Investment strategies

The two strategies can complement each other, but success depends on starting out with a clear vision.

Touted as crypto's big breakthrough on Wall Street, the imminent arrival of Bitcoin ETFs may open digital-currency investing to the institutional and retail masses.

Index funds are broad and unwieldy, but what they lack in speed they make up for in reliability. Here are the top 20 of 2013 to 2023.

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

The latest data shows inflation is continuing to cool. Which investments could benefit from the slowdown, and which ones could get burned?

Should a young saver put more in his 401(k) or strike out on his own? The active vs. passive investing debate comes to retirement.

With interest rates likely to level off, wealth managers who leave their clients in cash could miss out substantial long-term gains.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.

The stock market's largest companies have the best chance of weathering the Fed's rate hikes, BlackRock's strategists believe.

There's room for growth in a crowded field — but it can be a risky and expensive move. Here's what to consider.

New trade rec from BoA suggests targeting boomers' wealth — and avoiding millennials'.

Funds devoted to modern technology, especially semiconductors, yielded by far the highest returns from fall 2013 to fall 2023.

Proponents expect crypto to gain legitimacy and come to clients at lower costs if the SEC signs off as it's expected to do.

The race to invest in artificial intelligence may be outpacing a full understanding of its risks. It's a high-stakes question for ultrawealthy investors and family offices.

The head of global sustainability sees opportunities in waste management and recycling.

Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.

DAF skeptics say the funds are little more than tax loopholes disguised as philanthropy. Not so, says Brad Saft of DonorAdvisedFunds.com.

A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.