In The News
A collection of 7 posts
Over the past few months, I've covered how Vanguard's ability to buy utility stocks was threatened by a coalition of attorney generals arguing that Vanguard wasn't as passive an investor as the index giant claimed—most recently here. Vanguard was ultimately granted authorization to keep buying utility stocks, so the
I spoke with the Wall Street Journal about Finra slapping Vanguard on the wrist with an $800,000 fine.
Vanguard's playbook will eventually work overseas
If you're looking for a 20-minute diversion this weekend, I recently had the pleasure of participating in the Money Life with Chuck Jaffe podcast. You can find my segment below. The full March 10 episode is available on the moneylifeshow.com website. We discussed my approach to investing and manager
If you were looking for a 45-minute distraction over the holidays, I was recently invited to join Rusty Vanneman on Orion's The Weighing Machine podcast. You can find the episode wherever you listen to podcasts, but I've provided Spotify and Apple Podcasts links below. In full disclosure, Rusty and I
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 move to allow mutual