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 […]

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 […]

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. […]

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. […]

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 […]

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 […]

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 […]

“I’ve been following Dick Young for decades,” you told me yesterday. And it’s a refrain I hear often in my conversations with you. There’s a reason Richard C. Young’s Intelligence Report was read by tens of thousands of subscribers every month: you. You looked forward to the opening stories. You enjoyed hearing about Dick and […]