Search found 35 matches

by Paul Romano
Sun Apr 29, 2018 10:31 am
Forum: Investing - Theory, News & General
Topic: Barron's article: "No Volatility Here: Cash Makes a Comeback"
Replies: 6
Views: 1135

Barron's article: "No Volatility Here: Cash Makes a Comeback"

"No Volatility Here: Cash Makes a Comeback" Barron's https://www.barrons.com/articles/no-volatility-here-cash-makes-a-comeback-1524864021 A few excerpts from the article: Rising interest rates are punishing bonds and causing stocks to teeter. But cash investments—a misnomer until recently—haven’t lo...
by Paul Romano
Fri Apr 27, 2018 11:41 am
Forum: Investing - Theory, News & General
Topic: Falling ETF and mutual-fund fees saved investors $4 billion last year
Replies: 2
Views: 330

Falling ETF and mutual-fund fees saved investors $4 billion last year

"Falling ETF and mutual-fund fees saved investors $4 billion last year" MarketWatch https://www.marketwatch.com/story/falling-etf-and-mutual-fund-fees-saved-investors-4-billion-last-year-2018-04-26 Thank you Jack Bogle and Vanguard. A few snippets from the article "The race to zero” is saving invest...
by Paul Romano
Mon Apr 16, 2018 9:55 am
Forum: Investing - Theory, News & General
Topic: Firstrade Makes a Splash With 700 Commission-Free ETFs (Including Vanguard!)
Replies: 12
Views: 1687

Firstrade Makes a Splash With 700 Commission-Free ETFs (Including Vanguard!)

Firstrade Makes a Splash With 700 Commission-Free ETFs (Including Vanguard!) April 15, 2018, 04:15:00 PM EDT By Jordan Wathen, Motley Fool https://www.nasdaq.com/article/firstrade-makes-a-splash-with-700-commission-free-etfs-including-vanguard-cm948090 " Firstrade Securities was one of the earliest ...
by Paul Romano
Sun Apr 08, 2018 2:36 pm
Forum: Investing - Theory, News & General
Topic: Bogle: Warren Buffett gave me a surprise shoutout at Berkshire meeting
Replies: 10
Views: 1974

Bogle: Warren Buffett gave me a surprise shoutout at Berkshire meeting

"Bogle: Warren Buffett gave me a surprise shoutout at Berkshire meeting" Nice read. A few excerpts though I suggest you use the link to read the entire piece. http://www.omaha.com/money/buffett/bogle-warren-buffett-gave-me-a-surprise-shoutout-at-berkshire/article_18003303-afd9-50a1-a4e8-a7a84bffe95b...
by Paul Romano
Sat Apr 07, 2018 10:34 am
Forum: Investing - Theory, News & General
Topic: ETFs’ Hidden Source of Return—Securities Lending
Replies: 2
Views: 541

ETFs’ Hidden Source of Return—Securities Lending

Interesting Barron's column today: ETFs’ Hidden Source of Return—Securities Lending https://www.barrons.com/articles/etfs-hidden-source-of-returnsecurities-lending-1523054918 A few excerpts from the article: Consider two ETFs tracking the same benchmark—the $1.3 billion Vanguard Russell 2000 (ticker...
by Paul Romano
Tue Mar 27, 2018 5:20 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard sends out erroneous "not enough money in settlement fund" notice]
Replies: 94
Views: 6430

Re: Concerns with Vanguard

This is alarming. I just logged into my account for the first time today and my Federal Money Market is showing a balance of zero instead of $200,000. The cumulative value of all of my accounts is also off by $200,000. When I go to the Balances and Holdings page the $200,000 is listed. I then notice...
by Paul Romano
Tue Mar 27, 2018 5:18 pm
Forum: Investing - Theory, News & General
Topic: [Vanguard sends out erroneous "not enough money in settlement fund" notice]
Replies: 94
Views: 6430

Re: Vanguard "system issue" 3/27/18 [erroneous "not enough money in settlement fund" notice]

This is alarming. I just logged into my account for the first time today and my Federal Money Market is showing a balance of zero instead of $200,000. The cumulative value of all of my accounts is also off by $200,000. When I go to the Balances and Holdings page the $200,000 is listed. I then notice...
by Paul Romano
Thu Mar 15, 2018 12:03 pm
Forum: Investing - Theory, News & General
Topic: Half of investors will own an ETF by 2020: BlackRock
Replies: 0
Views: 304

Half of investors will own an ETF by 2020: BlackRock

Half of investors will own an ETF by 2020: BlackRock https://www.marketwatch.com/story/half-of-investors-will-own-an-etf-by-2020-blackrock-2018-03-13 Exchange-traded funds, long one of the fastest-growing segments of Wall Street, could become the dominant investing vehicle in just a few years — not ...
by Paul Romano
Sat Mar 10, 2018 6:43 pm
Forum: Investing - Theory, News & General
Topic: Barron’s Best Fund Families-Vanguard ranked #1 for the 5&10 year periods
Replies: 1
Views: 536

Barron’s Best Fund Families-Vanguard ranked #1 for the 5&10 year periods

Barron’s Best Fund Families https://www.barrons.com/articles/barrons-best-fund-families-1520657747 For the second year in a row, Natixis Investment Managers topped the list for 2017 performance. While Natixis isn’t a household name for U.S. investors, some of its affiliates—including Oakmark Funds a...
by Paul Romano
Thu Mar 08, 2018 12:14 pm
Forum: Investing - Theory, News & General
Topic: Vanguard posts Estimated supplemental fund distributions
Replies: 0
Views: 340

Vanguard posts Estimated supplemental fund distributions

Estimated supplemental fund distributions Use link to view the actual distributions https://investornews.vanguard/estimated-supplemental-fund-distributions/ FUND NEWSMARCH 7, 2018 The Vanguard funds listed below earned taxable income and/or realized capital gains for their fiscal years ended Decembe...
by Paul Romano
Wed Mar 07, 2018 9:38 am
Forum: Investing - Theory, News & General
Topic: Reuters-" Special Report: Fidelity puts 6 million savers on risky path to retirement"
Replies: 48
Views: 6654

Re: Reuters-" Special Report: Fidelity puts 6 million savers on risky path to retirement"

"Vanguard extends TDF dominance with 'unbelievable' growth Its target-date assets have grown by $270 billion since 2015" Investment News article: Vanguard extends TDF dominance with 'unbelievable' growth [link fixed by admin LadyGeek] Vanguard controlled $623 billion in total TDF assets at the end o...
by Paul Romano
Mon Mar 05, 2018 8:31 am
Forum: Investing - Theory, News & General
Topic: Reuters-" Special Report: Fidelity puts 6 million savers on risky path to retirement"
Replies: 48
Views: 6654

Reuters-" Special Report: Fidelity puts 6 million savers on risky path to retirement"

Reuters article "Special Report: Fidelity puts 6 million savers on risky path to retirement" https://www.reuters.com/article/us-funds-fidelity-retirement-special-rep/special-report-fidelity-puts-6-million-savers-on-risky-path-to-retirement-idUSKBN1GH1SI BOSTON (Reuters) - For three years, the mutual...
by Paul Romano
Fri Mar 02, 2018 11:32 pm
Forum: Investing - Theory, News & General
Topic: VALLEY FORGE, PA (March 2, 2018) — Vanguard today announced plans to change benchmarks for three sector funds and their
Replies: 1
Views: 1131

VALLEY FORGE, PA (March 2, 2018) — Vanguard today announced plans to change benchmarks for three sector funds and their

VALLEY FORGE, PA (March 2, 2018) — Vanguard today announced plans to change benchmarks for three sector funds and their corresponding ETF Shares: Vanguard Telecommunication Services Index Fund, Vanguard Consumer Discretionary Index Fund, and Vanguard Information Technology Index Fund. The changes w...
by Paul Romano
Sat Feb 17, 2018 1:48 pm
Forum: Investing - Theory, News & General
Topic: Barron's-The Latest Casualty in the ETF Fee War—Objective Advice-Mentions Vanguard ETFs and new TD policy
Replies: 11
Views: 1384

Barron's-The Latest Casualty in the ETF Fee War—Objective Advice-Mentions Vanguard ETFs and new TD policy

The Latest Casualty in the ETF Fee War—Objective Advice https://www.barrons.com/articles/the-latest-casualty-in-the-etf-fee-warobjective-advice-1518840543 From the article: The latest casualty happened last fall, when TD Ameritrade became the last of the major discount brokers to pick a side. TD has...
by Paul Romano
Fri Feb 16, 2018 11:45 am
Forum: Investing - Theory, News & General
Topic: MarketWatch article-Vanguard investors kept their cool during stock-market turmoil
Replies: 18
Views: 1761

MarketWatch article-Vanguard investors kept their cool during stock-market turmoil

Article on MarketWatch Vanguard investors kept their cool during stock-market turmoil 97% of Vanguard households did not trade in the recent correction, asset manager says https://www.marketwatch.com/story/vanguard-investors-kept-their-cool-during-stock-market-turmoil-2018-02-16 From the article: Ac...
by Paul Romano
Sat Feb 10, 2018 3:20 pm
Forum: Investing - Theory, News & General
Topic: Fidelity halts investor purchases of three VIX-focused ETFs
Replies: 12
Views: 1379

Fidelity halts investor purchases of three VIX-focused ETFs

Fidelity halts investor purchases of three VIX-focused ETFs Bloomberg article Interesting move by Fidelity. [*] https://www.seattletimes.com/business/fidelity-halts-investor-purchases-of-three-vix-focused-etfs/ From the article: The fund giant is halting customer purchases of three volatility-focuse...
by Paul Romano
Mon Feb 05, 2018 4:06 pm
Forum: Investing - Theory, News & General
Topic: Vanguard site is crashed now?
Replies: 188
Views: 15632

Re: Vanguard site is crashed now?

The iPad app isn't working and it directs you to use vanguard.com

That isn't working either.

Frustrating.
by Paul Romano
Sun Jan 28, 2018 3:05 pm
Forum: Investing - Theory, News & General
Topic: WSJ: Wall Street to Vanguard: We’re Not Your Doormat [Fidelity charging some plans to hold Vanguard funds]
Replies: 63
Views: 10821

Re: Wall Street to Vanguard: We’re Not Your Doormat

As a long time Vanguard investor and supporter I can understand Fidelitys point of view. If you owned a grocery store would you stock and sell a vendors products if you could not earn a profit on them. Fidelity is asking to be compensated for selling Vanguards products. According to the article ther...
by Paul Romano
Sun Jan 28, 2018 12:51 pm
Forum: Investing - Help with Personal Investments
Topic: What percentage to allocate stocks/bonds between retirement and non retirement account
Replies: 5
Views: 527

Re: What percentage to allocate stocks/bonds between retirement and non retirement account

I'm about 5 years away from retiring.

My 401k is administered by Vanguard so I have excellent investment options.

I have saved heavily using my 401k so 75% of my savings are in my 401k.

State taxes are mid range.

Hopes this helps DS Investor. Thank you for reviewing.
by Paul Romano
Sun Jan 28, 2018 12:32 pm
Forum: Investing - Help with Personal Investments
Topic: What percentage to allocate stocks/bonds between retirement and non retirement account
Replies: 5
Views: 527

What percentage to allocate stocks/bonds between retirement and non retirement account

I'd like to have a 60% stock and 40% bond allocation. How should I divide this between my retirement and non retirement accounts to achieve an overall 60/40 ratio. I'm thinking that my retirement assets should contain a higher ratio of stocks as they are more likely to appreciate overtime and if the...
by Paul Romano
Thu Oct 05, 2017 6:17 pm
Forum: Investing - Theory, News & General
Topic: Cannot logon to Vanguard using iPad application
Replies: 10
Views: 621

Re: Cannot logon to Vanguard using iPad application

iPad App still not working. Getting error message to try again later.

Jebmke- When I say desktop I mean using a PC and going to VG.com

I almost always use the iPad application to logon to Vanguard. I prefer the display of information in this format.
by Paul Romano
Thu Oct 05, 2017 5:29 pm
Forum: Investing - Theory, News & General
Topic: Cannot logon to Vanguard using iPad application
Replies: 10
Views: 621

Cannot logon to Vanguard using iPad application

Cannot logon to Vanguard using iPad application.

Receive error message to try again later.

I used the regular desktop application and had no problems.

Tried the iPad application again and still receiving error message.

Anyone else having problems with iPad logon?
by Paul Romano
Mon Oct 02, 2017 2:57 pm
Forum: Investing - Theory, News & General
Topic: Why did the Vanguard Short Term Investment Grade dividend decline by 19% this month?
Replies: 2
Views: 705

Why did the Vanguard Short Term Investment Grade dividend decline by 19% this month?

I own Vanguard Short Term Investment Grade Admiral Shares (VFSUX) and was surprised (disappointed) when I viewed my statement online this morning. It appears that my dividend for the current monthly dividend payable on 10/2/2017 was 19% lower then the prior months payment that was payable on 9/1/201...
by Paul Romano
Fri Sep 22, 2017 6:15 pm
Forum: Investing - Theory, News & General
Topic: Reuters--"Mutual fund giant Vanguard says hack at SEC won't hurt clients"
Replies: 0
Views: 413

Reuters--"Mutual fund giant Vanguard says hack at SEC won't hurt clients"

Mutual fund giant Vanguard says hack at SEC won't hurt clients https://uk.reuters.com/article/sec-cyber-vanguard/mutual-fund-giant-vanguard-says-hack-at-sec-wont-hurt-clients-idUKL2N1M21IB Reuters: “The systems breach announced today by the SEC has no impact on our clients’ personal information,” Va...
by Paul Romano
Wed Sep 20, 2017 8:50 am
Forum: Investing - Theory, News & General
Topic: Reuters article - Vanguard asks passive investors to pay attention for proxy vote
Replies: 6
Views: 1715

Reuters article - Vanguard asks passive investors to pay attention for proxy vote

Reuters Article https://www.reuters.com/article/us-vanguard-investors/vanguard-asks-passive-investors-to-pay-attention-for-proxy-vote-idUSKCN1BU2G9 Vanguard asks passive investors to pay attention for proxy vote BOSTON (Reuters) - Vanguard Group needs its hands-off investor base to pay attention A f...
by Paul Romano
Tue Aug 15, 2017 8:45 am
Forum: Investing - Theory, News & General
Topic: "Vanguard fund shareholders encouraged to vote as proxy campaign gets under way."
Replies: 89
Views: 26341

Re: "Vanguard fund shareholders encouraged to vote as proxy campaign gets under way."

If you own Vanguard ETFs are you eligible to vote in this proxy campaign. Everything on the Vanguard site seems to mention Vanguard Funds and not ETFs.
by Paul Romano
Fri Apr 14, 2017 9:16 am
Forum: Investing - Theory, News & General
Topic: WSJ article-Indexes Beat Stock Pickers Even Over 15 Years New data show that 82% of all U.S. funds trailed their respect
Replies: 19
Views: 4213

Re: WSJ article-Indexes Beat Stock Pickers Even Over 15 Years New data show that 82% of all U.S. funds trailed their res

Thanks for posting. Curious, were the active managers being scored before or after their fees? Getting beaten even before their fees is hugely bad for that industry if so. I'm sure that the returns include management fees (expense ratio). Part of the advantage of Index Funds are their lower expense...
by Paul Romano
Sun Apr 02, 2017 2:56 pm
Forum: Investing - Theory, News & General
Topic: Article--Vanguard's customer service takes a hit as it receives epic inflows of cash
Replies: 33
Views: 5254

Re: Article--Vanguard's customer service takes a hit as it receives epic inflows of cash

I was struck by the following information in the article: "The volumes were off the charts, beyond our forecasts. We handled more than 10 million phone calls, answered 1.4 million emails, and transacted 17 million brokerage trades" in 2016, Vanguard spokesman John Woerth It is difficult to imagine t...
by Paul Romano
Mon Mar 06, 2017 9:15 pm
Forum: Investing - Theory, News & General
Topic: Against the Tide, Adviser (Dan Wiener) Succeeds With Vanguard’s Active Fund
Replies: 4
Views: 1319

Against the Tide, Adviser (Dan Wiener) Succeeds With Vanguard’s Active Fund

WSJ article: March 5, 2017 https://www.wsj.com/articles/against-the-tide-adviser-succeeds-with-vanguards-active-fund-1488769560 Against the Tide, Adviser Succeeds With Vanguard’s Active Fund Dan Wiener knows all about how index funds beat the average human manager. But his portfolio of actively mana...
by Paul Romano
Wed Mar 01, 2017 10:56 pm
Forum: Investing - Theory, News & General
Topic: Vanguard Group to Reimburse Clients After Website Outage
Replies: 6
Views: 2242

Vanguard Group to Reimburse Clients After Website Outage

The Wall Street Journal is reporting March 1, 2017 5:11PM Vanguard Group to Reimburse Clients After Website Outage Index fund giant to pay back commissions on some trades made during February outage Vanguard Group is reimbursing commissions charged on some trades when the index fund giant’s website ...
by Paul Romano
Fri Feb 17, 2017 5:30 pm
Forum: Personal Finance (Not Investing)
Topic: Vanguard Web Site Down?
Replies: 121
Views: 8409

Re: Vanguard Web Site Down?

Hopefully this is a true statement about the website being available 24/7


Vanguard‏ @Vanguard_Group

Our offices will be closed on Monday for Presidents' Day. Our website and app are available 24/7 for your account needs.

4:00 PM · Feb 17, 2017
by Paul Romano
Fri Feb 17, 2017 10:34 am
Forum: Personal Finance (Not Investing)
Topic: Vanguard Web Site Down?
Replies: 121
Views: 8409

Re: Vanguard Web Site Down?

I just tried to place a trade and received a message that I would need to call. That trades could not be placed online at this time. 10:30'AM.
by Paul Romano
Thu Feb 02, 2017 4:53 pm
Forum: Personal Finance (Not Investing)
Topic: "Vanguard apologizes to 17,000 millionaires"
Replies: 3
Views: 3102

"Vanguard apologizes to 17,000 millionaires"

"Vanguard apologizes to 17,000 millionaires" "Vanguard Group, the fast-growing, Malvern-based investment company that manages nearly $4 trillion in other people's money, has prepared apologies for 17,000 of the millionaire clients of its Personal Advisory Services, who were sent emails urging them t...
by Paul Romano
Tue Oct 04, 2016 6:56 pm
Forum: Investing - Theory, News & General
Topic: Why did the Short Term Investment Grade Dividend go down so much for the month of September
Replies: 18
Views: 3391

Re: Why did the Short Term Investment Grade Dividend go down so much for the month of September

Thank you Lady Geek for helping to clarify my question and adding the additional information.

The situation is similar for both the Investor and Admiral shares.

And thank you for the welcome.
by Paul Romano
Tue Oct 04, 2016 5:02 pm
Forum: Investing - Theory, News & General
Topic: Why did the Short Term Investment Grade Dividend go down so much for the month of September
Replies: 18
Views: 3391

Why did the Short Term Investment Grade Dividend go down so much for the month of September

Did anyone notice there was about a 27% reduction is the September dividend for STIG? I was just checking my statement online and received several hundred dollars less in September then in August. It doesn't seem possible that the dividend would decline so much from one month to the next. What can b...