Fidelity Plans to Launch Bitcoin ETF
March 31, 2021
The Latest Stimulus Package: What You Need to Know
March 17, 2021
The Latest Stimulus Package: What You Need to Know
On March 11, President Biden signed the expansive $1.9 trillion American Rescue Plan (ARP) into law. Broadly speaking, the relief legislation is intended to speed up the economic recovery and hasten the distribution of vaccines. So what does the latest fiscal stimulus …Read More keyboard_arrow_rightBonds 202: Risk and Upside When Rates Are Low
March 3, 2021
Bonds 202: Risk and Upside When Rates Are Low
In a prior Adviser Fund Update, we explored the role bonds can play in your portfolio, showing how they can provide steady income and portfolio stability even in down markets. Since then, the world has gotten a little …Read More keyboard_arrow_rightBitcoin: 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 …Read More keyboard_arrow_rightShorting and Squeezes à la GameStop
February 2, 2021
Shorting and Squeezes à la GameStop
You don’t have to be a market addict to know about the GameStop affair—over the past few weeks a pirate army of mostly young retail investors has sent the company’s stock price soaring and plunging, and may have made a hedge fund or two walk the …Read More keyboard_arrow_rightSpecial Report 
Financial Planning: Securing Your Future
Helping You Answer and Prepare For Life’s Big Questions
Further Rebalancing Considerations
January 20, 2021
In a recent Adviser Fund Update, we analyzed several rebalancing strategies recommended by Fidelity and Vanguard. After putting the data through its paces, we discovered that over two decades, there was little difference in returns between portfolios that were rebalanced periodically and those that were not. For more detail, please refer to …
Read More keyboard_arrow_rightShould You Rebalance Your Portfolio?
Should You Rebalance Your Portfolio?
Even after a year with market returns as exceptional as 2020, some anxieties are perennial: Is now a good time to rebalance your portfolio? The big fund companies certainly beat the drum on the subject, advising investors to sell their winners and buy their losers at …Read More keyboard_arrow_rightRegulators Descend on Robinhood
December 23, 2020
Regulators Descend on Robinhood
The legend: Robin Hood famously steals from the rich to give to the poor. Today’s less chivalrous version: Robinhood is an app that encourages young, inexperienced investors to trade stocks in part to line its own pockets. The pandemic has forced us all to pick up …Read More keyboard_arrow_rightVanguard Abandons Factor ETFs in U.K.
December 9, 2020
Vanguard Abandons Factor ETFs in U.K.
Vanguard’s U.K. outpost is closing its four global factor ETFs in February, according to the firm’s U.K. website. As you may recall, factor funds rely on factors like sales growth, dividend payouts, lower valuations or price momentum, instead of selecting stocks based on company …Read More keyboard_arrow_right‘Tis the (Distribution) Season
November 25, 2020
‘Tis the (Distribution) Season
While perhaps not as hotly anticipated as shopping the sales on Black Friday and Cyber Monday, we’re in the midst of another annual tradition that’s arguably more relevant to investors: Distribution season. Most mutual funds pay out any accumulated income or capital gains in December. Assuming they …Read More keyboard_arrow_rightEight Vanguard Money Market Funds Reported Incorrect Yields
November 11, 2020
Eight Vanguard Money Market Funds Reported Incorrect Yields
Vanguard manages the world’s first trillion-dollar fund—and it got there in part by looking out for the little guy through low-cost index funds. But lately, they’ve demonstrated a disturbing tendency to not sweat the small stuff. Case in …Read More keyboard_arrow_rightVanguard International Manager Decamps
October 28, 2020
