Finding Their Sea Legs?

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

In The Mixing Bowl

Our Portfolios follow a simple recipe: Partnership with the best that Vanguard has to offer and patience with the vagaries of the markets. The results of that recipe can be found on the Model Portfolio tab. Of course, Dan and I have tweaked the recipe’s ingredients—the individual funds

Less Can Lead To More

My recipe for investment success isn’t complicated: Partner with the best managers and funds that Vanguard has to offer, then try to keep from second-guessing yourself. That means, remain diversified, keep costs low (a given if you stick with Vanguard solely) and spend as much time in the markets

Corporates: Good or Evil?

Channeling my grandkids, it’s been a not so good, very, very bad year for bonds in 2022. As we know the bond market has been a source of much investor angst—to put it lightly—Jeff and I will continue to try and bring our perspective to questions you

Taking Stock As We Set Off

If there were any doubts, they were squashed in September—investment markets are firmly in the bear’s grip. Not only are U.S. stocks roughly 25% lower than they were at the start of the year, but bonds are having their worst run in at least four decades.