Adviser Fund Update Archives - Adviser Investments

Market summary and expert insights

Adviser Fund Update

What Investors Need to Know About Vanguard’s Proxy Policies

May 2, 2019

Vanguard Revises Proxy Voting Guidelines

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…

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Does Your Portfolio Need Vanguard’s Commodity Strategy Fund?

April 18, 2019

Vanguard Launches Commodity Strategy Fund

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…

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AdviseHer Offers Investing, Financial Information for Women

April 4, 2019

AdviserHer—Empowering Women Investors with Trustworthy Financial Information

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…

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Planning for Cognitive Aging and Reducing Risk

March 21, 2019

Identifying and Protecting Against Cognitive Aging

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…

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Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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Fidelity Magellan Fund Portfolio Manager Retires

March 7, 2019

Jeffrey Feingold Departs Prominent Fidelity Fund

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…

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Fidelity, Schwab Fund Fee Clash Continues

February 21, 2019

Fidelity, Schwab Fund Fee Clash Continues

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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Vanguard Cuts Leveraged ETFs From Brokerage

February 7, 2019

Vanguard Says ‘No Leveraged ETFs for You!’ | ‘XXX ETFs’ Ban Effective January 22

Is it appropriate for a brokerage platform to ban certain products to protect investors from themselves? In Vanguard’s estimation, a broad category of exchange-traded funds (ETFs) has crossed that line. The Malvern, Pa.-based fund colossus…

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Portfolio Balancing Revisited

January 24, 2019

Portfolio Rebalancing Revisited

Many investors use a new year as an occasion to rebalance their portfolio. But is regular rebalancing really necessary? Perhaps not, judging simply by its impact on returns: Last fall, we analyzed two rebalancing strategies recommended by Fidelity and Vanguard, time-dependent and portfolio drift. After putting the…

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Vanguard Shutters Convertible Securities Fund

January 10, 2019

Vanguard to Liquidate Billion-Dollar Fund

When is a billion dollars not enough? In Vanguard’s case, it’s when a $962-million fund “has not gained broad acceptance among targeted investors.” On Jan. 3, the Malvern, Pa. fund titan closed its 32-year-old Vanguard Convertible Securities fund to new investors…

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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End-of-Year Manager Changes at Vanguard

December 27, 2018

Vanguard Manager Changes for U.S. Growth, MidCap Growth and Growth Annuity Funds

Is Vanguard finally coming around to our view that more fund managers means more problems for shareholders? On December 17, the Malvern, Pa.-based fund leviathan announced management changes at its U.S. Growth, MidCap Growth…

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Making the Most of Your Charitable Giving

December 12, 2018

Special Report: Making the Most of Your Charitable Giving

’Tis the season and at Adviser Investments we think charitable giving and a personalized tax strategy go hand-in-hand. In our newest Special Report, Making the Most of Your Charitable Giving, we explore five strategies we’ve helped clients use over the years…

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