Signal From Static: Magic Formulas and Portfolio Rainbows February 23, 2023 Investing Adviser Investments, Dan Wiener, Investing, MarketWatch When inflation is high or there's turmoil in the markets, pundits pushing gold yell louder, ignoring the disadvantages of investing in gold. Read Morekeyboard_arrow_right
Investing in Health Care: Good Bet or Bad? November 29, 2021 Investing health care, Investing, Liz Laprade, Weekly Question This week’s reader question: Heading into 2022, what’s your outlook for the health care sector? How are you thinking about investing in health care in the short and long term? The health care sector has been on a rollercoaster the last two years. In 2020, biotechnology stocks took off as the … Read Morekeyboard_arrow_right
Steve Johnson on Buying the Dip September 24, 2021 Economy and the Markets China, coronavirus, interest rates, Investing, video Amid market volatility this week, traders proved willing to buy the dip—a lot of money is still out there capable of driving markets higher. Dig into the data with Vice President Steve Johnson on Today's Market Takeaway.Watch Nowkeyboard_arrow_right
Are Valuations Too High to Stick With Stocks? August 13, 2021 Economy and the Markets Investing, Market volatility, stock market “Bullish” is almost too mild a word to describe the levels of enthusiasm that have helped propel the market to new highs in recent months, even as the broader economy is still recovering from the pandemic. Is it still worth investing in stocks with valuations so high? And can this bull market … Read Morekeyboard_arrow_right
Will Market Volatility Spike in the Months Ahead? August 9, 2021 Economy and the Markets coronavirus, Investing, Market volatility, stock market Isaac Newton may have thought that what goes up must come down, but a look at the S&P 500’s performance over the past year suggests today’s stock traders disagree with him. In our webinar Rocket or Rollercoaster: Where Will the Markets Go From Here?, Director of Research Jeff DeMaso … Read Morekeyboard_arrow_right
Opportunities in Health Care and Biotech Stocks August 5, 2021 Economy and the Markets biotech, COVID-19, health care, Investing, Vaccine At Adviser Investments, we’ve been betting on health care for a long time, and the sector is a meaningful position inside most of our clients’ portfolios. But in recent months—even as doctors and scientists came up with a lifesaving COVID-19 vaccine in record time—health care stocks have underperformed the broader market. In … Read Morekeyboard_arrow_right
Fidelity Expands ESG Lineup June 23, 2021 Adviser Fund Update ESG Funds, ESG Investing, ETFs, federal reserve, Fidelity, Investing, money market funds Fidelity Expands ESG Lineup Fidelity Investments launched five new actively managed environmental, social and governance (ESG) funds last week. The new funds include two equity mutual funds, one bond mutual fund and two equity ETFs, bringing Fidelity’s total ESG lineup to 11 mutual funds and ETFs. The new funds are available … Read Morekeyboard_arrow_right
Are ETFs More Tax-Efficient? Not at Vanguard June 9, 2021 Adviser Fund Update capital gains tax, ETFs, factor funds, financial planning, Investing, taxes, vanguard Are ETFs More Tax-Efficient? Not at Vanguard In April, we parsed every Vanguard and Fidelity fund and exchange-traded fund (ETF) to highlight the most (and least) tax-efficient among them. This week, we look at how ETFs and funds differ in how their tax status impacts your portfolio’s bottom … Read Morekeyboard_arrow_right
Vanguard to Offer Private Equity Investments to Individuals May 26, 2021 Adviser Fund Update Fidelity, Investing, private equity, roth ira, stocks, teen investors, vanguard Vanguard to Offer Private Equity Investments to Individuals Vanguard will begin offering private equity strategies to individual investors this summer. It will make the funds available only to qualified customers at first, but intends to include them in its hybrid robo-advisor platform, Personal Advisor Services, in the “near future,” according to … Read Morekeyboard_arrow_right
Don’t Count Out the Health Care Sector May 24, 2021 Economy and the Markets biotech, health care, Investing, stocks We’ve made no secret of our overweight allocation to health care compared to the S&P 500. How should investors react when the sector is slumping, as it has been of late? Chairman Dan Wiener discussed the state of the health care industry and our approach to it in our recent webinar,* Read Morekeyboard_arrow_right Special Report Stock Buybacks: Public Enemy Number One? Common Misconceptions About Buybacks and How They Impact Your Portfolio Get it Now Your Question Answered: Investing in China—Risk or Opportunity? May 17, 2021 Investing China, Global investing, International stocks, Investing This week’s reader question is about investing in China: What is your outlook on China and is this an area of opportunity for equity investors? What are the risks and how are you factoring China’s evolving regulatory and control policies (toward its companies) into your outlook? An astute question, thoughtfully worded. … Read Morekeyboard_arrow_right Fidelity Takes Lending Into Its Own Hands May 12, 2021 Adviser Fund Update corporate earnings, fee wars, Fidelity, Investing, stocks Fidelity Takes Lending Into Its Own Hands Never one to be left behind on investing trends, Fidelity recently announced the launch of Fidelity Agency Lending, a platform that the firm’s global equity trading head says “could meaningfully improve the overall returns that we deliver to our fund shareholders.” The new platform … Read Morekeyboard_arrow_right Categories Adviser Fund Update College Savings Investing Retirement Subscribe & Follow The Adviser You Can Talk To Podcast Subscribe Listen Investment insights. Right in your inbox. Subscribe
Your Question Answered: Investing in China—Risk or Opportunity? May 17, 2021 Investing China, Global investing, International stocks, Investing This week’s reader question is about investing in China: What is your outlook on China and is this an area of opportunity for equity investors? What are the risks and how are you factoring China’s evolving regulatory and control policies (toward its companies) into your outlook? An astute question, thoughtfully worded. … Read Morekeyboard_arrow_right
Fidelity Takes Lending Into Its Own Hands May 12, 2021 Adviser Fund Update corporate earnings, fee wars, Fidelity, Investing, stocks Fidelity Takes Lending Into Its Own Hands Never one to be left behind on investing trends, Fidelity recently announced the launch of Fidelity Agency Lending, a platform that the firm’s global equity trading head says “could meaningfully improve the overall returns that we deliver to our fund shareholders.” The new platform … Read Morekeyboard_arrow_right