Guide The 15 Questions You Need to Ask Your Financial Adviser January 7, 2018 You’ve worked hard and saved carefully. Now you’re ready to make your money work for you. It’s time to partner with a trusted professional who will make sure your portfolio is invested with your specific needs in mind. At Adviser Investments, we’ve helped our clients build their wealth and achieve their financial … Read Morekeyboard_arrow_right
Guide Investing and Taxes January 7, 2018 We all know that taxes are one of life’s certainties—one that many people would prefer to avoid. However, singularly focusing on minimizing your tax bill each year could compromise your investment plan and its potential gains. A long-term perspective, preparation and planning to manage your annual tax burden can help you strike … Read Morekeyboard_arrow_right
Special Report The ETF Advantage October 24, 2017 Understanding the Benefits and Risks of Exchange-Traded Funds The popularity of Exchange-Traded Funds (ETFs) has skyrocketed in recent years—but are they a worthy addition to your portfolio or just another investment fad? For many investors, ETFs remain a bit of a mystery. This special report cuts through the clutter to clarify what … Read Morekeyboard_arrow_right
Special Report Focus on Market Cycles, Not Election Cycles October 24, 2017 Set against global economic uncertainty and dire electioneering forecasts for the worst of times here, it’s hard to stay focused on the evidence for continued slow growth (not no growth) in the U.S. The 2020 primary-to-presidential election campaign is provoking more concern about our country’s future than any in recent memory. But … Read Morekeyboard_arrow_right
Special Report What Interest-Rate Hikes Really Mean for Your Portfolio: The Impact on Stocks, Bonds and Cash Updated: March 24, 2022 Following a rapid economic recovery from the COVID-19 pandemic, the Federal Reserve is launching a new rate-hike cycle. It should come as little surprise, as the central bank’s policymakers have been heavily hinting at their plans for months. Complicating matters are the sanctions, uncertainty and strife surrounding the Russian invasion of Ukraine. … Read Morekeyboard_arrow_right
Special Report The 5 Steps to Thriving in Volatile Markets October 24, 2017 Whenever the U.S. stock market hits a rough patch, it’s hard to escape the relentless reports of doom and gloom. Turn on the television or radio, or surf the web and you’re confronted with worrisome headlines that bemoan every dip and dive in the markets. The constant drone of bad news, stoked … Read Morekeyboard_arrow_right
Article Vanguard Takes Two Steps Forward, One Step Back March 24, 2017 Vanguard Takes Two Steps Forward, One Step Back We’re established critics of the “more managers is better” philosophy that Vanguard has applied to many of its actively managed funds, so we applauded the fund giant’s March 20 announcement that it would be cutting loose two managers from its Explorer fund. It’s a … Read Morekeyboard_arrow_right
Special Report Fidelity vs. Vanguard December 19, 2016 Which Funds Are Best for You? Fidelity vs. Vanguard. Contrafund vs. 500 Index. Active vs. passive investing. The hidden pitfalls and profit potential of both… and what difference could it make to you? We’ve spent more than 25 years specializing in both Fidelity and Vanguard mutual funds, and that gives us the … Read Morekeyboard_arrow_right
Guide Health Care and Your Portfolio December 18, 2016 More than ay any other time since the Affordable Care Act was under debate a decade ago, health care has dominated headlines. The combination of a pandemic and the race for a vaccine along with the 2020 presidential election has brought news from the sector and national health care policy to the … Read Morekeyboard_arrow_right