WSJ | Vanguard Pays for Misleading Shareholders

I spoke with the Wall Street Journal about Finra slapping Vanguard on the wrist with an $800,000 fine.

Jun 1, 2023 | 1 min read

Beware: Vanguard Is Coming

Vanguard's playbook will eventually work overseas

Apr 5, 2023 | 1 min read

Money Life with Chuck Jaffe: A "Quick and Dirty" Look at Vanguard Funds

PODCAST — My appearance on Money Life with Chuck Jaffe.

Mar 16, 2023 | 1 min read

The Weighing Machine: An Independent Voice on Vanguard

PODCAST — My appearance on Orion's The Weighing Machine.

Dec 21, 2022 | 1 min read

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

Nov 3, 2022 | 1 min read

The Death and Rebirth of a Truly Independent Vanguard Newsletter

Barrons' Lewis Braham profiled our effort to launch The Independent Vanguard Adviser.

Oct 10, 2022 | 1 min read