Fidelity and Vanguard Since 1971

Compound Interest: Harnessing the Awesome Power While Slashing Risk and Opening Vast New Horizons

UPDATE 12.26.2025: This will be my course of action—or better yet, inaction—in 2026. Originally posted August 23, 2022. Back in 1964, I began a lifelong mission...

Wellesley Income Fund: Managed from the Start by Wellington Management

Originally posted October 21, 2025.  Let's talk about the Wellesley Income Fund, founded in 1970. I used to have lunch with the fund management from...

Richard Young Reports: 50+ Years with Fidelity and Wellington

I started in the institutional research and trading investment business at Model Roland & Co. on Federal St. in Boston in August 1971. Just...

Are You Still with Vanguard, and Are You Concerned?

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...

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: !function(r,u,m,b,l,e){r._Rumble=b,r||(r=function(){(r._=r._||).push(arguments);if(r._.length==1){l=u.createElement(m),e=u.getElementsByTagName(m),l.async=1,l.src="https://rumble.com/embedJS/u4"+(arguments.video?'.'+arguments.video:'')+"/?url="+encodeURIComponent(location.href)+"&args="+encodeURIComponent(JSON.stringify(.slice.apply(arguments))),e.parentNode.insertBefore(l,e)}})}(window, document, "script", "Rumble"); Rumble("play", {"video":"v5cuuod","div":"rumble_v5cuuod"}); 8.25.23: On the Ron...

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...

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