Jonathan Burton's Life Savings: Jack Bogle gave individual investors the power to triumph over Wall Street

Mutual-fund shareholders may never again see a folk hero like John C. Bogle, father of the index fund and the founder and former chairman of fund-industry titan Vanguard Group. Bogle was an outspoken, iconoclastic, in-your-face champion for low-cost, buy-and-hold investing — a populist in a business suit who spent six decades criticizing, cajoling and challenging his […]

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John Bogle, Vanguard founder and investing legend, dies at 89

John C. Bogle, the father of the retail index fund and an outspoken champion for low-cost investing that won him heroic status among individual investors, died Wednesday. He was 89. Bogle was the founder of the Vanguard Group VFINX, +0.22%  , the mutual fund giant known for inexpensive mutual funds that track a market index […]

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Vanguard won’t let investors trade these 400 popular funds and securities — here’s why

Vanguard Group will no longer allow individual investors to make new trades on certain investments that seek to magnify bets, pouring cold water on strategies that became popular after the last financial crisis. Starting January 22, customers won’t be able to purchase so-called leveraged or inverse products via Vanguard’s brokerage platform, the firm said in […]

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Deep Dive: These three ETFs have beaten S&P indexes while cutting risk

Memories are short. Did the stock market rebound this week soothe your fourth-quarter fears? That’s why it’s an optimal time to consider ways to lower your portfolio risk. Doing so may even lead to higher returns over the long haul. Invesco, the Atlanta-based investment-management firm known for its exchange traded funds (ETFs), runs three ETFs […]

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Pro-Brexit London hedge-fund manager Odey sees full-year profit cut in half

Brexit-supporting hedge-fund manager Crispin Odey has seen profits more than halved at his boutique investment house. MarketWatch topics: Brexit Operating profit has slumped to £8.7 million (roughly $11 million) for the year ending in April 2018 from £18.6 million, according to the latest accounts for Odey Asset Management, which were published Friday at Companies House. […]

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Deep Dive: There will be ‘plenty of opportunity’ for investors in 2019, says manager of $74 billion Franklin Income Fund

You might expect a 70-year-old mutual fund with $74 billion in assets to be set in its ways. But the Franklin Income Fund’s holdings have gone through big changes in recent years. Ed Perks, the fund’s lead manager, described those shifts as well as the uncertain investing landscape of 2018 and what he sees ahead. […]

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Deep Dive: Money-management CEO sees ‘significant slowdown’ in economy, shifts to less-risky investments

Kevin Miller, who oversees six mutual funds that invest in other funds, said he’s shifting his allocation to large-cap, value and dividend stocks from smaller-company shares as he expects the U.S. economy to slow. Miller, the CEO of Systelligence and the portfolio manager overseeing the six E-Valuator mutual funds, said there will be a nine- […]

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Sustainable Investing: 10 reasons gender diversity can make you money (and you don’t need to be a feminist to profit)

One of the fundamental components of Responsible Investing, particular those strategies with a focus on environmental, social and governance (ESG) factors, is diversity. While some may continue to struggle with diversity from a wholly moral perspective, one need not feel an ethical obligation toward diversity to see economic benefits from a financial perspective. One doesn’t […]

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Deep Dive: Here’s how to easily reduce your investment risk just at the right time

Investors are often told to diversify and choose low-cost index funds or exchange traded funds (ETFs). Still, the S&P 500 Index is weighted by market capitalization and a volatile October emphasized how much risk was concentrated at the top. So what’s an investor to do? Mike Lowengart, E-Trade’s vice president for investment strategy, outlined ways […]

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Sustainable Investing: Millennials have more money than you think — so expect ESG funds in your 401(k)

There are two certainties when discussing responsible investments. The first is that millennials will be invariably be listed as a primary driver of interest. The second is that someone will inevitably quip that it doesn’t matter what millennials may want to invest in since they all live in their parents’ basement anyway. Even before the […]

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