Fidelity Expands ESG Lineup June 23, 2021 Adviser Fund Update ESG Funds, ESG Investing, ETFs, federal reserve, Fidelity, Investing, money market funds Fidelity Expands ESG Lineup Fidelity Investments launched five new actively managed environmental, social and governance (ESG) funds last week. The new funds include two equity mutual funds, one bond mutual fund and two equity ETFs, bringing Fidelity’s total ESG lineup to 11 mutual funds and ETFs. The new funds are available … Read Morekeyboard_arrow_right
Today’s Market Takeaways: June 22 2021 June 22, 2021 Economy and the Markets coronavirus, video The long-awaited Fed commentary on rates and bond buying came out last week. In Today’s Market Takeaways, Research Analyst Liz Laprade covers why the markets reacted predictably, but then reversed. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Life Insurance Made Simple June 18, 2021 Financial Planning financial planning, insurance, life insurance What separates successful investors from the rest of the pack? Knowing how to anticipate and manage risk. It’s a skill that’s even more important when it comes to securing your family’s future. That’s why life insurance is a cornerstone of many financial plans. Here’s a quick read on how to determine how … Read Morekeyboard_arrow_right
Today’s Market Takeaways: June 18, 2021 June 18, 2021 Economy and the Markets coronavirus, video In Today’s Market Takeaways, Vice President Steve Johnson covers the discrepancy between the inflation narrative and the 10-year Treasury yield. If you have questions for Steve, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: June 15, 2021 June 15, 2021 Economy and the Markets coronavirus, video A highly anticipated Fed policy statement comes out tomorrow. In Today’s Market Takeaways, Research Analyst Liz Laprade discusses why some are calling it the “most important release in decades” and what investors will be listening for in Chair Powell’s press conference tomorrow afternoon. If you have questions for Liz, please send them … Watch Nowkeyboard_arrow_right
ESG Investing: Our Perspective June 14, 2021 Investing esg, ESG Funds, ESG Investing, Socially Responsible Investing, Tesla This week’s reader question concerns “socially responsible” investing: What is Adviser Investments’ perspective on ESG investing and how should we, as investors, be thinking about this opportunity (particularly considering Biden’s legislative agenda)? Are companies with strong “ESG scores” higher-quality companies that we should be focusing on? ESG investing has grown … Read Morekeyboard_arrow_right
New and Improved FAFSA Rules June 11, 2021 College Savings college savings, FAFSA, financial planning, paying for college, student loans Is college on the horizon for your kids or grandkids? Then you need to know about some important updates to the Free Application for Federal Student Aid (FAFSA). If this is a new acronym for you, FAFSA is the main form you’ll use to apply for student financial aid. The recent revisions were … Read Morekeyboard_arrow_right
Today’s Market Takeaways: June 11, 2021 June 11, 2021 Economy and the Markets coronavirus, video This week, we saw one of the highest inflation readings in over 10 years. In Today’s Market Takeaways, Vice President Steve Johnson covers the bond market, technology sector and the inflation debate. If you have questions for Steve, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Are ETFs More Tax-Efficient? Not at Vanguard June 9, 2021 Adviser Fund Update capital gains tax, ETFs, factor funds, financial planning, Investing, taxes, vanguard Are ETFs More Tax-Efficient? Not at Vanguard In April, we parsed every Vanguard and Fidelity fund and exchange-traded fund (ETF) to highlight the most (and least) tax-efficient among them. This week, we look at how ETFs and funds differ in how their tax status impacts your portfolio’s bottom … Read Morekeyboard_arrow_right
Today’s Market Takeaways: June 8, 2021 June 8, 2021 Economy and the Markets coronavirus, video The FDA approved a new Alzheimer's drug for the first time in nearly 20 years, but it's not without some controversy. Research Analyst Liz Laprade explains the implications for the health care and biotech sectors in Today’s Market Takeaways. If you have questions for Liz, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Today’s Market Takeaways: June 4, 2021 June 4, 2021 Economy and the Markets coronavirus, video This week, we saw a return of the so-called “meme stocks.” Vice President Steve Johnson discusses what is fueling the speculation in Today’s Market Takeaways. If you have questions for Steve, please send them to info@adviserinvestments.com.Watch Nowkeyboard_arrow_right
Getting Ready for Higher Taxes June 1, 2021 Economy and the Markets Biden tax plan, capital gains tax, Estate tax, tax hikes, taxes This week’s reader question is about future tax hikes: What does the Biden tax plan mean for investors? Should I be making changes to my financial plan or portfolio at this point? The first thing to remember is that all the tax hikes you’ve been hearing about—except those already passed in … Read Morekeyboard_arrow_right