Fidelity and Vanguard Since 1971

The Magic of Compound Interest

UPDATED August 17th, 2026: Despite the many changes the world has seen since 2017, and all the chaos it endures today, my basic investment...

When I Think about Fidelity Investments and YOU

When I think about Fidelity Investments and you, I’m reminded that it’s a family business and how highly regarded it is in the industry....

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...

Email Signup

Must Reads