Weekly Brief
A collection of 164 posts
WEEKLY BRIEF | Yields Drift, Vanguard Shifts
Cash yields fall | Foreign growth and value index funds are coming | Oakmark replaces Lazard at Windsor II | MidCap Growth’s distributions
Three Great Years—Now Keep Expectations in Check
Final distribution update | A terrific three-year run | No checkwriting in IRAs | A Clunkier QCD process
Bonds Get a Boost, Retirement Gets an Annuity—Vanguard’s Busy Week
No crash after all | Vanguard readies Core-Plus Bond Index ETF | New Lifetime Income Trusts add an annuity option | Distribution season looms| Vanguard backtracks on bitcoin | RMD reminder
Perspective, Precision, and PRIMECAP
Putting the AI-led pullback in perspective | Ten new target-maturity bond ETFs | PRIMECAP’s new fee arrangement | PRIMECAP Odyssey distribution estimates
Vanguard’s Filing Fumble & Cash Yield Cut
Government shutdown ends with stocks higher | An active ETFs filing fiasco | Cash Plus Account’s yield slips
Don’t Mistake Noise for Trouble
Minor pullbacks, noisy labor data | Vanguard’s latest marketing pushes—Cash Plus Account and Fully Paid Lending