Author Archives: Ira Artman

About Ira Artman

Ira Artman is a Director in the Capital Markets/Whole Loan Pricing Group at the Mortgage Industry Advisory Corporation and a long-time contributor to the Mutual Fund Observer and FundAlarm discussion boards. He has also been a long-time supporter of Buddy Ball, a youth sports and social organization for children with special needs near his hometown of Metuchen. Currently, he is an active Alumni member of the Princeton Chapter of The Financial Executives Networking Group. The opinions expressed here are his own and do not necessarily reflect the views of MIAC, Buddy Ball, or The FENG.

Vanguard – I can get it for you retail!

By Ira Artman

By Ira Artman, December 2019

Do we pay attention to the competitive environment? Absolutely. Are we reactive to what one competitor does? Absolutely not…

Investors always have to ask themselves when they see an offering like this [zero fee expense ratio mutual funds], ‘What’s the catch?”‘ The question becomes what else are investors going to be charged in other products? … Continue reading →

Vanguard – Going, Going, Gone!

By Ira Artman

January 2019 will be remembered by mutual fund and Vanguard investors for a few things.  Besides the stock market recovery that largely reversed the year-end 2018 selloff, the following two things occurred:

  • On January 16th, John Bogle, age 89, died in his home in Pennsylvania. Mr. Bogle’s efforts on behalf of indexing and individual investors were widely honored and remembered.
  • On January 22nd, Vanguard created the PDF for the Wellington Fund Annual Report, dated November 30, 2018.  The US Postal Service distributed paper copies of this report during the first week of February.

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