Doug Kirkpatrick, CFA

April 11, 2025

Quarterly Commentary, Investments, International, Politics, United States

1Q25 CIO Commentary

Doug Kirkpatrick, CFA

April 11, 2025

Quarterly Commentary, Investments, International, Politics, United States

Hard data remains hard, soft data goes soft, Trump declares war on the global trading system, Microsoft pulls back on AI investment, Germany goes all in, Vanguard cuts again, and autocracy in America. All this and more in AlphaGlider’s Q1 CIO Commentary.

Doug Kirkpatrick, CFA

January 14, 2022

Quarterly Commentary, Investments, Tax

4Q21 CIO Commentary

Doug Kirkpatrick, CFA

January 14, 2022

Quarterly Commentary, Investments, Tax

Omicron, inflation, US tech, China, and learning what to stress about. All this and more in AlphaGlider’s Q4 CIO Commentary.

Doug Kirkpatrick, CFA

May 5, 2017

Investments

Morgan Stanley Dumps Vanguard

Doug Kirkpatrick, CFA

May 5, 2017

Investments

Morgan Stanley will soon prevent its clients from buying Vanguard Group's mutual funds, the latest big Wall Street brokerage to mostly shut out some of the index giant's funds.

Doug Kirkpatrick, CFA

May 3, 2017

Investments

7–8 Percent Cut to AlphaGlider Strategies Fund Fees

Doug Kirkpatrick, CFA

May 3, 2017

Investments

7–8 Percent Cut to AlphaGlider Strategies Fund Fees

A thousand dollars here, a thousand dollars there — it begins to really add up. The recent reduction in Vanguard and Schwab ETF fund fee cuts, and in TD Ameritrade Institutional's trade commission, are doing just that.

Doug Kirkpatrick, CFA

February 9, 2017

Politics, Investments, United States

Putting Clients Second

Doug Kirkpatrick, CFA

February 9, 2017

Politics, Investments, United States

John Bogle, founder of Vanguard, comments on Trump's moves on the DOL's Fiduciary Rule. He argues that broker-dealers, with the help of the Trump administration, are trying to close the stable door. But the horse has already bolted.

Thoughts from our CIO:
DOUG KIRKPATRICK, CFA

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