Rebalancing: What Do the Numbers Say?
Should You Rebalance Your Portfolio in Times of Heightened Volatility?
The latest bout of market volatility has taken some helium out of the stock market’s balloon nearly a decade into a bull market run that’s seen the S&P 500 more than quadruple from its March 9, 2009 bottom. The…
Vanguard’s ‘Connectivity Issues’ and Fidelity’s Cryptocurrency Division
Fidelity Opens Cryptocurrency Company
Fidelity already dipped its toe in the cryptocurrency market. Is it ready to take the full plunge? Last August, Fidelity CEO Abigail Johnson followed through on her avowed interest in cryptocurrency and blockchain technology when Fidelity’s website implemented an option to display bitcoin, ether (another cryptocurrency…
Vanguard Risk Leader Named; Manager to Step Down
Vanguard Taps Joseph P. Brennan as Global Chief Risk Officer
There’s a new risk czar in Malvern. Last month, Vanguard unveiled some leadership changes, chief among them the creation of a new position: Global chief risk officer. And to fill that role, Vanguard selected Joseph P. Brennan. Brennan will oversee…
Barron’s Names Adviser Investments a Top Independent Wealth Adviser
Barron’s Names Adviser Investments a Top Independent Wealth Adviser
For the sixth year in a row, Adviser Investments has been recognized on Barron’s list of “Top 100 Independent Wealth Advisors .” Our Top-30 ranking (which appeared in the September 14, 2018 issue) is based on the…
Fidelity Manager Retires; IRS Phone Scams Increase
Longtime Fidelity Mutual Fund Manager Announces Retirement
At the end of August, Fidelity announced that prolific fund manager Mark Sommer plans to retire at the end of the year, capping a 26-year tenure at the Boston fund giant. Sommer, a municipal bond specialist, currently oversees 21 Fidelity mutual funds, accounting…
Bull Markets, Estate Planning and Vanguard Fund Changes
Vanguard Doubling Its Global Bond Fund Offerings
Soon there will be not one, but two different ways for investors to globetrot the world of bonds at Vanguard. Earlier this month, Vanguard announced plans to open an actively managed global bond fund in November. This follows the May reveal that the…
Fidelity Launches Fee-Free Funds; Vanguard Fires Manager
Fidelity Wins ‘Race to Zero’ With First Fee-Free Funds
Is it time to crown a victor in the fee wars? In what it touts as “rewriting the rules of investing,” Fidelity has launched the first index funds with zero expense ratios for individual investors. For years, we’ve been covering the…
Fidelity Expanded Offerings, Fee Reductions & Strategy Changes
Fidelity Seeks Perfect Blend in New Target-Date Funds
What do you do when you have two lines of target-date funds-of-funds, one that invests in actively managed funds and one that relies on index funds? If you’re Fidelity, blend them! Fidelity has filed paperwork with the Securities and Exchange Commission…
What Investors Should Know About Vanguard ETFs & Fidelity Share Splits
Vanguard Shifting Focus to Traders with Expanded ETF Selections?
Vanguard’s made its bones providing low-cost investments for long-term investors. Is it now trying to promote trading rather than investing? Last week, the firm announced it will offer its brokerage platform clients a significantly expanded list of transaction-free exchange-traded funds…
Should Your Wealth Management Strategy Include ESG Funds?
Vanguard & Fidelity Expand ESG Investment Options
It’s a well-worn maxim that you shouldn’t let your emotions control your investment decisions. What about your conscience? Investor interest in “environmental, social and governance” (ESG) funds has been on the rise, and both Vanguard and Fidelity want to get further in on…
Estate Checklist
A Straightforward Guide to Preparing and Settling an Estate
Get the GuideFidelity Opens Fixed-Income Factor ETFs & Lessons from Vanguard’s 401(k) Shakeup
Low Duration Bond & High Yield ETFs Flesh Out ‘Smart Beta’ Offerings
Call them “smart beta” or “factor,” but whatever the name, Fidelity’s got two more of them for investors—this time in the fixed-income space. The new exchange-traded funds (ETFs) both focus on niche areas of the bond market.…
Do These Vanguard Fund Updates Impact Investment Strategy?
Vanguard to Launch Global Bond ETF
Should you hold the whole bond world in your hands?
Starting in August, Vanguard will give fixed-income investors the opportunity to do so with a single exchange-traded fund (ETF) at rock-bottom prices. But how big of a difference will it actually make in your…
