Vanguard Launches New Active Management Options
October 1, 2021
Vanguard Launches New Active Management Options
Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some …Read More keyboard_arrow_rightETFs in the Tax Crosshairs
ETFs in the Tax Crosshairs
A recently proposed tax on exchange-traded funds (ETFs) could be setting the stage for a major dust-up between lawmakers and money managers. Will it come to pass, and how would it impact your portfolio? In mid-September, Senate Finance Committee Chairman Ron Wyden …Read More keyboard_arrow_rightActive ETFs: The Best of Both Worlds?
Active ETFs: The Best of Both Worlds?
Now that the fee wars have come to their natural conclusion, fund managers seem to be opening up a new frontier in their efforts to attract investor dollars: Adding active-management oomph to low-cost index options. Vanguard’s decision to open three new …Read More keyboard_arrow_rightVanguard Launches New Active Management Options
September 1, 2021
Vanguard Launches New Active Management Options
Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some …Read More keyboard_arrow_rightFidelity Bites Down on Bitcoin
Fidelity Flirts Further With Bitcoin
Is Fidelity jumping fully aboard the bitcoin train? Yes, but not in the way the media suggests. You might have seen the recent headline “Fidelity buys 7.4% stake in bitcoin miner Marathon.” The implication is that with this purchase Fidelity is making a big move …Read More keyboard_arrow_rightIs the 60/40 Investing Approach Still Sound?
August 4, 2021
Is the 60/40 Investing Approach Still Sound?
In the current low-yield environment, it’s a question we get frequently: Is the 60/40 approach still a smart investment strategy? If so, are bonds the right balance to stocks right now or are there other/better options? The short answer: Yes, the 60/40 approach remains …Read More keyboard_arrow_rightVanguard to Acquire JustInvest
Vanguard to Acquire JustInvest
Vanguard has agreed to buy the direct indexing firm JustInvest. The firm said it was enticed by JustInvest’s tech-driven approach, and they’re not alone: The quantitative asset manager has attracted just over $1 billion in assets since its 2016 founding, setting itself apart with features that …Read More keyboard_arrow_rightFederal Reserve 101: Tools for Fighting Inflation
Federal Reserve 101: Tools for Fighting Inflation
With inflation fears dominating the financial news, you’ve probably been hearing a lot about the Federal Reserve. And if you’ve been wondering what exactly the central bank is, and how it functions as a key player in the U.S. and global economy, you’re not …Read More keyboard_arrow_rightFidelity Expands ESG Lineup
June 23, 2021
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 …Read More keyboard_arrow_rightSpecial Report 
Financial Planning: Securing Your Future
Helping You Answer and Prepare For Life’s Big Questions
Are ETFs More Tax-Efficient? Not at Vanguard
June 9, 2021
Are ETFs More Tax-Efficient? Not at Vanguard
In April, we parsed every Vanguard and Fidelity fund and exchange-traded fund (ETF) to highlight the most (and least) tax-efficient among them. This week, we look at how ETFs and funds differ in how their tax status impacts your portfolio’s bottom …Read More keyboard_arrow_rightVanguard to Offer Private Equity Investments to Individuals
May 26, 2021
