Vanguard offers two good podcasts. Listen on iPhone, iPad, Android, or computers.
Transfer IRA From Mutual Fund To Credit Union For CDs
It’s not hard to transfer part of your IRA from a mutual fund company to a credit union to buy CDs.
Benefits For Large Accounts At Vanguard And Fidelity
Vanguard and Fidelity offer premium customer service and perks to investors with larger accounts.
What Does Vanguard Mean By "Employee Conversion"?
Vanguard’s mysterious “employee conversion” transaction description in an IRA with nothing to do with an employer-sponsored plan.
Vanguard Personal Advisor Services: Talk to A Human Advisor
Vanguard’s advice service offers access to a human advisor, which Betterment and Wealthfront don’t provide.
Schwab Intelligent Portfolios: Primary and Alternate ETFs
Schwab Intelligent Portfolios will use Schwab ETFs as the primary ETFs in most asset classes.
Schwab Intelligent Portfolios: The True Cost of A Cash Drag
The true cost of holding cash in Schwab Intelligent Portfolios is much lower than what you are led to believe.
Vanguard Financial Plan Review: (4) Worth It?
Conclusion on whether the Vanguard Financial Plan is worth the time and cost and who should consider using it.
Vanguard Financial Plan Review: (3) The Consultation
Detailed review of the consultation with a CFP professional from Vanguard, as a part of the Vanguard Financial Plan service. See how Vanguard CFP answered each question.
Vanguard Financial Plan Review: (2) The Plan
Detailed review of the written plan provided by Vanguard as a part of its Vanguard Financial Plan service. Breakdown by section what the plan includes and doesn’t include.
Vanguard Financial Plan Review: (1) The Questionnaire
Detailed review of the questionnaire used in the Vanguard Financial Plan service. See what it includes and doesn’t include.
The Average Investor Should Use An Investment Advisor: How to Find One
The average investor will benefit from using a financial advisor, not just any financial advisor but a good one at a low cost. Learn how to find a good low-cost advisor at different asset levels.