Investment strategies

Outsized returns over the long- and- short-term planning horizons come with some caveats.

Modern economic growth in the U.S. is dependent on credit creation — which has perpetuated a cycle of suppressed yields and inflated asset prices. While credit creation has been accelerating away from GDP growth for the last 15 years with no signs of stopping, retirement investors are left in the intractable situation of watching the value of their savings erode. What can be done?

Investors are embracing exchange-traded funds in favor of mutual funds

After a period of strong growth, analysts are divided over whether a recent downturn is a warning or opportunity.

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

Bitcoin and the like may be the future, but right now the tax landscape is complicated.

Instead of trying to tax diversify between traditional and Roth retirement accounts, taxpayers can consider trying to ‘Roth optimize’ exactly when to add dollars to tax-free Roth accounts.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.

The new fund bucks trends in socially and environmentally responsible investments.

New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.