Article Did Your Adviser Take a Payroll Relief Loan? May 27, 2020 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 … Read Morekeyboard_arrow_right
Article Vanguard Adds ‘Pandemic Risk’ to Fund Prospectuses May 13, 2020 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 … Read Morekeyboard_arrow_right
Article Fidelity’s ‘Disruptive’ Thematic Funds Launch April 29, 2020 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 … Read Morekeyboard_arrow_right
Article Don’t Get Duped: Coronavirus Scams on the Rise April 15, 2020 Register for Our Quarterly Webinar Today! Registration is now open for Adviser Investments’ Second-Quarter Webinar, Separating Pandemic Noise From Investment Signals, to be held Wednesday, April 22 at 4:30 p.m. (EDT). Sign up here! This is a great chance to listen to and ask questions of our investment team during an in-depth, … Read Morekeyboard_arrow_right
Video A Message From Our CEO April 2, 2020 A message from CEO Dan Silver regarding the current crisis. About Adviser Investments Adviser Investments is a full service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994, … Watch Nowkeyboard_arrow_right
Article The Coronavirus Relief Act and Your Finances April 1, 2020 What You Need to Know About the CARES Act and Your Finances: Direct Payments to Taxpayers Required Minimum Distributions Not Required in 2020 Tapping Into Retirement Accounts Without Penalty Virus-Related Charitable Contributions Health Care Provisions of Note to Retirees Student Loan Relief Read Morekeyboard_arrow_right
Article This Time Is Different March 18, 2020 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% … Read Morekeyboard_arrow_right
Article Bonds 101 March 4, 2020 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, … Read Morekeyboard_arrow_right
Article Dealing With Divorce—Taking the First Financial Steps February 19, 2020 Dealing With Divorce—Taking the First Financial Steps Divorce is a crossroad that no one sets out to reach, but nearly half of all married couples in the U.S. face it during their lifetimes. Whether it ends up being a wakeup call or a relief, when you get to the point where … Read Morekeyboard_arrow_right
Article Popular 529 Plans Reviewed February 5, 2020 529 Plans of Note In two recent Adviser Fund Updates, we covered the basics of 529 plans, followed up by a review of state-by-state tax treatment and financial aid implications. To wrap up the series, we’re taking a look at four 529 plans that are typically highly ranked by … Read Morekeyboard_arrow_right
Article Portfolio Rebalancing Revisited January 22, 2020 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 … Read Morekeyboard_arrow_right
Article The SECURE Act and Your Retirement January 8, 2020 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 … Read Morekeyboard_arrow_right