Lunch Time in the Board Room: 2024

Are Vanguard’s directors invested alongside the shareholders they represent?

Jul 16, 2024 | 15 min read

SAM I AM (OR NOT)

Sahm Rule nears recession territory | Tight spreads | Ramji’s Welcome message | Ascensus reminder

Jul 10, 2024 | 8 min read

Giving Today and Tomorrow

Vanguard’s Charitable Endowment Program allows you to take a tax benefit today while giving over time.

Jul 9, 2024 | 26 min read

The S&P 500 Is Leading Today, But Will It Lead Tomorrow?

Market milestones | The S&P doesn’t always win | Welcome, Salim | Awais Khan turns up at abdrn | Distribution timing

Jul 3, 2024 | 4 min read

Vanguard’s Profit-Sharing Stalls Out

Vanguard’s profit-sharing plan, the Partnership Plan, gives its C-suiters multi-million-dollar paydays with little transparency.

Jul 2, 2024 | 5 min read

Half Right, Half Wrong

JULY 2024 | Halfway through the year, I’m still waiting for a stock market turning point. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.

Jul 1, 2024 | 11 min read

Jeff DeMaso