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ADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), BOND MARKET OUTLOOK 2021 Bond Market Review & Outlook Q2 2021. X A financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868DANIEL WIENER
Chairman. Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. Dan is also senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investing IS RUNAWAY INFLATION HEADED OUR WAY? 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868ELIZABETH LAPRADE
Research Analyst. Liz Laprade is a research analyst and assists with conducting quantitative and qualitative analysis of mutual funds and portfolio managers. Liz performs due diligence on the funds and managers we currently invest with and researches potential future investment opportunities for our clients’ portfolios. PREPARING YOUR ESTATE RESPONSIBILITY STEPS 4 N/A Personal Records Government- and court-issued documents can be costly in both time and money to track down and replace. Keeping them in a secure place—like a safe deposit box—can greatly streamline claims by beneficiaries.JEFFREY DEMASO
Director of Research. As Director of Research, Jeff leads the analyst team for Adviser Investments and is a member of the firm’s Senior Investment Committee. He joined the company upon its 2011 acquisition of Kobren Insight Management, where he was a member ofADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), BOND MARKET OUTLOOK 2021 Bond Market Review & Outlook Q2 2021. X A financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868DANIEL WIENER
Chairman. Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. Dan is also senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investing IS RUNAWAY INFLATION HEADED OUR WAY? 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868ELIZABETH LAPRADE
Research Analyst. Liz Laprade is a research analyst and assists with conducting quantitative and qualitative analysis of mutual funds and portfolio managers. Liz performs due diligence on the funds and managers we currently invest with and researches potential future investment opportunities for our clients’ portfolios. PREPARING YOUR ESTATE RESPONSIBILITY STEPS 4 N/A Personal Records Government- and court-issued documents can be costly in both time and money to track down and replace. Keeping them in a secure place—like a safe deposit box—can greatly streamline claims by beneficiaries.JEFFREY DEMASO
Director of Research. As Director of Research, Jeff leads the analyst team for Adviser Investments and is a member of the firm’s Senior Investment Committee. He joined the company upon its 2011 acquisition of Kobren Insight Management, where he was a member ofINVESTING FOR LIFE
529 plans, college savings, financial planning. May 29 is here (almost) and we thought we’d take the opportunity to discuss some of the benefits of the other 5/29—529 educational savings accounts. 529 plans are tax-advantaged investment accounts designed to help you save for tuition and expenses related to private K–12 and highereducation.
OUR FINANCIAL SERVICES PROCESS 2. Asset Allocation. Once we’ve discussed and come to an agreement on your personal investor profile, we consider the best way to allocate your assets between stocks A financial instrument giving the holder a proportion of the ownership and earnings of a company., bonds A financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a FACTOR FUNDS ARCHIVES 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 ARE ETFS MORE TAX-EFFICIENT? NOT AT VANGUARD 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 A BIRD’S-EYE VIEW OF INVESTING IN 2021 Dan Wiener: So Jim, a lot of our clients are talking about income coming into 2021. We have seen treasury yield, well, we’ve seen bond yields in general, move up dramatically. The 10-year treasury has more than doubled, the yield has more than doubled since its low of last year at around 50 basis points, or 0.5%. It’s now over 1%. AT A THEATER NEAR YOU: MEME STOCKS 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 THE LATEST STIMULUS PACKAGE: WHAT YOU NEED TO KNOW The Latest Stimulus Package: What You Need to Know. On March 11, President Biden signed the expansive $1.9 trillion American Rescue Plan (ARP) into law. Broadly speaking, the relief legislation is intended to speed up the economic recovery and hasten the distribution of vaccines. So what does the latest fiscal stimulus package mean foryou and
WHAT WE DON'T DO
The true sign of a sound Adviser can often be found in what they DON'T DO. We don't accept payment, fees or bonuses to invest in certain products, we don't sell insurance, we don't charge a performance fee. All of this and more, lets you know we are here for you. 5 TAX DEDUCTIONS YOU NEED TO KNOW Andrew Busa:. Filing your 2020 tax return may have been extended, but that’s not the only tax news you should be thinking about. To make sure you’re taking advantage of all the tax opportunities available to you, listen to this episode about five tax deductions we think youneed to know.
IS RUNAWAY INFLATION HEADED OUR WAY? 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868ADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), BOND MARKET OUTLOOK 2021 Bond Market Review & Outlook Q2 2021. X A financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate. VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868DANIEL WIENER
Chairman. Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. Dan is also senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investing 5 TAX DEDUCTIONS YOU NEED TO KNOW So, we’re knee deep in the middle of tax season. And so, today’s episode is going to focus on exactly that, taxes. Now, specifically, we’re going to cover five tax deductions that we think you need to know about. First, we’ll hit on charitable contributions. Second, the Child Tax Credit.ELIZABETH LAPRADE
Research Analyst. Liz Laprade is a research analyst and assists with conducting quantitative and qualitative analysis of mutual funds and portfolio managers. Liz performs due diligence on the funds and managers we currently invest with and researches potential future investment opportunities for our clients’ portfolios. PREPARING YOUR ESTATE RESPONSIBILITY STEPS 4 N/A Personal Records Government- and court-issued documents can be costly in both time and money to track down and replace. Keeping them in a secure place—like a safe deposit box—can greatly streamline claims by beneficiaries.JEFFREY DEMASO
Director of Research. As Director of Research, Jeff leads the analyst team for Adviser Investments and is a member of the firm’s Senior Investment Committee. He joined the company upon its 2011 acquisition of Kobren Insight Management, where he was a member ofADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), BOND MARKET OUTLOOK 2021 Bond Market Review & Outlook Q2 2021. X A financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturity date). Bonds can have a fixed or floating interest rate.INVESTING FOR LIFE
529 plans, college savings, financial planning. May 29 is here (almost) and we thought we’d take the opportunity to discuss some of the benefits of the other 5/29—529 educational savings accounts. 529 plans are tax-advantaged investment accounts designed to help you save for tuition and expenses related to private K–12 and highereducation.
OUR FINANCIAL SERVICES PROCESS 2. Asset Allocation. Once we’ve discussed and come to an agreement on your personal investor profile, we consider the best way to allocate your assets between stocks A financial instrument giving the holder a proportion of the ownership and earnings of a company., bonds A financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a ARE ETFS MORE TAX-EFFICIENT? NOT AT VANGUARD 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 FACTOR FUNDS ARCHIVES 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 AT A THEATER NEAR YOU: MEME STOCKS 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 A BIRD’S-EYE VIEW OF INVESTING IN 2021 Dan Wiener: So Jim, a lot of our clients are talking about income coming into 2021. We have seen treasury yield, well, we’ve seen bond yields in general, move up dramatically. The 10-year treasury has more than doubled, the yield has more than doubled since its low of last year at around 50 basis points, or 0.5%. It’s now over 1%. THE LATEST STIMULUS PACKAGE: WHAT YOU NEED TO KNOW The Latest Stimulus Package: What You Need to Know. On March 11, President Biden signed the expansive $1.9 trillion American Rescue Plan (ARP) into law. Broadly speaking, the relief legislation is intended to speed up the economic recovery and hasten the distribution of vaccines. So what does the latest fiscal stimulus package mean foryou and
WHAT WE DON'T DO
The true sign of a sound Adviser can often be found in what they DON'T DO. We don't accept payment, fees or bonuses to invest in certain products, we don't sell insurance, we don't charge a performance fee. All of this and more, lets you know we are here for you. IS RUNAWAY INFLATION HEADED OUR WAY? 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 BONDS IN A LOW-INTEREST-RATE ENVIRONMENT Bonds in a Low-Interest-Rate Environment. Use Up/Down Arrow keys to increase or decrease volume. X A financial instrument representing an IOU from the borrower to the lender. Bond issuers promise to pay bond holders a given amount of interest for a pre-determined amount of time until the loan is repaid in full (otherwise known as the maturityADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868DANIEL WIENER
Chairman. Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. Dan is also senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investingELIZABETH LAPRADE
Research Analyst. Liz Laprade is a research analyst and assists with conducting quantitative and qualitative analysis of mutual funds and portfolio managers. Liz performs due diligence on the funds and managers we currently invest with and researches potential future investment opportunities for our clients’ portfolios. IS YOUR ADVISER A FIDUCIARY? The Future of Fiduciary Rule in Doubt As we covered last year, in April 2016, the U.S. Department of Labor issued regulations that would legally require financial advisers and stock brokers to act in the best interests of their clients investing for retirement—what’s known in the industry as “fiduciary duty.” In February, Read More keyboard_arrow_right PREPARING YOUR ESTATE RESPONSIBILITY STEPS 4 N/A Personal Records Government- and court-issued documents can be costly in both time and money to track down and replace. Keeping them in a secure place—like a safe deposit box—can greatly streamline claims by beneficiaries.JEFFREY DEMASO
Director of Research. As Director of Research, Jeff leads the analyst team for Adviser Investments and is a member of the firm’s Senior Investment Committee. He joined the company upon its 2011 acquisition of Kobren Insight Management, where he was a member ofADAM STRAUSS
Adam graduated from the University of Massachusetts with degrees in art and economics, and earned his master’s degree in education from Tufts University. He was awarded his CERTIFIED FINANCIAL PLANNER™ designation in 1999 and is a member of the Financial Planning Association (FPA). Adam lives in Lexington, MA, with his wife andchildren.
ADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868DANIEL WIENER
Chairman. Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. Dan is also senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investingELIZABETH LAPRADE
Research Analyst. Liz Laprade is a research analyst and assists with conducting quantitative and qualitative analysis of mutual funds and portfolio managers. Liz performs due diligence on the funds and managers we currently invest with and researches potential future investment opportunities for our clients’ portfolios. IS YOUR ADVISER A FIDUCIARY? The Future of Fiduciary Rule in Doubt As we covered last year, in April 2016, the U.S. Department of Labor issued regulations that would legally require financial advisers and stock brokers to act in the best interests of their clients investing for retirement—what’s known in the industry as “fiduciary duty.” In February, Read More keyboard_arrow_right PREPARING YOUR ESTATE RESPONSIBILITY STEPS 4 N/A Personal Records Government- and court-issued documents can be costly in both time and money to track down and replace. Keeping them in a secure place—like a safe deposit box—can greatly streamline claims by beneficiaries.JEFFREY DEMASO
Director of Research. As Director of Research, Jeff leads the analyst team for Adviser Investments and is a member of the firm’s Senior Investment Committee. He joined the company upon its 2011 acquisition of Kobren Insight Management, where he was a member ofADAM STRAUSS
Adam graduated from the University of Massachusetts with degrees in art and economics, and earned his master’s degree in education from Tufts University. He was awarded his CERTIFIED FINANCIAL PLANNER™ designation in 1999 and is a member of the Financial Planning Association (FPA). Adam lives in Lexington, MA, with his wife andchildren.
OUR FINANCIAL SERVICES We are here to help you secure your financial future, every step of the way. Offering comprehensive wealth management, financial planning, and investment advice. A full suite of services focused on putting your interests and peace of mind at the core of what we do. CHOOSING THE RIGHT TRUSTEE 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 AT A THEATER NEAR YOU: MEME STOCKS 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 YOUR QUESTION ANSWERED: THE LATEST STIMULUS AND ACTION ITEMS The child tax credit. The ARP expands the child tax credit for the 2021 tax year to $3,600 per child under age 6 and $3,000 for children ages 6 through 17. As with the stimulus checks, the credits start to phase out for individuals above a certain income level, but the previous credit of $2,000 per child remains unchanged for somehigher-income
TODAY’S MARKET TAKEAWAYS: MAY 21, 2021 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868TRUSTS ARCHIVES
85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 ESTATE PLANNING ARCHIVES 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 SOCIAL SECURITY’S FAMILY BENEFITS To receive these benefits, the child must have a parent who’s disabled or retired and entitled to Social Security; or a parent who died after having worked long enough in a job where they paid Social Security taxes. In addition, the child must be either: Under age 18. Under age 19 and a full-time elementary or high school student. LABOR MARKET ARCHIVES 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868ADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868DANIEL WIENER
Chairman. Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. Dan is also senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investingELIZABETH LAPRADE
Research Analyst. Liz Laprade is a research analyst and assists with conducting quantitative and qualitative analysis of mutual funds and portfolio managers. Liz performs due diligence on the funds and managers we currently invest with and researches potential future investment opportunities for our clients’ portfolios. IS YOUR ADVISER A FIDUCIARY? The Future of Fiduciary Rule in Doubt As we covered last year, in April 2016, the U.S. Department of Labor issued regulations that would legally require financial advisers and stock brokers to act in the best interests of their clients investing for retirement—what’s known in the industry as “fiduciary duty.” In February, Read More keyboard_arrow_right PREPARING YOUR ESTATE RESPONSIBILITY STEPS 4 N/A Personal Records Government- and court-issued documents can be costly in both time and money to track down and replace. Keeping them in a secure place—like a safe deposit box—can greatly streamline claims by beneficiaries.JEFFREY DEMASO
Director of Research. As Director of Research, Jeff leads the analyst team for Adviser Investments and is a member of the firm’s Senior Investment Committee. He joined the company upon its 2011 acquisition of Kobren Insight Management, where he was a member ofADAM STRAUSS
Adam graduated from the University of Massachusetts with degrees in art and economics, and earned his master’s degree in education from Tufts University. He was awarded his CERTIFIED FINANCIAL PLANNER™ designation in 1999 and is a member of the Financial Planning Association (FPA). Adam lives in Lexington, MA, with his wife andchildren.
ADVISER INVESTMENTS
You deserve an Adviser you can talk to. At Adviser Investments we offer a truly personal touch to your wealth management needs. Offering common-sense, comprehensive wealth management, financial planning, and investment advice. Delivering peace of mind.CLIENT LOGIN
Please call your Adviser Investments client service representative at (800) 492-6868 if you would like assistance setting up online access to your accounts through the Adviser Insights client portal or Fidelity.com. We are also happy to help you with questions about site navigation or if you encounter any issues logging in.MEET OUR TEAM
Chris Keith. Senior Vice President, Fixed Income Manager. Chris manages Adviser Investments’ fixed income portfolios and is a member of the Portfolio Review Committee. He joined Adviser Investments upon the firm’s 2011 acquisition of Kobren Insight Management (KIM), VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868DANIEL WIENER
Chairman. Dan has decades of experience crafting portfolios and is an expert on Vanguard mutual funds. He co-founded Adviser Investments in 1994 in response to numerous requests for his personal supervision over client accounts. Dan is also senior editor of The Independent Adviser for Vanguard Investors and the comprehensive text on investingELIZABETH LAPRADE
Research Analyst. Liz Laprade is a research analyst and assists with conducting quantitative and qualitative analysis of mutual funds and portfolio managers. Liz performs due diligence on the funds and managers we currently invest with and researches potential future investment opportunities for our clients’ portfolios. IS YOUR ADVISER A FIDUCIARY? The Future of Fiduciary Rule in Doubt As we covered last year, in April 2016, the U.S. Department of Labor issued regulations that would legally require financial advisers and stock brokers to act in the best interests of their clients investing for retirement—what’s known in the industry as “fiduciary duty.” In February, Read More keyboard_arrow_right PREPARING YOUR ESTATE RESPONSIBILITY STEPS 4 N/A Personal Records Government- and court-issued documents can be costly in both time and money to track down and replace. Keeping them in a secure place—like a safe deposit box—can greatly streamline claims by beneficiaries.JEFFREY DEMASO
Director of Research. As Director of Research, Jeff leads the analyst team for Adviser Investments and is a member of the firm’s Senior Investment Committee. He joined the company upon its 2011 acquisition of Kobren Insight Management, where he was a member ofADAM STRAUSS
Adam graduated from the University of Massachusetts with degrees in art and economics, and earned his master’s degree in education from Tufts University. He was awarded his CERTIFIED FINANCIAL PLANNER™ designation in 1999 and is a member of the Financial Planning Association (FPA). Adam lives in Lexington, MA, with his wife andchildren.
OUR FINANCIAL SERVICES We are here to help you secure your financial future, every step of the way. Offering comprehensive wealth management, financial planning, and investment advice. A full suite of services focused on putting your interests and peace of mind at the core of what we do. CHOOSING THE RIGHT TRUSTEE 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 AT A THEATER NEAR YOU: MEME STOCKS 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 VANGUARD TO OFFER PRIVATE EQUITY INVESTMENTS TO 85 Wells Avenue, Suite 109 Newton, MA, 02459. info@adviserinvestments.com 1.800.492.6868 YOUR QUESTION ANSWERED: THE LATEST STIMULUS AND ACTION ITEMS The child tax credit. The ARP expands the child tax credit for the 2021 tax year to $3,600 per child under age 6 and $3,000 for children ages 6 through 17. As with the stimulus checks, the credits start to phase out for individuals above a certain income level, but the previous credit of $2,000 per child remains unchanged for somehigher-income
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FINANCIAL PLANNING IN YOUR 40SNovember 5, 2019
With age comes greater wisdom, they say, and greater responsibility. You’re well-established in your career and hopefully earning more than you spend. You may have … Read More _keyboard_arrow_right_ 529 PLANS: WHICH STATES REWARD COLLEGE SAVERS?November 1, 2019
In September, we covered the basics of 529 plans.
This week, we’ll continue examining 529s with a look at tax implications, risk strategies and … Read More _keyboard_arrow_right_ VANGUARD EXPANDS ACTIVE LINEUP WITH INTERNATIONAL STOCK FUNDOctober 31, 2019
In August, we covered Vanguard’s plans to open a new actively managed international stock fund, International Core Stock.
Following a two-week subscription period, the … Read More _keyboard_arrow_right_ A TRUSTED MARKET SOURCE ADVISER INVESTMENTS IN THE NEWS WEBINAR: INVESTING THROUGH IMPEACHMENT AND TRADE WARSOctober 31, 2019
Markets have reentered record territory, and even with the challenges and unknowns we face, we believe that the current environment offers opportunities for long-term investors with well-diversified portfolios. This webinar is a valuable opportunity to hear from our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Director of Research Jeff DeMaso, Vice President Charlie Toole and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you.View All Videos
VANGUARD SLASHES FEES ON 15 ETFS Featuring: Daniel Wiener November 6, 2019 Read on Ignites_open_in_new_
THE DISCOUNT BROKERAGE WARS ARE UPON US. TAKE A DEEP BREATH BEFOREENGAGING.
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DESPITE BAILOUT, WEWORK STILL POPULAR IN PHILLY; VANGUARD MAY REVALUESHARE HOLDINGS
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