Investing for Life - Adviser Investments

Straight Forward Financial Advice From Experienced Investors

Investing for Life

New ETF from Vanguard, Should You Buy?

February 4, 2011

A New Vanguard International ETF

On January 28, Vanguard opened the newest addition in its international ETF stable, Total International ETF, which is a share class of the open-end Total International Index fund. The ETF shares give investors a less expensive way to get into Total International (the ETF shares …

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Rebalance the Smart Way

January 12, 2011

The Rebalancing Gauntlet

In our last Adviser Fund Update, we took a look at what Vanguard and Fidelity recommend when it comes to rebalancing, with both firms feeling that investors should tweak their portfolios every time a position moves 5-10% off of their target allocation or otherwise on a semiannual or …

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Does Rebalancing Impact Returns?

January 7, 2011

New Year: Should You Rebalance Your Portfolio?

The question of when, why and how you should rebalance your portfolio gets attention from the media on a cyclical basis, and despite all of the column-inches devoted to the subject and nudges from fund companies, the conclusions are often the same–sell your …

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Vanguard Gives Fund a Makeover

December 22, 2010

Converting a Winner

Vanguard Gives Convertible Securities Flexibility

On December 20, Vanguard announced that it was sprucing up its Convertible Securities fund for the New Year, increasing its ability to forage overseas and adding a duo of co-managers to the fund to help oversee the fund’s new foreign holdings. In …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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New International REIT Fund for Vanguard

November 12, 2010

Vanguard Ventures Abroad

On November 1st, Vanguard opened its Global ex-U.S. REIT Index fund and ETF, which invest in REITs (real estate investment trusts) and REOCs (real estate operating companies) in developed and emerging markets countries around the globe (as the name would suggest, it excludes domestic REITs and REOCs). …

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Are Your Investments Standing Still?

October 29, 2010

Does the Benchmark Make a Difference?

  In our September 15 Adviser Fund Update, we covered Vanguard’s launch of a slew of ETFs tracking a bevy of S&P and Russell indexes and sub-indexes. Since then, we’ve taken a look at the various indexes side-by-side to see what, if any, differences could …

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Vanguard Goes International

October 1, 2010

Vanguard’s International Makeover

  Investors should put more of their money overseas! At least, that’s the message Vanguard was conveying this past week as they made significant changes to a number of funds. First up, a change in benchmarks and the addition of an ETF share class for Total International …

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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Vanguard Wages ETF War

September 17, 2010

Vanguard’s ETF Blitz

  On September 9, Vanguard launched nine new ETFs tracking S&P market indexes. Eight of the nine were launched concurrently with institutional class shares, while the ninth, the S&P 500 ETF, realizes Vanguard’s long-held desire to introduce an ETF class of its flagship 500 Index fund. They …

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September Begins with an Uptick

September 3, 2010

Market Roundup

After a rough month in the markets, September kicked off with the ISM Manufacturing survey, which surprised economists with a gain in August after three months of declines. The stock market lit up on the news, with the Dow gaining almost 255 points, or 2.5%, on the day …

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