Audio High Returns: Where Will They Come From Going Forward? February 7, 2022 Have investors gotten spoiled with the strong stock market returns last year? And can investors count on continued double-digit returns from equities? Vice President Steve Johnson dipped his toe into the expectations game in our recent webinar, Diversification Is Dead…and Other Modern Myths.* Please enjoy the excerpt below and Listen Nowkeyboard_arrow_right Article Vanguard in Hot Water Over Target-Date Taxes February 2, 2022 Paleontologists once theorized that the stegosaurus may have needed two brains to function—one in its head and the other in its tail. That idea turned out to be false. But perhaps those scientists were on to something: There’s an upside to an extra brain when you’re large and lumbering. Case in point? … Read Morekeyboard_arrow_right Article Vanguard’s Biggest Tech Crash Ever? January 5, 2022 Vanguard’s Biggest Tech Crash Ever? Vanguard’s website went AWOL for nearly a week just before New Year’s, potentially blocking thousands of customers from accessing year-end investment reports online. The company attributed the problems to a third-party vendor it works with to print its statements. Customers of the $8 trillion mutual fund … Read Morekeyboard_arrow_right Article Vanguard to Launch China Fund December 8, 2021 Vanguard to Launch China Fund Vanguard has announced plans to launch a China fund early next year, China Select Stock. The new fund represents a significant departure from the broad-based indexes the Malvern, Pennsylvania, giant is known for: It will be the firm’s first single-country fund, and it will be actively … Read Morekeyboard_arrow_right Article Vanguard Mum on Mid-Cap Manager Shake-Up November 24, 2021 Vanguard Mum on Mid-Cap Manager Shake-Up Vanguard’s Mid-Cap Growth fund is paying out a whopper of a distribution this year—25% of the fund’s net asset value will be returned to shareholders. Usually, you only see a distribution that large when Vanguard’s fund advisers are on the move. We … Read Morekeyboard_arrow_right Special Report Making the Most of Your Charitable Giving Save Some Money and Do Some Good Get it Now Article Distribution Season Is Back—Dates You Need to Know November 10, 2021 Distribution Season Is Back—Dates You Need to Know The end of the year brings a blur of activities and festivities—call it the Hallowgivemas season—but there’s at least one annual rite that investors should take the time to mark with due respect: Annual mutual fund distributions. Most mutual funds pay out any … Read Morekeyboard_arrow_right Article Bitcoin Futures ETF Brings In Beaucoup Bucks October 27, 2021 Bitcoin Futures ETF Brings In Beaucoup Bucks After another rollercoaster year, bitcoin is back near record highs, with much of the buzz coming from the launch of the ProShares Bitcoin Strategy ETF (ticker: BITO). Since its debut last Tuesday, the fund has raked in over $1.2 billion—that’s the fastest a fund … Read Morekeyboard_arrow_right Article Fidelity Doubles Down on Themes October 13, 2021 Fidelity Doubles Down on Themes Fidelity Investments has added four more new thematic exchange-traded funds (ETFs) to its lineup. The new additions bring Fidelity’s total ETF lineup to 46, including 33 thematic funds. The four new ETFs are passively managed, quantitative funds which use proprietary Fidelity indexes as their benchmarks. Fidelity’s … Read Morekeyboard_arrow_right Article Vanguard Launches New Active Management Options October 1, 2021 Vanguard Launches New Active Management Options Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some … Read Morekeyboard_arrow_right Article ETFs in the Tax Crosshairs September 29, 2021 ETFs in the Tax Crosshairs A recently proposed tax on exchange-traded funds (ETFs) could be setting the stage for a major dust-up between lawmakers and money managers. Will it come to pass, and how would it impact your portfolio? In mid-September, Senate Finance Committee Chairman Ron Wyden … Read Morekeyboard_arrow_right Special Report The ETF Advantage Benefits and Risks of Exchange-Traded Funds Learn More Categories Adviser Fund Update Quarterly Outlook Investment insights.Right in your inbox. Subscribe
Article Vanguard in Hot Water Over Target-Date Taxes February 2, 2022 Paleontologists once theorized that the stegosaurus may have needed two brains to function—one in its head and the other in its tail. That idea turned out to be false. But perhaps those scientists were on to something: There’s an upside to an extra brain when you’re large and lumbering. Case in point? … Read Morekeyboard_arrow_right
Article Vanguard’s Biggest Tech Crash Ever? January 5, 2022 Vanguard’s Biggest Tech Crash Ever? Vanguard’s website went AWOL for nearly a week just before New Year’s, potentially blocking thousands of customers from accessing year-end investment reports online. The company attributed the problems to a third-party vendor it works with to print its statements. Customers of the $8 trillion mutual fund … Read Morekeyboard_arrow_right
Article Vanguard to Launch China Fund December 8, 2021 Vanguard to Launch China Fund Vanguard has announced plans to launch a China fund early next year, China Select Stock. The new fund represents a significant departure from the broad-based indexes the Malvern, Pennsylvania, giant is known for: It will be the firm’s first single-country fund, and it will be actively … Read Morekeyboard_arrow_right
Article Vanguard Mum on Mid-Cap Manager Shake-Up November 24, 2021 Vanguard Mum on Mid-Cap Manager Shake-Up Vanguard’s Mid-Cap Growth fund is paying out a whopper of a distribution this year—25% of the fund’s net asset value will be returned to shareholders. Usually, you only see a distribution that large when Vanguard’s fund advisers are on the move. We … Read Morekeyboard_arrow_right
Article Distribution Season Is Back—Dates You Need to Know November 10, 2021 Distribution Season Is Back—Dates You Need to Know The end of the year brings a blur of activities and festivities—call it the Hallowgivemas season—but there’s at least one annual rite that investors should take the time to mark with due respect: Annual mutual fund distributions. Most mutual funds pay out any … Read Morekeyboard_arrow_right
Article Bitcoin Futures ETF Brings In Beaucoup Bucks October 27, 2021 Bitcoin Futures ETF Brings In Beaucoup Bucks After another rollercoaster year, bitcoin is back near record highs, with much of the buzz coming from the launch of the ProShares Bitcoin Strategy ETF (ticker: BITO). Since its debut last Tuesday, the fund has raked in over $1.2 billion—that’s the fastest a fund … Read Morekeyboard_arrow_right
Article Fidelity Doubles Down on Themes October 13, 2021 Fidelity Doubles Down on Themes Fidelity Investments has added four more new thematic exchange-traded funds (ETFs) to its lineup. The new additions bring Fidelity’s total ETF lineup to 46, including 33 thematic funds. The four new ETFs are passively managed, quantitative funds which use proprietary Fidelity indexes as their benchmarks. Fidelity’s … Read Morekeyboard_arrow_right
Article Vanguard Launches New Active Management Options October 1, 2021 Vanguard Launches New Active Management Options Vanguard plans to launch three new actively managed funds later this year: Advice Select Dividend Growth, Advice Select International Growth and Advice Select Global Value. As Adviser Investments clients know, we’ve long believed that, despite its well-founded reputation for low-cost index funds, Vanguard has some … Read Morekeyboard_arrow_right
Article ETFs in the Tax Crosshairs September 29, 2021 ETFs in the Tax Crosshairs A recently proposed tax on exchange-traded funds (ETFs) could be setting the stage for a major dust-up between lawmakers and money managers. Will it come to pass, and how would it impact your portfolio? In mid-September, Senate Finance Committee Chairman Ron Wyden … Read Morekeyboard_arrow_right