Down With RMDs? Not So Fast January 4, 2023 Adviser Fund Update Fidelity, inflation, Jeff DeMaso, RMDs, thematic investing Secure Act 2.0 is bringing big changes to required minimum distributions (RMDs).Read Morekeyboard_arrow_right
Vanguard Ditches RS Investments December 21, 2022 Adviser Fund Update Fidelity, inflation, Jeff DeMaso, thematic investing What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Fidelity To Convert Thematic Funds to ETFs December 7, 2022 Adviser Fund Update Fidelity, inflation, Jeff DeMaso, thematic investing What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Vanguard To Shut Down Factor ETF September 28, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
Retiring in a Bear Market: The Conservative Approach September 14, 2022 Adviser Fund Update 40/60 portfolio, Charlie Toole, Fidelity, recession, vanguard What about that worst-case scenario—retiring just before a long-term decline in the stock market? Can your portfolio recover even if you're a conservative investor?Read Morekeyboard_arrow_right
The 60/40 Approach: Retiring During a Bear Market August 17, 2022 Adviser Fund Update 529 plans, Fidelity, Jeff DeMaso It's the worst-case scenario—retiring just before a sustained decline in the stock market. Can your portfolio recover? We found out.Read Morekeyboard_arrow_right
Fidelity Brings ESG to Its 529 August 3, 2022 Adviser Fund Update 529 plans, Fidelity, Jeff DeMaso Late last year, some investors in Vanguard’s target-date funds got hit with a hefty surprise tax bill. Now it's going to cost the fund giant.Read Morekeyboard_arrow_right
Riding the Direct Indexing Wave May 25, 2022 Adviser Fund Update bear market, bull market, direct indexing, Fidelity, index funds, vanguard Formerly a niche product, big fund firms like Fidelity and Vanguard are now offering direct indexing options.Read Morekeyboard_arrow_right
Remembering Fidelity’s Ned Johnson March 30, 2022 Adviser Fund Update Fidelity, mutual funds Vanguard has called a halt to its plans to launch an actively managed China equity fund, previously planned to roll out this quarter.Read Morekeyboard_arrow_right
Fidelity’s Meta-Bet February 16, 2022 Adviser Fund Update Cryptocurrency, ETFs, Fidelity, metaverse, mutual funds Anyone viewing the Super Bowl this past weekend was inundated with ads for crypto and the so-called metaverse, an emerging term for the 3D, virtual reality-based internet of the future. Fidelity must be hoping a lot of people were watching the Super Bowl, because it recently filed to launch two new … Read Morekeyboard_arrow_right
Fidelity Doubles Down on Themes October 13, 2021 Adviser Fund Update ETFs, Fidelity, thematic investing, vanguard 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
Fidelity Bites Down on Bitcoin August 18, 2021 Adviser Fund Update bitcoin, earnings, Fidelity Fidelity Flirts Further With Bitcoin Is Fidelity jumping fully aboard the bitcoin train? Yes, but not in the way the media suggests. You might have seen the recent headline “Fidelity buys 7.4% stake in bitcoin miner Marathon.” The implication is that with this purchase Fidelity is making a big move … Read Morekeyboard_arrow_right