Investing for Life - Adviser Investments

Straightforward Financial Advice From Experienced Investors

Investing for Life

Tips for Tax-Loss Harvesting

This week’s reader question: What is the best way to think about tax-loss harvesting—what are your thoughts on timing and best practices?
Cathy Lee, Tax Associate, had this to say: Tax-loss harvesting—selling a losing investment to reduce your tax obligations—can help minimize taxes by offsetting capital gains and up to …

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Fidelity vs. Vanguard

Which is right for you?

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Chart of the Week: Does a Yield-Curve Inversion Mean Recession Is Coming?

The handwringing over a “yield-curve inversion” presaging recession has begun. Be prepared to hear a whole lot more about inversions in the weeks, months and quarters ahead. First, a definition. The “yield curve” refers to a line on a chart mapping the yields of Treasury bonds of various maturities. Most of …

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Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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Chart of the Week: The Reality of Wartime Returns

A month ago, Russia invaded Ukraine; surely stocks are down and bonds are up since then, right? Not quite. This week’s chart plots the returns of a few major markets as measured by Vanguard’s index funds. Going region by region for stocks: European equities fell the hardest at first—no surprise there—but after …