Investment strategies

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.

Once you purchase real estate, you are married to it, says adviser Mike Martin.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Those who expect to stay longer on their jobs could be hurting their prospects, as many people are forced to retire early because of health issues.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.

Whenever any investing style becomes too popular, future returns are likely to lag.

Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.

The issue comes to down whether the strategy is good at picking stocks primed to rise.

Gold tends to hold its value in the long-term, but it's volatile — almost as much as stocks — so clients may need decades to ride out its ups and downs,

Many new products are great for the industry and not so great for our clients.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

Experts say conditions are right for allocations to return to their peak in 2013, potentially unleashing $350 billion of new money.

Low costs and an overall shift toward passive are only part of the reasons why they are leaving such an impact, according to four experts’ testimonies.