Market summary and expert insights

Adviser Fund Update

The End for Fee Cuts at Vanguard?

March 23, 2018

When Should You Hire a Financial Adviser?

In the latest episode of Adviser Investments’ The Adviser You Can Talk To podcast, Director of Research Jeff DeMaso sits down with Senior Account Manager Claudine Schrock to discuss some of the reasons do-it-yourselfers turn to professionals to manage their portfolios. Periods of…

Read More keyboard_arrow_right

Adviser Investments Launches ‘The Adviser You Can Talk To’ Podcast

March 9, 2018

Adviser Investments Launches ‘The Adviser You Can Talk To’ Podcast

In February, we debuted our newest podcast series, The Adviser You Can Talk To, discussing investment topics that matter for every investor, from the curious novice to the most seasoned professional. The first five episodes of The Adviser You Can…

Read More keyboard_arrow_right

Fidelity Takes Fee War to New Front

February 23, 2018

Fidelity Takes Fee War to New Front

For years now, Fidelity has been duking it out with Vanguard on the low-cost battlefield with each competitor attempting to claim the least expensive investment vehicles on the market. The war has been waged with elaborate publicity campaigns boasting passively managed index funds…

Read More keyboard_arrow_right

Changes at Vanguard REIT Fund

February 9, 2018

Changes at Vanguard REIT Fund

Effective immediately, Vanguard has changed the investment objective, name and index benchmark of its REIT Index fund. The fund will henceforth be known as Vanguard Real Estate Index, and will track the MSCI U.S. Investable Market Real Estate 25/50 Index. The move may not be…

Read More keyboard_arrow_right

Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Tax Bill Curtails AMT Burden

January 26, 2018

Tax Bill Curtails AMT Burden

The only thing less popular than paying taxes is to have your time wasted doing it. For those under its umbrella, the additional complications of the Alternative Minimum Tax (AMT) can be especially unpleasant. Essentially, you have to do your taxes twice. The Tax Policy…

Read More keyboard_arrow_right

Fidelity to Launch International Factor ETFs

January 12, 2018

Fidelity to Launch International Factor ETFs

Earlier this week, Fidelity filed paperwork to register the launch of two new “factor-based” exchange-traded funds (ETFs) that focus on international stocks with specific characteristics—International High Dividend ETF and International Value ETF—on January 18. The new ETFs expand to eight Fidelity’s suite of factor,…

Read More keyboard_arrow_right

Social Security: File Sooner or Later?

December 29, 2017

When’s the Right Time to File for Social Security?

We recently provided an overview of Social Security basics (click here to check it out or refresh your memory). In this issue, we’ll take a closer look at the options available and some of the strategies people…

Read More keyboard_arrow_right

Vanguard Launches Emerging Markets Bond Fund

December 15, 2017

Vanguard Launches Emerging Markets Bond Fund

On December 6, Vanguard announced that its actively managed Emerging Markets Bond fund was open to all investors, setting up yet another active vs. passive footrace within its fund ranks.The fund itself actually launched in March 2016 with a sole investor: Vanguard. Since then,…

Read More keyboard_arrow_right

Preparing Your Portfolio for 2018

December 1, 2017

Vanguard to Launch First ‘Active’ U.S. ETFs

However you want to define it—“smart beta,” factor investing or “enhanced indexing”—Vanguard is stepping onto the playing field. This week, Vanguard announced plans to debut a line of actively managed exchange-traded funds (ETFs) in the U.S., nearly two years after testing the popularity of such…

Read More keyboard_arrow_right

Special Report

What Interest-Rate Hikes Really Mean

Is Your Portfolio Positioned for a Rising-Rate Environment?

Find Out

Distribution Dates for Vanguard and Fidelity Funds

November 17, 2017

Vanguard Expands Bond ETF Lineup

Last week, Vanguard launched its first exchange-traded fund (ETF) comprised solely of ETFs, something we previously discussed when the firm first filed paperwork with the Securities and Exchange Commission. This ETF-of-ETFs—the Vanguard Total Corporate Bond ETF—trades under the ticker symbol VTC and charges…

Read More keyboard_arrow_right

Social Security Basics

November 3, 2017

The Role of Social Security in an Investor’s Retirement

Social Security is commonly perceived more as a safety net than an investment, but we encourage our clients to look at it through an investor’s lens. The monthly payments are a substantial source of income in retirement, and it’s worth gaining…

Read More keyboard_arrow_right

85 Wells Avenue, Suite 109 Newton, MA, 02459

info@adviserinvestments.com 1.800.492.6868

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.