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Adviser Fund Update

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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Did Your Adviser Take a Payroll Relief Loan?

Special Podcast: Dan Wiener and Jim Lowell—Why Are Markets Rising in a Recession?

The COVID-19-related economic decline is undeniable. We’ve seen unprecedented unemployment, record drops in consumer spending and rampant speculation that many businesses and jobs aren’t going to survive the pandemic’s economic shock. Yet stock market prices have gone higher …
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Vanguard Adds ‘Pandemic Risk’ to Fund Prospectuses

Vanguard Shuffles International Managers

Our readers know that we specialize in active managers at Vanguard, a fund family more often celebrated for its low-cost index funds than its actively managed funds. One reason is that Vanguard relies heavily on “subadvisers,” outside money managers hired for their expertise in certain investment styles …
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Fidelity’s ‘Disruptive’ Thematic Funds Launch

Fidelity’s “Disruptive” Thematic Funds Launch

Fidelity has launched eight new thematic funds, six of which are intended to focus on “disruptive” companies and trends across a range of sectors. These additions to their lineup were first revealed in December, but the official announcement contains some more details about the funds—including a …
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This Time Is Different

This Time Is Different

We haven’t seen much good news on the financial pages these days, and it’s natural for investors to be worried. Market drops like the ones we’ve experienced the last two weeks can’t help but remind many investors of the Financial Crisis of 2008 when stocks fell 50% …
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Bonds 101

2020 Reference Guide: Key Financial & Tax Planning Data

Tax season is once again upon us. Our handy reference guide—updated for 2020 with new SECURE Act rules—can help you keep tabs on all the key facts and figures you’ll need to maximize your savings. We’ve compiled all of 2020’s tax rates, …
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Portfolio Rebalancing Revisited

Register for Our Quarterly Webinar Today!

Registration is now open for Adviser Investments’ First-Quarter Webinar, 2020 Conflicts: Impeachment, Tariffs & Global Dysfunction, to be held Thursday, January 23 at 4:30 p.m. (EST). Sign up here! This is a great chance to listen to and ask questions of our investment team …
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The SECURE Act and Your Retirement

As the sun set on 2019, Congress passed a $1.4 trillion budget deal that contained major changes to an array of the rules governing investing for retirement. It’s the most significant development for retirement savers in more than a decade. Buried within the enormous budget pact was a reform package known as …