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.

RIABiz | Vanguard Dishes Out Big Tax Bill

RIBiz's Oisin Breen picked up my story on Vanguard funds that are poised to pay out capital gains in December despite showing big losses this year. (Thanks!) He added some nice context around flows into ETFs and out of mutual funds too.   Oisin also discussed Vanguard's

More ESG With An Emphasis On The E

Fed hikes rates | Vanguard launches Global Environmental Opportunities

Adding Insult to Injury

Note: This article contains distribution data for calendar year 2022. In a broad bear market, a handful of Vanguard funds are set to hand shareholders a big tax bill in December—talk about adding insult to injury. On the surface that doesn’t make a lot of sense. If stock