Search found 811 matches

by BeachPerson
Fri Apr 19, 2019 4:00 pm
Forum: Investing - Theory, News & General
Topic: Vanguard dominates inflows the first quarter
Replies: 1
Views: 478

Vanguard dominates inflows the first quarter

Vanguard dominates again to start the year

If there was any doubt about the growing appeal of low fees and indexed investing, investors drove the point home in the first quarter by plowing $62 billion worth of net flows into funds managed by the Vanguard Group.
by BeachPerson
Sat Mar 16, 2019 7:12 am
Forum: Investing - Theory, News & General
Topic: Vanguard supervisor and brother-in-law stole over $2M from dead customers and dormant accounts
Replies: 19
Views: 4403

Vanguard supervisor and brother-in-law stole over $2M from dead customers

Vanguard theft
A former Vanguard Group supervisor stole more than $2 million by taking money from dead or inactive customers’ accounts before state treasurers could take custody of the unclaimed money, prosecutors say.
Ah noooooo! Not the kind of scandel vanguard needs now.
by BeachPerson
Wed Mar 13, 2019 6:24 pm
Forum: Investing - Theory, News & General
Topic: Rick and Larry on Bloomberg 3/13
Replies: 12
Views: 1847

Re: Rick and Larry on Bloomberg 3/13

How was the interviews???
by BeachPerson
Tue Mar 12, 2019 4:17 pm
Forum: Personal Consumer Issues
Topic: United Economy class and personal item bringing on plane
Replies: 23
Views: 2105

Re: United Economy class and personal item bringing on plane

Their website clearly states 17 x 9 x 10 inches max for personal item. All three of your bags are bigger than this (2 are significantly so) - so could be taken away if they can't be squished down into these dimensions. When I think "personal item" - I think small backpack or small laptop bag. Duffe...
by BeachPerson
Mon Mar 11, 2019 1:17 pm
Forum: Personal Consumer Issues
Topic: United Economy class and personal item bringing on plane
Replies: 23
Views: 2105

Re: United Economy class and personal carry on

My mistake, a personal item and not the carry on
by BeachPerson
Mon Mar 11, 2019 12:53 pm
Forum: Personal Consumer Issues
Topic: United Economy class and personal item bringing on plane
Replies: 23
Views: 2105

United Economy class and personal item bringing on plane

With United Airline's new Economy Class, a personal carry on is free that is their limit of 36 inches. LLBean Duffel has the following specs: Capacity: Approx. 1,152 cu. in., 19 L. Weight: 1 lb. 3 oz. Dimensions: 9"H x 18"W x 9"D. REI Duffel has the following specs: Dimensions 20 x 8.5 x 8.5 inches ...
by BeachPerson
Mon Mar 04, 2019 6:04 pm
Forum: Investing - Theory, News & General
Topic: Vanguard kicking butt with Target Date Funds
Replies: 22
Views: 5049

Vanguard kicking butt with Target Date Funds

Investment News on Vanguard TDFs Meanwhile, Vanguard's share of passively managed TDFs — those whose underlying investments are primarily index funds — sits at nearly 70%. "Their share of passive assets is obscene," said Chris Brown, founder and principal of Sway Research. I am helping here. I have...
by BeachPerson
Wed Feb 20, 2019 4:05 pm
Forum: Investing - Theory, News & General
Topic: How a 12-year Vanguard win streak makes it the ‘Amazon of wealth management’
Replies: 5
Views: 1103

Vanguard's 12 year win streak

[merged into existing thread - moderator prudent]

12 year inflows win streak

12 straight years: That is how consistently Vanguard has taken in more money than rivals
vanguard continues to dominate
by BeachPerson
Sun Jan 13, 2019 1:28 pm
Forum: Personal Consumer Issues
Topic: Duffel Bag vs Wheeled Stand Up traveling
Replies: 78
Views: 3952

Re: Duffel Bag vs Wheeled Stand Up traveling

Eagle Creek
I use the Eagle Creek for long weekend trips. The back pack strap works great for long walks through the airport. This bag squishes up nice, so no problem getting used as a carry on.
by BeachPerson
Sun Jan 13, 2019 12:24 pm
Forum: Personal Consumer Issues
Topic: My 2017 CRV is a victim of the dreaded oil gas-dilution issue
Replies: 954
Views: 137231

Re: My 2017 CRV is a victim of the dreaded oil gas-dilution issue

I unloaded my 2017 EX today. It's someone else's problem now. The dealership gave me a solid amount on the trade-in. The salesperson told me that, since Honda's position is that the oil dilution I was experiencing was normal, they will price my trade-in as if there was no defect. Came down to a cho...
by BeachPerson
Fri Dec 21, 2018 11:09 am
Forum: Investing - Theory, News & General
Topic: ??? about Jack's new book, pp 26 - 33
Replies: 0
Views: 281

??? about Jack's new book, pp 26 - 33

Reading Jack's new book, on page 26 there is the options of the Future Structure. Then the next few pages talk about Option 2. Option 4 had Mutualization acquisition by the funds of all Wellington Management Company fund-related activities. Where does the book say the run at cost option was adopted?...
by BeachPerson
Sun Nov 18, 2018 7:21 pm
Forum: Investing - Theory, News & General
Topic: "Stay The Course" by John Bogle
Replies: 36
Views: 6945

Re: "Stay The Course" by John Bogle

Was October, and then March, and now December. Will get it!!!
by BeachPerson
Mon Nov 12, 2018 9:34 am
Forum: Personal Investments
Topic: Financial Engines thru Vanguard
Replies: 14
Views: 1249

Re: Financial Engines thru Vanguard

I found it. Does anyone use it?

It Financial Engines usesful?
by BeachPerson
Mon Nov 12, 2018 9:23 am
Forum: Personal Investments
Topic: Financial Engines thru Vanguard
Replies: 14
Views: 1249

Financial Engines thru Vanguard

With Vanguard, when going to the Account Maintenance Tab, there is Financial Engines Under the Services category, anyone use Financial Engines?
by BeachPerson
Mon Oct 22, 2018 6:38 pm
Forum: Personal Consumer Issues
Topic: Canada Goose Jacket
Replies: 57
Views: 4621

Re: Canada Goose Jacket

How much goose down are they? LLBean and North Face are outstanding
by BeachPerson
Sun Oct 14, 2018 4:01 pm
Forum: Personal Investments
Topic: Cassaday & Co. (Financial Advisors)?
Replies: 12
Views: 1091

Re: Cassaday & Co. (Financial Advisors)?

Need to start with minimum of 1 million with the first 500,000 at 1.20% and the second 500.000 at .95%. You just gave up 25% of your safe 4% withdrawal in AUM expenses not counting the fund expenses,trading, tax hit. Seems like all of the other Financial Advisers out there to me. That was my take a...
by BeachPerson
Fri Oct 12, 2018 1:31 pm
Forum: Investing - Theory, News & General
Topic: Does Fidelity offer the best index products for a passive investor compared to Vanguard
Replies: 61
Views: 6537

Re: Does Fidelity offer the best index products for a passive investor compared to Vanguard

You will get calls from the Fidelity reps to sell you other items.

Just think of when you get the low price for an oil change or a brake job on your car. You take in the coupon and you are told you need other things for your car.
by BeachPerson
Mon Oct 08, 2018 9:16 am
Forum: Personal Consumer Issues
Topic: My 2017 CRV is a victim of the dreaded oil gas-dilution issue
Replies: 954
Views: 137231

Re: My 2017 CRV is a victim of the dreaded oil gas-dilution issue

Gosh! Thanks for this thread. I almost traded into my car for the Honda CRV five months ago. When I do get a new car, it will be a Toyota RAV4.
by BeachPerson
Fri Sep 28, 2018 12:25 am
Forum: Investing - Theory, News & General
Topic: I'm switching to Vanguard (yay!). Is it an easy transfer?
Replies: 16
Views: 1508

Re: I'm switching to Vanguard (yay!). Is it an easy transfer?

I moved T Rowe Price, American Century, Safeco, Investco all to Vanguard. All went fine. All done in a week. Not a hitch.

David
by BeachPerson
Sun Sep 23, 2018 11:59 am
Forum: Investing - Theory, News & General
Topic: Forbes: How Marketing Is Changing In Financial Services: Insight From Vanguard
Replies: 1
Views: 552

Forbes: How Marketing Is Changing In Financial Services: Insight From Vanguard

Forbes on Vanguard
My team is focused on finding ways to influence investor behavior with the end goal of better preparing 401(k) plan participants for retirement.
Plenty of though going into getting people to be involved with 401Ks.
by BeachPerson
Sat Sep 22, 2018 10:10 am
Forum: Investing - Theory, News & General
Topic: Buckingham Strategic Wealth #12 on Barron's
Replies: 13
Views: 1864

Re: Buckingham Strategic Wealth #12 on Barron's

Edelman Financial is #1. I caught Ric' s monologue this morning.
by BeachPerson
Fri Sep 21, 2018 2:03 pm
Forum: Investing - Theory, News & General
Topic: Buckingham Strategic Wealth #12 on Barron's
Replies: 13
Views: 1864

Buckingham Strategic Wealth #12 on Barron's

Buckinghan
Buckingham Strategic Wealth has earned a place at #12 on Barron’s 2017 list of the country’s Top 30 RIA Firms.
Is this the firm Larry Swedroe currently/used to work?
by BeachPerson
Tue Sep 18, 2018 7:02 pm
Forum: Investing - Theory, News & General
Topic: New Jack Bogle Book!
Replies: 51
Views: 8528

Re: New Jack Bogle Book!

Yes! The index revolution!!! Will be Jack's best book yet!!!
by BeachPerson
Tue Sep 18, 2018 2:24 pm
Forum: Investing - Theory, News & General
Topic: WSJ 9/12/18- Fidelity Doubles Down on Free Fund Strategy
Replies: 34
Views: 3793

Re: WSJ 9/12/18- Fidelity Doubles Down on Free Fund Strategy

From the Seattle Times: Seattle Times Asked how Fidelity would make money on the no-fee products Johnson said, “You don’t make money on every customer in financial services. The way you make money is by building relationships and doing a great job.” Fidelity has a great reputation with Bogleheads. I...
by BeachPerson
Sun Sep 16, 2018 1:36 pm
Forum: Personal Consumer Issues
Topic: Rain Jacket recommendations and care
Replies: 32
Views: 2585

Re: Rain Jacket recommendations and care

Go with LLBean as first choice: https://www.llbean.com/llb/shop/68624?p ... -GN2&csp=f

Another great option is Eddie Bauer.
by BeachPerson
Sat Sep 08, 2018 5:07 pm
Forum: Personal Consumer Issues
Topic: Can Sneakers go with Business Casual?
Replies: 172
Views: 9056

Re: Can Sneakers go with Business Casual?

I would get a black pair of walking shoes. Checkout the New Balance 674 - https://www.joesnewbalanceoutlet.com/product/mw674/mw674bk?gclid=Cj0KCQjw5s3cBRCAARIsAB8ZjU2kk38B7Cg4qSkSa-MQtKEMfffglEmN95tysD79vpESCLQz4qRHIMcaArp5EALw_wcB&s_kwcid=AL!{ef_userid}!{ef_sid}!{creative}!{matchtype}!{placement}!{...
by BeachPerson
Thu Sep 06, 2018 6:50 pm
Forum: Investing - Theory, News & General
Topic: Taylor's new book is #1
Replies: 32
Views: 6181

Re: Taylor's new book is #1

I helped! I bought a copy from Barnes and Noble
by BeachPerson
Thu Sep 06, 2018 3:52 pm
Forum: Investing - Theory, News & General
Topic: What experts say about "Stay-the-Course"
Replies: 21
Views: 9004

Re: What experts say about "Stay-the-Course"

Any chance we can get an early copy so we can do a pre publication review???
by BeachPerson
Thu Sep 06, 2018 4:17 am
Forum: Investing - Theory, News & General
Topic: New Jack Bogle Book!
Replies: 51
Views: 8528

Re: New Jack Bogle Book!

This will be Jack's best book yet!!!

Will be a best seller!!!
by BeachPerson
Mon Aug 27, 2018 1:45 pm
Forum: Investing - Theory, News & General
Topic: New Jack Bogle Book!
Replies: 51
Views: 8528

Re: New Jack Bogle Book!

Yes! I will get it the first day coming out. Be a super read!!!
by BeachPerson
Sat Aug 25, 2018 2:32 pm
Forum: Personal Consumer Issues
Topic: My 2017 CRV is a victim of the dreaded oil gas-dilution issue
Replies: 954
Views: 137231

Re: My 2017 CRV is a victim of the dreaded oil gas-dilution issue

If not the Honda CRV, what do you recommend? RAV4, Subaru Forrester???
by BeachPerson
Fri Aug 24, 2018 5:41 pm
Forum: Personal Consumer Issues
Topic: My 2017 CRV is a victim of the dreaded oil gas-dilution issue
Replies: 954
Views: 137231

Re: My 2017 CRV is a victim of the dreaded oil gas-dilution issue

Lawsuit has been filed against Honda for it's direct injection engines. Here are some excerpts: August 22, 2018 — A Honda "Earth Dreams" engine lawsuit alleges 2015-2018 Honda CR-Vs and 2016-2018 Honda Civics have 1.5-liter, 2-liter and 2.4-liter direct injection engines that are defective. Accordi...
by BeachPerson
Sun Aug 19, 2018 6:54 pm
Forum: Personal Consumer Issues
Topic: Where to buy white, athletic fit dress shirt?
Replies: 52
Views: 3675

Re: Where to buy white, athletic fit dress shirt?

I'm looking for a new dress shirt to wear with a suit. Would like something with an athletic fit and that looks nice. I'll only wear it once or twice a year so not looking to spend a ton, unless there's a significant difference in look and quality. Any recommendations? I've had success at Kohl's an...
by BeachPerson
Sun Aug 19, 2018 7:03 am
Forum: Personal Consumer Issues
Topic: Opinions and experiences with Verizon Prepaid?
Replies: 17
Views: 1650

Re: Opinions and experiences with Verizon Prepaid?

Works great! $40 a month. Great network. I buy the Samsung J7 for about $120 and the phone works fine.
by BeachPerson
Sat Aug 18, 2018 2:06 pm
Forum: Personal Consumer Issues
Topic: My 2017 CRV is a victim of the dreaded oil gas-dilution issue
Replies: 954
Views: 137231

Re: My 2017 CRV is a victim of the dreaded oil gas-dilution issue

As much as I've examined the engine on my CRV, I haven't really lifted the hood with the engine idling until today when I saw the youtube video. So I can't say for sure that it hasn't always sounded diesel-like. You just don't think of this stuff with a new vehicle. My google research shows that di...
by BeachPerson
Fri Aug 17, 2018 4:40 pm
Forum: Personal Consumer Issues
Topic: Best (most practical, low cost) Luggage for Airline Travel
Replies: 56
Views: 4153

Re: Best (most practical, low cost) Luggage for Airline Travel

Check out duffels around 3,500 CC /60L

Duffels

They officially do not meet carry on regs, but read the reviews, they squish up well. I use them as carry on all the time. Never a problem.

David
by BeachPerson
Wed Aug 15, 2018 2:31 pm
Forum: Personal Consumer Issues
Topic: Where to buy white, athletic fit dress shirt?
Replies: 52
Views: 3675

Re: Where to buy white, athletic fit dress shirt?

Geoffrey Beane shirts I have always liked with the fitted version. I used to get them at the former Hecht Company before they were bought by Macy's. They are on Amazon. I just go to http://www.gustwillersclothing.com/mens/shirts/dress-shirts/fitted.html?brand=76 and order there. Guestwillers Clothin...
by BeachPerson
Wed Aug 08, 2018 3:25 pm
Forum: Investing - Theory, News & General
Topic: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)
Replies: 807
Views: 85215

Re: Fidelity Files for two Fidelity ZERO℠ Funds (0.00% ER total stock and total international mutual funds)

I like these no minimum offerings by Fidelity and Schwab in things like account openings, and low-cost funds, ETF's and banking services. My kids were captured by Schwab well before they even got out of college mainly by the checking account with the ATM fee refunded debit card and partly by the br...
by BeachPerson
Sat Aug 04, 2018 6:47 am
Forum: Investing - Theory, News & General
Topic: Fidelity Files for Four Fidelity ZERO℠ Funds (0.00% ER)
Replies: 807
Views: 85215

Re: Fidelity Files for two Fidelity ZERO℠ Funds (0.00% ER total stock and total international mutual funds)

Vanguard should be concerned about the removal of mandatory minimums. I know younger investors who want to get into a mutual fund in taxable accounts, but don't want to save up for the $3K minimum (or $10K minimum for Admiral shares.) At Fidelity you can start a three-fund portfolio with $100. Yep,...
by BeachPerson
Tue Jul 31, 2018 3:54 pm
Forum: Investing - Theory, News & General
Topic: Barrons: The Top Robo Advisors
Replies: 17
Views: 2449

Re: Barrons: The Top Robo Advisors

I would of had Schwab rated higher since you have the option of by itself or with an advisor.

Schwab did well with the performance considering the it is highly value oriented and the large cap growth stocks have done well.
by BeachPerson
Sat Jul 21, 2018 12:49 pm
Forum: Personal Finance (Not Investing)
Topic: New book based on Millionaire Next Door
Replies: 120
Views: 17786

Re: New book based on Millionaire Next Door

The Millionaire Mind by Thomas Stanley was an outstanding book - I read it and did a book report in my Toastmasters public speaking club: The major themes I found in the book: Team work and mentoring a. Encourage them to participate in extracurricular and team-oriented activities. If we do this, we ...
by BeachPerson
Sat Jul 14, 2018 4:11 pm
Forum: Investing - Theory, News & General
Topic: ??? for Taylor @ new book and newsletters
Replies: 0
Views: 309

??? for Taylor @ new book and newsletters

Taylor, Just picked up your book today from Barnes & Noble. Starting reading it, and on page xix, you mention The Mutual Fund Forecaster newsletter. From 1989 - 1991, I worked in an office where an employee subscribed to it. Another employee subscribed to the No-Load Fund Investor . I then subscribe...
by BeachPerson
Sat Jul 07, 2018 6:56 am
Forum: Investing - Theory, News & General
Topic: Vanguard Isn't Taking in as Much Money; Neither Is Anyone Else
Replies: 8
Views: 2897

Re: Vanguard Isn't Taking in as Much Money; Neither Is Anyone Else

Did you read the rest of the article? It's probably because market returns for the first half of 2017 were 3-4x greater than the first year of 2018. People tend to buy when the market is hot. Yes I did. I stay the Boglehead route and stay consistent during up and down markets. I already did my doll...
by BeachPerson
Sat Jul 07, 2018 6:54 am
Forum: Non-US Investing
Topic: Vanguard to Canada
Replies: 1
Views: 310

Vanguard to Canada

Vanguard to Canada Vanguard Investment Canada's new mutual funds will have fees of no more than 0.5%, which compares with the median expense ratio of 2.23% for Canadian equity funds, reported Bloomberg, citing data from Morningstar. Canada has the highest fees among 25 countries studied by Mornings...
by BeachPerson
Sat Jul 07, 2018 6:50 am
Forum: Investing - Theory, News & General
Topic: Why Vanguard's Not the Only Threat to Active Managers
Replies: 2
Views: 594

Why Vanguard's Not the Only Threat to Active Managers

Not the Only Threat Enter Goldman Sachs Group Inc., which has built the ETF equivalent of the T-1000 Terminator, a killer cyborg fund sent from the future perfectly calibrated to eliminate human managers by exploiting the growing world of fee-based advisers. Nice read on the more pressures facing a...
by BeachPerson
Sat Jul 07, 2018 6:47 am
Forum: Investing - Theory, News & General
Topic: Fund Spy - The Vanguard Group Rules
Replies: 6
Views: 1305

Fund Spy - The Vanguard Group Rules

M* Fund Spy Conclusion Vanguard’s challenges and shortcomings notwithstanding, it is a leading steward and disruptive presence in the asset-management industry. Because of Vanguard’s innovations, such as launching the first index fund in 1975 and embracing no-load distribution in 1977, investors to...
by BeachPerson
Sat Jul 07, 2018 6:40 am
Forum: Investing - Theory, News & General
Topic: Vanguard Isn't Taking in as Much Money; Neither Is Anyone Else
Replies: 8
Views: 2897

Vanguard Isn't Taking in as Much Money; Neither Is Anyone Else

Inflows
Vanguard Flows are Down
Industry flows are down even further
Bloomberg does a great job of following Vanguard. Eric Balchunas follows the inflows often.
by BeachPerson
Sat Jul 07, 2018 6:37 am
Forum: Investing - Theory, News & General
Topic: Sizing Up Fidelity and Vanguard Managers
Replies: 2
Views: 544

Sizing Up Fidelity and Vanguard Managers

James Lowell & Dan Weiner When it comes to where Americans put their money, few firms have the name recognition, loyalty, and track records that Fidelity Investments and Vanguard Group do. Both came to prominence in the 1970s, and have dominated America’s savings since then. Vanguard has more than ...