Fixed income

Small doesn't mean unprofitable. From 2014 to 2024, funds invested in small-cap companies boasted returns as high as 13.96% per year.

Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.

The success of tech stocks in 2023 was largely driven by seven "magnificent" companies. Will 2024 be different?

Tech stocks dominated last year's top-performing funds, but bitcoin made an appearance as well.

The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.

In 2023, seven tech stocks dominated the Nasdaq 100. Analysts expect 2024 to be different.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?

Preparation, acceptance and a generous dose of patience will be required to help investors weather a forecast that includes prolonged high-interest rates.