Investing for Life - Adviser Investments

Straight Forward Financial Advice From Experienced Investors

Investing for Life

Fidelity Closing Popular Fund

January 18, 2013

Vanguard Opening International Bond Fund

It took well over a year, but Vanguard is finally opening one of the two international bond funds it originally announced in the fall of 2011, Total International Bond Index. The fund will get immediate prominence in Vanguard’s lineup upon its second-quarter introduction, as the …

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Longtime Vanguard Manager Retires

January 4, 2013

Vanguard Veterans Step Down

As 2012 came to a close, Vanguard’s chief investment officer, George "Gus" Sauter, stepped down after a 25-year career. Among his other accomplishments, Sauter is responsible for developing the firm’s booming ETF business. Also entering the retired ranks was Health Care fund manager Ed Owens of …

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The Fiscal Cliff Tax Wrinkle

December 7, 2012

New Wrinkle for Year-End Tax Planning

Tax moves for tax-year 2012 are complicated by the as of yet unresolved fiscal cliff issue. No one can know how taxes, particularly capital gains taxes, are going to change in the coming year. Many are making the assumption that they will go up, …

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Tis The Season For Distributions

November 23, 2012

Don’t Let Distributions Tax Your Holiday Season

To most, Thanksgiving marks the start of the holiday season, but to investors, it also signals the beginning of distribution season. In December, many funds will pay out accumulated income, as they do every year. This income, along with any capital gains distributions …

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Special Report

The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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ETF Investing 101

November 9, 2012

20 Years of ETFs

January 2013 marks the 20-year anniversary of the launch of the nation’s first publicly traded exchange-traded fund (ETF), State Street’s SPDR S&P 500. Over the ensuing two decades, individual investors have embraced ETFs as a low-cost way to get targeted exposure to different asset classes or …

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Fidelity Opens Five New Funds

October 26, 2012

Fidelity Shutters Three Funds, Launches Five 

Fidelity recently announced that three of its funds, Fifty, Tax Managed Stock and 130/30 Large Cap, will close to new investors on October 12. Based on their performance records, we don’t imagine too many people will be disappointed by the news. Fidelity Fifty, a …

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Legendary Vanguard Manager Retiring

September 14, 2012

Legendary Vanguard Manager Retiring

After a stellar 28-year career running Vanguard Health Care, manager Ed Owens recently announced that he plans to retire at the end of 2012. He will go out as Vanguard’s longest-tenured external portfolio manager, and leaves behind a phenomenal long-term performance track record. Owens joined Wellington …

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Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Fidelity Names New President

August 31, 2012

Fidelity Names New President

In a move that clarifies Fidelity’s succession plan, Abigail Johnson was appointed president of Fidelity Financial Services, which places her directly in control of the firm’s core businesses, from mutual funds to brokerage to retirement services and asset management. Fund shareholders should not notice any impact …

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How Will the Election Impact Markets?

August 17, 2012

Elections and the Markets

Set against the backdrop of uncertainty in Europe and a slow-growth environment, the upcoming presidential election has raised many questions about where our country and the economy are headed. From an investing standpoint, however, those in the know can mostly ignore the impact the election will …

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