Investment strategies

The first half of 2024 marked a record stretch for ETFs, but not all funds were lifted by the rising tide.

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.

July has historically been a strong month for ETF inflows, and this year was no exception.

Recent years have taken the shine off of fixed income, both as a portfolio diversifier and a way to boost total returns. The prospect of falling rates next month promises to reverse that.

Mutual funds are losing assets, while ETFs are gaining them. Here's a look at how a pioneering firm has adjusted to a difficult environment in recent years.

While big firms keep getting hit with lawsuits alleging unfair cash sweep policies, MaxMyInterest is generating returns from cash through the competitive marketplace.

These recoveries don't guarantee a bottom has been reached.

Financial planners have had to field plenty of questions about why they weren't more aggressively chasing returns. With the market correction, they now have a chance to show the benefits of a diversified strategy.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

The soliciations can be made only to clients who have a net worth of at least $1.5 million, high risk tolerance and the intention to invest in speculative assets.