Investing for Life - Adviser Investments

Straightforward Financial Advice From Experienced Investors

Investing for Life

Chart of the Week: Will These Giants Stay Evergreen?

The big just keep getting mind-bogglingly bigger. The six largest companies in the U.S.—Apple, Microsoft, Alphabet (Google), Amazon, Tesla and Facebook (now Meta)—make up more than a quarter of the stock market’s size. Since the low point of the pandemic market shock in March 2020, these companies have seen their collective capitalization …

Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Four Tips for End-of-Year Tax-Planning

December 23, 2021

Mistletoe and merrymaking mean the year is nearly over. With that in mind, we have four last-minute tax tips for you to consider before the ball dips and the calendar flips to 2022.
  • Take advantage of charitable deductions: If you’re looking for ways to lower your 2021 tax bill,
  • Special Report

    Estate Checklist

    A Straightforward Guide to Preparing and Settling an Estate

    Get the Guide

    Is the 4% Retirement Spending Rule Obsolete?

    This week’s reader question is about retirement spending: Is the classic 4% rule still valid and how should I factor inflation into my retirement spending budget? Maybe, and yes. This ubiquitous retirement spending maxim, the “4% rule,” came into vogue in the 1990s. The financial planner who created it, William Bengen, examined historical …