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Investing for Life

Adviser Fund Update

Fidelity Expands ESG Lineup

Fidelity Expands ESG Lineup

Fidelity Investments launched five new actively managed environmental, social and governance (ESG) funds last week. The new funds include two equity mutual funds, one bond mutual fund and two equity ETFs, bringing Fidelity’s total ESG lineup to 11 mutual funds and ETFs. The new funds are available …

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Vanguard to Offer Private Equity Investments to Individuals

Vanguard to Offer Private Equity Investments to Individuals

Vanguard will begin offering private equity strategies to individual investors this summer. It will make the funds available only to qualified customers at first, but intends to include them in its hybrid robo-advisor platform, Personal Advisor Services, in the “near future,” according to …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Value Rotation—Spun Out Already?

April 28, 2021

Value Rotation—Spun Out Already?

You didn’t have to dig deep this year to find headlines proclaiming a revival of so-called value stocks, with outlets like The Wall Street Journal reporting that value investors “finally have a reason to celebrate.” But is that cycle already petering out? Traditionally, stocks of well-established, profitable …

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Are Your Funds Tax Efficient?

April 14, 2021

Are Your Funds Tax Efficient?

The ultimate goal of investing isn’t necessarily to avoid taxes; it’s to maximize wealth. Yet, tax efficiency ought to be factored into your overall financial plan, even if total gains are the ultimate pursuit. How can you get a handle on which funds will leave you …

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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Bitcoin: Bubble or Bonanza?

February 17, 2021

Bitcoin: Bubble or Bonanza?

Bitcoin topped $50,000 for the first time on Tuesday, doubling in less than two months as the digital currency continued its latest spike, bringing the total market value in circulation to $940 billion. You may have heard bitcoin called the new alternative to gold. Indeed, when the …

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