Investing for Life - Adviser Investments

Straight Forward Financial Advice From Experienced Investors

Investing for Life

Vanguard Explores Active ETFs

July 31, 2015

Vanguard Keeps Active ETF Options Open

Vanguard surprised many observers in March 2014 when it filed with the SEC for permission to create exchange-traded fund (ETF) share classes of its actively managed open-end mutual funds, as we discussed at the time. Earlier this month, Vanguard adjusted that filing …

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Manager Change for Vanguard Bond Portfolios

July 17, 2015

Vanguard Names New Fixed Income Manager

Earlier this month, Christopher E. Wrazen replaced Paul Malloy as the co-manager of Vanguard Short-Term Corporate Bond Index, Intermediate-Term Corporate Bond Index and Long-Term Corporate Index funds. He’ll also assume responsibility for the bond portion of Balanced Index. Wrazen will share management duties with …

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Vanguard Adds Mainland China Exposure

July 2, 2015

Vanguard Adds International Small-Cap and Chinese Exposure

At the beginning of June, Vanguard announced that over the next 18 months or so, four of its international equity index funds and ETFs will add small-cap exposure to their portfolios as they transition to more broadly defined all-cap FTSE benchmarks sometime in …

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Vanguard Launches New Fund

June 5, 2015

Vanguard Alternative Strategies Fund Live

In contrast to the oft-delayed launch of its municipal bond index fund and ETF, Vanguard successfully birthed its Alternative Strategies fund (ticker symbol: VASFX) last week, although it is not yet available for investment (the official debut will likely come after it’s gathered some assets internally). …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Vanguard’s Least Tax Efficient Funds

May 22, 2015

Vanguard Postpones Muni ETF Launch

In January, Vanguard announced plans to launch a new municipal bond index fund and ETF, Tax-Exempt Bond Index, on May 15 (you can read our coverage here). But the scheduled debut has come and gone without the fund—at the last minute, Vanguard filed with the …

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Vanguard Cuts Fund Fees

May 8, 2015

Vanguard Cuts Fund Expenses 

At the end of April, Vanguard lowered expense ratios on 14 funds, a fairly regular occurrence at the fund giant, but one that’s to the benefit of shareholders. A full list is below. As a refresher, an expense ratio tells shareholders how much they are paying …

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Fidelity Appoints New Bond Manager

April 24, 2015

Fidelity Fifty Fund to Merge With Focused Stock.

A special meeting of shareholders is scheduled for May 12 to vote on the proposal to fold Fidelity Fifty into Fidelity Focused Stock. Fidelity’s Board of Trustees has already unanimously supported the move, which will combine two funds with very similar investment …

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States, Taxes and 529s

March 27, 2015

Which States Reward College Savers?

A recent Adviser Fund Update focused on the basics of 529 plans. In this edition, we’ll continue examining 529s with a look at tax implications, risk strategies and the implications on financial aid eligibility.

529 Tax Implications

Contributions to 529 plans are not tax deductible, though earnings …

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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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Fidelity Debuts IRA Match

March 13, 2015

Vanguard Makes Changes to Funds-of-Funds

At the end of February, Vanguard announced several changes to its Target Retirement and STAR LifeStrategy funds. First, Vanguard is rolling out a new Institutional Target Retirement lineup. The new funds, expected to launch at the end of June, will be available for large retirement plans with …

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529 Plans to Lose Tax Benefits?

February 27, 2015

Adviser Investments Named to Barron’s Top-5

Adviser Investments has been ranked #4 on Barron’s list of the “Best Massachusetts Financial Advisors” in its Feb. 23, 2015 issue. The ranking is based on assets under management, revenues generated, regulatory record, quality of practice and philanthropic work as determined by Barron’s editors. This follows Adviser Investments placing 24th …

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