• Et tu, Vanguard? (#358)

  • Jan 24 2025
  • Length: 34 mins
  • Podcast

Et tu, Vanguard? (#358)

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  • Summary

  • We discuss Vanguard's settlement with the SEC over issues with target date funds held in taxable accounts.

    • Vanguard to Pay More than $100 Million Over Target Date Violations
    • US Inflation Calculator
    • 403bwise Vendor Grades
    • LA Wildfire Relief
    • Learned by Being Burned - Short pod series about how teachers got burned then got wise to the 403(b)
    • Meridian Wealth Management
    • 403bwise.org

    Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

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