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Found 23 results

  1. https://www.bloombergquint.com/onweb/2018/06/20/americans-still-aren-t-saving-despite-the-booming-economy This article is also interesting and somewhat related https://www.thetimes.co.uk/article/why-insecure-millennials-are-set-for-an-unhealthy-middle-age-825mjshs5
  2. Talk about gloomy https://www.bloomberg.com/news/articles/2017-10-23/americans-are-retiring-later-dying-sooner-and-sicker-in-between
  3. https://www.bloomberg.com/view/articles/2017-10-11/passive-versus-active-investing-a-debate also Vanguard talks about this debate here: http://www.etf.com/sections/etf-industry-perspective/why-cost-matters-active-vs-passive-debate
  4. Sales charges are a very subtle form of behavioral coaching: High fees discourage active trading, and most people are terrible active traders. The presence of a sizable front- or back-end load encourages people to stay invested so the returns keep compounding. There have been lots of studies that show how fees eat into returns over time. This is simple math. All else equal, if the expense ratio on your mutual fund is 1 percent, you will have less money at some point in the future than if you had put your money in a fund with an expense ratio of 0.1 percent. https://www.bloomberg.com/view/articles/2017-09-28/fees-are-not-the-enemy-of-investors
  5. The forecast calls for a market correction. The hard part is figuring out what to do about it. https://www.bloomberg.com/gadfly/articles/2017-09-14/investing--ss-didn-t-get-that-way-by-timing-the-market
  6. Because of the Texas disaster you are going to start seeing requests for money and donations from many sources.I personally (cynic that I am)have my suspicions about some of these philanthropic organizations. Some are inefficient and some are dishonest and some downright scams .If you want to help out your fellow Americans in time of need, Great!! But much like you should research where you invest your money, you should do the same with donations. https://www.bloomberg.com/view/articles/2017-08-30/skip-the-red-cross-when-helping-harvey-s-victims
  7. https://www.bloomberg.com/news/articles/2017-08-21/a-high-credit-score-can-make-you-look--on--apps
  8. Personal Finance Related. https://www.bloomberg.com/news/features/2017-08-14/obsessives-have-cracked-the-perfect-fico-credit-score-of-850
  9. Vanguard Group has a message for competitors trying to undercut its prices: Game on. In recent years, rival asset managers such as Fidelity Investments and BlackRock Inc. have cut their fund fees to match or beat Vanguard, the low-cost investing pioneer with $4.4 trillion in assets. Tim Buckley, Vanguard’s new president and incoming chief executive officer, said the company will keep lowering fund expenses as it grows. https://www.bloomberg.com/news/articles/2017-08-04/vanguard-puts-rival-firms-on-notice-fee-wars-will-only-heat-up
  10. This is not news to some of us here. Still it shows that Vanguard and its index fund mentality has influenced the movement of fees downward. https://www.bloomberg.com/gadfly/articles/2017-08-02/fees-migrate-from-asset-pickers-to-asset-allocators
  11. Retirement security in the U.S. took a significant hit in a global ranking, falling three notches to No. 17 among 43 developed countries. https://www.bloomberg.com/news/articles/2017-07-19/the-u-s-falls-in-a-global-retirement-security-ranking
  12. https://www.bloomberg.com/news/articles/2017-07-13/vanguard-ceo-mcnabb-to-step-down-as-investment-chief-takes-helm
  13. https://www.bloomberg.com/news/articles/2017-06-14/how-much-should-you-save-for-retirement
  14. There was an interesting and slightly scary article in the Wall Street Journal recently, in which reporter Andrea Fuller tries to find out what fees she’s paying to the financial adviser who manages her money. At long last, after a torturous experience with the company, she finally manages to find out how much she’s paying -- 1.4 percent of assets every year, with 0.85 percentage point of that going to the advisers who manage her investments, and 0.55 percentage point to the funds they invest in. https://www.bloomberg.com/view/articles/2017-05-16/americans-savings-make-wealth-managers-rich
  15. Vanguard founder says chance of everybody indexing is ‘zero’ Warren Buffett praises Bogle for lower fees, better returns https://www.bloomberg.com/news/articles/2017-05-06/bogle-says-if-everybody-indexed-markets-would-fail-under-chaos
  16. As it turns out, there are lots of people who want to trade the S&P 500 all day long. If they had followed Bogle's advice starting in 1982, when the '80s bull market began, they would have made 50 times their money, Bogle told me. Instead, the current index-fund boom shows something else: Human nature never changes. https://www.bloomberg.com/view/articles/2017-04-25/index-funds-are-finally--what-a-shame
  17. Contra Fund Rules No More https://www.bloomberg.com/news/articles/2016-12-02/fidelity-investments-biggest-stock-fund-is-now-an-index-fund
  18. One of the best things to do when confronted by a major surprise is to see what there is to be learned from the experience. I always try to identify what sorts of lessons can be gleaned from nonmarket events. You would be surprised at how often there are rules and insights to be had about investing. https://www.bloomberg.com/view/articles/2016-11-09/trump-s-win-yields-investing-wisdom
  19. In the usually bleak debate over the economic health of average Americans and the utility of the finance industry, here’s a happy statistic: A private-sector wealth-transfer machine has saved average investors $1 trillion. That machine is Vanguard, and its model is worth highlighting -- and maybe even emulating. https://www.bloomberg.com/view/articles/2016-08-30/how-much-has-vanguard-saved-investors-try-1-trillion
  20. Boy the active managers must really be desperate. We are all communists here I guess The rise of passive asset management threatens to fundamentally undermine the entire system of capitalism and market mechanisms that facilitate an increase in the general welfare, according to analysts at research and brokerage firm Sanford C. Bernstein & Co., LLC. http://www.bloomberg.com/news/articles/2016-08-23/bernstein-passive-investing-is-worse-for-society-than-marxism
  21. While Washington has long been debating how to reform big Wall Street banks, Vanguard Group is quietly doing just that as the company and its army of index funds remove about $20 billion a year in revenue from the financial industry. http://www.bloomberg.com/news/articles/2015-12-01/vanguard-s-gain-is-wall-street-s-pain-as-billions-leave-the-financial-industry
  22. http://www.bloomberg.com/infographics/2013-09-17/personal-finance-retirement-dilemma.html
  23. http://www.bloomberg.com/news/print/2014-05-08/one-of-the-best-retirement-deals-9-out-of-10-people-ignore.html