Tariffs, Bonds and Discipline

Short-term tariff costs low—so far | Greg Davis goes 40/60 | Cash Deposit’s yield drops (again) | Money market portfolio manager Lanius retires

Jul 30, 2025 | 6 min read

Vanguard’s Sector Showdown: Active Loses Favor

Why I prefer Vanguard’s sector index funds over the actively managed, Wellington-run sector funds.

Jul 29, 2025 | 8 min read

Resilient earnings | The tables turned on tech stocks | Vanguard still not betting on bitcoin | Average cost is not a default option

Jul 23, 2025 | 5 min read

Timing sectors sounds smart—until you try it.

Jul 22, 2025 | 8 min read

Tech stocks held their ground | Morningstar downgrades PRIMECAP | Just Invest’s founders sue Vanguard | Cost basis update

Jul 16, 2025 | 8 min read

FUNDS FOCUS — SECTOR INDEX FUNDS (& ETFs) | A long-term investor’s look at tech, staples, health care and how the sector funds stack up over time.

Jul 15, 2025 | 18 min read