Weekly Brief
A collection of 199 posts
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
Quiet Gains in a Noisy Market
Bonds quietly rally | Muni cash yields zig while the Fed zags | Corrections? Nothing new | Tracking jobs during the shutdown