Investing for Life - Adviser Investments

Straightforward Financial Advice From Experienced Investors

Investing for Life

Fidelity Doubles Down on Themes

Fidelity Doubles Down on Themes

Fidelity Investments has added four more new thematic exchange-traded funds (ETFs) to its lineup. The new additions bring Fidelity’s total ETF lineup to 46, including 33 thematic funds. The four new ETFs are passively managed, quantitative funds which use proprietary Fidelity indexes as their benchmarks. Fidelity’s …

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Social Security's Role in Your Retirement

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The Fate of Backdoor Roth IRAs – Your Question Answered

This week’s reader question: What’s the upshot of the Biden administration’s tax proposals, and what should we be most concerned about going forward? The Biden administration maintains that any tax increases would only affect households earning $400,000 or more per year. From our read on the tax proposals released by the …

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Making the Most of Your Charitable Giving

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Vanguard Launches New Active Management Options

Vanguard Launches New Active Management Options

Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some …