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High Returns: Where Will They Come From Going Forward?

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
Article

Vanguard in Hot Water Over Target-Date Taxes

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? …
Article

Vanguard’s Biggest Tech Crash Ever?

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 …
Article

Vanguard to Launch China Fund

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 …
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Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

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Distribution Season Is Back—Dates You Need to Know

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 …
Article

Bitcoin Futures ETF Brings In Beaucoup Bucks

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 …
Article

Fidelity Doubles Down on Themes

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 …
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Vanguard Launches New Active Management Options

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 …
Article

ETFs in the Tax Crosshairs

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 …
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The ETF Advantage

Benefits and Risks of Exchange-Traded Funds

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