Vanguard

Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.

The average employer match was 4.3% of pay, according to a 2019 Vanguard report.

"It's now June and if you’ve been on a deserted island for the last five months you couldn’t have fathomed the movements we’ve seen," an expert says.

As liquidity disappeared amid the coronavirus-sparked mayhem, veteran fixed-income portfolio manager Gemma Wright-Casparius saw opportunities.

Crush of inflows to money-market funds has come even as the funds’ own yields approach zero.

The combined fund, expected to finalize later this year, will retain the Windsor name and continue to focus on large- and mid-cap value stocks.

As the S&P 500 bottomed in late March, mom-and-pop darlings enjoyed weeks of inflows. Since then, the trend has shifted.

I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.

Vanguard reclaimed its top spot in J.D. Power’s annual ranking of self-directed investor satisfaction. Charles Schwab retained its position as a leader among DIY investors.

“I do believe that clients sometimes get too caught up in expense ratios,” an expert says.