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Dec 3, 2019

Vanguard’s and Fidelity’s growth and evolution over the past 25 years have been astounding to watch, and we’ve been paying close attention all the while. Getting data on their managers and services was once like squeezing water from a stone, but today’s investors are faced with so many funds and so much...


Nov 20, 2019

Roth IRAs—you may have heard of this type of individual retirement account, but do you know how to use one? In this episode of The Adviser You Can Talk To Podcast, financial planning specialists Andrew Busa and Rick Winters give an in-depth explanation of the many uses of the Roth IRA, including details on:

  • Building...


Nov 5, 2019

Every investor has unique needs and goals driving their investment strategy. But the behaviors that can derail that strategy are universal. Failing to recognize and factor these innate biases into your investment decision-making can lead to missed opportunities or compound missteps.

You can't control the stock market....


Oct 22, 2019

While younger couples are splitting up less often, the divorce rate for people 55 and older has tripled since 1990. These so-called “gray divorces” just before or during retirement emphasize the importance of knowing what you and your spouse have for assets and how your financial picture will change as a result.

In...


Sep 26, 2019

At Adviser Investments, many of our clients are committed to supporting the causes that matter to them. Deciding on the best way to give can be a challenge, but it doesn’t have to be.

In this episode of The Adviser You Can Talk To Podcast, portfolio executives and financial planners Charlie Toole, Kari Wolfson and...