Stereogum: The 10 Best Jazz Albums Of 2023
Plus: Picks from some of the best jazz musicians today.
Ugly Beauty: The Month In Jazz September 2023 : Aaron Diehl Revives Mary Lou Williams
Aaron Diehl Revives Mary Lou Williams
Ugly Beauty: The Month In Jazz July 2023
The artist formerly known as Christian Scott on his new album 'Bark Out Thunder Roar Out Lightning.'
By Phil Freeman
The history that seems to be missing a bit from the Vanguard statements is that around 2020 the retail funds were closed to new investors, but they made changes to basically align the wholesale funds and retail funds. They dropped the management fees to the same level for both, and the wholesale fund doesn't seem to have large initial funding/additional investment requirements. So previously the retail fund was something quite different -- smaller initial requirements, easy bpay investments, but also higher fees. The only difference now seems to be that the funds distribute quarterly, instead of twice a year. So all in all, this seems like a good way to get into the wholesale fund without tax implications.
Proposal to move Vanguard retail investor funds to wholesale funds
As Vanguard retail funds are now closed to new investors, there is a risk that over time these funds may no longer be economically viable to operate and could result in increased fees or termination of the funds. This proposal gives you the opportunity to participate in a one-time transaction to transition to our larger wholesale funds without triggering a capital gain.