Investing for Life
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 …
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 …
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 …
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 …
A Straightforward Guide to Preparing and Settling an Estate
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 …
’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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