Investing for Life - Adviser Investments

Straight Forward Financial Advice From Experienced Investors

Investing for Life

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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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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Special Report

Social Security's Role in Your Retirement

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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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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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Manager Changes at Vanguard, AXA Out

August 20, 2010

Vanguard Round-Up

It’s been a busy couple of months for Vanguard, from the announcement of 20 new ETFs and index funds tracking a slew of market benchmarks, to the elimination of commissions on all ETFs for brokerage clients, to a manager addition to International Explorer, to Convertible Securities reopening. In …

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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

5 Retirement Mistakes to Avoid

July 23, 2010

Are You Making These Retirement Savings Mistakes?

In our last update, we gave you some tips on how to help the teenagers in your lives begin saving for retirement. This week, we’d like to review some common pratfalls that all investors can fall into when making decisions about their retirement …

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