Investing for Life
’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 …
The fee wars rage on! Since Fidelity launched the first index funds with zero expense ratios last August, we’ve been waiting to see how Vanguard would counter. Now we know. As of November 19, the Malvern, Pa.-based fund …
With a single stroke, Vanguard has doubled its global bond fund offerings from one to two. The actively managed Vanguard Global Credit Bond fund should open to investors in the coming days. It will go head-to-head with the index-based Vanguard Total …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
Common Misconceptions About Buybacks and How They Impact Your Portfolio
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 …
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 …
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