Investment and Mutual Fund Special Reports

Free Special Reports

Adviser Investments has developed exclusive Special Reports, which focus on key elements of investing and mutual funds. These reports are tailored to meet the needs of the everyday investor, and were developed for the purpose of educating and enlightening our clients. We also publish a quarterly Market Outlook, summing up market and economic trends over the past three months and looking ahead at times to come.

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Please note you will need a copy of Adobe Acrobat ReaderTM in order to read the Special Reports.  Please click here to download a free copy. 

Market Cycles Health Care and Your Portfolio
In this report, we discuss why a dedicated allocation to health care makes sense for most long-term investors, as well as active management’s historical success in this sector.

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Market Cycles Brexit and the Global Economy
This exclusive report analyzes the aftermath of the Brexit, the contentious history that led to the secession vote and the potential impacts on investor portfolios and the global economy. 

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Market Cycles

Focus on Market Cycles, Not Election Cycles
This special report compares more than a century of U.S. stock market returns during Democratic and Republican presidential terms to put them into an investment context.

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401K Rollover Report

What Interest-Rate Hikes Really Mean for Your Portfolio
In this report, we analyze the historical impact of rising interest rates on stocks, bonds and cash to give some perspective for the next round of Federal Reserve rate hikes.

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Stock Market Outlook

Adviser Market Outlook
Our quarterly outlook contains an overview of how the market has fared over recent months, and what investors can expect in the months ahead.
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ETF Advantage The ETF Advantage
Take advantage of the fastest growing asset class today. Learn how ETFs fit into your portfolio and how you can benefit from them.
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Fidelity Vs. Vangard Fidelity Vs. Vanguard
An exclusive report that highlights the advantages and disadvantages of two of the biggest fund families around.
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Paying For Retirement Paying For Retirement
Learn how to plan for—and finance—your retirement, in this exclusive book excerpt available only from Adviser.
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Free Market Volatility Report

The 5 Steps to Thriving in Volatile Markets   

This report provides you with the knowledge and confidence to make wise decisions during periods of market volatility.  

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401K Rollover Report

The Rollover Advantage
Find out how to protect your 401(k) or 403(b) when you retire or change jobs.

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