Investing 101
A collection of 51 posts
529 Plans: Older and Wiser
From Roth rollovers to new qualified expenses, here’s what investors need to know before using a 529 plan.
Growth vs. Value: A Debate Without a Winner
The real-world data doesn't settle the growth-versus-value debate—and neither do the academics.
Small Stocks Were Supposed to Win
Academic research says smaller companies should outperform over time. Thirty-five years of Vanguard fund returns tell a more complicated story.
Stocks Are Expensive. Now What?
MAILBAG | The CAPE ratio of stock valuations is flashing warning signs—but history shows it’s more useful for setting expectations than timing the market.
Give Now, Invest First, Decide Later
Vanguard’s Charitable Endowment Program lets you take a tax break today while investing for future donations—but once your money is in, how you invest it will determine how much you actually have to give.
Gold, Commodities and the 60/40 Portfolio
MAILBAG | A long-term look at returns, diversification and whether replacing bonds is worth the trouble.