Dan Wiener

Recent Articles

What’s In Store for Vanguard Investors in 2009?

By Dan Wiener Dec 19, 2008

Lost in the tumult and volatility of the 2008 financial meltdown was the fact that Vanguard made a number of intriguing changes -- from the very top of the company to individual fund managers to the addition of new funds. So what does this mean for Vanguard investors as we head into 2009? Find out here.

Outsmart Uncle Sam This Tax Season

By Dan Wiener Nov 12, 2008

Making changes to your investment portfolio simply for tax purposes is never a simple decision. That being said, it would be a shame to end a year that will give us portfolio losses and also end up paying taxes on funds' year-end distributions without trying to at least minimize the impact. Find out how to keep the tax man's hands out of your portfolio.

7 Reasons Not to Sell Now

By Dan Wiener Oct 23, 2008

We are working through an extraordinary moment in financial markets. But nervous sellers are tossing out their babies with the bathwater. Don't be one of them -- you can't time the stock market. When stocks snap back, they will snap back with a fury.

Windsor’s New Captain

By Dan Wiener Aug 25, 2008

A longtime member of the Windsor (VWNDX) and value investing team at Wellington Management's Radnor offices, James Mordy, 50, feels it's his job, and that of his team, to "turn around" the performance of the fund. After more than two decades of being a member of the team, he's energized to be the trigger-pulling portfolio manager. And with the majority of Windsor's $17 billion in assets under his control, Mordy knows what's expected of him.

The Search for Income

By Dan Wiener Aug 25, 2008

And I believe one effect of the wave of retiring boomers will be an increasing demand for yield-bearing assets. For some, the desire will be to live off their portfolios' income. Others, less willing to accept the volatility of the stock market, will begin searching for investments that lower the risk in their portfolios.