Investment strategies

Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.

The ultrawealthy love niche investments, but not hedge funds.

In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.

An ETF whose issuer had Martina Navratilova and Barney Frank on its board has shut down. What are the lessons for advisors and clients?

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.

It's another sign of the waning power of bonds as safe bets during a time of high inflation.

RIAs and asset managers explain how they’re navigating the challenges by examining the available data, shareholder votes and their own allocations.

A chief investment officer recounts the rise of “Bogle’s Folly” and delivers an optimistic preview of what the next phase of index investing’s growth will look like.

Use the “head fake” market rally to reduce interest-rate risk in your clients’ portfolios before the Fed rejoins the inflation battle.