Investing for Life
A seasonal chill is already in the air, and for investors that means preparing for a hit to the wallet: Year-end distributions are almost upon us. And with the market’s strong surge in the past year, that’s likely to mean capital gains for many. Distributions are the accumulated income generated …
If you’ve been reading financial news recently you couldn’t escape the tumultuous drama of office space-sharing company WeWork. In a matter of weeks the company filed for an IPO, withdrew it, fired its once-visionary CEO, nearly went bankrupt and was finally rescued by an emergency multi-billion-dollar bailout from its largest …
In August, we covered Vanguard’s plans to open a new actively managed international stock fund, International Core Stock. Following a two-week subscription period, the fund began trading mid-October. International Core Stock is yet another partnership with Vanguard’s oldest sub-advisory partner, Wellington Management. The fund will be run by Ken …
We always love sharing good news for investors. Which is lucky, because otherwise we’d sound like a broken record when it comes to covering the fee-cutting wars among giant investment firms. Charles Schwab led the latest charge early this month, announcing that from now on, security transactions would be …
“Should I rent or buy?” Since buying a home is the largest purchase most people will ever make, this is a common financial dilemma. Buying is not for everyone—for some, renting may be a better or more affordable choice. Compared to Generation X and baby boomers, homeownership among millennials—those born …
To err is human. To retire in comfort is divine. If you’re saving and investing for your retirement, good work. Your future self will thank you. But are you making the right moves? This week, we’re reviewing some common mistakes that …
In April, Vanguard announced revisions to its proxy voting guidelines—and included two changes that suggest the Malvern, Pa.-based fund behemoth is more willing to exercise its power over corporate boards and other shareholder control issues than it has been. Over the past 20 years, the …
Vanguard announced plans for a new fund this month, taking a plunge into an unheralded sector with its Commodity Strategy fund. The move is something of a volte-face for the Malvern, PA behemoth—less than a year ago, it restructured its Precious Metals and Mining offering, turning it …
In celebration of Women’s History Month, Adviser Investments is pleased to announce AdviseHer, the first in a quarterly series of The Adviser You Can Talk To Podcast episodes that provide clear information about investing and financial issues that affect women. In this …
Those of us fortunate enough to enjoy a long life will find some body parts don’t work quite as well as they used to. There’s nothing abnormal about having a stiff back or a bum knee in our older years, and most people …
Fidelity Investments has built its reputation on offering investors access to high-quality active managers, and few in its stable have garnered as much media attention as the stock-pickers running its Magellan fund. At the end of February, Jeffrey Feingold, who has had sole …
The fee war remains red hot among the fund industry’s behemoths, with Fidelity Investments and Charles Schwab due to add hundreds more commission-free ETFs to their lineups by the end of this month. The two firms will be making a range of global, emerging …
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