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News you can use on a wide range of investing and financial planning topics, published every other week. We cover the latest developments impacting mutual fund and ETF investors (with a focus on Vanguard and Fidelity), tax law changes, managing household finances, estate planning advice, retirement savings and much more. Sign up below to have each new edition delivered right to your email inbox.

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Bitcoin Futures ETF Brings In Beaucoup Bucks

Bitcoin Futures ETF Brings In Beaucoup Bucks

After another rollercoaster year, bitcoin is back near record highs, with much of the buzz coming from the launch of the ProShares Bitcoin Strategy ETF (ticker: BITO). Since its debut last Tuesday, the fund has raked in over $1.2 billion—that’s the fastest a fund …
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Fidelity Doubles Down on Themes

Fidelity Doubles Down on Themes

Fidelity Investments has added four more new thematic exchange-traded funds (ETFs) to its lineup. The new additions bring Fidelity’s total ETF lineup to 46, including 33 thematic funds. The four new ETFs are passively managed, quantitative funds which use proprietary Fidelity indexes as their benchmarks. Fidelity’s …
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Vanguard Launches New Active Management Options

Vanguard Launches New Active Management Options

Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some …
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ETFs in the Tax Crosshairs

ETFs in the Tax Crosshairs

A recently proposed tax on exchange-traded funds (ETFs) could be setting the stage for a major dust-up between lawmakers and money managers. Will it come to pass, and how would it impact your portfolio? In mid-September, Senate Finance Committee Chairman Ron Wyden …
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Active ETFs: The Best of Both Worlds?

Active ETFs: The Best of Both Worlds?

Now that the fee wars have come to their natural conclusion, fund managers seem to be opening up a new frontier in their efforts to attract investor dollars: Adding active-management oomph to low-cost index options. Vanguard’s decision to open three new …
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Vanguard Launches New Active Management Options

Vanguard Launches New Active Management Options

Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some …
Article

Fidelity Bites Down on Bitcoin

Fidelity Flirts Further With Bitcoin

Is Fidelity jumping fully aboard the bitcoin train? Yes, but not in the way the media suggests. You might have seen the recent headline “Fidelity buys 7.4% stake in bitcoin miner Marathon.” The implication is that with this purchase Fidelity is making a big move …
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Is the 60/40 Investing Approach Still Sound?

Is the 60/40 Investing Approach Still Sound?

In the current low-yield environment, it’s a question we get frequently: Is the 60/40 approach still a smart investment strategy? If so, are bonds the right balance to stocks right now or are there other/better options? The short answer: Yes, the 60/40 approach remains …
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Vanguard to Acquire JustInvest

Vanguard to Acquire JustInvest

Vanguard has agreed to buy the direct indexing firm JustInvest. The firm said it was enticed by JustInvest’s tech-driven approach, and they’re not alone: The quantitative asset manager has attracted just over $1 billion in assets since its 2016 founding, setting itself apart with features that …
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Federal Reserve 101: Tools for Fighting Inflation

Federal Reserve 101: Tools for Fighting Inflation

With inflation fears dominating the financial news, you’ve probably been hearing a lot about the Federal Reserve. And if you’ve been wondering what exactly the central bank is, and how it functions as a key player in the U.S. and global economy, you’re not …
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Fidelity Expands ESG Lineup

Fidelity Expands ESG Lineup

Fidelity Investments launched five new actively managed environmental, social and governance (ESG) funds last week. The new funds include two equity mutual funds, one bond mutual fund and two equity ETFs, bringing Fidelity’s total ESG lineup to 11 mutual funds and ETFs. The new funds are available …