Investment strategies

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

Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.

Understanding new retirement regulations and utilizing technology will help your firm grow.

Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.

Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.

Amid a tough year for property investors, discerning advisors could still uncover some solid returns.

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

Leading the charge last year were risky leveraged vehicles and funds tracking the digital assets industry. That doesn't mean advisors are any more likely to embrace them.

For clients who want sustainable investing reflected in their portfolio, financial advisors will need to find an approach that resonates while staying true to fiduciary responsibilities.

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

Even planners who are willing to entertain investments in digital assets caution that clients should put no more in than they can afford to lose.

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

After the SEC's decision, Americans can finally invest in a fund whose underlying asset is bitcoin. But should they?

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

There's no better example of investing in the future than an emerging markets fund. Here are the ones with the best returns.

As the Fed promises to cut rates, investors are eagerly awaiting a drop in bond yields — and a big jump in prices.

After more than a decade of opposition, the Securities and Exchange Commission has given the green light.

Alternative investments are courting private wealth more and more as insitutional money starts to dry up.

Amid high interest rates, publicly traded real estate investment trusts have been pummeled the last two years. Analysts meanwhile think their private cousins are in for further correction.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?