Investing Archives - Adviser Investments

Investing for Life


Review Your 2020 Spending Plan

January 10, 2020

With a new year comes a series of new (and often repeated) resolutions. While we think this is an opportune time to reassess your financial goals and aspirations, we also understand that a new year often creates a deluge of tasks, so we’ll keep this week’s Financial Planning Friday brief …

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Fidelity vs. Vanguard

Which is right for you?

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Financial Planning in Your 50s

December 13, 2019

Maybe it’s the responsibilities of raising a family and building a career, but many people don’t start taking financial planning seriously until their 50s, when they first see the retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly for …

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Buyers Primed for Holiday Shopping Spree

December 2, 2019

In the weeks between Thanksgiving and Christmas last year, U.S. consumers shelled out a record $850 billion at stores—both brick-and-mortar and online. After factoring in 2019’s continued income gains and an economy that’s averaged 167,000 new jobs every month (despite economists’ contentions that we were already at “full employment”), we …

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Special Report

Social Security's Role in Your Retirement

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Health Care Allocation in Client Portfolios

In October, health care stocks shook off some of their politically hobbled 2019 underperformance. Despite the sector’s disappointing performance this year, Equity Research Analyst Kate Austin explained why we’ll continue to overweight health care in our recent quarterly webinar*: Investing Through Impeachments and Trade Wars. Please enjoy the excerpt …

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