Investment strategies

An expert says investors should wait until benchmark Treasuries yield 3% before abandoning growth stocks and embracing value shares.

Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.

Recognizing the strengths and weaknesses of your choices can help stave off losses as prices rise.

Wall Street is trying to bottle ESG, but ESG has other ideas.

During a Tuesday morning interview, the former Fidelity Magellan fund manager called the move to passive a mistake.

The largest groups of mutual funds and ETFs saw their assets swell to trillions under management as prices rose in the post-lockdown stock boom of 2020.

Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.

The countdown to the end of the year always comes with gobs of generic tax advice. Maximize 401(k) contributions. Deplete flexible savings accounts. Lock in stock losses to offset capital gains.

Investors should ask whether the growing ESG trend and the green energy sector's stock losses this year presents a buying opportunity, writes Earl Carr.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.