Investment strategies

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

These investments can help avoid getting caught up in market volatility as rates rise.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”

In the past, both asset classes served as sources of capital appreciation and income.

These portfolios look poised to shrug off their recent underperformance.

Rates rising and falling? This strategy works either way.

The declines, he says, were the result of a widening gap between U.S. and German bond yields triggered by the crisis in the eurozone.

As with equity portfolios, a key part of risk reduction is prudent and thoughtful diversification.

Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.

GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”

Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.

As FS Investments' chief U.S. economist, Lara Rhame mentors four women at the firm, meeting regularly to discuss their professional and personal goals.

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.

Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.

As a PNC executive, Nicole Perkins looks at her position as a role model and thinks of it as "giving back or paying forward, however you look at it."

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

"I'm not right for you," along with other surprising things I tell clients.