David Falkof

• Vanguard Shares Latest Fund Changes

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Vanguard is tweaking the asset mix of 20 funds, including several target-date retirement funds, “to further diversify these broad, balanced portfolios” and to incorporate the new Vanguard Total International Bond Index Fund, now in registration with the SEC.

• 

  Vanguard Tinkers With 20 Funds, Including TDFs

  By Janet Levaux, AdvisorOne  |  February 6, 2013

  Vanguard said Wednesday it was tweaking the asset mix of 20 funds, including several TDFs, “to further diversify these broad, balanced portfolios” and to incorporate the new Total International Bond Index Fund.

• 

  Best and Worst 529 College Plans for 2012: Morningstar

  By Joyce Hanson, AdvisorOne  |  October 18, 2012

  What’s striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008—and seven of the 27 medalists are advisor-sold.