Article The 60/40 Approach: Retiring During a Bear Market August 17, 2022 Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.Read Morekeyboard_arrow_right
Video What China’s Slowdown Means for the Markets By Elizabeth Laprade — August 16, 2022 In our newest Adviser Takeaway video, Senior Research Analyst Liz Laprade shares her perspective on the themes and events that will drive market activity this week. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Article Chart of the Week: Market Responses to Outstanding Months By Jeffrey DeMaso — August 15, 2022 Vanguard’s 500 Index fund (a proxy for the S&P 500 index, since you can’t invest directly in an index) gained 9.2% in July—the fund’s 13th best month since its 1976 inception. Given that the S&P 500 fell more than 20% in the first half of the year, the market was probably “due” for … Read Morekeyboard_arrow_right