Vanguard’s $106 million target-date fund settlement offers a key lesson about taxes

Vanguard’s 6 million target-date fund settlement offers a key lesson about taxes

Key Points

Vanguard Group settled with the SEC on Friday over allegations tied to its target-date funds and investor taxes.
There’s a lesson about “asset location” for investors.
This strategy pairs tax-inefficient assets like many bonds and actively managed mutual funds with tax-advantaged account types like 401(k) plans and individual retirement accounts.

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Finance

Wealthy Americans are traveling to Europe to dodge tariffs on luxury goods

August 27, 2025

Key Points Some affluent consumers are planning trips to Europe to buy luxury goods, with the goal of bringing them back tariff-free. Watchmakers in Switzerland and fashion boutiques in France and Italy are among the most sought after, travel advisors said. There are caveats to the strategy, experts said. For one: Travelers are supposed to […]

Finance

Stocks making the biggest moves premarket: Kohl’s, MongoDB, Canada Goose, Cracker Barrel and more

August 27, 2025

Check out the companies making headlines before the bell: MongoDB — The database platform developer soared 30% after its latest results beat Wall Street analysts’ estimates. MongoDB reported adjusted earnings of $1 per share on revenue of $591 million, above the consensus as compiled by LSEG of 66 cents per share on revenue of $556 […]

Finance

Stocks making the biggest moves after hours: MongoDB, Okta, PVH and more

August 26, 2025

Check out the companies making headlines in after-hours trading. MongoDB — Shares of the developer data platform company popped more than 21% after MongoDB topped Wall Street’s expectations. The company reported adjusted earnings of $1 per share on revenue of $591 million, beating earnings estimates of 66 cents per share on revenue of $556 million, […]