Weekly Brief
A collection of 167 posts
WEEKLY BRIEF | Vanguard Splits, Shifts and Stumbles
Proposals in perspective | Rotenberg’s expanding role | Vanguard splits its stock indexing team | Cash Plus yield gets a teaser yield | A year-end email misfire
Big News, Small Market Moves
An incursion in Venezuela grabs attention—but not the markets
The Bessent Barometer and a Year of Gains
Bessent Barometer check-in | Gains across the board | Another 403(b) fee increase | Vanguard hires a marketing officer from Fidelity
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