Investment strategies

From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.

Add war to inflation, the COVID-19 pandemic and other issues making 2022 a bumpy investment year.

Here's what wealthy investors and their advisors need to know.

Social media and solid investing don't always mix.

Here are tips on how to weather changing markets.

Bloomberg data shows that 50 new ETFs have already launched in 2022, up from 38 at this point last year.

Managed FidFolios lets clients with as little as $5,000 get a managed portfolio consisting of hundreds of individual stocks.

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.

As the K-shaped recovery continues, wealthy clients are calling their private bankers to see if they should borrow against their art or buy a fourth home.

Annual drawdowns tell us little about possible standards of living in retirement as investors spend dollars, not percentages.

As inflation ticked up, the commodities featured in the morning meal have risen over the past year.