Asset allocations

Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.

Asset flows into the funds soared last year with the launch of the firm co-founded by Republican presidential candidate Vivek Ramaswamy.

If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.

Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.

The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

Taxable bond exchange-traded funds have drawn floods of cash ever since two banks collapsed in March and deepened fears of an economic downturn.

The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.

The stalwart allocation has a logic to it, but its simplicity hides two significant problems.

A brutal 2022 for fixed income, the worst year in many decades, took some shine off the decade-long track record of these exchange-traded bond funds.

The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.

One word: energy.

Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Bonds are back for high net worth investors.

Super-rich investors find energy the most attractive of all investment categories.

Buying fewer stocks adds more risk over long investment horizons than has been suggested by academic and popular papers that focus on annual volatility.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.