The Crisis In Japan and the US Economy
March 18, 2011
Did You Benefit From Tech Winter?
March 4, 2011
A Snowy Tech Winter
While winter may yet hold a few more weeks of storms and chilly temperatures in store, spring-like days have begun to creep into weekly forecasts, meaning we have come to the end of the annual 'season' of Tech Winter. If you recall, in November we wrote to …Read More keyboard_arrow_rightAlternative Minimum Tax, Who Has To Pay?
February 18, 2011
The Alternate Tax Reality
By now, you should have received your tax documents from your employer and investment custodians in advance of one of the most dreaded days on the U.S. calendar--tax day. While we get three extra days this year to prepare our taxes (April 18, 2011 is the deadline for …Read More keyboard_arrow_rightNew 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 charge 0.20% …Read More keyboard_arrow_rightRebalance 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 annual basis. …Read More keyboard_arrow_rightSpecial Report 
Stock Buybacks: Public Enemy Number One?
Common Misconceptions About Buybacks and How They Impact Your Portfolio
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 winners and …Read More keyboard_arrow_rightVanguard 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 addition, the …Read More keyboard_arrow_right7 Steps to Winterize Your Portfolio
December 10, 2010
Is Your Portfolio Ready for the New Year?
Holiday season is in full swing, winter is settling in, and thoughts are turning to the year ahead. But as you make your resolutions for the new year, use the time remaining this year to save yourself some money and set yourself up for …Read More keyboard_arrow_rightDon’t Miss Your Distribution Dates
November 24, 2010
‘Tis The Season For Distributions
As the holiday season gets into full swing with Thanksgiving this week, investors have a second holiday calendar to follow, marking off the days their funds are scheduled to make year-end distributions. This year does not seem like it will be inducing too many capital gains-related tax …Read More keyboard_arrow_rightNew 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). The fund …Read More keyboard_arrow_rightAre Your Investments Standing Still?
October 29, 2010
Does the Benchmark Make a Difference?
In our September 15 Adviser Fund Update, we covered Vanguard’s launch of a slew of ETFs tracking a bevy of S&P and Russell indexes and sub-indexes. Since then, we’ve taken a look at the various indexes side-by-side to see what, if any, differences could be found …Read More keyboard_arrow_rightVanguard Lowers Minimums for Admiral Shares
October 15, 2010
