Investment strategies

The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.

Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.

Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.

High net worth clients who want increased customization and tax-loss harvesting possibilities might benefit from direct indexing, but financial advisors say it isn't right for everyone.

Wall Street's latest tax-smart ETF is engineered to turn a publicly traded fund into a tax-minimizing machine.

A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.

In separate cases, two federal judges found that neither Wells Fargo nor LPL had a fiduciary obligation to look for clients' best interests with uninvested cash held in brokerage accounts.

The deal to buy Natixis' overlay management services comes amid a general push by the St. Louis-based firm to broaden its appeal to HNW clients.

Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.