Investing for Life - Adviser Investments

Straightforward Financial Advice From Experienced Investors

Investing for Life

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 charge 0.20% …

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 annual basis. …

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 …

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 addition, the …

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Social Security's Role in Your Retirement

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Don’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 …

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). The fund …

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 Index. And …

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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 followed this …

September Begins with an Uptick

September 3, 2010

Market Roundup

After a rough month in the markets, September kicked off with the ISM Manufacturing survey, which surprised economists with a gain in August after three months of declines. The stock market lit up on the news, with the Dow gaining almost 255 points, or 2.5%, on the day Wednesday the …

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