Investing for Life - Adviser Investments

Straight Forward Financial Advice From Experienced Investors

Investing for Life

Should You Buy Municipal Bonds Now?

April 15, 2011

In Defense of Municipal Bonds

Is it Armageddon or an opportunity?

Last December, a well-known market analyst made a startling prediction that rattled the municipal bond market. Appearing on “60 Minutes,” the analyst predicted widespread defaults among municipal bond issuers. She claimed that 50 to 100 sizeable defaults, representing hundreds …

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Financing Emerging Market Growth

April 1, 2011

Financing Emerging Market Growth

The best long-term growth story over the next decade may be found on far distant shores. With Pacific Rim, South American and Eastern European cultures and economies building and/or evolving, investment opportunities abound. With those opportunities, obviously, come risks. Ask an investor about investing in emerging …

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The Crisis In Japan and the US Economy

March 18, 2011

Will Japan’s Tragedy Affect the Global Markets?

By now you’ve seen the heart-wrenching images of the aftermath of the Great Tohoku Earthquake and the resulting tsunami that devastated the northeastern region of Japan’s Honshu Island, and, if you’re like us, you’re closely following the ongoing story of the dire conditions …

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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

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

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

Get it Now

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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