Is Vanguard Losing Its Status? – Podcast #166
Fidelity and Schwab are offering index funds at a lower expense ratio than Vanguard. Is this a reason to move your assets away from Vanguard?
Fidelity and Schwab are offering index funds at a lower expense ratio than Vanguard. Is this a reason to move your assets away from Vanguard?
Vanguard is the only mutually-owned mutual fund company. That means low costs, high returns, and no BS. That's why Vanguard is my default option.
Four questions from an old friend about IRA's, S Corp salaries, employing your spouse, and opening a SEP IRA or Solo 401k with Vanguard.
Rabid DIYers think advisors can't add any value. Some advisors think everybody needs one. The truth lies somewhere in the middle.
Mutual funds should be major building blocks in your portfolio, but you need to understand how they work and how to learn more about them.
I receive multiple requests a month to be somebody's financial advisor. I routinely turn those requests down for a number of reasons that I thought might make for an interesting post. I'm going to com...
I had the opportunity recently to read Charley Ellis's Winning The Loser's Game. This is an investment classic and should be required reading for anyone who is either picking their own stocks or tryin...
I'm a huge fan of Solo 401Ks for self-employed physicians. You can max it out ($52K in 2014) on less income than a SEP-IRA, you can get a Roth option in it, and you can still have Backdoor Roth IRAs...
Q. I'm a solo physician with several employees. We have a 401K/profit-sharing plan filled with expensive, actively managed mutual funds. We pay an adviser's fee of 1% in addition to mutual fund expe...
Regular readers know I'm a huge Vanguard fan boy. No organization is perfect, but Vanguard stands alone as a mutually owned mutual fund company that essentially operates at cost for the benefit of th...
I've been getting a lot of questions lately about the passive mutual funds available through an advisor from Dimensional Fund Advisors (DFA), especially in comparison to the index funds available thro...
Long-time readers will probably notice I've become less dogmatic in some of my writing over the last two years and softened my tone considerably on several subjects. For example, although I still thi...
Q. In terms of Vanguard, are the ETFs really any cheaper than an admiral share mutual fund? I'm not sure the ER could really get any lower than 0.1%. I'd like to get in a pattern where my monthly con...
Welcome to the first installment of the Friday Q&A series which I hope to make a regular feature. I often get specific questions by email or on internet forums that I know other people out there...
Most variable annuities are too expensive for their benefits. Vanguard, however, offers very inexpensive ones. Most doctors still shouldn't use one though.