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Vanguard's $106 million target-date fund settlement offers a key lesson about taxesVanguard Group settled with the SEC on Friday over allegations tied to its target-date funds and investor taxes. There's a lesson about "asset location" for investors. This strategy pairs tax ...
The Securities and Exchange Commission (SEC) announced Friday that The Vanguard Group, one of the ... Vanguard lowered the minimum investment for its lower-expense Institutional TRFs, to $5 ...
Vanguard Massachusetts Tax-Exempt Fund earns a High Process Pillar ... As a team, they manage two investment vehicles together, with a Gold asset-weighted average Morningstar Medalist Rating ...
(Bloomberg) -- Vanguard Group Inc. is planning ... will focus on investment-grade New York debt. The fund will appeal to ...
However, this isn't the best metric for evaluating tax-free income ... regional investment head of Xtrackers, Americas, at DWS Group. This ETF currently pays a 4% 30-day SEC yield and charges ...
Jones Financial Companies Lllp purchased a new position in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report ... Finally, Concurrent Investment Advisors LLC acquired a ...
This strategy combines a tax-efficient equity index portfolio ... and have been at Vanguard their entire investment careers. On the fixed-income side, James D’Arcy has managed the sleeve since ...
The Vanguard Group is the second-largest asset manager ... His most famous quotes include investment advice such as, "Don't look for the needle in the haystack. Just buy the haystack!" ...
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