Investment strategies

From coffee to mind-altering drugs, the actively managed funds can have very niche focuses — and wildly varying returns.

At the death of a spouse, it can be a powerful planning tool for minimizing an individual’s capital gains taxes from the sale of appreciated assets.

Nonprofit research organization the Croatan Institute group brought fixed income pros together to talk about the power of investing to support systemic change.

With the Federal Reserve is expected to raise interest rates in March, 61% of those surveyed by UBS said they had more than 10% of their portfolio in cash and equivalents, up from 59% heading into 2021.

Inflows for the do-good investments have sharply declined as the market has soured.

Interest in ESG the desire for personalized investments make these accounts more and more attractive.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

The ranking of the largest groups of funds stayed stable while money poured in.

The ETF industry is bringing a surprising twist to hands-off, passive investing.

Both growth-focused ARK and value-driven Berkshire Hathaway have racked up gains.