The good news is: none of those are problems. The first two are in fact explicitly what you should expect. The third is also normal and in fact often desirable, relative to having the check mailed ...
I don’t think there’s anybody whom I can definitively say has taught me more about investing through their writing than John Rekenthaler. I feel like I’ve been reading his Morningstar column forever.
One thing I run into frequently — both working with clients and via correspondence with readers — is people who have financial goals that, to put it bluntly, are not very good. And to be clear, I just ...