Distribution Season Comes For Non-Vanguard Funds Too

Note: This article contains distribution data for calendar year 2022. Earlier this week I detailed which Vanguard mutual funds are expected to distribute capital gains and when. But in the past, we’ve recommended a few non-Vanguard mutual funds as replacements for Vanguard funds that close to new investors. How

Diversification Works

Hello, this is Jeff DeMaso with the IVA Weekly Brief for Wednesday, November 16. There are no changes recommended for any of our Portfolios. Let's start off this week with a few Vanguard-related updates: First, capital gain distribution season is fast approaching, and Vanguard reported estimates for fund

The Giving Season

Note: This article contains distribution data for calendar year 2022. Capital gains distribution season is fast approaching, and some Vanguard shareholders are going to be finding big lumps of taxable coal in their stockings. Every December, Vanguard, like all its mutual fund industry competitors, pays out interest, income and capital

Companies Aren’t Talking About the Mid-Terms

Separating politics from your portfolio

Finding Their Sea Legs?

Expenses At Stasis

The first batch of annual reports for a slew of Vanguard funds is out and, well, if you were hoping to see expenses falling, think again. The August fiscal year numbers are in. And out of 98 different share classes, just three saw expenses fall, while eight saw expenses rise.