Adviser Investments - Truly Personalized Money Mangement

Adviser Investments

Truly Personalized Wealth Management

We're Here to Listen

Our first—and most important—step is getting to know you. Your personal relationship team will work with you to develop a full understanding of your financial needs and goals—as well as your passions, values and aspirations.

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What we value is more important than what we do.

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The Sabbag Family

Mary Lou and Ray enjoy spending time with their grandchildren.

Grow Your Wealth, Not Your Worries

What good is a rocketship portfolio if you can’t sleep at night? Our investment strategy combines your personal goals and risk comfort level with a research-intensive process to build your portfolio.

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Market summary & expert insights

Adviser Fund Update

What Investors Should Know About Vanguard ETFs & Fidelity Share Splits

Vanguard Shifting Focus to Traders with Expanded ETF Selections?

Vanguard’s made its bones providing low-cost investments for long-term investors. Is it now trying to…

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Should Your Wealth Management Strategy Include ESG Funds?

Vanguard & Fidelity Expand ESG Investment Options

It’s a well-worn maxim that you shouldn’t let your emotions control your investment decisions. What about your…

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Fidelity Opens Fixed-Income Factor ETFs & Lessons from Vanguard’s 401(k) Shakeup

Low Duration Bond & High Yield ETFs Flesh Out ‘Smart Beta’ Offerings

Call them “smart beta” or “factor,” but whatever the name, Fidelity’s got…

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Adviser Investments in the News

Oil Prices Drop 4%; Deutsche Bank Advances 8%

Oil Prices Drop 4%; Deutsche Bank Advances 8%

July 16, 2018

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, July 16. The energy sector performed poorly today and the price of oil dropped 4% per barrel on reports of that the Trump administration may grant waivers to certain countries importing oil from Iran following the planned imposition of sanctions in November. Conversely, financials stocks led the gains with Deutsche Bank advancing 8% on encouraging preliminary results; and Bank of America (ticker: BAC) also topping expectations. Strong performance in BAC’s capital markets and credit card divisions, coupled with lower expenses and better-than-expected loan growth, led to a 4% gain for the company’s stock. On the other hand, Netflix plunged 10% in after-hours trading after missing subscriber-growth targets by nearly 50%.

Do ESG investments outperform? One investor says ‘no way’

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Best Funds to Boost Your Retirement Portfolio — Especially for Younger Workers

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Interview: Sizing Up Fidelity and Vanguard Managers

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Awards & Recognition

Truly Personalized Wealth Management

Tailored advice, every time.

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85 Wells Avenue, Suite 109 Newton, MA, 02459 1.800.492.6868

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