Adviser Fund Update Archives - Page 18 of 20 - Adviser Investments

Market summary and expert insights

Adviser Fund Update

One of Fidelity’s Best Managers Taking Leave

July 22, 2011

Top Fidelity Manager Is Going Walkabout

Earlier this month, before Fidelity publicly broke the news, we learned that Joel Tillinghast, the renowned manager of Fidelity Low-Priced Stock, would be departing on a four-month leave of absence this September. A standout among Fidelity’s managers, Tillinghast has been tireless in his pursuit…

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Fidelity and Vanguard Waive Fees for Yield

July 8, 2011

Where Has the Yield Gone?

There are two separate, but equally troubling, issues for money fund investors these days. The first is absolutely rock-bottom yields, while the second is the continuing financial instability in Greece, which may be worming its way into several prominent European banks whose issues are often…

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Can You Trust Morningstar’s New Analyst Ratings?

June 24, 2011

The Star-Spangled Fund Universe

Anyone who has invested in mutual funds should be familiar with the phrase “past performance is no guarantee of future results.” Yet for years, many individual investors have largely ignored this advice by basing their mutual fund selections in part or entirely upon Morningstar’s “star” ratings–a…

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How to Raise a Millionaire

June 10, 2011

Text This to Your Teens: A Roth IRA Could Make Them a Multi-Millionaire

Teenagers being teenagers, it is rarely easy to get them thinking further into the future than Friday night. But with the summer job season for high school and college students upon us, now is a good time…

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Which of Fidelity’s New Bond Funds Is a Winner?

May 27, 2011

Fidelity’s Bond Blast

Keeping the world’s largest mutual fund company going is one thing. Keeping it growing is another. Yet, on both counts, Fidelity continues to exceed its competitors. As evidence, consider Global High Income, Conservative Income Bond and the four “defined maturity” municipal income funds launched in recent weeks.…

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Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

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Vanguard Slashes Fund Minimums, Lowers Fees

May 13, 2011

Vanguard Selects Dozens to Manage New Emerging Markets Fund

Attempting to capitalize on the success and popularity of emerging markets investments over the last several years, Vanguard announced plans to launch Emerging Markets Select Stock in mid-June. This actively managed fund will face stiff competition from Vanguard’s already successful Emerging…

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Was QE2 a Success?

April 29, 2011

Markets Disembarking from QE2

The Federal Open Market Committee (FOMC) made a big splash this week when Chairman Ben Bernanke held the first live press conference in the central bank’s 98-year history. Prior to the historic presser, the Fed announced it intended to wrap up its second “quantitative easing” program…

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Should You Buy Municipal Bonds Now?

April 15, 2011

In Defense of Municipal Bonds

Is it Armageddon or an opportunity?

Last December, a well-known market analyst made a startling prediction that rattled the municipal bond market. Appearing on “60 Minutes,” the analyst predicted widespread defaults among municipal bond issuers. She claimed that 50 to 100 sizeable defaults, representing hundreds…

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Financing Emerging Market Growth

April 1, 2011

Financing Emerging Market Growth

The best long-term growth story over the next decade may be found on far distant shores. With Pacific Rim, South American and Eastern European cultures and economies building and/or evolving, investment opportunities abound. With those opportunities, obviously, come risks. Ask an investor about investing in emerging…

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The Crisis In Japan and the US Economy

March 18, 2011

Will Japan’s Tragedy Affect the Global Markets?

By now you’ve seen the heart-wrenching images of the aftermath of the Great Tohoku Earthquake and the resulting tsunami that devastated the northeastern region of Japan’s Honshu Island, and, if you’re like us, you’re closely following the ongoing story of the dire conditions…

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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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Did You Benefit From Tech Winter?

March 4, 2011

A Snowy Tech Winter

  While winter may yet hold a few more weeks of storms and chilly temperatures in store, spring-like days have begun to creep into weekly forecasts, meaning we have come to the end of the annual ‘season’ of Tech Winter. If you recall, in November we…

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Alternative Minimum Tax, Who Has To Pay?

February 18, 2011

The Alternate Tax Reality

By now, you should have received your tax documents from your employer and investment custodians in advance of one of the most dreaded days on the U.S. calendar–tax day. While we get three extra days this year to prepare our taxes (April 18, 2011 is the…

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