changed for non-spousal account inheritors. Under the current law, beneficiaries who did not inherit their accounts from a husband and wife are in some cases all...
by MFInvestor
Wed Dec 25, 2019 10:16 am
Forum: Investing - Theory, News & General
Topic: Philadelphia Inquirer--Vanguard Charitable forecasts donations of over $1,000,000,000 by the end of 2019
Replies: 2
Views: 556

Philadelphia Inquirer--Vanguard Charitable forecasts donations of over $1,000,000,000 by the end of 2019

"Vanguard Charitable forecasts donations of over $1,000,000,000 by the end of 2019" https://www.inquirer.com/business/vanguard-charitable-jane-greenfield-daf-charity-20191224.html Any Bogleheads use Vanguard Charitable What has been your experience It looks like there is $10 billion invested at Vang...
by MFInvestor
Thu Dec 19, 2019 10:15 am
Forum: Investing - Theory, News & General
Topic: Money--There's a Super-Secret Conference Dedicated to Investing Legend Jack Bogle. Here's What It's Like on the Inside
Replies: 31
Views: 4381

Money--There's a Super-Secret Conference Dedicated to Investing Legend Jack Bogle. Here's What It's Like on the Inside

"There's a Super-Secret Conference Dedicated to Investing Legend Jack Bogle. Here's What It's Like on the Inside" Money Link to article: https://finance.yahoo.com/news/theres-super-secret-conference-dedicated-200332553.html For a few windy days in early October, I was one of 200 people who dropped o...
by MFInvestor
Mon Dec 16, 2019 10:19 am
Forum: Investing - Theory, News & General
Topic: Morningstar-2019 -"The biggest story has to be the death of Jack Bogle at the age of 89 in January."
Replies: 1
Views: 363

Morningstar-2019 -"The biggest story has to be the death of Jack Bogle at the age of 89 in January."

"The Biggest Mutual Fund Stories of 2019 These 8 events were attention-getters. " 12/16/2019 Morningstar https://www.morningstar.com/articles/959672/the-biggest-mutual-fund-stories-of-2019 Jack Bogle RIP The biggest story has to be the death of Jack Bogle at the age of 89 in January. The Vanguard fo...
by MFInvestor
Mon Dec 16, 2019 8:59 am
Forum: Investing - Theory, News & General
Topic: Vanguard In China [offering advisory services]
Replies: 10
Views: 910

Vanguard Press Release 12/13/2019--Ant Financial and Vanguard Announce Partnership to Bring Inclusive Wealth Management

[merged into existing topic - moderator prudent] Vanguard Press Release 12/13/2019 "Ant Financial and Vanguard Announce Partnership to Bring Inclusive Wealth Management Services to More Consumers in China" Link to release: https://pressroom.vanguard.com/news/Press-Release-Ant-Financial-Vanguard-Ann...
by MFInvestor
Sat Dec 07, 2019 11:31 am
Forum: Investing - Theory, News & General
Topic: December 6, 2019--Vanguard Releases 2020 Economic and Market Outlook Report
Replies: 84
Views: 6193

December 6, 2019--Vanguard Releases 2020 Economic and Market Outlook Report

"Vanguard Releases 2020 Economic and Market Outlook Report" This is a link to the 48 page pdf of the report: https://pressroom.vanguard.com/nonindexed/Vanguard_Global_Economic_Market_Outlook_2020.pdf This is a portion of the Press Release and link to the full release: https://pressroom.vanguard.com/...
by MFInvestor
Tue Nov 12, 2019 7:30 am
Forum: Investing - Theory, News & General
Topic: Morningstar--Vanguard Won the Loser’s Game How an outsider conquered the fund industry.
Replies: 5
Views: 1031

Morningstar--Vanguard Won the Loser’s Game How an outsider conquered the fund industry.

"Vanguard Won the Loser’s Game How an outsider conquered the fund industry." John Rekenthaler Nov 12, 2019 https://www.morningstar.com/articles/954274/vanguard-won-the-losers-game Reaching the Top That Vanguard might eventually become the largest fund company is not startling. Thirty years ago, when...
by MFInvestor
Thu Nov 07, 2019 8:11 am
Forum: Investing - Theory, News & General
Topic: Philadelphia Inquirer reports--Vanguard cut fees, this time on 15 S&P and Russell index-based ETFs
Replies: 15
Views: 2425

Philadelphia Inquirer reports--Vanguard cut fees, this time on 15 S&P and Russell index-based ETFs

"Vanguard cut fees, this time on 15 S&P and Russell index-based ETFs" Philadelphia Inquirer November 7, 2019 https://www.inquirer.com/business/vanguard-schwab-fidelity-etf-fee-war-20191107.html Interesting article as it states that although these new rates are reported in the updated Annual Reports...
by MFInvestor
Tue Oct 29, 2019 8:15 pm
Forum: Personal Investments
Topic: Vanguard system problem: buy reversed
Replies: 20
Views: 1968

Re: Vanguard system problem: buy reversed

A radio station in Philadelphia reported on this problem last week: https://kywnewsradio.radio.com/articles/news/exclusive-some-vanguard-accounts-debited-without-permission PHILADELPHIA (KYW Newsradio) Exclusive: Vanguard apologizes to customers whose accounts were debited without permission A story...
by MFInvestor
Fri Oct 11, 2019 1:57 pm
Forum: Investing - Theory, News & General
Topic: NYTs- Vanguard Dividend Growth Fund featured in article
Replies: 0
Views: 651

NYTs- Vanguard Dividend Growth Fund featured in article

Dividend Growth May Steady Stock Portfolios in Shaky Markets [/b] October 11, 2019 https://www.nytimes.com/2019/10/11/business/fund-dividend-growth-stock.html?searchResultPosition=1 With corporate profit growth dwindling, stocks of mature companies that have track records of increasing dividends ma...
by MFInvestor
Fri Oct 11, 2019 12:26 pm
Forum: Investing - Theory, News & General
Topic: Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges
Replies: 107
Views: 12249

Re: Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges

Post by MFInvestor » Mon Oct 07, 2019 9:04 am Firms like Vanguard and Blackrock will be the main beneficiaries of the move to zero $ commissions by Schwab, TD and ETrade. ETFs will also benefit compared to Mutual Funds. The value of commission free ETFs offered by firms on a select basis will no lo...
by MFInvestor
Thu Oct 10, 2019 5:43 am
Forum: Investing - Theory, News & General
Topic: Fidelity to $0 Commissions
Replies: 87
Views: 10997

November 10--Fidelity cuts fees to $0 as it jumps on zero-commission bandwagon

[merged into existing topic - moderator prudent] Fidelity cuts fees to $0 as it jumps on zero-commission bandwagon Fidelity Investments said that it is eliminating trading commissions, becoming the latest company to reduce brokerage fees as rival investing platforms chase greater market share. Read...
by MFInvestor
Mon Oct 07, 2019 8:04 am
Forum: Investing - Theory, News & General
Topic: Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges
Replies: 107
Views: 12249

Re: Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges

Firms like Vanguard and Blackrock will be the main beneficiaries of the move to zero $ commissions by Schwab, TD and ETrade. ETFs will also benefit compared to Mutual Funds. The value of commission free ETFs offered by firms on a select basis will no longer have any value. A client can now purchase ...
by MFInvestor
Wed Oct 02, 2019 5:14 pm
Forum: Investing - Theory, News & General
Topic: Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges
Replies: 107
Views: 12249

Re: Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges

E-Trade drops commissions on trades, joining Schwab, TD Ameritrade in brokerage fee war Reported by CNBC https://www.cnbc.com/2019/10/02/e-trade-drops-commissions-on-trades-joining-schwab-td-ameritrade-in-brokerage-fee-war.html E-Trade is getting rid of commission fees on U.S. stock, ETF and options...
by MFInvestor
Tue Oct 01, 2019 8:56 am
Forum: Investing - Theory, News & General
Topic: Press Release 10/1/19--Vanguard Adds To Its Active Lineup With Launch Of International Core Stock Fund
Replies: 68
Views: 8297

Press Release 10/1/19--Vanguard Adds To Its Active Lineup With Launch Of International Core Stock Fund

[Thread merged into here, see below. --admin LadyGeek] Vanguard Adds To Its Active Lineup With Launch Of International Core Stock Fund VALLEY FORGE, PA (October 1, 2019)—Vanguard today introduced Vanguard International Core Stock Fund (VWICX), expanding its actively managed roster of more than 70 m...
by MFInvestor
Tue Oct 01, 2019 8:02 am
Forum: Investing - Theory, News & General
Topic: Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges
Replies: 107
Views: 12249

Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges

Charles Schwab (SCHW) Eliminating Commissions for Stocks, ETFs and Options Listed on U.S. or Canadian Exchanges Beginning October 7, 2019, the company will reduce U.S. stock, ETF and options online trade commissions from $4.95 to zero. And with no minimum account size to open a full featured Schwab...
by MFInvestor
Fri Aug 30, 2019 7:13 am
Forum: Investing - Theory, News & General
Topic: Vanguard today released its global 2019 Investment Stewardship Annual Report, (8/30/2019)
Replies: 2
Views: 469

Vanguard today released its global 2019 Investment Stewardship Annual Report, (8/30/2019)

https://pressroom.vanguard.com/news/Press-Release-vanguard-Releases-Annual-Investment-Stewardship-Report-083019.html You can access a pdf of the report by using the link above. VALLEY FORGE, PA (August 30, 2019)—Vanguard today released its global 2019 Investment Stewardship Annual Report, which det...
by MFInvestor
Wed Aug 07, 2019 10:03 pm
Forum: Investing - Theory, News & General
Topic: Fidelity highlights its better sweep account yields
Replies: 28
Views: 3725

Fidelity is automatically sweeping new clients’ cash into a money fund with a higher yield than what is paid by many oth

[Thread merged into here, see below. --admin LadyGeek] Brokers Bank on Your Cash, but Some Are Breaking From the Pack Fidelity is automatically sweeping new clients’ cash into a money fund with a higher yield than what is paid by many other brokerages WSJ https://www.wsj.com/articles/brokers-bank-o...
by MFInvestor
Fri Jul 19, 2019 10:01 am
Forum: Investing - Theory, News & General
Topic: Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87
Replies: 9
Views: 1768

Re: Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87

A follow up article on John Neff by Mark Hulbert "Opinion: This legendary Vanguard fund manager had the right stuff to beat the market " Published: July 16, 2019 10:28 p.m. ET https://www.marketwatch.com/story/this-legendary-vanguard-fund-manager-had-the-right-stuff-to-beat-the-market-2019-07-16 Eno...
by MFInvestor
Fri Jul 19, 2019 9:48 am
Forum: Investing - Theory, News & General
Topic: Press Release 10/1/19--Vanguard Adds To Its Active Lineup With Launch Of International Core Stock Fund
Replies: 68
Views: 8297

Press Release 10/1/19--Vanguard Adds To Its Active Lineup With Launch Of International Core Stock Fund

[Title was "Vanguard Expands Active Roster With Proposed International Core Stock Fund" The fund has been launched, see below. --admin LadyGeek] Press Release by Vanguard 7/18/2019 I didn't see anything on the forum regarding this https://pressroom.vanguard.com/news/Press-Release-Vanguard-Files-for...
by MFInvestor
Tue Jul 16, 2019 7:53 am
Forum: Investing - Theory, News & General
Topic: Fidelity Expands Their Index Fund Lineup
Replies: 70
Views: 11587

July 16--[Fidelity launches new index funds]

Fidelity Press Release: "FIDELITY® CONTINUES TO DELIVER INDUSTRY-LEADING VALUE WITH LAUNCH OF NEW INDEX FUNDS Five New Core Index Funds are Competitively-Priced with No Investment Minimums" https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/press-release/fidelity-extends-index-lineup...
by MFInvestor
Tue Jul 09, 2019 12:50 pm
Forum: Investing - Theory, News & General
Topic: "Vanguard hits back at Fidelity's loss-leader strategy by courting higher-margin businesses, like China and private equi
Replies: 19
Views: 2165

"Vanguard hits back at Fidelity's loss-leader strategy by courting higher-margin businesses, like China and private equi

I came across this article and found it very interesting as it reviews some of the topics that have been recently discussed on this forum. "Vanguard hits back at Fidelity's loss-leader strategy by courting higher-margin businesses, like China and private equity, and axing low-margin ones like annuit...
by MFInvestor
Thu Jun 13, 2019 3:20 pm
Forum: Investing - Theory, News & General
Topic: Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87
Replies: 9
Views: 1768

Re: Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87

The Wall Street Journal has an obituary on John Neff this afternoon 6/13/2019 "John Neff Outperformed the Stock Market for Three Decades Manager of Windsor Fund shunned fads and prized companies that were misunderstood or overlooked" Windsor was the first Vanguard fund I owned some 40 years ago. Alo...
by MFInvestor
Wed Jun 05, 2019 5:24 pm
Forum: Investing - Theory, News & General
Topic: Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87
Replies: 9
Views: 1768

Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87

"Brilliant stock picker John Neff, who ran Vanguard’s Windsor Fund and built Penn’s endowment, dies at 87" More sad news from Vanguard this afternoon. https://www.inquirer.com/business/john-neff-obituary-vanguard-windsor-funds-university-pennsylvania-endowment-fidelity-20190605.html John B. Neff, 87...
by MFInvestor
Thu May 16, 2019 3:40 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Long Term Bond Index to charge 0.50% fee on purchases
Replies: 65
Views: 7032

Re: Vanguard Long Term Bond Index to charge 0.50% fee on purchases

Article in today's Philadelphia Inquirer on this topic: Why would anyone buy the Mutual Fund shares versus the ETF shares going forward. It appears that by buying the ETF shares you are avoiding a few of 0.50% starting July 10, 2019. This fee appears very steep when you consider that the expense rat...
by MFInvestor
Tue May 14, 2019 4:30 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Long Term Bond Index to charge 0.50% fee on purchases
Replies: 65
Views: 7032

Vanguard Long Term Bond Index to charge 0.50% fee on purchases

The following is from the Prospectus supplement dated 5/10/2019 for Vanguard Long Term Bond Index Fund "Effective July 10, 2019, the Fund will charge a 0.50% fee on all purchases of its Investor Shares and Admiral Shares, …" Doesn't apply to ETF shares This is a hefty fee when you consider that the ...
by MFInvestor
Sun May 12, 2019 8:01 pm
Forum: Investing - Theory, News & General
Topic: NYTs-"A Quirk of the Calendar Is Messing With Stocks"
Replies: 6
Views: 1762

Re: NYTs-"A Quirk of the Calendar Is Messing With Stocks"

Thank you for clarifying articpineapplecorp articpineapplecorp wrote: Or does the OP mean, not "starting" dates but "ending" dates of 6/30/18 and 3/31/19? If so, you'd be looking at 10 year returns from 6/30/08-6/30/18 which would be : https://quotes.morningstar.com/chart/fu ... A%5B%5D%7D and 3/31/...
by MFInvestor
Sun May 12, 2019 10:08 am
Forum: Investing - Theory, News & General
Topic: NYTs-"A Quirk of the Calendar Is Messing With Stocks"
Replies: 6
Views: 1762

NYTs-"A Quirk of the Calendar Is Messing With Stocks"

"A Quirk of the Calendar Is Messing With Stocks" https://www.nytimes.com/2019/05/09/business/10-year-stock-window.html?searchResultPosition=1 Vanguard.com is currently showing the 10 year return for Index 500 Admiral as of 3/31/2019 at 15.90%. Looking at the semi-annual report that is on the website...
by MFInvestor
Wed May 01, 2019 6:55 am
Forum: Investing - Theory, News & General
Topic: "Vanguard Patented a Way to Avoid Taxes on Mutual Funds"
Replies: 140
Views: 10855

Bloomberg--Vanguard Patented a Way to Avoid Taxes on Mutual Funds

[Thread merged into here, see below. --admin LadyGeek] Bloomberg article 5/1/2019 "Vanguard Patented a Way to Avoid Taxes on Mutual Funds" Interesting article. My favorite phrase "Although the dialysis machine has attracted little notice outside Vanguard, it has been controversial within the firm, ...
by MFInvestor
Sun Apr 28, 2019 9:42 pm
Forum: Investing - Theory, News & General
Topic: WSJ--How Schwab Ate Wall Street
Replies: 82
Views: 11020

WSJ--How Schwab Ate Wall Street

"How Schwab Ate Wall Street The firm was a discount broker for amateurs. Then its CEO turned it into a personal-finance supermarket that’s dragging rivals in its wake." Interesting article on the evolution and success of Schwab from lower commissions, banking, advice and ETFs. Are “Schwabbies” like ...
by MFInvestor
Sun Apr 28, 2019 1:42 pm
Forum: Investing - Theory, News & General
Topic: Barron's writes--Vanguard Keeps Some of Its Cheapest Funds Out of Reach for Fidelity Customers
Replies: 10
Views: 2280

Barron's writes--Vanguard Keeps Some of Its Cheapest Funds Out of Reach for Fidelity Customers

"Vanguard Keeps Some of Its Cheapest Funds Out of Reach for Fidelity Customers" https://www.barrons.com/articles/vanguard-lowest-cost-funds-fidelity-retirement-schwab-51556315451 "As a longtime Fidelity customer (and former writer for its web site), I’ve long appreciated the company’s customer servi...
by MFInvestor
Thu Apr 04, 2019 9:31 am
Forum: Investing - Theory, News & General
Topic: Vanguard Announces Plans to Launch Commodities Fund
Replies: 196
Views: 27283

Vanguard Announces Plans to Launch Commodities Fund

Vanguard Announces Plans to Launch Commodities Fund https://www.prnewswire.com/news-releases/vanguard-announces-plans-to-launch-commodities-fund-300824779.html Where have you gone, Jack Bogle A nation turns its lonely eyes to you VALLEY FORGE, Pa., April 4, 2019 /PRNewswire/ -- Vanguard today filed ...
by MFInvestor
Wed Apr 03, 2019 8:12 am
Forum: Investing - Theory, News & General
Topic: New Bipartisan retirement bill [to upgrade 401k plans]
Replies: 17
Views: 3037

New law would raises the age for required mandatory distributions from 70 1/2 to 72.

[merged into existing locked thread - moderator prudent] "House committee unanimously passes bill to upgrade 401(k) plans amid 'retirement income crisis'" https://www.msn.com/en-us/money/retirement/house-committee-unanimously-passes-bill-to-upgrade-401-k-plans-amid-retirement-income-crisis/ar-BBVxl...
by MFInvestor
Fri Feb 22, 2019 10:26 am
Forum: Investing - Theory, News & General
Topic: Fidelity Posts Record Revenue, Profit Despite Market Swoon Firm’s operating income rose 19% to $6.3 billion in 2018,
Replies: 2
Views: 463

Fidelity Posts Record Revenue, Profit Despite Market Swoon Firm’s operating income rose 19% to $6.3 billion in 2018,

"Fidelity Posts Record Revenue, Profit Despite Market Swoon Firm’s operating income rose 19% to $6.3 billion in 2018, and revenue increased 12% to $20.4 billion" https://www.wsj.com/articles/fidelity-posts-record-revenue-profit-despite-market-swoon-11550773262 The WSJ and others are reporting this t...
by MFInvestor
Sat Feb 16, 2019 2:58 pm
Forum: Investing - Theory, News & General
Topic: Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in the
Replies: 47
Views: 5610

Re: Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in

by SavageAmusement » Fri Feb 15, 2019 7:27 am Does anyone know if Vanguard publishes similar information? If so, how does its statistics compare to Fidelity’s? SavageAmusenet an annual report is published by Vanguard. It is very detailed and consist of 112 pages. This is a link to the report: ( I h...
by MFInvestor
Thu Feb 14, 2019 11:00 am
Forum: Investing - Theory, News & General
Topic: Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in the
Replies: 47
Views: 5610

Fidelity reports-The number of 401(k) and IRA millionaires declined. The number of people with $1 million or more in the

The following is from A Fidelity Press Release issued January 31, 2019 "FIDELITY Q4 2018 RETIREMENT ANALYSIS: MARKET SHAKE-UP IMPACTS ACCOUNT BALANCES, BUT INVESTORS “STAYED THE COURSE” DESPITE VOLATILITY" https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/press-release/fidelity-q4-2...
by MFInvestor
Wed Feb 13, 2019 10:42 pm
Forum: Investing - Theory, News & General
Topic: Morningstar article-"Can Vanguard Remain Alone?"
Replies: 10
Views: 2150

Morningstar article-"Can Vanguard Remain Alone?"

"Can Vanguard Remain Alone?" Interesting Morningstar article today. https://www.morningstar.com/articles/912928/can-vanguard-remain-alone.html Solo Act Historically, Vanguard has competed in a league of its own. Its rivals have battled over one segment of the marketplace, while Vanguard has controll...
by MFInvestor
Thu Jan 03, 2019 3:29 pm
Forum: Investing - Theory, News & General
Topic: Vanguard To Liquidate Convertible Securities Fund
Replies: 25
Views: 2583

Re: Vanguard To Liquidate Convertible Securities Fund

Some commentary from Investment News regarding the fund closing: https://www.investmentnews.com/article/20190103/FREE/190109988/vanguard-shutters-1-billion-mutual-fund "Vanguard shutters $1 billion mutual fund Convertible securities fund to be liquidated because it attracted the wrong kind of invest...
by MFInvestor
Thu Jan 03, 2019 11:37 am
Forum: Investing - Theory, News & General
Topic: Vanguard To Liquidate Convertible Securities Fund
Replies: 25
Views: 2583

Vanguard To Liquidate Convertible Securities Fund

"Vanguard To Liquidate Convertible Securities Fund" https://www.prnewswire.com/news-releases/vanguard-to-liquidate-convertible-securities-fund-300772427.html VALLEY FORGE, Pa., Jan. 3, 2019 /PRNewswire/ -- Vanguard today announced that the $962.5 million Vanguard Convertible Securities Fund has been...