Talking to William Birdthistle About ‘Empire of the Fund’

Good news, Billfold Book Clubbers — as promised, I was able to talk with author William A. Birdthistle about his book Empire of the Fund.

Billfold Book Club: Let’s Discuss Empire of the Fund

The most pressing question I had after finishing William A. Birdthistle’s Empire of the Fund was “okay, so what do we DO?” 

Stocks With Benefits

Many companies offer special benefits to their shareholders — travel discounts, wine, and more.

Vanguard Just Announced Two New ESG ETFs

These ETFs exclude stocks from companies that fail to meet environmental, social, and governance (ESG) criteria.

Thoughts on Rounding the $300,000 Portfolio Milestone

I’ve made a lot of mistakes in life and in personal finance, but the one thing I did right was invest in my 401(k) immediately upon starting my first career-building job in 2008.

How to Navigate a Windfall

After the initial shock wore off, it was time to figure out what to do with all those dollars.

An Update on My Vanguard Personal Advice

Earlier this month, I became a Vanguard Voyager Client — and since then I’ve had two conversations with a Vanguard Personal Advisor, so I wanted to give you an update.

My First Stock and How It Grew

When I say stock, I mean exactly that: a single share.

In Which I Get My First Chunk of Vanguard Advice

As you might remember, I just became a Vanguard Voyager Client — and yesterday, I had my first conversation with Vanguard Personal Advisor Services.

Investing Update: I’m a Voyager Client!

Also, Vanguard thinks I might already be saving enough for retirement?