Investing for Life - Adviser Investments

Straight Forward Financial Advice From Experienced Investors

Investing for Life

Vanguard Veteran Speaks

September 16, 2011

Interview: Vanguard’s Pam Tynan

With Treasury yields near their historical lows and investors bemoaning the minuscule yields on their money funds, we went searching for some insight into the fixed income and, specifically, the short-term cash markets. Our Chairman and CEO Dan Wiener had a chance to speak to Vanguard’s …

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Fidelity & Vanguard’s Best Large-Cap Funds

September 2, 2011

Time to Live Large? 

As we scan today’s investment horizon, it’s hard to miss what appears to be an attractive opportunity to invest in some of the world’s largest, most profitable companies at bargain prices. We’re talking about large-cap growth companies. Small-cap growth stocks often lead during the early stages …

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Is it Time to Sell?

August 19, 2011

Market Timing is Not the Answer to Market Volatility

The stock market’s recent roller coaster ride has been difficult for some investors to stomach, with many people selling first and asking questions later. According to the latest figures from the Investment Company Institute, investors pulled more than $30 billion out …

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6 Vanguard Funds Add Lower-Cost Shares

August 5, 2011

Double-Dip Fears Resurface

With the debt-ceiling drama finally behind us, economic pundits and other doomsayers are already looking for a fresh crisis (real or imagined) to drive ratings and readership higher. Therefore, don’t be surprised to see a reprisal of the “double-dip recession” story in the days and weeks ahead. …

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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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One of Fidelity’s Best Managers Taking Leave

July 22, 2011

Top Fidelity Manager Is Going Walkabout

Earlier this month, before Fidelity publicly broke the news, we learned that Joel Tillinghast, the renowned manager of Fidelity Low-Priced Stock, would be departing on a four-month leave of absence this September. A standout among Fidelity’s managers, Tillinghast has been tireless in his pursuit …

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Fidelity and Vanguard Waive Fees for Yield

July 8, 2011

Where Has the Yield Gone?

There are two separate, but equally troubling, issues for money fund investors these days. The first is absolutely rock-bottom yields, while the second is the continuing financial instability in Greece, which may be worming its way into several prominent European banks whose issues are often …

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Which of Fidelity’s New Bond Funds Is a Winner?

May 27, 2011

Fidelity’s Bond Blast

Keeping the world’s largest mutual fund company going is one thing. Keeping it growing is another. Yet, on both counts, Fidelity continues to exceed its competitors. As evidence, consider Global High Income, Conservative Income Bond and the four “defined maturity” municipal income funds launched in recent weeks. …

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Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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Vanguard Slashes Fund Minimums, Lowers Fees

May 13, 2011

Vanguard Selects Dozens to Manage New Emerging Markets Fund

Attempting to capitalize on the success and popularity of emerging markets investments over the last several years, Vanguard announced plans to launch Emerging Markets Select Stock in mid-June. This actively managed fund will face stiff competition from Vanguard’s already successful Emerging …

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Was QE2 a Success?

April 29, 2011

Markets Disembarking from QE2

The Federal Open Market Committee (FOMC) made a big splash this week when Chairman Ben Bernanke held the first live press conference in the central bank’s 98-year history. Prior to the historic presser, the Fed announced it intended to wrap up its second “quantitative easing” program …

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