Originally posted June 14, 2024. A long time ago, Vanguard founder Jack Bogle came up with a novel idea for a mutual fund company. Keep fees low, passively mimic the market, and let the shareholders mutually own the company. Then he went out to tell the world about his anti-Wall Street creation and thankfully had […]
Compound Interest: Harnessing the Awesome Power While Slashing Risk and Opening Vast New Horizons
Originally posted August 23, 2022. Back in 1964, I began a lifelong mission as a disciple of compound interest investing. In those earliest days, home base was Clayton Securities at 147 Milk St. in Boston’s financial district. By 1971 I had gotten into institutional trading and research with Model, Roland & Co. on Federal Street. […]
Ron Paul: “Freedom and Central Banking Are Not Compatible”
UPDATE 9.19.24: In the video below, Ron Paul explains the Liberty Platform in three easy steps. Watch: 8.25.23: On the Ron Paul Liberty Report, former congressman and presidential candidate, Dr. Ron Paul, warns Americans about the threat growing debt poses to their liberty and prosperity. Watch: UPDATE 6.19.23: Recently on his Rumble channel, The […]
When You Should Be a Buyer, not a Seller: Part III
Is your Vanguard Wellington fund’s outlook, OK? In a word, yes. But what does that mean for investors in the fund? You know from parts I and II, you can have your cake and eat it too. In other words, you can keep your Wellington and transfer it to Fidelity Investments. But let’s step aside […]
Some Housekeeping on Transferring from Vanguard to Fidelity
This morning, Your Survival Guy would like to clarify a few housekeeping items for you regarding transferring your accounts from Vanguard to Fidelity. When you make the transfer, there is no cost, and if you own my favored Wellington and/or Wellesley funds, you simply transfer them over as is or “in-kind.” There’s no cost, and […]
Your Vanguard Wellington Fund’s Outlook: Part I
Is your Vanguard Wellington fund’s outlook OK? In a word, yes. But before we get into my favorite balanced fund, let’s remember it’s not managed by Vanguard. It’s managed by Wellington Management up in Boston, the home base of my favored Johnson family’s Fidelity Investments and the epicenter of old-monied firms like Brown Brothers Harriman. […]
Vanguard’s Mission? Houston We’ve Got a Problem
When there are three times as many mutual and ETF funds than the number of stocks available to invest in, Your Survival Guy thinks, “Houston, we’ve got a problem.” And we do. Because when Vanguard, BlackRock, State Street, and the like create funds to invest in, they’re picking stocks from a shrinking pool of securities. […]
SPECIAL CONFESSION: Why I’m Being Hard on Vanguard
Dear faithful readers, here it is, the piece you’ve all been waiting for: Why I’m being hard on Vanguard. I know you want me down on my knees. You want a confession of sorts. You want answers. Just yesterday, you told me: “You sound like a man possessed, a maniac. My family has money at […]
BREAKING: Week #1 Changing of the (Van)Guard
We are in week one of the changing of the guard at Vanguard. New CEO Salim Ramji from BlackRock took over on Monday. “Vanguard’s Die-Hard Customers Have a Message for New CEO: ‘The Service is Abysmal,’” wasn’t written by Your Survival Guy, it was a headline in The WSJ. You know from my Special Report […]
Vanguard Investors: Are Your Financial Affairs in Order?
You read here about my concerns with the big three and how much Vanguard has changed from the Jack Bogle and Richard C. Young’s Intelligence Report years. There was a time when Vanguard was the number one recommended mutual fund firm in Intelligence Report. When founder Jack Bogle was exiled far, far away from the […]
- 1
- 2
- 3
- …
- 18
- Next Page »
