Investing for Life - Adviser Investments

Straightforward Financial Advice From Experienced Investors

Investing for Life

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

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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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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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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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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